Weekly Briefing: Undervalued ASEAN Gems, EV Plays

While fading re-opening tailwinds and interest rate hikes will weigh on growth in 2023, balanced by China’s Covid easing, our analysts discuss undervalued beneficiaries in ASEAN, and Indonesia electric vehicle (EV) stocks to watch.

00:19 - Roundup - Chua Hak Bin

02:16 - ASEAN highlights - Anand Pathmakanthan

07:15 - Gloves - Wong Wei Sum

08:22 - TH picks, elections - Yuwanee Prommaporn

10:51 - TH banks - Jesada Techahusdin

13:19 - PH picks - Jacqui De Jesus

15:40 - PH consumer - Daphne Sze

18:25 - ID EV - Richard Suherman

Producer: Noelle Lim, Maybank IBG