Macquarie Favors Indonesia, Philippines Stocks In ASEAN

The video discusses the potential benefits and risks of the Johor-Singapore Special Economic Zone, focusing on Malaysian and Singaporean companies. It highlights stock beneficiaries, investment outlooks, and the impact of foreign direct investment (FDI) in ASEAN. The discussion also covers geopolitical risks, particularly involving US-China relations, and the economic dynamics in Southeast Asia, including currency impacts and market analysis.

What are the implications of local content regulations for foreign firms in Indonesia?

In what ways might the geopolitical landscape affect ASEAN's economic strategies?

What are the key risks facing the Philippines in the current economic climate?

How is intra-regional trade expected to change among ASEAN nations?