Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook

Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grows the fastest in this decade. Also, top of today’s research is ASEAN X Macro thematic report on inflation drivers and risks, and our model portfolio strategy for Thailand.

00:26 - Roundup - Winson Phoon

04:17 - SG 1Q GDP - Chua Hak Bin

07:40 - SGD if re-centering - Saktiandi Supaat

10:51 - ASEAN inflation drivers - Suhaimi Ilias

15:01 - PH inflation - Zamros Dzulkifli

17:17 - TH inflation - Lee Ju Ye

20:00 - TH banks - Jesada Techahusdin

21:36 - TH tourism - Yuwanee Prommaporn

24:25 - TH portfolio strategy - Chan Han Chin

27:11 - More soybean, CPO outlook - Ong Chee Ting

Producer: Noelle Lim