Market Themes that Matter

09 August 2021

20 min 52 sec


Episode Description

Indonesia ESG push does not get enough credit from markets. MKE Research downgrades Vietnam as the country loses it grip on containing the Delta variant. Is the anomaly between 10y UST and inflation trends expected to last and what is MKE’s call on USD and ASEAN FX? Anand Pathmakanthan shares his top picks for ASEAN and Thilan Wikramasinghe discusses MAS’ latest move to uplift dividends for Singapore Banks.

G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN
FOMC, Currencies and Singapore REITs