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Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking GroupPatrick Chang, Chief Investment Officer, ASEAN Equities, Principal Asset Management
Morning Run · The Breakfast Grille · 18 Jul 2023 · 35 mins listen
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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