ASEAN Speaks
By Maybank
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Episodes: 259
Description
ASEAN Speaks by Maybank presents conversations with our market analysts and economists across Southeast Asia and thought leaders on equities, fixed income, forex, economies, sustainability, and on issues driving the markets.
| Episode | Date |
|---|---|
|
Will China's industrial push hurt ASEAN exports?
|
Apr 17, 2024 |
|
Future of EV
|
Apr 12, 2024 |
|
Upward Thailand
|
Apr 09, 2024 |
|
ESG is still alive and kicking
|
Apr 09, 2024 |
|
First dips into Thailand's gaming ambition
|
Apr 04, 2024 |
|
FX reactions to Central Banks actions
|
Apr 02, 2024 |
|
Malaysia banks: yay or nay?
|
Mar 27, 2024 |
|
Macro Round-up
|
Mar 26, 2024 |
|
First Sovereign Fund of the Philippines
|
Mar 19, 2024 |
|
Opportunities in ASEAN equities
|
Mar 13, 2024 |
|
Nasdaq Exhaustion - Fight or Flight?
|
Mar 09, 2024 |
|
Forex roundup of currencies in Asia
|
Mar 05, 2024 |
|
Indonesia Real Estate Sector - A Beneficiary of Prabowo Subianto’s Incoming Administration
|
Feb 26, 2024 |
|
Red Sea shipping crisis: Impact on Malaysia
|
Feb 16, 2024 |
|
SG Budget 2024 - what you need to know
|
Feb 13, 2024 |
|
SG Budget Expectations
|
Feb 05, 2024 |
|
A fengshui take on wealth and romance
|
Feb 02, 2024 |
|
ASEAN Tourism Macro Outlook
|
Jan 23, 2024 |
|
S-REITS - Top 3 considerations for 2024
|
Jan 19, 2024 |
|
What can China policymakers do to turn the tide for growth?
|
Jan 18, 2024 |
|
Weekly Briefing: ASEAN Markets Catalysts
|
Jan 15, 2024 |
|
Highlight: Asean markets to watch
|
Jan 15, 2024 |
|
Highlight: Malaysia Market Outlook and Strategy
|
Jan 08, 2024 |
|
Weekly Briefing: 2024 Asean Market Strategies
|
Jan 08, 2024 |
|
Highlight: 3 Main Themes for Singapore’s 2024 Economic Outlook
|
Jan 02, 2024 |
|
Weekly Briefing: 2024 Asean Economic Outlook
|
Jan 02, 2024 |
|
Highlight: Petronas Spend Beneficiaries
|
Dec 04, 2023 |
|
Weekly Briefing: CN’s Economic Plenum, ID Inflation Jump, SG Trends, PH Top Picks
|
Dec 04, 2023 |
|
Highlight: Attractive Valuations - Malaysian Banks
|
Nov 27, 2023 |
|
Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities
|
Nov 27, 2023 |
|
Highlight: Indonesia Elections
|
Nov 20, 2023 |
|
Weekly Briefing: China, Malaysia GDP; Biden-Xi; USD/Yuan
|
Nov 20, 2023 |
|
Highlight: China In Fits & Starts
|
Nov 14, 2023 |
|
Weekly Briefing: ID GDP & Elections; TH Digital Wallet Splash; Central Bank Moves
|
Nov 14, 2023 |
|
Highlight: Green Shoots In ASEAN Amidst Turmoil
|
Oct 30, 2023 |
|
Weekly Briefing: Middle East Escalation And US Growth On ASEAN
|
Oct 30, 2023 |
|
Highlight: Why Did The Ringgit Drop?
