ASEAN Speaks
Episodes
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks
22 Aug 2022
Contributed by Lukas
As sentiment on Chinese property stocks lifted last week, we discuss our outlook for bonds. We also unpack our special reports on Philippines remittan...
Weekly Briefing: US Markets Up, What Holds For ASEAN This Week? And Check Out Our ASEAN ESG Report
15 Aug 2022
Contributed by Lukas
Following the US markets’ spectacular performance on Friday where the S&P closed at 4,280, our analysts at Maybank IBG highlight what we need to...
Weekly Briefing: Mixed Performance Within ASEAN - Picking Winners
08 Aug 2022
Contributed by Lukas
Our analysts at Maybank IBG unpack Singapore’s bank earnings, stock call upgrades for ASEAN, and consider if Vietnam’s slowing exports are a warni...
C-Suite Talks: Tan Sri Shahril Ridza Ridzuan
05 Aug 2022
Contributed by Lukas
Tan Sri Shahril Ridza Ridzuan, Chairman of Axiata, and former Managing Director of Khazanah Nasional and Chief Executive Officer of Employees Providen...
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment
01 Aug 2022
Contributed by Lukas
As the US enters a technical recession but with strong jobs data, how will this affect the Fed’s decision on interest rates in September? And in a s...
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
25 Jul 2022
Contributed by Lukas
Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; wil...
Weekly Briefing: Balancing Inflation Fears & Recession Risks
18 Jul 2022
Contributed by Lukas
Maybank analysts discuss MAS’ off-cycle policy move to contain inflation and how it’ll affect economic growth in Singapore, and also the direction...
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play
12 Jul 2022
Contributed by Lukas
Our analysts discuss how many more interest rate hikes are in store for Malaysia, the Philippines and Thailand to tame inflation. They also look into ...
IVL: PET Back To PET
04 Jul 2022
Contributed by Lukas
A chemical company listed on the Stock Exchange of Thailand, Indorama Ventures (IVL) is the leading manufacturer of polyethylene terephthalate (PET or...
Weekly Briefing: Weathering 2H 2022
04 Jul 2022
Contributed by Lukas
Building on the theme of weaker growth, our analysts discuss their outlook - outperformance for the next 6 months within Asia Pacific, emerging market...
Model Portfolio: The Calvary Isn’t Here Yet, This Is What You Can Do
29 Jun 2022
Contributed by Lukas
In the current bearish market, what type of stocks and portfolio would lead? Has the US markets priced in all possible rate hikes? What is the likelih...
Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN
27 Jun 2022
Contributed by Lukas
As inflation accelerates in some key markets of ASEAN, our analysts at Maybank Investment Banking Group (Maybank IBG) discuss their broader implicatio...
Weekly Briefing: Fed’s Record Rate Hike; ASEAN Opportunities From Global Food Crisis; Laos’ Triple Whammy; S-REIT Winners & Losers
20 Jun 2022
Contributed by Lukas
The Fed hiked interest rate by 75bps, the largest increase at a meeting since 1994. What can we expect in the remaining four FOMC meetings this year? ...
Invest ASEAN 2022 | Framing A Future - Sustainability
16 Jun 2022
Contributed by Lukas
We highlight some key conversations that took place at Invest ASEAN 2022, starting from understanding the biggest issues that will affect us in the ne...
Weekly Briefing: ASEAN Still To Outperform; MY 2Q GDP forecast; MY Banking Earnings; TH Inflation Drivers; TH Revenge Tourism; VN Market Liquidity
13 Jun 2022
Contributed by Lukas
Our economists do a deep dive on interest rate expectations; how ASEAN remains the cleanest dirty shirt as developed markets struggle; while it is lan...
ASEAN Property Trends: Singapore, the Philippines, Vietnam
06 Jun 2022
Contributed by Lukas
Analysts based in Singapore, Manila and Ho Chi Minh City—vastly different economies—discuss their outlook for the rest of the year due to headwind...
