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Don't Write Off Asean Equity Markets Yet

Don't Write Off Asean Equity Markets Yet

The Breakfast Grille

July 17, 202335m 6s

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Show Notes

Unlike 2022, Asean equities markets have underperformed compared to Japan, Korea and US. We check in with our panel consisting of Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer, ASEAN Equities, Principal Asset Management as to the reasons why. We also explore what are the investment themes to consider and the stocks that will outperform in 2023.

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