ASEAN Speaks

AC Health was established in 2015 as a wholly owned subsidiary of Ayala Corp (AC PH). Although the entity contributes less than an estimated 5% of AC’s RNAV, AC Health is a hidden gem in AC’s portfolio as it is positioned in the fast growing healthcare sector with exposure in drugstores, medicine delivery, clinics, hospitals and tele-health services. In this episode of Captains Speak, Maybank Kim...

For our first podcast of 2021, Maybank Kim Eng’s strategists will assess the drivers behind the current reflationary cycle and whether ASEAN central banks may be tempted to bring forward interest rate normalisation. As governments prepare to stockpile COVID-19 vaccines and execute on immunisation programs, COVID cases are back on the rise. How will these developments impact brittle economies like...

In this final podcast episode for 2020, our strategists will share on their preferred markets and how you can position for 2021. Currencies is also an equally important criterion when investing in foreign markets, so find out how ASEAN currencies will benefit amidst a low USD environment, and firming commodity prices. ASEAN banks have been trending well of late as compared to the medical gloves se...

In today’s podcast, our conversations on the ASEAN capital markets will cover Fitch’s latest downgrade on Malaysia’s sovereign credit rating, Malaysia’s 3Q earnings season and our portfolio positioning strategy going into 2021. We will also go to Thailand and ask why our strategists have turned bullish on the Thai banking and property sectors despite student protests, slow tourism recovery and hig...

With Singapore’s manufacturing data still weak and the country being a proxy to global trade and demand, what does this say about the trajectory of recovery? Thailand’s export numbers are also similarly weak and the strength of the Thai Baht doesn’t help. This week, our equity and macro strategists will give their perspectives on these key developments, and what it means for different asset classe...

Our specialists will speak on Malaysia’s 2021 Budget and how the construction sector is faring in this climate. We will also discuss about Bank Indonesia's latest rate cut and also why Maybank Kim Eng's technology analysts are overweight tech stocks in Singapore and Malaysia. Finally, we find out which countries are the biggest winners from the RCEP trade agreement and the implications for the FX...

Welcome to the ASEAN Speaks’ podcast. This week, we will be speaking with Maybank Kim Eng’s Chief economist, Suhaimi Ilias, to get the lay-of-the land on key macro and policy trends. With our market strategists, Suhaimi will then assess if the positive market vibes over the last 1-2 weeks signal a silver lining in the skies for corporate earnings recovery in Malaysia, and how this sentiment may in...

Today’s conversation is with Maybank Kim Eng’s strategists on several major events and their impact on Asia’s capital markets. Topics include the implications of Joe Biden’s presidential election win and the USD; Malaysia’s 2021 budget and the read through on the country’s equities and fixed income markets; and lastly, whether the bounce in Singapore bank shares is a foreshadow of more positive de...

Welcome to the ASEAN Speaks podcast. Today, the conversations will feature Maybank Kim Eng Research where our specialists will speak on four important themes: 1) a preview of Malaysia’s budget; 2) the industrial sectors where the V-shaped recovery is most evident in ASEAN; and 3) implications for the plantation and energy sectors if Biden wins the US presidential election.

Domestic politics in the US have been making headlines of late, but how often do we hear about China’s internal factionalism? What do we understand about President Xi Jinping, and the enigma behind the man? Dr Tan Kong Yam, former Chief Economist of Singapore and World Bank Senior Economist in Beijing, has spent much of his career engaging China on its economic policies. This podcast covers both s...

The goal of developing sustainable business practices is to preserve the long-term viability of People, Planet and Profits. This podcast interview is with Datuk Abdul Farid Alias (Maybank's Group President & Chief Executive Officer), Dato' Mohamed Rafique Merican (Group Chief Executive Officer, Maybank Islamic), and Ami Moris (Chief Executive Officer, Maybank Kim Eng Group).

Stricken by the COVID-19 shutdown, China is now among the fastest to recover. The burning issue is: What happens to all of China's Belt and Road Initiative (BRI) projects in ASEAN countries, many of which have closed their borders to contain the pandemic? From new ports and hydropower projects to railroads criss- crossing Asia, China’s massive infrastructure projects under the BRI have left awe an...

SM Investments is one of Philippines' largest conglomerates with interests in consumer retail, property development and banking. Tim Daniels speaks with Maybank Kim Eng about his company’s business performance, strategy and sustainability initiatives.

In this episode, our guest speakers are Dr Le Anh Tuan , Deputy CIO and Head of Research for Dragon Capital & Dr Nguyen Duc Khuong , Economist and Member of the Consulting Group for Vietnam’s Prime Minister. Our conversation will focus on what the private & public sectors view as the optimal macro policy prescription for Vietnam to weather the pandemic.

This is a recording with Mr Lim Cheong Guan, Executive Director of Finance and Head of the Sustainability Steering Group at Top Glove - the world’s largest manufacturer of surgical gloves. The conversations centred around Top Glove’s sustainability policies and the latest developments between  the US Customs and Border Protection (US CBP) and the group. 

The Covid-19 pandemic, dubbed by investors as the 21st century’s first “sustainability” crisis, is not only reshaping how businesses operate but could prove to be a major turning point for ESG investing. Find out how Ayala Corp, the Philippines’ oldest conglomerate, navigates and overcomes these unprecedented times by leveraging on its 360° Sustainability Framework. TG Limcaoco, CFO, Chief Risk Of...

Maybank Kim Eng’s Captains Speak series features thought leaders from market regulators and corporate sectors. In episode 1, our conversation with Bursa Malaysia’s Chairman will focus on Bursa’s strategy in staying competitive and engaging capital market participants .