Opportunities in ASEAN equities
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Description
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.
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While year-to-date SET is down almost 5%, Chak Reungsinpinya, Head of Equity Research Thailand, Maybank Investment Banking Group, maintains year-end index target of 1,600 – a 17% upside from the index current level. He shares his note of confidence.
Published 05/30/24
Published 05/30/24
Despite interventions, the JPY remains under pressure against the US dollar. What more can be done to strengthen the JPY and what’s the impact of a weak JPY on regional currencies? Saktiandi Supaat, Head of FX Strategy, Maybank, explains why recent interventions haven’t worked their magic and...
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