Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts

How many more interest rate hikes could we expect from Bank Negara Malaysia following the third hike last week? And what can we expect from Malaysia’s Budget 2023? We also unpack our ASEAN X report on China and the direction of the Renminbi (RMB) and which ASEAN currency is most sensitive to a RMB sell-off, and what the Chinese Communist Party might focus on at its Congress on the 16th of October.

00:37 - Roundup - Chua Hak Bin

03:02 - MY OPR - Suhaimi Ilias

05:41 - MY Budget - Suhaimi

08:12 - RMB  - Saktiandi Supaat

11:16 - CCP meeting - Fiona Lim

13:52 - ASEAN currencies vs RMB sell-off - Saktiandi

15:06 - PH inflation - Zamros Dzulkafli

17:42 - PH conglomerates - Jacqui de Jesus

19:12 - PH telcos downgrade - Rachelleen Rodriguez

21:13 - VN policy catalysts, picks - Hoang Huy

Producer: Noelle Lim, Maybank IBG