As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN’s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region?

Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 — from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.

As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN&rsquo;s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region?
Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 &mdash; from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.

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Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

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Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

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