ANZ's Tan on S. Korea GDP, Indonesia Rates

The transcript discusses economic trends in South Korea, Indonesia, and Thailand, focusing on growth, exports, and monetary policies. It highlights the Bank of Korea's stance on interest rates amid sluggish growth and high inflation. Indonesia's economic conditions are examined, noting benign inflation but challenging external conditions. The impact of a Chinese slowdown on Southeast Asia, particularly Thailand's tourism and budget, is also explored.

What factors contributed to the decline in exports in the near term?

How has the Bank of Korea's policy stance affected its approach to rate hikes?

What external considerations are influencing the Bank of Indonesia's monetary policy?

In what ways has the trade picture for Indonesia changed due to commodity price fluctuations?

What impact has the Chinese economic slowdown had on Thailand's tourism sector?

How is the delay in government formation in Thailand affecting economic activity?

What implications does the budget cycle in Thailand have on new investment projects?