Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, rounds up ASEAN equities’ performance over the past four months, giving a forecast on the key markets and stocks to watch, going deeper into 2024.

The Fed left rates unchanged as widely expected, with chair Powell saying they need more confidence that the economy is on track and to meet the 2% inflation target. Suhaimi Ilias, Maybank Group Chief Economist, shares his takeaway from last week’s FOMC meeting.

Thilan Wickramasinghe, Head of Research, Maybank Securities, maps the themes, identifies the sectors, and picks the stocks that may be the biggest winners from the establishment of this highly-anticipated economic project.

Thilan Wickramasinghe, Head of Research, Maybank Securities, maps the themes, identifies the sectors, and picks the stocks that may be the biggest winners from the establishment of this highly-anticipated economic project.

Erica Tay, economist at Maybank Investment Banking Group assesses the impact of China's industrial push on ASEAN exports at a time when ASEAN is seeing increased FDI and post-pandemic export recovery.

Even as EV growth is forecasted for a slowdown in 2024 with weak Q1 2024 sales reported by leading EV companies, plus news that Apple has just put its EV project to the ground, there is still room for robust EV growth for investors in ASEAN, says Jigar Shah, Head, Sustainability Research, Maybank Investment Banking Group.

In this episode, Chak Reungsinpinya, Head of Research, Maybank Securities Thailand discusses what’s ahead for Thai equities amid challenges that the market is facing, and highlights his favourite stocks at the moment.

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.