Weekly Briefing: ASEAN’s Resilience
30 May 2022
Contributed by Lukas
Maybank’s analysts interpret the slew of economic data that came out from Singapore, Bank of Indonesia’s decision to hold interest rate, Malaysia’...
Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook
23 May 2022
Contributed by Lukas
We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by ...
Weekly Briefing: ASEAN, The Cleanest Dirty Shirt
17 May 2022
Contributed by Lukas
Amidst global markets coming under pressure on the back of US economic woes, interest rate hikes, and soaring inflation, is ASEAN proving to be the “...
Weekly Briefing: Come What May, Look Out For Recession Shocks
09 May 2022
Contributed by Lukas
Unpacking the headlines moving markets and ASEAN tailwinds, and casting our eyes to Cambodia, Laos, Myanmar and Vietnam (CLMV) on the impact of global...
Weekly Briefing: ID Palm Oil Exports Ban; MY Stock Winners & Losers And Potential Corporate Bond Downgrades; TH Properties; PH Properties & Mobility; Regional Utilities ESG
25 Apr 2022
Contributed by Lukas
Preparing you for the week ahead with a slew of updates and analysis. 00:28 - Roundup - Chua Hak Bin 05:56 - MY exports, RM - Suhaimi Ilias 11:00 - ID...
C-Suite Talks: Dato’ Sri Abdul Farid Alias, Maybank Group
21 Apr 2022
Contributed by Lukas
With candour and humour, in his final interview as Maybank Group President & CEO, Dato’ Sri Abdul Farid Alias recounts pivotal moments at the ba...
Malaysia: Sunny Prospects For Solar
18 Apr 2022
Contributed by Lukas
In a series of conversations, we discuss the game changing opportunities, notably for solar industry players, as presented by Malaysia’s Renewable E...
Weekly Briefing: MAS Gets Aggressive To Fight Inflation, SGD Appreciates
18 Apr 2022
Contributed by Lukas
In response to rising inflation, the Monetary Authority of Singapore (MAS) has tightened its monetary policy by re-centering the midpoint of its excha...
Vietnam: Not Immune To Headwinds Ahead
12 Apr 2022
Contributed by Lukas
Maybank has cut Vietnam’s GDP forecast for 2022 to 5.8% from 6.7% due to the impact of the Russia-Ukraine war and supply chain disruptions from lock...
Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook
11 Apr 2022
Contributed by Lukas
Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grow...
Weekly Briefing: MY Economic & Monetary Review; US Treasury Yield Curve Inversion Implications; ASEAN Strategy Changes; ID Bank Picks; VN Growth Downgrade & Resilient Picks
04 Apr 2022
Contributed by Lukas
To prepare you for the week, our analysts breakdown the latest economic data and reports from Malaysia, Indonesia and Vietnam, and consider their broa...
Siam Cement: Navigating Sustainability Challenges
29 Mar 2022
Contributed by Lukas
One of the largest public listed companies in Thailand and one of the oldest conglomerates in ASEAN, established in 1913 by a royal decree, SCG is fut...
Weekly Briefing: Malaysia Fuel Subsidy Options; RMB As Alternative To USD; Philippines & Thailand Outlook; Plantations Policy Flipflops
28 Mar 2022
Contributed by Lukas
Our analysts discuss the implications of fuel subsidies more than doubling in Malaysia and exports outlook in view of oil and commodities prices; woul...
Weekly Briefing: MY, SG, ID Economic Forecasts; Barbell Strategy For SG Equities; PH and ASEAN Market Downside; MY 5G Rollout
21 Mar 2022
Contributed by Lukas
Our analysts across the region discuss recent economic data, outlook and investment strategy in view of global inflation, growth headwinds, and China’...
Weekly Briefing: Recessionary Europe’s Impact On ASEAN; Johor Election Results On Markets
14 Mar 2022
Contributed by Lukas
Our analysts look ahead to the collateral damage of the Russia-Ukraine war on ASEAN, and what Barisan Nasional’s win in Johor means for Malaysian ma...
Thai Wah: Betting On Agritech
10 Mar 2022
Contributed by Lukas
Inflation, Russia-Ukraine tensions and climate change are piling pressure on global food systems. ASEAN as a major food producing and agriculture regi...