|
Oct 23, 2023 |
|
Weekly Briefing: MY 3Q GDP, Trading Forex, SG REITs, PH Rice Price
|
Oct 23, 2023 |
|
Highlight: Beneficiaries of MY Budget 2024
|
Oct 16, 2023 |
|
Weekly Briefing: MY Budget 2024, CN GDP Forecast, Oil & Gas, TH Renewables
|
Oct 16, 2023 |
|
Highlight: Glowing China Golden Week
|
Oct 09, 2023 |
|
Weekly Briefing: CN Golden Week, SG Dollar, US Dollar, Green Shoots VN
|
Oct 09, 2023 |
|
Highlight: Malaysia’s Budget 2024 Preview
|
Oct 02, 2023 |
|
Weekly Briefing: MY Budget & Fuel Subsidies, TH Banks, SG Manufacturing, Dollar Outlook
|
Oct 02, 2023 |
|
Highlight: FOMC - Not Signaling End To Hike Cycle Yet
|
Sep 25, 2023 |
|
Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail
|
Sep 25, 2023 |
|
Highlight: Smiles For Thai Baht
|
Sep 18, 2023 |
|
Weekly Briefing: CN Retail Sales; Steady MY GDP, TH & MY REITs, CPO
|
Sep 18, 2023 |
|
Highlight: MY Earnings - Pressure Points
|
Sep 11, 2023 |
|
Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy
|
Sep 11, 2023 |
|
Highlight: Green Manufacturing Renaissance In Southeast Asia
|
Sep 04, 2023 |
|
Weekly Briefing: Stronger Vietnam, Forex Forecasts Changes, Bonds Update, Still Bullish On Banks?
|
Sep 04, 2023 |
|
Highlight: Renewed Hopes In Thailand
|
Aug 28, 2023 |
|
Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs
|
Aug 28, 2023 |
|
Weekly Briefing: ASEAN Canary In The Coal Mine?
|
Aug 21, 2023 |
|
Highlight: China Crouching Tiger, Hidden Dragon
|
Aug 21, 2023 |
|
Highlight: MY New Industrial Master Plan - Rising Tide That Lifts All Boats
|
Aug 14, 2023 |
|
Weekly Briefing: Unpacking 2Q GDP; KL-SG High Speed Rail; PBOC Easing?
|
Aug 14, 2023 |
|
China’s Property Crisis - How Much Longer?
|
Aug 10, 2023 |
|
Highlight: Benefits Of Malaysia MADANI Plan
|
Aug 07, 2023 |
|
Weekly Briefing: MY MOF Dialogue, CN Deflation, ID 2Q GDP
|
Aug 07, 2023 |
|
Highlight: Malaysia MADANI, National Energy Transition
|
Jul 31, 2023 |
|
Weekly Briefing: ASEAN EV, CN Real Estate Shift, BOJ Outlook, S-REITs
|
Jul 31, 2023 |
|
Highlight: Market Scenarios In Fed’s Late Cycle Phase
|
Jul 24, 2023 |
|
Weekly Briefing: MY 2Q GDP, ID Exports, SG Banks, PH Markets
|
Jul 24, 2023 |
|
Highlight: Positioning For Thai Political Headwinds
|
Jul 17, 2023 |
|
Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets
|
Jul 17, 2023 |
|
Highlight: 10 Post-Pandemic Realities & Downside Risks
|
Jul 10, 2023 |
|
Weekly Briefing: Brace For El Nino
|
Jul 10, 2023 |
|
Highlight: Indonesia Consumer Is King
|
Jul 03, 2023 |
|
Weekly Briefing: SG Flash 2Q GDP -0.8%; Currency Revisions; Positioning For No Market Catalysts
|
Jul 03, 2023 |
|
Weekly Briefing: MY OPR Expectations; China Booster; USDJPY; USDMYR
|
Jun 26, 2023 |
|
Weekly Briefing: Fed Actions, MY OPR, CN & ID Economies; Regional Equities
|
Jun 19, 2023 |
|
Highlight: To Still Invest In Malaysian Banks?
