ASEAN Speaks
Episodes
Highlight: Green Shoots In ASEAN Amidst Turmoil
30 Oct 2023
Contributed by Lukas
Trade and manufacturing data in the ASEAN-6 markets are showing nascent signs of recovery. Suhaimi Ilias speaks to Chua Hak Bin, our co-Head of Macro ...
Weekly Briefing: Middle East Escalation And US Growth On ASEAN
30 Oct 2023
Contributed by Lukas
Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwh...
Highlight: Why Did The Ringgit Drop?
23 Oct 2023
Contributed by Lukas
Why did the Ringgit drop to a record low? Chua Hak Bin speaks to Saktiandi Supaat, the Head of Forex Research at Maybank. For the full conversation wi...
Weekly Briefing: MY 3Q GDP, Trading Forex, SG REITs, PH Rice Price
23 Oct 2023
Contributed by Lukas
Amidst geopolitical tensions and higher for longer interest rates, we unpack Malaysia’s maiden GDP advanced estimate for the third quarter, the bett...
Highlight: Beneficiaries of MY Budget 2024
16 Oct 2023
Contributed by Lukas
The highlight for this week is the beneficiaries of Malaysia’s Budget 2024. Wong Chew Hann, our Malaysian Head of Equity Research discusses. For the...
Weekly Briefing: MY Budget 2024, CN GDP Forecast, Oil & Gas, TH Renewables
16 Oct 2023
Contributed by Lukas
For Asia this week, watch for China’s growth data and central bank decisions in Indonesia. We also provide further analysis on Malaysia’s Budget 2...
Highlight: Glowing China Golden Week
09 Oct 2023
Contributed by Lukas
Our Economist Erica Tay takes stock of what happened over China’s Golden Week and the spillover benefits to ASEAN. Suhaimi Ilias speaks with her. Fo...
Weekly Briefing: CN Golden Week, SG Dollar, US Dollar, Green Shoots VN
09 Oct 2023
Contributed by Lukas
The latest Middle East conflict has caused oil prices to soar, and US macro factors continue to drive markets. In view of this, what should investors ...
Highlight: Malaysia’s Budget 2024 Preview
02 Oct 2023
Contributed by Lukas
This Highlight is on Maybank’s expectations of Malaysia Budget 2024. Winson Phoon gets the details from Suhaimi Ilias, our Group Chief Economist. Fo...
Weekly Briefing: MY Budget & Fuel Subsidies, TH Banks, SG Manufacturing, Dollar Outlook
02 Oct 2023
Contributed by Lukas
We highlight expectations of Malaysia’s Budget to be tabled on 13 Oct, and our outlook on Singapore as manufacturing slumped by the most since Novem...
Highlight: FOMC - Not Signaling End To Hike Cycle Yet
25 Sep 2023
Contributed by Lukas
What is Maybank’s revised forecast for the Fed Funds Rate? Winson Phoon discusses with Dr Chua Hak Bin, our Co-Head of Macro. For the full conversat...
Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail
25 Sep 2023
Contributed by Lukas
We discuss our revised forecast in light that the FOMC has guided for one more 25 basis point hike this year. Additionally for ASEAN equities, specifi...
Highlight: Smiles For Thai Baht
18 Sep 2023
Contributed by Lukas
What is the outlook for the Thai Baht? Chua Hak Bin speaks with Saktiandi Supaat, Head of Forex Research at Maybank on his latest ASEAN Macro report. ...
Weekly Briefing: CN Retail Sales; Steady MY GDP, TH & MY REITs, CPO
18 Sep 2023
Contributed by Lukas
Our analysts do a deep dive of data that came out last week and what to expect - China macro, GDP growth in Malaysia, Indonesian trade numbers, REITs ...
Highlight: MY Earnings - Pressure Points
11 Sep 2023
Contributed by Lukas
While we remain constructive on Malaysian equities and maintain our year end KLCI target at 1,520, what are the pressure points in the near term? Suha...
Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy
11 Sep 2023
Contributed by Lukas
We unpack our analysis on China as we downgrade its GDP growth to 4.8% in 2023 from 5%, and 4.4% in 2024 from 4.6%, and consider the pressure points o...