Singapore REITS: Selective For Shelter
09 Mar 2022
Contributed by Lukas
Chua Su Tye, our Head of REITs Research discusses his recommendations on S-REITs (real estate investment trusts) for yields in light of rising interes...
International Women’s Day: Breaking Bias Through Digital Intelligence
07 Mar 2022
Contributed by Lukas
Dr Yuhyun Park, Founder of DQ Institute, Harvard graduate and former BCG management consultant, speaks about her journey battling skepticism in South ...
Weekly Briefing: Russia-Ukraine Conflict Triggers Energy Trilemma
07 Mar 2022
Contributed by Lukas
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...
Nazir Razak: What Malaysia Needs
03 Mar 2022
Contributed by Lukas
Tan Sri Nazir Razak, Chairman of Bank Pembangunan Malaysia discusses his plans to create a super development financial institution, including if listi...
Weekly Briefing: Protracted War & No Peace Between Russia And Ukraine - Impact on ASEAN
28 Feb 2022
Contributed by Lukas
Russia’s full scale invasion of Ukraine has already cost more than 200 civilian lives and triggered global condemnation. Maybank's analysts discuss ...
Hibiscus Petroleum: Keep The Bike Upright
24 Feb 2022
Contributed by Lukas
Riding on surging oil prices, Maybank has a strong buy call on Hibiscus Petroleum, Malaysia’s first listed SPAC (Special Purpose Acquisition Company...
Nickel Asia Corp: Becoming A Renewable Energy Powerhouse
22 Feb 2022
Contributed by Lukas
Dennis Zamora, scion and President of Nickel Asia Corporation (NAC), one of the largest nickel producing companies in the world, discusses the prospec...
Weekly Briefing: SG Budget 2022 Winners & Losers; In The Mood For ASEAN Markets; Indonesia Trade & Retail; CPO Price Forecast Raised; PH Inflation On Earnings; Gaming On
21 Feb 2022
Contributed by Lukas
On Friday, Singapore released its Budget 2022 that includes a slew of higher taxes to redistribute wealth while improving resilience through healthcar...
Steward Leadership, A Way Of Life
14 Feb 2022
Contributed by Lukas
Stewardship Asia Centre (SAC), established by Temasek in Singapore, advocates the practice of steward leadership across Asia. The principle of balanci...
Weekly Briefing: Finding Love In Growth & Inflation
14 Feb 2022
Contributed by Lukas
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 - Rou...
Ayala Corp: Getting To Net Zero By 2050
07 Feb 2022
Contributed by Lukas
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...
Weekly Briefing: ASEAN Markets Offer Resilience; India Budget Highlights
07 Feb 2022
Contributed by Lukas
Amidst global volatility, what is the market outlook and central banks' policy direction in ASEAN? Our research teams deep dive. 00:26 - Round-up - Ch...
Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times
31 Jan 2022
Contributed by Lukas
Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors positio...
Restoring Mangroves For Humanity
29 Jan 2022
Contributed by Lukas
In conjunction with World Wetlands Day on 2 February, we celebrate how biophilia—human’s innate tendency to connect with nature—led two individu...
Making Sustainability-First A Business Agenda
27 Jan 2022
Contributed by Lukas
Tunku Alizakri Alias, former CEO of EPF, and now Chairman of MAVCAP (Malaysia Venture Capital Management), and independent director of several boards,...
Expect Vietnam Stock Market To Be A Star in 2022
25 Jan 2022
Contributed by Lukas
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 continu...
Weekly Briefing: What To Expect With Mixed Signals From Central Banks; ASEAN Strategy Highlights; Worst Over For Chinese Bonds?
24 Jan 2022
Contributed by Lukas
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 - B...
Singapore In A Sweet Spot
20 Jan 2022
Contributed by Lukas
Thilan Wickramasinghe, Head of Research in Singapore discusses potential re-rating catalysts for Singapore equities led by 3Rs—rising rates, re-open...