|
Jun 12, 2023 |
|
Weekly Briefing: ASEAN Inflation; BNM New Governor; China Impact On TH
|
Jun 12, 2023 |
|
Highlight: Malaysia 1Q23 Results Broadly Underwhelming
|
Jun 06, 2023 |
|
Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks
|
Jun 06, 2023 |
|
Sustainability: Carbon Removal, Sequestration May Take Centrestage At COP28
|
Jun 03, 2023 |
|
Highlight: Gold To Strengthen When Fed Cuts
|
May 29, 2023 |
|
Weekly Briefing: Interest Rates, Inflation Trajectory; ID Property; TH Telco
|
May 29, 2023 |
|
Highlight: SG Sees No Lift From China’s Re-Opening
|
May 22, 2023 |
|
Weekly Briefing: TH Moving Forward; Renminbi, ASEAN Strategy; El Nino
|
May 22, 2023 |
|
Highlight: Thailand Elections 2023
|
May 15, 2023 |
|
Weekly Briefing: TH Elections; Geo-Economic Fragmentation; SG Bank Earnings
|
May 15, 2023 |
|
Highlight: Look Ahead On Fed Interest Rate And Data
|
May 08, 2023 |
|
Weekly Briefing: Fed Policy Outlook; MY OPR; ASEAN Lagging North Asian Equities
|
May 08, 2023 |
|
Highlight: Looming US Debt Ceiling Crisis
|
May 02, 2023 |
|
Weekly Briefing: AT1s In ASEAN, US Debt Ceiling Crisis, Currency Shields
|
May 02, 2023 |
|
Highlight: Dominance Of US Dollar To End By 2030?
|
Apr 17, 2023 |
|
Weekly Briefing: SG Technical Recession, China Roars, Chinese Tourists
|
Apr 17, 2023 |
|
The Social Circle EP4: The Power of Organisations
|
Apr 14, 2023 |
|
The Social Circle EP3: The Power of Communities
|
Apr 14, 2023 |
|
The Social Circle EP2: The Power of Voice
|
Apr 14, 2023 |
|
The Social Circle EP1: The Power of Will
|
Apr 14, 2023 |
|
Highlight: ASEAN+ Stock Picks, KLCI Outlook
|
Apr 10, 2023 |
|
Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers
|
Apr 10, 2023 |
|
Weekly Briefing: SG Expect Further Tightening; VN GDP Slows; El Nino Returns?
|
Apr 03, 2023 |
|
Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks
|
Mar 27, 2023 |
|
Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios
|
Mar 20, 2023 |
|
Weekly Briefing: ID Monetary Policy, SVB Collapse, ASEAN ESG Performance
|
Mar 13, 2023 |
|
Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress
|
Mar 06, 2023 |
|
Weekly Briefing: Peter To Paul Budget For Malaysia
|
Feb 27, 2023 |
|
Weekly Briefing: People-Friendly MY Budget, Robin Hood SG Budget
|
Feb 20, 2023 |
|
Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers
|
Feb 13, 2023 |
|
Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?
|
Feb 07, 2023 |
|
Weekly Briefing: Resurgent Chinese Travel, US Debt Ceiling, MY Plantation Report Card
|
Jan 30, 2023 |
|
Weekly Briefing: Undervalued ASEAN Gems, EV Plays
|
Jan 16, 2023 |
|
The Investor: Indonesia Market Strategy
|
Jan 11, 2023 |
|
Weekly Briefing: Who’s The Fairest Of Them All?
|
Jan 09, 2023 |
|
The Investor: Leaping Or Slumbering Rabbit Year For Fengshui?
