Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider

Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; will Laos and Myanmar face a mini crisis mirroring Sri Lanka, and pre-election plays for alpha in Malaysia, and discounted stocks and sectors in the Philippines, among others. 00:24 - Roundup - Chua Hak Bin 05:17 - ID interest rate, inflation - Lee Ju Ye 07:14 - ID insti investors sentiment - Lee Ju Ye 08:20 - Cambodia - Brian Lee 10:08 - Laos, Myanmar risks - Brian Lee 12:17 - MY pre-GE alpha - Chan Han Chin 16:32 - MY bank provisions - Desmond Ch’ng 18:45 - TH healthcare downgrade - Yuwanee Prommaporn 21:10 - PH diamonds - Jacqui de Jesus 23:24 - PH banks - Rachel Rodriguez Producer: Noelle Lim