More Legs To Go For Singapore Tech Hardware
18 Jan 2022
Contributed by Lukas
Singapore tech hardware stocks like AEM, UMS and Frencken are expected to sustain earnings growth and are still trading at attractive valuations - a p...
Weekly Briefing: Singapore Budget May Raise Taxes, Malaysia GE15 Predicted To Weigh On Property Market, CPO Outlook
17 Jan 2022
Contributed by Lukas
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 Sin...
Malaysia 2022 Fengshui Forecast - The Good & Bad
13 Jan 2022
Contributed by Lukas
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 d...
Where To Invest When Inflation And Interest Rates Are Rising
11 Jan 2022
Contributed by Lukas
Maybank IBG has created 24 model portfolios to guide retail investors in picking stocks that match their risk-return profile and market outlook. We sp...
Weekly Briefing: Actionable Ideas For ASEAN Markets
10 Jan 2022
Contributed by Lukas
The first Monday call of 2022 with our economists and analysts on investment themes including sustainability, what will repeat and change from 2021, a...
New China-Laos Belt & Road Railway Benefits Thai Logistics
22 Dec 2021
Contributed by Lukas
After years of intense negotiation, the railway connecting Kunming in China to Vientiane, the capital city of Laos is finally completed making it vast...
Sawadee Ka Thailand Tourism
15 Dec 2021
Contributed by Lukas
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...
Monde Nissin: Joy In Instant Noodles
14 Dec 2021
Contributed by Lukas
Analyst, Daphne Sze initiates coverage on Monde Nissin and discusses its prospects as the market leader of instant noodles and cracker biscuits in the...
2022 - Malaysia Outlook, Bright Spots In Philippines & Thailand, And Fengshui In Singapore
13 Dec 2021
Contributed by Lukas
00:50 - Highlights 04:50 - Malaysia: Markets to be better? 11:04 - Philippines: Banking normalising 14:24 - Philippines: Conglomerate action 16:44 - P...
2022 Projections & Wild Cards
06 Dec 2021
Contributed by Lukas
00:52 - Economic outlook 09:59 - Fixed income strategy 14:56 - Forex strategy 17:30 - Malaysia: Themes & Top Calls 22:02 - Singapore: Top Stock Ca...
Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising
30 Nov 2021
Contributed by Lukas
00:34 - Malaysia: Omicron impact on rubber gloves 02:50 - Thailand: Omicron impact on STGT (Sri Trang Gloves). 04:32 - Thailand: Omicron on tourism 07...
Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations
29 Nov 2021
Contributed by Lukas
00:47 - Impact of Omicron on oil prices. 4:39 - Malaysia: Alliance Bank - Target Price Raised. Analysts: Kaushal Ladha, Desmond Ch’ng. Produced and ...
Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics
26 Nov 2021
Contributed by Lukas
00:28 - Malaysia: Interest rate hike prediction. 03:46 - Genting Malaysia - When to break even? 4:56 - Ayala Corp - Foray into end-to-end logistics. A...
Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom
25 Nov 2021
Contributed by Lukas
00.50 - Singapore: What would support growth to 2022 02:10 - Maybank’s Model Portfolio changes 05:40 - Spotlight - Vietnam: Another boom year for Ge...
Higher Inflation In Singapore, Momentum Picks In Thailand
24 Nov 2021
Contributed by Lukas
00:52 - Singapore: Forecast inflation raised 3:45 - Singapore: Growth for Mapletree Logistics Trust? 4:54 - Thailand: 3Q21 weak, momentum picks Analys...
Aviation & Healthcare
23 Nov 2021
Contributed by Lukas
00:30 - Malaysia: Is a price tag of $1 billion for IHH’s China business realistic? 04.02 - Malaysia: Is the worst over for AirAsia? 05:20 - Thailand...
Melaka Elections, Top Picks Across Region
22 Nov 2021
Contributed by Lukas
00:48 - Malaysia: Potential market sentiment over Barisan Nasional’s win in Melaka state elections, and year end KLCI target? 03.10 - Singapor...