|
Jan 06, 2023 |
|
The Investor: Positioning In A Year Of Two Halves And Permacrisis
|
Jan 04, 2023 |
|
Weekly Briefing: Transitioning, Gearing Up For 2023
|
Dec 12, 2022 |
|
In The Metaverse
|
Dec 05, 2022 |
|
Weekly Briefing: 2023 Global & ASEAN Economic Outlook
|
Dec 05, 2022 |
|
C-Suite Talks: Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz, Petronas
|
Dec 01, 2022 |
|
Weekly Briefing: A Look Into Bonds, ASEAN Equities And Currencies Into 2023
|
Nov 29, 2022 |
|
C-Suite Talks: Dato' Ami Moris, Maybank Investment Banking Group
|
Nov 27, 2022 |
|
Weekly Briefing: Malaysia On Tenterhooks; Early Signs Of Singapore Recession
|
Nov 21, 2022 |
|
Exploring Sustainable Values: EP4 - Driving Sustainable Impact through Islamic Finance
|
Nov 15, 2022 |
|
Weekly Briefing: Inflection Point For US Markets; Tight Race At Malaysia’s General Elections
|
Nov 14, 2022 |
|
Exploring Sustainable Values: EP3 - The Ideal Ecosystem
|
Nov 08, 2022 |
|
Weekly Briefing: ASEAN Macro, SG Bank Earnings, TH Tourism Flourishing
|
Nov 07, 2022 |
|
Exploring Sustainable Values: EP2 - Leading with Good Intentions
|
Nov 01, 2022 |
|
Weekly Briefing: Dualism In SG, Future Rate Hike In VN, ASEAN Downgrades
|
Oct 31, 2022 |
|
Weekly Briefing: What A Third Term For Xi And China's Re-Opening Mean For ASEAN?
|
Oct 25, 2022 |
|
Exploring Sustainable Values: EP1 - What is the relationship and convergence between Islamic Finance & Sustainability?
|
Oct 18, 2022 |
|
Weekly Briefing: Cautious Bias Ahead Of Malaysia General Elections
|
Oct 17, 2022 |
|
Weekly Briefing: Malaysia’s Budgeting - Like Dieting, Is Hard
|
Oct 11, 2022 |
|
Weekly Briefing: Pounding Markets, Opportunities in Fixed Income, ID & PH Equities, MY ESG Stocks
|
Oct 03, 2022 |
|
Weekly Briefing: Sleepless In US, Insomnia in ASEAN?
|
Sep 26, 2022 |
|
Weekly Briefing: Expected Reactions To FOMC’s Decision This Week
|
Sep 19, 2022 |
|
Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts
|
Sep 12, 2022 |
|
Weekly Briefing: US Non-Farm Payrolls, Potential Currency Intervention By Central Banks, MY Banks, MY Foreign Picks
|
Sep 05, 2022 |
|
Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings
|
Aug 29, 2022 |
|
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks
|
Aug 22, 2022 |
|
Weekly Briefing: US Markets Up, What Holds For ASEAN This Week? And Check Out Our ASEAN ESG Report
|
Aug 15, 2022 |
|
Weekly Briefing: Mixed Performance Within ASEAN - Picking Winners
|
Aug 08, 2022 |
|
C-Suite Talks: Tan Sri Shahril Ridza Ridzuan
|
Aug 05, 2022 |
|
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment
|
Aug 01, 2022 |
|
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
|
Jul 25, 2022 |
|
Weekly Briefing: Balancing Inflation Fears & Recession Risks
|
Jul 18, 2022 |
|
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play
|
Jul 12, 2022 |
|
IVL: PET Back To PET
|
Jul 04, 2022 |
|
Weekly Briefing: Weathering 2H 2022
|
Jul 04, 2022 |
|
Model Portfolio: The Calvary Isn’t Here Yet, This Is What You Can Do
|
Jun 29, 2022 |
|
Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN
|
Jun 27, 2022 |
|
Weekly Briefing: Fed’s Record Rate Hike; ASEAN Opportunities From Global Food Crisis; Laos’ Triple Whammy; S-REIT Winners & Losers
