Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook

Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grows the fastest in this decade. Also, top of today’s research is ASEAN X Macro thematic report on inflation drivers and risks, and our model portfolio strategy for Thailand. 00:26 - Roundup - Winson Phoon 04:17 - SG 1Q GDP - Chua Hak Bin 07:40 - SGD if re-centering - Saktiandi Supaat 10:51 - ASEAN inflation drivers - Suhaimi Ilias 15:01 - PH inflation - Zamros Dzulkifli 17:17 - TH inflation - Lee Ju Ye 20:00 - TH banks - Jesada Techahusdin 21:36 - TH tourism - Yuwanee Prommaporn 24:25 - TH portfolio strategy - Chan Han Chin 27:11 - More soybean, CPO outlook - Ong Chee Ting Producer: Noelle Lim