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Weekly Briefing: SG Budget 2022 Winners & Losers; In The Mood For ASEAN Markets; Indonesia Trade & Retail; CPO Price Forecast Raised; PH Inflation On Earnings; Gaming On
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On Friday, Singapore released its Budget 2022 that includes a slew of higher taxes to redistribute wealth while improving resilience through healthcare spending and green projects. Meanwhile foreign buying has returned to ASEAN markets. What sectors might continue to outperform and underperform as interest rates and inflation increase? Maybank's research teams across the region discuss.
00:34 - Round-up - Suhaimi Ilias
05:53 - Singapore Budget 2022 - Chua Hak Bin
14:07 - Singapore markets - Thilan Wickramasinghe
15:56 - ASEAN markets - Anand Pathmakanthan
20:13 - Indonesia trade - Lee Ju Ye
22:26 - Indonesia retail - Willy Goutama
24:17 - Plantations, La Nina - Ong Chee Ting
27:57 - Philippines earnings - Jacqui de Jesus
30:01 - Gaming - Samuel Yin Shao Yang
Producer: Noelle Lim