In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.

  • Despite spillovers from Ukraine and China’s struggles with Omicron, we see supportive growth drivers for Southeast Asia, particularly from regional border reopening.
  • With the rising interest rate environment and high commodity prices, ASEAN’s financial and energy sectors could continue as key sectoral drivers.
  • Singapore has tightened monetary policy three times in the past six months; more central bank tightening is likely to follow in Southeast Asia.

 

 

To download a PDF of the full report, please click here.


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