Market Divergence and the Herd Immunity Effect

10/05/2021 26 min

Listen "Market Divergence and the Herd Immunity Effect"

Episode Synopsis

ASEAN’s stock market performance continues to diverge. What are the determinants that will change this narrative for fund flows? Malaysia just wrapped up its OPR meeting on May 6. What effect does the re-imposition of mobility restrictions have on its policy rate outlook. Singapore's banking sector has just concluded its Q1 earnings season, are Sing banks still in pole position relative to regional peers?