In this week’s episode of ASEAN Speaks, our host Thilan unpacks Moody’s downgrade of the US credit rating and the market implications of easing US-China tariffs.Economist Erica Tay joins us to explore what this shift means for China and ASEAN economies. We break down Sea Ltd’s stellar 1Q25 results and why we’ve raised our target price. SMID's Analyst, Jarick Seet is is optimistic about CSE Global Ltd in light of US policy changes and pessimistic on AEM despite increasing trade sentiment.Analyst, Samuel Yin weighs in on Genting Singapore’s outlook following its inline quarter.Edited by Xuan Hao, Dion, Bruce, Abdullah

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