Will ASEAN Cyclicals Sustain their Momentum

US non farm payrolls missed consensus expectations by a long shot stoking stagflation fears. Will Malaysia's maiden pre-budget meeting boost investor confidence in how the country manages its finances. MKE's Malaysia banks analyst Desmond gives the lowdown on Malaysia banks and his positioning strategy. With China's slowdown, MKE's FX head Saktiandi discusses about the risk of RMB devaluation.