ASEAN Speaks

Dr Yuhyun Park, Founder of DQ Institute, Harvard graduate and former BCG management consultant, speaks about her journey battling skepticism in South Korea to starting a global movement for digital intelligence or DQ from Singapore. Together with her team, she created the world’s first standard for DQ that is also endorsed by IEEE Standards Association, Organisation for Economic Co-operation & Dev...

Russia’s invasion of Ukraine and talks of sanctions have triggered market fears of a brutal supply crunch of oil and other commodities. Our analysts monitor the impact on ASEAN, and where investors can potentially find shelter and outperformance. 00:32 - Round-up - Chua Hak Bin 06:16 - MY economy - Suhaimi Ilias 12:10 - MGS outlook - Winson Phoon 17:02 - 4Q earnings - Anand Pathmakanthan 20:21 - F...

Tan Sri Nazir Razak, Chairman of Bank Pembangunan Malaysia discusses his plans to create a super development financial institution, including if listing and a merger with MIDF are on the cards; as well as his idea of Better Malaysia Assembly to reshape national discourse; and the desire to protect his father’s legacy. Nazir is the former Chairman and prior, CEO of CIMB Group, and the youngest son...

Russia’s full scale invasion of Ukraine has already cost more than 200 civilian lives and triggered global condemnation. Maybank's analysts discuss the implications. 00:24 - Round-up - Chua Hak Bin 07:03 - Impact on inflation - Suhaimi Ilias 13:47 - Lessons from past crisis - Saktiandi Supaat 17:31 - Shrinking demand for MY Coal IPP Bonds - Winson Phoon 22:48 - SG bank highlights - Thilan Wickrama...

Riding on surging oil prices, Maybank has a strong buy call on Hibiscus Petroleum, Malaysia’s first listed SPAC (Special Purpose Acquisition Company) that has now transitioned to become a full-fledged oil and gas company. Dr Kenneth Pereira, the Managing Director discusses the reason for Hibiscus’ longevity, and how it will continue to grow in a more ESG-oriented environment when bankers are becom...

Dennis Zamora, scion and President of Nickel Asia Corporation (NAC), one of the largest nickel producing companies in the world, discusses the prospects of the metal as it trades at a 11 year high, and his ambition for the company to become one of the top 25 on the Philippine Stock Exchange. Producer & Presenter: Noelle Lim

On Friday, Singapore released its Budget 2022 that includes a slew of higher taxes to redistribute wealth while improving resilience through healthcare spending and green projects. Meanwhile foreign buying has returned to ASEAN markets. What sectors might continue to outperform and underperform as interest rates and inflation increase? Maybank's research teams across the region discuss. 00:34 - Ro...

Stewardship Asia Centre (SAC), established by Temasek in Singapore, advocates the practice of steward leadership across Asia. The principle of balancing profits, people and the planet is not new, yet many organisations pay lip service. How can we accelerate meaningful change and make this a way of business and life? We speak to Rajeev Peshawaria, CEO of SAC, to learn more.

On Valentine’s Day, we cast our eyes on the timing of rate hikes, CPO price rally, MY aviation, and PH e-commerce and property segments. 00:35 - Round-up - Chua Hak Bin 04:34 - BI, BOT timing - Lee Ju Ye 09:19 - BNM timing - Suhaimi Ilias 14:15 - Inverted yield curve - Winson Phoon 18:53 - CPO price rally - Ong Chee Ting 21:38 - Watching AirAsia X - Samuel Yin Shao Yang 24:12 - PH e-commerce - Dap...

The most prominent and oldest conglomerate in the Philippines of more than 180 years old, Ayala Corporation is future-proofing by gearing up for a low carbon economy. We get into the mind of the group’s Chief Financial & Chief Sustainability Officer, Alberto de Larrazabal about the rigorous approach in achieving their ambition, about new technologies, and the project close to his heart, Kasibu...

Amidst global volatility, what is the market outlook and central banks' policy direction in ASEAN? Our research teams deep dive. 00:26 - Round-up - Chua Hak Bin 03:40 - Indonesia and Thailand inflation, interest rate - Lee Ju Ye 06:52  - Euro; BOE, RBA signals - Saktiandi Supaat 10:59 - ASEAN stocks - Anand Pathmakanthan 14:10 - Singapore tech over-sold - Lai Gene Lih 18:23 - Malaysia loans,...

Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors position themselves in the bond markets, and what forex strategies apply? Where can we seek shelter from inflation in Singapore equities? Our analysts also dig into the Thai healthcare and property sectors for opportunities. 00:36 - Round-up - Suhaimi Ilias...

