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BofA Securities' Nagutha on Inflation Risks

May.14 -- BofA Global Research Faiz Nagutha discusses the outlook for ASEAN and the potential impact of rising commodity prices in the region. He says while Asia as a whole is a net commodity importer, there are some notable exceptions in Australia and parts of ASEAN that will benefit from commodity upcycle. He speaks to Yvonne Man and Tom Mackenzie on 'Bloomberg Markets: Asia'.