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ASEAN Market Spotlight - Singapore & Thailand's Manufacturing & Export Activity | ASEAN Banks | Indonesia Property & Mining Sectors
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With Singapore’s manufacturing data still weak and the country being a proxy to global trade and demand, what does this say about the trajectory of recovery? Thailand’s export numbers are also similarly weak and the strength of the Thai Baht doesn’t help. This week, our equity and macro strategists will give their perspectives on these key developments, and what it means for different asset classes. We will also give a run down of Maybank Kim Eng's top calls for ASEAN banks as well as the Indonesian Property & Mining sectors.