|
Jun 20, 2022 |
|
Invest ASEAN 2022 | Framing A Future - Sustainability
|
Jun 16, 2022 |
|
Weekly Briefing: ASEAN Still To Outperform; MY 2Q GDP forecast; MY Banking Earnings; TH Inflation Drivers; TH Revenge Tourism; VN Market Liquidity
|
Jun 13, 2022 |
|
ASEAN Property Trends: Singapore, the Philippines, Vietnam
|
Jun 06, 2022 |
|
Weekly Briefing: ASEAN’s Resilience
|
May 30, 2022 |
|
Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook
|
May 23, 2022 |
|
Weekly Briefing: ASEAN, The Cleanest Dirty Shirt
|
May 17, 2022 |
|
Weekly Briefing: Come What May, Look Out For Recession Shocks
|
May 09, 2022 |
|
Weekly Briefing: ID Palm Oil Exports Ban; MY Stock Winners & Losers And Potential Corporate Bond Downgrades; TH Properties; PH Properties & Mobility; Regional Utilities ESG
|
Apr 25, 2022 |
|
C-Suite Talks: Dato’ Sri Abdul Farid Alias, Maybank Group
|
Apr 21, 2022 |
|
Malaysia: Sunny Prospects For Solar
|
Apr 18, 2022 |
|
Weekly Briefing: MAS Gets Aggressive To Fight Inflation, SGD Appreciates
|
Apr 18, 2022 |
|
Vietnam: Not Immune To Headwinds Ahead
|
Apr 12, 2022 |
|
Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook
|
Apr 11, 2022 |
|
Weekly Briefing: MY Economic & Monetary Review; US Treasury Yield Curve Inversion Implications; ASEAN Strategy Changes; ID Bank Picks; VN Growth Downgrade & Resilient Picks
|
Apr 04, 2022 |
|
Siam Cement: Navigating Sustainability Challenges
|
Mar 29, 2022 |
|
Weekly Briefing: Malaysia Fuel Subsidy Options; RMB As Alternative To USD; Philippines & Thailand Outlook; Plantations Policy Flipflops
|
Mar 28, 2022 |
|
Weekly Briefing: MY, SG, ID Economic Forecasts; Barbell Strategy For SG Equities; PH and ASEAN Market Downside; MY 5G Rollout
|
Mar 21, 2022 |
|
Weekly Briefing: Recessionary Europe’s Impact On ASEAN; Johor Election Results On Markets
|
Mar 14, 2022 |
|
Thai Wah: Betting On Agritech
|
Mar 10, 2022 |
|
Singapore REITS: Selective For Shelter
|
Mar 09, 2022 |
|
International Women’s Day: Breaking Bias Through Digital Intelligence
|
Mar 07, 2022 |
|
Weekly Briefing: Russia-Ukraine Conflict Triggers Energy Trilemma
|
Mar 07, 2022 |
|
Nazir Razak: What Malaysia Needs
|
Mar 03, 2022 |
|
Weekly Briefing: Protracted War & No Peace Between Russia And Ukraine - Impact on ASEAN
|
Feb 28, 2022 |
|
Hibiscus Petroleum: Keep The Bike Upright
|
Feb 24, 2022 |
|
Nickel Asia Corp: Becoming A Renewable Energy Powerhouse
|
Feb 22, 2022 |
|
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
|
Feb 21, 2022 |
|
Steward Leadership, A Way Of Life
|
Feb 14, 2022 |
|
Weekly Briefing: Finding Love In Growth & Inflation
|
Feb 14, 2022 |
|
Ayala Corp: Getting To Net Zero By 2050
|
Feb 07, 2022 |
|
Weekly Briefing: ASEAN Markets Offer Resilience; India Budget Highlights
|
Feb 07, 2022 |
|
Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times
|
Jan 31, 2022 |
|
Restoring Mangroves For Humanity
|
Jan 29, 2022 |
|
Making Sustainability-First A Business Agenda
|
Jan 27, 2022 |
|
Expect Vietnam Stock Market To Be A Star in 2022
|
Jan 25, 2022 |
|
Weekly Briefing: What To Expect With Mixed Signals From Central Banks; ASEAN Strategy Highlights; Worst Over For Chinese Bonds?