In conjunction with World Wetlands Day on 2 February, we celebrate how biophilia—human’s innate tendency to connect with nature—led two individuals to make conservation their lifelong career: Irshad Mobarak, Langkawi-based naturalist at Junglewalla, and former Maybanker; and Dr A Aldrie Amir, Head of the Environmental, Economic and Social Sustainability Research Centre, under LESTARI at Universiti...

Tunku Alizakri Alias, former CEO of EPF, and now Chairman of MAVCAP (Malaysia Venture Capital Management), and independent director of several boards, discusses the difficulties of change and persuading boards of directors to make sustainability-first a business imperative. He says the differences are mainly generational. How can the gap be bridged? This is his first interview since leaving EPF cl...

The VN Index has risen close to 32% over the last 12 months buoyed by peak retail trading. Maybank expects the index will hit 1,800. What will continue to drive the Vietnamese markets in the longer-term? What are the downside risks, top investment picks, and the government’s plans to ease foreign investments? Quan Trong Thanh, our Head of Research in Vietnam discusses. Producer & Presenter: Noelle...

Presenting our Monday insights to prepare investors for the week ahead before the Lunar New Year. 04:25 - Bank Indonesia signals - Lee Ju Ye 07:26 - Bank Negara Malaysia signals - Suhaimi Ilias 11:25 - China rate cuts, bond markets - Winson Phoon 15:05 - USD, RMB, IDR, MYR outlook - Saktiandi Supaat 18:00 - ASEAN strategy picks - Anand Pathmakanthan 21:40 - Philippines strategy - Jacqui de Jesus 2...

Thilan Wickramasinghe, Head of Research in Singapore discusses potential re-rating catalysts for Singapore equities led by 3Rs—rising rates, re-opening, and restructuring—and also considers ESG risks and decarbonisation costs. Producer & Presenter: Noelle Lim

Singapore tech hardware stocks like AEM, UMS and Frencken are expected to sustain earnings growth and are still trading at attractive valuations - a proposition for investors looking for both value and growth in the tech sector. Lai Gene Lih, our Analyst, presents his case, and also discusses SEA Ltd’s prospects and if a semiconductor glut is around the corner. Producer & Presenter: Noelle Lim

In today’s Briefing, we bring you up to date on global news as the US Federal Reserve shifts to a more hawkish tone, and what to look out for in Singapore’s upcoming Budget, and property outlook in Thailand, the Philippines and Malaysia, and CPO prices and production output. Commentators: Suhaimi Ilias, Chua Hak Bin, Thilan Wickramasinghe, Vanida Geisler, Miguel Sevidal, Wong Wei Sum, Jesada Techa...

What is ahead for the Water Tiger year? Here is a fengshui forecast for the Malaysian stock market and the economy by Kenny Hoo, Fengshui Master. He discusses the good and bad months, favourable sectors, disasters and illnesses, and the general elections. Producer & presenter: Noelle Lim

Maybank IBG has created 24 model portfolios to guide retail investors in picking stocks that match their risk-return profile and market outlook. We speak to portfolio strategists, Ong Seng Yeow and Chan Han Chin on how these portfolios are constructed, and how investors can position themselves in this market cycle in 2022. Presenter & Producer: Noelle Lim

The first Monday call of 2022 with our economists and analysts on investment themes including sustainability, what will repeat and change from 2021, and actionable ideas across key markets in ASEAN. Commentators: Suhaimi Ilias, Chua Hak Bin, Maria Lapiz, Thanh Quan Trong, Kaushal Ladha, Liaw Thong Jung, Ong Chee Ting, Tan Chi Wei Producer: Noelle Lim

After years of intense negotiation, the railway connecting Kunming in China to Vientiane, the capital city of Laos is finally completed making it vastly faster and easier for goods to be moved between both countries. This is part of China’s Belt & Road ambition that might eventually see a linkage through Thailand and into Malaysia and Singapore. Thailand-listed logistics players Kerry Express,...

Maybank upgrades the tourism sector in Thailand to Neutral on the back of share price corrections and the expectation that the Omicron impact is short-lived. How are major players like Airports of Thailand (AOT), and Minor International (MINT) with a portfolio of over 500 hotels, recalibrating to survive the pandemic, and why is 2024 the magical year we expect normalcy to return. Listen to the con...

Analyst, Daphne Sze initiates coverage on Monde Nissin and discusses its prospects as the market leader of instant noodles and cracker biscuits in the Philippines, and its foray into the alternative meat market in the UK and US. Buy call, target price PHP19.00.