Is Inflation Transitory or Here to Stay
15 Nov 2021
Contributed by Lukas
01:30 - The signposts to watch if inflation is transitory 07:00 - BoT holds policy rate and its view on energy markets 08:40 - Philippines: ASEAN’s ...
Good Jobs Report, Good Times for Stocks
08 Nov 2021
Contributed by Lukas
01:04 - FOMC gets on with taper program 04:13 - ASEAN credit markets’ drip test 13:45 - Vietnam’s economic metrics back in growth mode 16:58 - ASE...
Malaysia Budget 2022
02 Nov 2021
Contributed by Lukas
01:17 - Malaysia Budget 2022 Review 07:09 - Budget implications on credit markets 10:23 - Budget impact on Malaysia equity market 15:06 - Energy price...
Energy Stocks Surge
25 Oct 2021
Contributed by Lukas
Anand Pathmakanthan speaks on the 3Q earnings season to date and how funds flow is rotating. MKE’s energy research team has revised Brent crude assu...
ASEAN Speaks Highlights: CPO markets rally on commodities boom
18 Oct 2021
Contributed by Lukas
What are the signposts to watch now that CPO markets have rallied above MYR5000/mt? Monetary Authority of Singapore tightens S$NEER policy band slope ...
Energy & Commodity Prices Stay Elevated
11 Oct 2021
Contributed by Lukas
Kaushal Ladha briefs on this energy cycle’s supply shock. Key reforms to go green in the 12th Malaysia Plan will also give CPO planters a tailwind f...
A Teflon Stock Market
27 Sep 2021
Contributed by Lukas
China Evergrande (3333 HK) has missed bond interest payments as of last week. Will this event spiral into a contagion? The Fed will officially kick of...
ASEAN banks to bite the bullet
20 Sep 2021
Contributed by Lukas
Asian governments prefer a dovish fiscal stance vs the hawks in US and Europe. Malaysia’s Ministry of Finance has instructed banks to waive interest...
SEA Ltd - Southeast Asia’s Digital Champion
13 Sep 2021
Contributed by Lukas
Could ECB’s recent recall of its pandemic monetary support pressure the US Fed to signal tapering by Sep? MKE’s portfolio strategist presents his ...
Will ASEAN Cyclicals Sustain their Momentum
07 Sep 2021
Contributed by Lukas
US non farm payrolls missed consensus expectations by a long shot stoking stagflation fears. Will Malaysia's maiden pre-budget meeting boost investor ...
Fed Signals Early Tapering
30 Aug 2021
Contributed by Lukas
Winson Phoon shares on what the bond futures market imply about risks following the Fed’s signal that tapering could occur as early as late 2021. Ma...
Malaysia’s 9th Prime Minister Takes Office
24 Aug 2021
Contributed by Lukas
Malaysia has appointed Datuk Seri Ismail Sabri as its 9th Prime Minister. Will the change bring about the much needed political stability? As the Fed ...
Investing through Market Cycles
16 Aug 2021
Contributed by Lukas
Chua Hak Bin argues that ASEAN’s economic outlook will continue to diverge at the country level, well into 2022. MKE launch model portfolio baskets ...
Special Edition: Market Themes that Matter
09 Aug 2021
Contributed by Lukas
Indonesia ESG push does not get enough credit from markets. MKE Research downgrades Vietnam as the country loses it grip on containing the Delta varia...
Interest Rate Cycle & Property Sector
19 Jul 2021
Contributed by Lukas
Despite the Fed’s assurance that higher prices are merely transitory, the uncertainty of its duration leads to higher volatility in the market. Mayb...
Malaysia's EMCO Disrupts Labour Supply
12 Jul 2021
Contributed by Lukas
US 10 year treasury yields continue to compress; Maybank's fixed income team addresses the factors that are driving compression. With political headwi...
Malaysia Announces New RM150b Economic Package as EMCO Kicks In
05 Jul 2021
Contributed by Lukas
Amidst a strong US jobs market, low US treasury yields and VIX, ASEAN equity markets’ performance was relatively weak last week, especially Malaysia...