|
Jan 24, 2022 |
|
Singapore In A Sweet Spot
|
Jan 20, 2022 |
|
More Legs To Go For Singapore Tech Hardware
|
Jan 18, 2022 |
|
Weekly Briefing: Singapore Budget May Raise Taxes, Malaysia GE15 Predicted To Weigh On Property Market, CPO Outlook
|
Jan 17, 2022 |
|
Malaysia 2022 Fengshui Forecast - The Good & Bad
|
Jan 13, 2022 |
|
Where To Invest When Inflation And Interest Rates Are Rising
|
Jan 11, 2022 |
|
Weekly Briefing: Actionable Ideas For ASEAN Markets
|
Jan 10, 2022 |
|
New China-Laos Belt & Road Railway Benefits Thai Logistics
|
Dec 22, 2021 |
|
Sawadee Ka Thailand Tourism
|
Dec 15, 2021 |
|
Monde Nissin: Joy In Instant Noodles
|
Dec 14, 2021 |
|
2022 - Malaysia Outlook, Bright Spots In Philippines & Thailand, And Fengshui In Singapore
|
Dec 13, 2021 |
|
2022 Projections & Wild Cards
|
Dec 06, 2021 |
|
Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising
|
Nov 30, 2021 |
|
Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations
|
Nov 29, 2021 |
|
Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics
|
Nov 26, 2021 |
|
Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom
|
Nov 25, 2021 |
|
Higher Inflation In Singapore, Momentum Picks In Thailand
|
Nov 24, 2021 |
|
Aviation & Healthcare
|
Nov 23, 2021 |
|
Melaka Elections, Top Picks Across Region
|
Nov 22, 2021 |
|
Is Inflation Transitory or Here to Stay
|
Nov 15, 2021 |
|
Good Jobs Report, Good Times for Stocks
|
Nov 08, 2021 |
|
Malaysia Budget 2022
|
Nov 02, 2021 |
|
Energy Stocks Surge
|
Oct 25, 2021 |
|
ASEAN Speaks Highlights: CPO markets rally on commodities boom
|
Oct 18, 2021 |
|
Energy & Commodity Prices Stay Elevated
|
Oct 11, 2021 |
|
A Teflon Stock Market
|
Sep 27, 2021 |
|
ASEAN banks to bite the bullet
|
Sep 20, 2021 |
|
SEA Ltd - Southeast Asia’s Digital Champion
|
Sep 13, 2021 |
|
Will ASEAN Cyclicals Sustain their Momentum
|
Sep 07, 2021 |
|
Fed Signals Early Tapering
|
Aug 30, 2021 |
|
Malaysia’s 9th Prime Minister Takes Office
|
Aug 24, 2021 |
|
Investing through Market Cycles
|
Aug 16, 2021 |
|
Special Edition: Market Themes that Matter
|
Aug 09, 2021 |
|
Interest Rate Cycle & Property Sector
|
Jul 19, 2021 |
|
Malaysia's EMCO Disrupts Labour Supply
|
Jul 12, 2021 |
|
Malaysia Announces New RM150b Economic Package as EMCO Kicks In
|
Jul 05, 2021 |
|
G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN
|
Jun 28, 2021 |
|
FOMC, Currencies and Singapore REITs
|
Jun 21, 2021 |
|
KL Kepong's Cash Offer for IJM's stake in IJM Plantations
|
Jun 14, 2021 |
|
Malaysia's RM40bn Stimulus Package
|
Jun 07, 2021 |
|
U.S. Jobs Report and the FOMC June Meet
|
May 31, 2021 |
|
New Covid-19 Outbreaks in Asia & the Huarong Factor
|
May 24, 2021 |
|
Inflation & Rotations
|
May 17, 2021 |
|
Market Divergence and the Herd Immunity Effect
|
May 10, 2021 |
|
Currencies - Seasonal Risks and Opportunities
|
May 03, 2021 |
|
Pair Trade Opportunity Opening Up between Singapore and Thailand Property Stocks
|
Apr 26, 2021 |
|
Will China let Huarong go into Default?
|
Apr 19, 2021 |
|
Malaysia’s ESG Scorecard and Readiness | Are ASEAN Wafer Fab Equipment Manufacturers Past their Peak Cycle?
