Asean Will Benefit From Re-Configuration of Supply Chain, Says Maybank's Chua

The video discusses the 2019 macroeconomic outlook focusing on liquidity, turbulence, and the slowdown in major economies like the US and China. It highlights the impact of these changes on global supply chains, particularly the shift from China to other Asian countries. The ongoing trade war is expected to be prolonged, with countries like Vietnam, Thailand, and Malaysia potentially benefiting. Technological advancements are enabling higher-tech production in new locations, such as Vietnam and Singapore.

What is the primary focus of the 2019 macroeconomic outlook discussed in the video?

• Liquidity, turbulence, and economic slowdown

• Inflation and interest rates

• Employment and wage growth

• Trade agreements and tariffs

Which countries are identified as potential beneficiaries of the supply chain shift away from China?

• Germany, France, and Italy

• Brazil, Argentina, and Chile

• Vietnam, Thailand, and Malaysia

• India, Japan, and South Korea

What is a significant reason companies are reconsidering their investments in China?

• Rising labor costs

• Environmental regulations

• Political instability

• Ongoing trade war

Which company is mentioned as expanding its capacity in Penang?

• Intel

• Samsung

• Sony

• Micron

What type of production are countries like Vietnam and Singapore now able to accommodate?

• Textile manufacturing

• Agricultural processing

• High-tech production

• Low-cost manufacturing