Local Plays Against Tariffs

In today's episode of ASEAN Speaks, our host Thilan is joined by Krishna Guha our REITs analyst and Brian Lee our macroeconomist. Krishna goes through his recent conversations with many of the REITs management and with investors going through what his key observations of the REITs subsector is and how investors are positioned as well. Our host Thilan discusses on Singapore bank's loan growth data and how it's slowing growth is expected due to uncertainties reiterating his neutral view on the sector. Brian talks about Singapore's manufacturing and how it might impact his GDP forecasts, he also discusses his views on the moves MAS are making on the SGD. Thilan also summarises why our analyst in Malaysia, Natasha Ariza, is calling a big buy on one of Asia's largest private hospital groups, IHH Healthcare. Edited by Xuan Hao, Abdullah, Bruce