Highlight: Green Manufacturing Renaissance In Southeast Asia
04 Sep 2023
Contributed by Lukas
ASEAN’s share of world foreign direct investments had climbed to 17% in 2022, almost triple its 6% share in 2016. The next wave of investments are e...
Weekly Briefing: Stronger Vietnam, Forex Forecasts Changes, Bonds Update, Still Bullish On Banks?
04 Sep 2023
Contributed by Lukas
We round up key data and events in Southeast Asian economies against the backdrop of major central banks across the world continuing to battle rising ...
Highlight: Renewed Hopes In Thailand
28 Aug 2023
Contributed by Lukas
After months of political deadlock, a Prime Minister is finally chosen in Thailand. How well could markets rebound? Chak Reungsinpinya, Head of Resear...
Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs
28 Aug 2023
Contributed by Lukas
Deep diving into our stock picks as ASEAN markets continue to lag North Asia. We also consider the beneficiaries of the LRT project in Penang and deve...
Weekly Briefing: ASEAN Canary In The Coal Mine?
21 Aug 2023
Contributed by Lukas
Malaysia’s 2Q GDP growth fell below consensus, Singapore’s non-oil domestic exports (NODX) fell at a steeper pace in July, while Indonesia exports...
Highlight: China Crouching Tiger, Hidden Dragon
21 Aug 2023
Contributed by Lukas
In this week’s highlight, we unpack China’s July data that showed a slowdown enveloping China’s economy. Is the worst yet to come? Erica Tay, ou...
Highlight: MY New Industrial Master Plan - Rising Tide That Lifts All Boats
14 Aug 2023
Contributed by Lukas
In this week’s highlight, we review how Malaysia’s New Industrial Master Plan could be a gamechanger. Anand Pathmakanthan, Head of Regional Equity...
Weekly Briefing: Unpacking 2Q GDP; KL-SG High Speed Rail; PBOC Easing?
14 Aug 2023
Contributed by Lukas
Our analysts unpack the economic numbers in China, Indonesia and the Philippines and also the downgrade in GDP forecast for Singapore. Over in Malaysi...
China’s Property Crisis - How Much Longer?
10 Aug 2023
Contributed by Lukas
It’s been a rocky time for the property sector in China, and the Politburo has elevated its risk as the top concern for the economy. Erica Tay, an e...
Highlight: Benefits Of Malaysia MADANI Plan
07 Aug 2023
Contributed by Lukas
How will Malaysians benefit from the MADANI economic blueprint? Suhaimi Ilias, our Chief Economist, speaks with Chua Hak Bin.
Weekly Briefing: MY MOF Dialogue, CN Deflation, ID 2Q GDP
07 Aug 2023
Contributed by Lukas
In today’s Weekly Briefing, we discuss our key reports: outcomes of the discussion with the Ministry of Finance in Malaysia about the MADANI Economy...
Highlight: Malaysia MADANI, National Energy Transition
31 Jul 2023
Contributed by Lukas
Last week, Malaysian Prime Minister Dato’ Seri Anwar Ibrahim launched MADANI Economy plan to address the most pressing challenges facing the Malaysi...
Weekly Briefing: ASEAN EV, CN Real Estate Shift, BOJ Outlook, S-REITs
31 Jul 2023
Contributed by Lukas
On this morning’s call, we stay current on ASEAN’s electric mobility transition; the implications of China’s Politburo’s shift towards a more ...
Highlight: Market Scenarios In Fed’s Late Cycle Phase
24 Jul 2023
Contributed by Lukas
In this week’s highlight, Saktiandi Supaat, Maybank’s Head of Forex Research, discusses how investors could position themselves for the end of the...
Weekly Briefing: MY 2Q GDP, ID Exports, SG Banks, PH Markets
24 Jul 2023
Contributed by Lukas
Looking ahead to this week, we discuss expectations of FOMC’s meeting, and what to watch for in Bank of Indonesia’s statements given the decline i...
Highlight: Positioning For Thai Political Headwinds
17 Jul 2023
Contributed by Lukas
Last week, we saw Pita Limjaroenrat fail in his bid to become Prime Minister of Thailand. What is ahead for the markets? Winson Phoon speaks with Chak...
Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets
17 Jul 2023
Contributed by Lukas
In Thailand, who will become the next Prime Minister? Why did Singapore avert a technical recession? What can we expect from China’s 2Q GDP number w...
Highlight: 10 Post-Pandemic Realities & Downside Risks
10 Jul 2023
Contributed by Lukas
Maybank has downgraded its ASEAN-6 GDP growth forecast to +4.2% in 2023 from +4.5% at the start of the year. Chua Hak Bin, Co-Head of Macro, speaks wi...
Weekly Briefing: Brace For El Nino
10 Jul 2023
Contributed by Lukas
El Nino is expected to peak from now till the first quarter of next year across ASEAN. How will warmer and drier conditions affect agriculture, food p...
Highlight: Indonesia Consumer Is King
03 Jul 2023
Contributed by Lukas
In this week’s Highlight, we look into Indonesia consumer stocks and feedback from investors at our recent marketing trip in Singapore. Willy Goutam...
Weekly Briefing: SG Flash 2Q GDP -0.8%; Currency Revisions; Positioning For No Market Catalysts
03 Jul 2023
Contributed by Lukas
Singapore’s manufacturing worsened in May indicating a technical recession is probable. Vietnam’s 2Q GDP gathers pace but is still lackluster. Mea...
Weekly Briefing: MY OPR Expectations; China Booster; USDJPY; USDMYR
26 Jun 2023
Contributed by Lukas
Inflation has been easing in Malaysia and Singapore - is this enough to pause further central bank actions? And for ASEAN, the elephant in the room qu...
Weekly Briefing: Fed Actions, MY OPR, CN & ID Economies; Regional Equities
19 Jun 2023
Contributed by Lukas
The Federal Reserve has decided to hold interest rates steady at its policy meeting. What would this mean for Malaysia and the other regional markets?...
Highlight: To Still Invest In Malaysian Banks?
12 Jun 2023
Contributed by Lukas
In today’s Highlight, banking analyst, Desmond Ch’ng discusses if we should still stay invested in Malaysian banks as interest rates fall. Co-Head...
Weekly Briefing: ASEAN Inflation; BNM New Governor; China Impact On TH
12 Jun 2023
Contributed by Lukas
Headline inflation rates in ASEAN-6 economies appear to have peaked and are moderating. Latest monetary policy actions by ASEAN central banks except f...
Highlight: Malaysia 1Q23 Results Broadly Underwhelming
06 Jun 2023
Contributed by Lukas
In today’s Highlight of our Weekly Briefing, Anand Pathmakanthan, Head of Equity Research in Malaysia unpacks the first quarter earnings, which have...
Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks
06 Jun 2023
Contributed by Lukas
Our analysts present forecast revisions - Vietnam’s GDP, US dollar, our year end KLCI target - and also consider undervalued plays in Thailand’s e...
Sustainability: Carbon Removal, Sequestration May Take Centrestage At COP28
03 Jun 2023
Contributed by Lukas
As momentum builds up towards COP28 that will take place in the UAE, we discuss with Robert Stavins, A.J. Meyer Professor of Energy & Economic Devel...
Highlight: Gold To Strengthen When Fed Cuts
29 May 2023
Contributed by Lukas
In the Highlight of our Weekly Briefing, Saktiandi Supaat, our Head of Forex Research shares his findings on what may happen to currencies when the Fe...
Weekly Briefing: Interest Rates, Inflation Trajectory; ID Property; TH Telco
29 May 2023
Contributed by Lukas
A tentative agreement has been reached between the Republicans and Democrats that will help avoid a debt default. Over in ASEAN, we review a slew of i...
Highlight: SG Sees No Lift From China’s Re-Opening
22 May 2023
Contributed by Lukas
Here is the highlight from today’s Weekly Briefing. Non-oil domestic exports or NODX extended its decline in April as exports to China contracted sh...
Weekly Briefing: TH Moving Forward; Renminbi, ASEAN Strategy; El Nino
22 May 2023
Contributed by Lukas
While the US debates on raising its debt ceiling, we discuss our projections for Thailand post-elections, ASEAN equities as investors stay on the side...
Highlight: Thailand Elections 2023
15 May 2023
Contributed by Lukas
Here is the highlight from our Weekly Briefing. The election results in Thailand show that the Move Forward Party is leading, with Pheu Thai a close s...