G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN
28 Jun 2021
Contributed by Lukas
G7 landmark accord on corporate tax reform aims to end the race to the bottom since the 1980s in which countries have slashed corporate tax rates and ...
FOMC, Currencies and Singapore REITs
21 Jun 2021
Contributed by Lukas
As Fed shift resets markets, Maybank Kim Eng’s FX strategists discuss about the sensitivity of ASEAN currencies. ASEAN equity markets mostly ended d...
KL Kepong's Cash Offer for IJM's stake in IJM Plantations
14 Jun 2021
Contributed by Lukas
KL Kepong has launched a RM1.5b cash offer to buy IJM's 56% stake in IJM Plantations. Is the deal accretive and are there other noteworthy acquisition...
Malaysia's RM40bn Stimulus Package
07 Jun 2021
Contributed by Lukas
Malaysia has announced a RM40bn economic stimulus package to mitigate the impact of its latest lockdown. Malaysian government securities staged a mini...
U.S. Jobs Report and the FOMC June Meet
31 May 2021
Contributed by Lukas
U.S. next jobs report on Fri June 4 will signal if employment data is trending above the 3M moving average of 520k monthly additions, potentially fuel...
New Covid-19 Outbreaks in Asia & the Huarong Factor
24 May 2021
Contributed by Lukas
Malaysia makes the difficult choice of accepting the stricter MCO 3.5 vs a total lockdown. Bond markets was relatively steady despite the 92bp m/m inc...
Inflation & Rotations
17 May 2021
Contributed by Lukas
As inflation data accelerates, the US central bank will have to decide if it is to change its monetary policy stance to control inflation. Asset dislo...
Market Divergence and the Herd Immunity Effect
10 May 2021
Contributed by Lukas
ASEAN’s stock market performance continues to diverge. What are the determinants that will change this narrative for fund flows? Malaysia just wrapp...
Currencies - Seasonal Risks and Opportunities
03 May 2021
Contributed by Lukas
USD could see temporary support in the interim as a new mutant wave of COVID-19 resurgence threatens India and Asia. This podcast will also explore mi...
Pair Trade Opportunity Opening Up between Singapore and Thailand Property Stocks
26 Apr 2021
Contributed by Lukas
Inflation trends in Singapore are increasingly visible from the properties segment. The spectre of property cooling measures may lead to risks of prem...
Will China let Huarong go into Default?
19 Apr 2021
Contributed by Lukas
Following the recent ratings cut in Huarong’s bonds, credit markets are unnerved by the possibility that China may actually let the state-backed dis...
Malaysia’s ESG Scorecard and Readiness | Are ASEAN Wafer Fab Equipment Manufacturers Past their Peak Cycle?
12 Apr 2021
Contributed by Lukas
Today we focus on ESG investing and find out what the scorecard looks like for Malaysian corporates and says about its ESG readiness. We also get a pr...
Which ASEAN manufacturing bases will benefit the most from the electric vehicles theme?
05 Apr 2021
Contributed by Lukas
As the fallout from Archegos Capital appears contained and with US strong macro fundamentals hogging the limelight, capital markets moved to risk on e...
Will Malaysia Impose Capital Gains Tax? | Intel’s $20b Capex Gambit & ASEAN Supply Chain Winners
29 Mar 2021
Contributed by Lukas
As markets brace after Archegos' fire sale of $20b worth of stocks last Friday, Asian markets seem to have held up well on Mon’s open. Malaysia’s ...
Bitcoins' Correlation with Equity Prices; Looking for Laggards in Thailand; & Bottom Fishing Singapore REITs
22 Mar 2021
Contributed by Lukas
With bitcoins hogging so much limelight, Maybank's FX team joins the debate if Bitcoin and equity price moves will continue to remain positively corre...
FOMC Minutes (status quo expected) & Top Glove’s Downgrade (TOPG MK)
15 Mar 2021
Contributed by Lukas
With the FOMC minutes due on Wed (2pm Eastern standard time), market expectations and particularly, the distribution of the FOMC’s dot plot, are lik...