Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook

We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by India on Indonesia’s consumer companies, and the risk of re-imposition of Indonesia’s palm oil export ban, and if it is time to bottom-fish regional tech champions, Grab and SEA, ending with what will lift the Renminbi.

00:17 - Roundup - Suhaimi Ilias

05:22 - SG NODX - Chua Hak Bin

08:32 - TH, ID outlook - Lee Ju Ye

13:49 - ID consumers - Willie Goutama

16:20 - Palm oil exports ban - Ong Chee Ting

19:28 - PH monetary policy - Zamros Dzulkifli

23:01 - PH property policies - Miguel Sevidal

25:57 - SEA, tech - Lai Gene Lih

28:02 - RMB weaknesses - Saktiandi Supaat

Producer: Noelle Lim