Weekly Briefing: TH Elections; Geo-Economic Fragmentation; SG Bank Earnings
15 May 2023
Contributed by Lukas
Bringing you the latest highlights about ASEAN - economic data in China, Malaysia and the Philippines; Singapore bank earnings; Thailand’s election ...
Highlight: Look Ahead On Fed Interest Rate And Data
08 May 2023
Contributed by Lukas
In the highlight of our Weekly Briefing, we discuss what markets are pricing in, and data to look out for this week that is more important than the CP...
Weekly Briefing: Fed Policy Outlook; MY OPR; ASEAN Lagging North Asian Equities
08 May 2023
Contributed by Lukas
A range of issues from the Fed and Bank Negara Malaysias’ move to raise interest rates by 25 bps, as well as our revisions to major currencies outlo...
Highlight: Looming US Debt Ceiling Crisis
02 May 2023
Contributed by Lukas
The highlight from our Weekly Briefing is the looming US debt ceiling crisis. Over the weekend, Janet Yellen had warned that the US Treasury could run...
Weekly Briefing: AT1s In ASEAN, US Debt Ceiling Crisis, Currency Shields
02 May 2023
Contributed by Lukas
Over the weekend, JP Morgan announced that it will acquire First Republic Bank. And Janet Yellen said that the US Treasury could run out of cash by 1s...
Highlight: Dominance Of US Dollar To End By 2030?
17 Apr 2023
Contributed by Lukas
The highlight from our Weekly Briefing is whether the US dollar would end its dominance by the end of this decade, and the emerging beneficiary as cen...
Weekly Briefing: SG Technical Recession, China Roars, Chinese Tourists
17 Apr 2023
Contributed by Lukas
We kick off our conversation if the US dollar will end its dominance by the end of this decade. We also make sense of the economic data that was relea...
The Social Circle EP4: The Power of Organisations
14 Apr 2023
Contributed by Lukas
In this episode, we take a closer look at the ambitious goal of "Improving the lives of 1 million households across ASEAN by 2025," as seen ...
The Social Circle EP3: The Power of Communities
14 Apr 2023
Contributed by Lukas
In this insightful episode, we explore the innovative concept of social enterprise; a model that combines the noble intention of doing good with the p...
The Social Circle EP2: The Power of Voice
14 Apr 2023
Contributed by Lukas
In this thought-provoking episode, we delve into the world of social advocacy, moving beyond the traditional approach of providing handouts to the nee...
The Social Circle EP1: The Power of Will
14 Apr 2023
Contributed by Lukas
In this uplifting episode, host Sam Yeow interviews two individuals who share their unique experiences and perspectives on acts of goodwill for the co...
Highlight: ASEAN+ Stock Picks, KLCI Outlook
10 Apr 2023
Contributed by Lukas
From our Weekly Briefing, we highlight our ASEAN+ note and outlook on the KLCI. Host: Winson Phoon, Head of Fixed Income Research Guest: Anand Pathmak...
Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers
10 Apr 2023
Contributed by Lukas
Our analysts across ASEAN examine the inflation data in Indonesia, Thailand and the Philippines, and weigh in on the impact of Thai’s elections on i...
Weekly Briefing: SG Expect Further Tightening; VN GDP Slows; El Nino Returns?
03 Apr 2023
Contributed by Lukas
A monetary review of Malaysia, Singapore, Thailand and Vietnam following new data and interest rate increases, and also the resilience of ASEAN banks ...
Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks
27 Mar 2023
Contributed by Lukas
Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai foun...
Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios
20 Mar 2023
Contributed by Lukas
We review possible contagion and currency scenarios, and cut our forecast for Singapore’s non-oil domestic exports (NODX) after it extended a double...
Weekly Briefing: ID Monetary Policy, SVB Collapse, ASEAN ESG Performance
13 Mar 2023
Contributed by Lukas
We look into Bank Negara Malaysia’s decision to keep the OPR unchanged at 2.75%, and our expectations of Bank Indonesia’s policy meeting on Thursd...
Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress
06 Mar 2023
Contributed by Lukas
As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN econom...
