Episodes
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.
Published 01/23/24
Krishna Guha, REIT analyst at Maybank Securities, gives his picks for investors looking at the S-REIT space.
Published 01/19/24
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.
Published 01/18/24
The year started on a good note underpinned by policy thematics. Chua Hak Bin, our regional Co Head of Macro speaks to our analysts on their market outlook.
02:01 – Macro intro – Chua Hak Bin
03:08 – ASEAN markets to watch – Anand Pathmakanthan
08:02 – Malaysia-Singapore’s MOU – Wong Wei Sum
10:39 – Key themes for gaming sector – Yin Shao Yang
15:10 – Thailand consumer finance sector outlook – Jesada Techahusdin
17:23 – Philippines market investment themes – Rachelleen...
Published 01/15/24
Some Asean markets are off to a positive start, what’s driving them and which markets are foreign investors looking to position in 2024? Anand Pathmakanthan, Head of Regional Equity Research at Maybank shares his thoughts.
Published 01/15/24
The year started on a good note underpinned by policy thematics. Chua Hak Bin, our regional Co Head of Macro speaks to our analysts on their market outlook.
02:01 – Marco intro – Chua Hak Bin
03:08 – ASEAN markets to watch – Anand Pathmakanthan
08:02 – Malaysia-Singapore’s MOU – Wong Wei Sum
10:39 – Key themes for gaming sector – Yin Shao Yang
15:10 – Thailand consumer finance sector outlook – Jesada Techahusdin
17:23 – Philippines market investment themes – Rachelleen Rodriguez
Published 01/15/24
Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, discusses the outlook and investment strategy for the Malaysian market.
Published 01/08/24
What are some 2024 equity outlook and strategies for Asean markets? Suhaimi Ilias, our Chief Economist, speaks to our analysts from Singapore, Malaysia, Thailand and Vietnam. He also chats with our ESG analysts on the latest ESG findings in Asean and Indonesia.
02:27 Roundup – Suhaimi Ilias
08:05 Singapore investment strategy – Thilan Wickramasinghe
11:20 Thailand market outlook – Chak Reungsinpinya
15:13 Vietnam market outlook – Hoang Huy
19:37 Malaysia equities market outlook – Wong Chew...
Published 01/08/24
Moving into 2024, Singapore’s economy
sees green shoots in export and manufacturing, with overall recovery in Asean markets, says Chua Hak Bin, Maybank’s regional co-head for Macroeconomics.
Published 01/02/24
In our first episode for 2024, our economists and analysts give an overview of their outlook for Asean economies – Singapore to Malaysia to the Philippines, Indonesia, Thailand, Vietnam, as well as China. Tune in to find out what are some exciting forecasts to look forward to in the regional markets.
00:20 - Roundup - Chua Hak Bin
02:05 - Green shoots themes - Chua Hak Bin
05:08 - Singapore - Chua Hak Bin
07:59 - Malaysia - Suhaimi Ilias
12:59 - China - Erica Tay
18:44 - Bonds - Winson...
Published 01/02/24
In this week’s highlight, Jeremie Yap, our analyst, outlines the beneficiaries of Petronas as it decides how to strike a balance between capital expenditure, dividend commitment and balance sheet preservation. He speaks with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 12/04/23
This week, we consider the reasons for China's delayed Economic Plenum, assess Indonesia's inflation jump, consider multi-year market trends in Singapore, and outline our equities strategy for the Philippines.
00:20 - Roundup - Chua Hak Bin
04:36 - CN PMI - Erica Tay
06:38 - CN Economic Plenum postponed - Erica Tay
08:12 - TH interest rate - Erica Tay
10:39 - VN GDP - Brian Lee
13:18 - ID inflation - Brian Lee
15:03 - SG strategy - Thilan Wickramasinghe
19:03 - ASEAN strategy - Anand...
Published 12/04/23
Malaysian banks are expected to deliver weaker second half earnings compared to the first half this year. Why and what’s our earnings forecast for 2024 and top stock picks? Winson Phoon discusses with Desmond Ch’ng, our Banking Analyst. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 11/27/23
As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while exploring the impact of subsidies rationalization on inflation. Additionally, we examine Thailand's lower than expected Q3 GDP, and share insights from our Thai Bank Day, as well as discuss our equities strategy for Indonesia.
