Some analysts posited that rising commodity prices linked to the Russia-Ukraine war may benefit commodity-linked markets in Southeast Asia like that of Malaysia's. But with the FBMKLCI still up about 2.5% since the start of the year, why have equities north of the causeway been a bit sluggish? Alexander Chia, Regional Head of Equity Research at RHB, joined us from Kuala Lumpur on Across the ASEAN to talk about valuations, inflation, and his outlook on palm oil and the rubber glove sector.