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.