Weekly Briefing: Weathering 2H 2022

Building on the theme of weaker growth, our analysts discuss their outlook - outperformance for the next 6 months within Asia Pacific, emerging market currencies and Yen, and Malaysia’s economy and equities strategy in the second half of this year.

00:21 - Roundup - Ong Seng Yeow

01:38 - Potential for outperformance in Asia - Chan Han Chin

06:39 - MY: S&P revision - Winson Phoon

13:27 - EM FX outlook - Saktiandi Supaat

17:02 - Yen forecast - Saktiandi

18:21 - ID government bonds - Winson

21:01 - MY 2H strategy - Anand Pathmakanthan

25:01 - MY 2H macro - Suhaimi Ilias

Producer: Noelle Lim