Weekly Briefing: Peter To Paul Budget For Malaysia
27 Feb 2023
Contributed by Lukas
Our analysts discuss Malaysia's retabled Budget 2023 and its implications on the economy, bonds and equities. 00:15 - Roundup - Chua Hak Bin 02:27 - M...
Weekly Briefing: People-Friendly MY Budget, Robin Hood SG Budget
20 Feb 2023
Contributed by Lukas
This Friday, on the 24 February, Malaysia will be re-tabling its Budget 2023. We expect it will set the budget deficit to GDP ratio at -5% versus the ...
Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers
13 Feb 2023
Contributed by Lukas
Our analysts dovetail into the effects of China’s re-opening and the impact on Singapore’s bank earnings to be released this week. We also discuss...
Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?
07 Feb 2023
Contributed by Lukas
At the FOMC meeting last week, the Fed hiked rate by 25bp, and recognised that the disinflationary process has started. Our analysts project what’s ...
Weekly Briefing: Resurgent Chinese Travel, US Debt Ceiling, MY Plantation Report Card
30 Jan 2023
Contributed by Lukas
Our analysts discuss the impact of China’s re-opening across ASEAN in terms of growth and inflation; what we need to watch as the US hits its debt c...
Weekly Briefing: Undervalued ASEAN Gems, EV Plays
16 Jan 2023
Contributed by Lukas
While fading re-opening tailwinds and interest rate hikes will weigh on growth in 2023, balanced by China’s Covid easing, our analysts discuss under...
The Investor: Indonesia Market Strategy
11 Jan 2023
Contributed by Lukas
The Indonesian equity market was one of the best performing in Asia Pacific but may not be so in 2023 despite China’s re-opening and pre-election go...
Weekly Briefing: Who’s The Fairest Of Them All?
09 Jan 2023
Contributed by Lukas
While ASEAN has been a defensive harbour for investors, the fortunes of individual markets would vary. Our analysts discuss supportive factors and pot...
The Investor: Leaping Or Slumbering Rabbit Year For Fengshui?
06 Jan 2023
Contributed by Lukas
Master Ken Koh, founder of the House of Fengshui in Singapore discusses the fengshui outlook for the markets and businesses in 2023 - the good and the...
The Investor: Positioning In A Year Of Two Halves And Permacrisis
04 Jan 2023
Contributed by Lukas
Chan Han Chin, Portfolio Strategist at Maybank Investment Bank discusses the model portfolios that his team has created and how best investors should ...
Weekly Briefing: Transitioning, Gearing Up For 2023
12 Dec 2022
Contributed by Lukas
As the Federal Reserve and European Central Bank meet respectively this week to decide on rates, our analysts look at what’s in store for ASEAN infl...
In The Metaverse
05 Dec 2022
Contributed by Lukas
Southeast Asia is expected to be ahead in the adoption of Web 3.0 and metaverse-related tools and technologies. We discuss the catalysts with Dhruv Vo...
Weekly Briefing: 2023 Global & ASEAN Economic Outlook
05 Dec 2022
Contributed by Lukas
Our analysts unpack their 2023 Year Ahead: Defensive Harbour report—forecasting a mild global recession with ASEAN-6 markets emerging as a defensive...
C-Suite Talks: Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz, Petronas
01 Dec 2022
Contributed by Lukas
Appointed as President & Group CEO of Petronas in 2020, Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz felt a huge sense of national responsib...
Weekly Briefing: A Look Into Bonds, ASEAN Equities And Currencies Into 2023
29 Nov 2022
Contributed by Lukas
Singapore’s final third quarter GDP growth came in lower than advance estimate due to a downgrade in manufacturing, mainly the electronics cluster. ...
C-Suite Talks: Dato' Ami Moris, Maybank Investment Banking Group
27 Nov 2022
Contributed by Lukas
Dato’ Ami Moris, the outgoing CEO of Maybank Investment Banking Group shares her extraordinary journey of leading a regional investment bank, and he...
Weekly Briefing: Malaysia On Tenterhooks; Early Signs Of Singapore Recession
21 Nov 2022
Contributed by Lukas
Malaysia’s general elections ended in hung parliament with no majority winner, while Singapore’s non-oil exports contraction points to a recession...
