Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings

As the Fed warned that it is likely to impose large interest rate hikes in coming months to tame inflation, our analysts discuss the extent of ASEAN decoupling from a potential US recession, a likely technical recession in Singapore in 3Q, and when Malaysia might hold its general elections now that the tabling of Budget 2023 has been brought forward to 7th October.

00:18 - Roundup - Winson Phoon

03:31 - ASEAN decoupling - Chua Hak Bin

09:41 - SG technical recession - Hak Bin

11:19 - ID interest rate - Lee Ju Ye

15:39 - MY Budget earlier, GE15 - Suhaimi Ilias

18:31 - MYR/USD outlook - Saktiandi Supaat

22:36 - TH equities - Chan Han Chin

24:40 - TH portfolio pick - Han Chin

26:24 - Higher TP for Grab - Samuel Tan

Producer: Noelle Lim, Maybank IBG