ASEAN Speaks

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, shares the latest global and ASEAN ESG developments and trends, as well as updates on Malaysia’s sustainability scores and ESG portfolios.

Amid Thailand's bid to pass a bill that will legalise casinos, what's the scenario when the bricks are laid, and the impact on gaming companies in other regional markets? Samuel Yin, analyst at Maybank IBG, gives his insights.

Saktiandi Supaat, Head of FX Research at Maybank, assesses currencies performances in the past easing cycles, putting in perspective how central banks actions are impacting various currencies today, and shares his top 3 Asian currency picks.

Desmond Chng, Analyst, Maybank IBG, explains his positive outlook on Malaysia's banking sector and the stocks that he's maintaining buy calls for at the moment.

Maybank IBG Regional Co-Head for Macro, Chua Hak Bin, re-caps how major central banks' interest rate policies last week, are moving markets.

With a 125 billion peso capitalisation plan for the Philippines sovereign Maharlika Investment Fund in place, which sectors are the fund targeting and why, and how will their growth accelerate the country’s economic development? Dr Zamros Dzulkafli, Economist at Maybank Investment Banking Group, shares his latest research on the fund.

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, is optimistic on ASEAN markets for 2024. He shares his ideas on the sectors and stocks that are under his radar.

Hosted by Thilan Wickramasinghe, Maybank Investment Bank Research speaks with Dan Ives, Managing Director Equity Research of Wedbush Securities on Nasdaq's recent performance and the Magnificent 7.

Saktiandi Supaat, Head of Forex Research at Maybank explains how the weak economy and rising inflation are reasons behind his forecast revisions on the Thai Baht, while looming uncertainties surrounding the US elections in November are weighing on his outlook for the RMB. He also highlights the currencies to watch in the region.

Rising disposable income, positive pre-sales guidance, and the incoming Prabowo-Gibran administration’s pledge to continue with Jokowi administration policies, will be beneficial for Indonesia’s real estate sector. William Jefferson, analyst with Maybank Sekuritas Indonesia, shares his insights.

The Red Sea Crisis has caused significant disruption in global shipping and freight rates. Loh Yan Jin, analyst at Maybank Investment Banking Group, explains the impact of the crisis on Malaysia and her outlook on freight rates.

Brian Lee, economist at Maybank Securities, gives an update on how the Singapore economy has been faring so far this year, and how will Budget 2024 address the economic concerns of businesses, given the high inflation and operating costs.

Come 16 February, Singapore will be announcing Budget 2024. Chua Hak Bin, our regional co-head of macro, gives a preview on fiscal balance, possible measures to support inclusivity and green transition, updates on the global minimum tax and what other initiatives can individuals and corporates look forward to.

Will the Dragon year be good for the economy from a fengshui perspective, and which zodiac animals will be lucky in love? Master Ken Koh from the House of Fengshui demystifies the year ahead with investing tips based on this ancient belief.

The latest Maybank thematic report on ASEAN tourism showed an underwhelming recovery of China tourist arrivals in 2023. What happened, and will the story be different this year? Chua Hak Bin, Regional Co-Head, Macro Research at Maybank, gives his outlook.

Krishna Guha, REIT analyst at Maybank Securities, gives his picks for investors looking at the S-REIT space.

The latest set of China economic data sent shudders through the markets, with China-related stocks falling nearly 4 percent on Wednesday. Erica Tay, economist at Maybank IBG discusses how policymakers can raise GDP growth in 2024.

The year started on a good note underpinned by policy thematics. Chua Hak Bin, our regional Co Head of Macro speaks to our analysts on their market outlook. 02:01 – Macro intro – Chua Hak Bin 03:08 – ASEAN markets to watch – Anand Pathmakanthan 08:02 – Malaysia-Singapore’s MOU – Wong Wei Sum 10:39 – Key themes for gaming sector – Yin Shao Yang 15:10 – Thailand consumer finance sector outlook – Jes...

Some Asean markets are off to a positive start, what’s driving them and which markets are foreign investors looking to position in 2024? Anand Pathmakanthan, Head of Regional Equity Research at Maybank shares his thoughts.

Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, discusses the outlook and investment strategy for the Malaysian market.

What are some 2024 equity outlook and strategies for Asean markets? Suhaimi Ilias, our Chief Economist, speaks to our analysts from Singapore, Malaysia, Thailand and Vietnam. He also chats with our ESG analysts on the latest ESG findings in Asean and Indonesia. 02:27 Roundup – Suhaimi Ilias 08:05 Singapore investment strategy – Thilan Wickramasinghe 11:20 Thailand market outlook – Chak Reungsinpin...

Moving into 2024, Singapore’s economy sees green shoots in export and manufacturing, with overall recovery in Asean markets, says Chua Hak Bin, Maybank’s regional co-head for Macroeconomics.

In our first episode for 2024, our economists and analysts give an overview of their outlook for Asean economies – Singapore to Malaysia to the Philippines, Indonesia, Thailand, Vietnam, as well as China. Tune in to find out what are some exciting forecasts to look forward to in the regional markets. 00:20 - Roundup - Chua Hak Bin 02:05 - Green shoots themes - Chua Hak Bin 05:08 - Singapore - Chua...

In this week’s highlight, Jeremie Yap, our analyst, outlines the beneficiaries of Petronas as it decides how to strike a balance between capital expenditure, dividend commitment and balance sheet preservation. He speaks with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

This week, we consider the reasons for China's delayed Economic Plenum, assess Indonesia's inflation jump, consider multi-year market trends in Singapore, and outline our equities strategy for the Philippines. 00:20 - Roundup - Chua Hak Bin 04:36 - CN PMI - Erica Tay 06:38 - CN Economic Plenum postponed - Erica Tay 08:12 - TH interest rate - Erica Tay 10:39 - VN GDP - Brian Lee 13:18 - ID...