|
Apr 12, 2021 |
|
Which ASEAN manufacturing bases will benefit the most from the electric vehicles theme?
|
Apr 05, 2021 |
|
Will Malaysia Impose Capital Gains Tax? | Intel’s $20b Capex Gambit & ASEAN Supply Chain Winners
|
Mar 29, 2021 |
|
Bitcoins' Correlation with Equity Prices; Looking for Laggards in Thailand; & Bottom Fishing Singapore REITs
|
Mar 22, 2021 |
|
FOMC Minutes (status quo expected) & Top Glove’s Downgrade (TOPG MK)
|
Mar 15, 2021 |
|
The end of Goldilocks Era & the Onset of Reflation
|
Mar 08, 2021 |
|
Taper tantrums and lessons for ASEAN
|
Mar 02, 2021 |
|
Rising inflation & impact on bond markets, commodities, and cyclicals like banks and high growth tech stocks
|
Feb 22, 2021 |
|
Singapore Budget 2021
|
Feb 18, 2021 |
|
Myanmar's coup | Malaysia's fiscal impulse | ASEAN banking system risks | Philippines' Create Act | Palm oil futures
|
Feb 08, 2021 |
|
Singapore's 2021 GDP outlook & migrant workers| Vietnam's economic resilience | ASEAN Banks - Risk reward still attractive
|
Feb 02, 2021 |
|
ASEAN FX - Where value lies | ASEAN Semicon sector - Time to switch out? | Thai Healthcare - Has risk reward improved?
|
Jan 25, 2021 |
|
Malaysia MCO 2.0 | CPO Outlook | Value Plays in Philippines | Thailand Renewables & ESG Investing
|
Jan 18, 2021 |
|
AC Health - Crouching Tiger, Hidden Dragon
|
Jan 13, 2021 |
|
Reflation & market implications | Thailand Strategy | Steepening yield curve & SREITs
|
Jan 11, 2021 |
|
2021 Equity Market Picks | Low USD Environment & FX | ASEAN Banks & Medical Gloves
|
Dec 14, 2020 |
|
Markets Spotlight - Fitch's latest downgrade on Malaysia | 3Q20 Malaysia earnings report card | Thailand banks & property sector upgrade
|
Dec 07, 2020 |
|
ASEAN Market Spotlight - Singapore & Thailand's Manufacturing & Export Activity | ASEAN Banks | Indonesia Property & Mining Sectors
|
Nov 30, 2020 |
|
Markets Spotlight: Malaysia 2021 Budget & construction sector | Bank Indonesia rate cut | Technology sector upgrade | RCEP & FX
|
Nov 23, 2020 |
|
ASEAN Speaks with Maybank Kim Eng Research
|
Nov 16, 2020 |
|
ASEAN Speaks with Maybank Kim Eng's Strategists
|
Nov 09, 2020 |
|
ASEAN capital markets update with Maybank Kim Eng Research
|
Nov 02, 2020 |
|
NTU professor Dr Tan Kong Yam on China's domestic factionalism and impact on US-China relations
|
Oct 28, 2020 |
|
Our Impact, Our Future | Maybank's Path to Sustainability
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Oct 22, 2020 |
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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
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Oct 13, 2020 |
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Tim Daniels on SM Investments' Outlook & Strategy in Mitigating COVID-19 Risks
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Oct 06, 2020 |
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Vietnam's Economy: Strengths, Threats & Opportunities
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Sep 21, 2020 |
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Top Glove's Executive Director Lim Cheong Guan on Social Sustainability | Maybank Captains Speak Series
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Sep 11, 2020 |
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TG Limcaoco on Ayala Corp's Sustainability Ethos | CFO, CRO, CSO, Ayala Corporation
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Sep 04, 2020 |
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Tan Sri Abdul Wahid Omar on Bursa's Strategy | Chairman, Bursa Malaysia
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Aug 21, 2020 |