In this podcast, we discuss ASEAN and China with Centennial Group’s Manu Bhaskaran, a prominent Singaporean economist. During the discussion, Manu delves into Singapore’s economic outlook, the likely divergence between manufacturing and services, and the impact of the large fiscal and monetary support measures announced so far. He then provides insights on Indonesia, Malaysia, and Thailand, three very different economies in terms of sectoral composition and risk exposure. Manu examines the China-ASEAN dimensions in the context of trade war, supply chain realignment, and rising anti-China sentiments in the West. He concludes by looking constructively at the nature of the recovery ahead, and the fundamental changes likely in train.