Exploring Sustainable Values: EP4 - Driving Sustainable Impact through Islamic Finance
15 Nov 2022
Contributed by Lukas
The fourth episode of our series 'Exploring Sustainable Values' explores the future of sustainable impact and effective integration between ESG princi...
Weekly Briefing: Inflection Point For US Markets; Tight Race At Malaysia’s General Elections
14 Nov 2022
Contributed by Lukas
US inflation data came in lower than expected. Our analysts discuss the broader trend, and if the US will slow rate hike. And as Malaysia goes to the ...
Exploring Sustainable Values: EP3 - The Ideal Ecosystem
08 Nov 2022
Contributed by Lukas
The third episode of our series 'Exploring Sustainable Values' focuses on implementing Systems Thinking into Sustainable Finance. James Vaccaro, CEO o...
Weekly Briefing: ASEAN Macro, SG Bank Earnings, TH Tourism Flourishing
07 Nov 2022
Contributed by Lukas
Our analysts unpack a slew of economic data in the region as well as earnings of Singapore banks with DBS Bank as our top pick. 00:15 - Roundup - Chua...
Exploring Sustainable Values: EP2 - Leading with Good Intentions
01 Nov 2022
Contributed by Lukas
The second episode of our series 'Exploring Sustainable Values' aims to explore and understand the role of leaders when it comes to leading a value-ba...
Weekly Briefing: Dualism In SG, Future Rate Hike In VN, ASEAN Downgrades
31 Oct 2022
Contributed by Lukas
Our analysts review what’s going on in the region - will there be a stagflation in Singapore, can we anticipate more interest rate hikes in Vietnam ...
Weekly Briefing: What A Third Term For Xi And China's Re-Opening Mean For ASEAN?
25 Oct 2022
Contributed by Lukas
The Chinese Communist Party’s 20th National Congress came to a close on Sunday, and President Xi Jinping extended a rare third term as the Party’s...
Exploring Sustainable Values: EP1 - What is the relationship and convergence between Islamic Finance & Sustainability?
18 Oct 2022
Contributed by Lukas
The first episode of our series 'Exploring Islamic Values' aims to introduce the uninitiated to the world of sustainability, Islamic Finance, and the ...
Weekly Briefing: Cautious Bias Ahead Of Malaysia General Elections
17 Oct 2022
Contributed by Lukas
Malaysia’s upcoming General Elections will be the most exciting with multi cornered fights, and a 40% jump in new voters, mainly the young. Meanwhil...
Weekly Briefing: Malaysia’s Budgeting - Like Dieting, Is Hard
11 Oct 2022
Contributed by Lukas
Our analysts round up their thoughts on Malaysia’s Budget 2023 record spending of RM372 bil in view of the Prime Minister announcing a dissolution o...
Weekly Briefing: Pounding Markets, Opportunities in Fixed Income, ID & PH Equities, MY ESG Stocks
03 Oct 2022
Contributed by Lukas
Amid relentless selloff in the markets, our analysts discuss the opportunities in fixed income, Indonesian and Philippines equities, and “must haves...
Weekly Briefing: Sleepless In US, Insomnia in ASEAN?
26 Sep 2022
Contributed by Lukas
Central banks in Indonesia, the Philippines and Vietnam have raised interest rates higher than expected to fight inflation and manage the currency. Ou...
Weekly Briefing: Expected Reactions To FOMC’s Decision This Week
19 Sep 2022
Contributed by Lukas
Our analysts assess how ASEAN markets would react to the Federal Open Market Committee’s (FOMC) huge decision on Wednesday if it raises the interest...
Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts
12 Sep 2022
Contributed by Lukas
How many more interest rate hikes could we expect from Bank Negara Malaysia following the third hike last week? And what can we expect from Malaysia’...
Weekly Briefing: US Non-Farm Payrolls, Potential Currency Intervention By Central Banks, MY Banks, MY Foreign Picks
05 Sep 2022
Contributed by Lukas
Our analysts unpack the implications of US non-farm payrolls data, and major currency movements in Asia as well as the outlook on Malaysian banks, and...
Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings
29 Aug 2022
Contributed by Lukas
As the Fed warned that it is likely to impose large interest rate hikes in coming months to tame inflation, our analysts discuss the extent of ASEAN d...