ASEAN Speaks
Episodes
The end of Goldilocks Era & the Onset of Reflation
08 Mar 2021
Contributed by Lukas
We continue with our analysis how capital markets are expected to trend as we rotate out of a Goldilocks environment with the apparent bottoming of in...
Taper tantrums and lessons for ASEAN
02 Mar 2021
Contributed by Lukas
With the spectre of rising interest rates and market volatility, we look at past episodes of taper tantrums and the vulnerability of ASEAN’s capital...
Rising inflation & impact on bond markets, commodities, and cyclicals like banks and high growth tech stocks
22 Feb 2021
Contributed by Lukas
The lunar year of the ox is said to bring success in many ways for all zodiac signs. It is no coincidence that markets are bearing witness to firmer b...
Singapore Budget 2021
18 Feb 2021
Contributed by Lukas
Singapore Budget 2021 was announced on Feb 16 by Deputy Prime Minister Heng Swee Keat. With an overall budget deficit projected at 2.2% of GDP, this e...
Myanmar's coup | Malaysia's fiscal impulse | ASEAN banking system risks | Philippines' Create Act | Palm oil futures
08 Feb 2021
Contributed by Lukas
We assess the impact of Myanmar’s coup on its economy as the country reverts to its past with the Lady detained and military back in charge. Malaysi...
Singapore's 2021 GDP outlook & migrant workers| Vietnam's economic resilience | ASEAN Banks - Risk reward still attractive
02 Feb 2021
Contributed by Lukas
Today our economics team shares on their latest outlook for Singapore. With the recent suspension of reciprocal travel bubbles with Malaysia, South Ko...
ASEAN FX - Where value lies | ASEAN Semicon sector - Time to switch out? | Thai Healthcare - Has risk reward improved?
25 Jan 2021
Contributed by Lukas
As US Democrats push for US$1.9tn in stimulus, the prospects of easy monetary and fiscal policies continue to underpin ebullient conditions for global...
Malaysia MCO 2.0 | CPO Outlook | Value Plays in Philippines | Thailand Renewables & ESG Investing
18 Jan 2021
Contributed by Lukas
As we ring in the new year, Maybank Kim Eng’s research team digs deep to sift through the best themes on our clients’ minds. Malaysia has just imp...
AC Health - Crouching Tiger, Hidden Dragon
13 Jan 2021
Contributed by Lukas
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’...
Reflation & market implications | Thailand Strategy | Steepening yield curve & SREITs
11 Jan 2021
Contributed by Lukas
For our first podcast of 2021, Maybank Kim Eng’s strategists will assess the drivers behind the current reflationary cycle and whether ASEAN central...
2021 Equity Market Picks | Low USD Environment & FX | ASEAN Banks & Medical Gloves
14 Dec 2020
Contributed by Lukas
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...
Markets Spotlight - Fitch's latest downgrade on Malaysia | 3Q20 Malaysia earnings report card | Thailand banks & property sector upgrade
07 Dec 2020
Contributed by Lukas
In today’s podcast, our conversations on the ASEAN capital markets will cover Fitch’s latest downgrade on Malaysia’s sovereign credit rating, Ma...
ASEAN Market Spotlight - Singapore & Thailand's Manufacturing & Export Activity | ASEAN Banks | Indonesia Property & Mining Sectors
30 Nov 2020
Contributed by Lukas
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 ...
Markets Spotlight: Malaysia 2021 Budget & construction sector | Bank Indonesia rate cut | Technology sector upgrade | RCEP & FX
23 Nov 2020
Contributed by Lukas
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 Indo...
ASEAN Speaks with Maybank Kim Eng Research
16 Nov 2020
Contributed by Lukas
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 ...
ASEAN Speaks with Maybank Kim Eng's Strategists
09 Nov 2020
Contributed by Lukas
Today’s conversation is with Maybank Kim Eng’s strategists on several major events and their impact on Asia’s capital markets. Topics include th...
ASEAN capital markets update with Maybank Kim Eng Research
02 Nov 2020
Contributed by Lukas
Welcome to the ASEAN Speaks podcast. Today, the conversations will feature Maybank Kim Eng Research where our specialists will speak on four important...
NTU professor Dr Tan Kong Yam on China's domestic factionalism and impact on US-China relations
28 Oct 2020
Contributed by Lukas
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 ...
Our Impact, Our Future | Maybank's Path to Sustainability
22 Oct 2020
Contributed by Lukas
The goal of developing sustainable business practices is to preserve the long-term viability of People, Planet and Profits. This podcast interview is ...
Will the Pandemic Derail China's Belt & Road Plans for ASEAN | Maybank Captains Speak Series featuring Mukhtar Hussain, Head of BRI Initiative for Asia Pacific and Chairman of HSBC Singapore PLC
13 Oct 2020
Contributed by Lukas
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 Initi...
Tim Daniels on SM Investments' Outlook & Strategy in Mitigating COVID-19 Risks
06 Oct 2020
Contributed by Lukas
SM Investments is one of Philippines' largest conglomerates with interests in consumer retail, property development and banking. Tim Daniels speaks wi...
Vietnam's Economy: Strengths, Threats & Opportunities
21 Sep 2020
Contributed by Lukas
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 M...
Top Glove's Executive Director Lim Cheong Guan on Social Sustainability | Maybank Captains Speak Series
11 Sep 2020
Contributed by Lukas
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 ...
TG Limcaoco on Ayala Corp's Sustainability Ethos | CFO, CRO, CSO, Ayala Corporation
04 Sep 2020
Contributed by Lukas
The Covid-19 pandemic, dubbed by investors as the 21st century’s first “sustainability” crisis, is not only reshaping how businesses operate but...
Tan Sri Abdul Wahid Omar on Bursa's Strategy | Chairman, Bursa Malaysia
21 Aug 2020
Contributed by Lukas
Maybank Kim Eng’s Captains Speak series features thought leaders from market regulators and corporate sectors. In episode 1, our conversation with B...