EPISODE · Feb 25, 2026 · 9 MIN
Bigger Pic: ASEAN at an Inflection Point - Rates, AI & the New Risk-Reward Playbook
from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3
As policy rates peak across ASEAN, what does easing mean for banks, asset quality and the broader credit cycle? Daniel Lau, Portfolio Manager, Eastspring Investments shares where the real opportunities lie, and which of Malaysia, Indonesia, Thailand or Vietnam offers the best risk-reward today.See omnystudio.com/listener for privacy information.
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Bigger Pic: ASEAN at an Inflection Point - Rates, AI & the New Risk-Reward Playbook
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