00:33 - Roundup - Winson Phoon
03:56 - MY 2024 - Suhaimi Ilias
08:52 - MY balance of payments - Zamros...
Published 11/27/23
Indonesia’s general elections will take place on the 14th of February next year. Who is likely to win in what we expect to be a prolonged contest? Brian Lee, our Economist, discusses with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 11/20/23
Towards the year end, ASEAN markets are expected to do better on the back of more resilient economic data. Our analysts discuss this including the outcome of President Joe Biden and Xi Jinpings’ meeting. Meanwhile, Indonesia’s general elections will take place on the 14 February next year - who is likely to lead in what we expect to be a prolonged contest?
00:25 - Roundup - Chua Hak Bin
04:07 - MY 3Q GDP - Suhaimi Ilias
09:35 - PMX at APAC - Suhaimi Ilias
11:32 - CN 4Q GDP - Erica...
Published 11/20/23
In our highlight today, Erica Tay, our Economist discusses with Suhaimi Ilias on the outlook for China’s growth as export weaknesses continue while imports pick up. For the full conversation with her on China and other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 11/14/23
Is China’s economy propped up by policy support or demand? In the other large economy, Indonesia - GDP growth moderated to the lowest since the third quarter of 2021. Will growth be firmer towards the end of the year and in the lead up to the presidential elections in 2024? Meanwhile in Thailand, the Prime Minister had announced its largest stimulus in the form of cash handout via the digital wallet.
00:29 - Roundup - Suhaimi Ilias
06:49 - CN trade, GDP - Erica Tay
13:33 - PH GDP,...
Published 11/14/23
Trade and manufacturing data in the ASEAN-6 markets are showing nascent signs of recovery. Suhaimi Ilias speaks to Chua Hak Bin, our co-Head of Macro on Maybank’s outlook. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 10/30/23
Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwhile, the US's robust GDP growth, backed by deficit spending and subsidies for semiconductor, will help drive ASEAN export growth. How might these different developments affect ASEAN and central banks' decisions on interest rates?
00:30 - Roundup - Suhaimi Ilias
06:45 - Regional green shoots - Chua Hak Bin
11:28 - PH interest rate - Zamros...
Published 10/30/23
Why did the Ringgit drop to a record low? Chua Hak Bin speaks to Saktiandi Supaat, the Head of Forex Research at Maybank. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 10/23/23
Amidst geopolitical tensions and higher for longer interest rates, we unpack Malaysia’s maiden GDP advanced estimate for the third quarter, the better than expected growth in China, the outlook of the Ringgit and Rupiah, and if there is more downside to Singapore REITs.
00:24 - Roundup - Chua Hak Bin
05:15 - MY 3Q GDP, inflation - Suhaimi Ilias
10:03 - CN GDP - Erica Tay
14:31 - Ringgit - Saktiandi Supaat
17:29 - Rupiah - Saktiandi Supaat
19:57 - FX opportunities - Saktiandi...
Published 10/23/23
The highlight for this week is the beneficiaries of Malaysia’s Budget 2024. Wong Chew Hann, our Malaysian Head of Equity Research discusses. For the full analysis on Budget and updates from other analysts at Maybank, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 10/16/23
For Asia this week, watch for China’s growth data and central bank decisions in Indonesia. We also provide further analysis on Malaysia’s Budget 2024, the oil and gas sector, and Thailand’s renewable energy expansion.
00:24 - Roundup - Chua Hak Bin
05:25 - MY Budget 2024 - Suhaimi Ilias
11:18 - MY Budget 2024 (markets) - Wong Chew Hann
15:27 - MY Budget 2024 (bonds) - Winson Phoon
20:31 - CN trade, GDP - Erica Tay
25:25 - ID interest rate - Brian Lee
27:21 - Oil and gas - Jeremie...
Published 10/16/23
Our Economist Erica Tay takes stock of what happened over China’s Golden Week and the spillover benefits to ASEAN. Suhaimi Ilias speaks with her. For the full conversation with other analysts at Maybank, go to the latest Weekly Briefing episode on ASEAN Speaks.
Published 10/09/23