Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers

Our analysts dovetail into the effects of China’s re-opening and the impact on Singapore’s bank earnings to be released this week. We also discuss our first reports of the year on Singapore REITs and China’s inflation; revisit property developers in Penang; and consider the policy stance of Kazuo Ueda, expected to be the next governor of the Bank of Japan. 00:23 - Roundup - Chua Hak Bin 02:37 - MY GDP - Suhaimi Ilias 04:46 - MY employment - Suhaimi Ilias 07:21 - ASEAN strategy - Anand Pathmakanthan 10:21 - Kazuo Ueda appointment - Saktiandi Supaat 14:06 - China inflation - Brian Lee 16:33 - TH hikes - Lee Ju Ye 18:29 - SG banks - Thilan Wickramsinghe 21:56 - SG REITs - Krishna Guha 24:12 - MY property - Wong Wei Sum 25:55 - TH healthcare - Yuwanee Prommaporn Producer: Noelle Lim, Maybank IBG