America Sells, ASEAN Diversifies
from ASEAN Speaks Hosted by Maybank
Diversify, diversify, diversify! That is the name of the game. In today's episode, our host, Thilan bring us his review on our Macro Team's highly recommended report. We will delve in deep to explore whether the softening of the US dollar is structural or temporary as it loses its domimamce as a world reserve currency. Next, we are joined by our Regional Strategist Anand Pathmakanthan as he brings us on an in-depth take through the ASEAN region where he believes many equity oppoportunities can be found as the US dollar softens. Find out which of the ASEAN countries feature the highest OVERWEIGHT recommendation along with Anand's top picks Last but not least, we will also look at our top stock pick of week, Capital A, Air Asia's parent company and why now is the best time to BUY.
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