How are ASEAN markets faring so far?
ASEAN Speaks
by Maybank
2d ago
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 ..read more
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Fed stays pat but for how long?
ASEAN Speaks
by Maybank
5d ago
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 ..read more
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Johor-Singapore Special Economic Zone: Causeway to Opportunities
ASEAN Speaks
by Maybank
1w ago
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 ..read more
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Johor-Singapore Special Economic Zone: Causeway to Opportunities
ASEAN Speaks
by Maybank
1w ago
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 ..read more
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Will China's industrial push hurt ASEAN exports?
ASEAN Speaks
by Maybank
3w ago
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 ..read more
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Future of EV
ASEAN Speaks
by Maybank
1M ago
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 ..read more
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Upward Thailand
ASEAN Speaks
by Maybank
1M ago
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 ..read more
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ESG is still alive and kicking
ASEAN Speaks
by Maybank
1M ago
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 ..read more
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First dips into Thailand's gaming ambition
ASEAN Speaks
by Maybank
1M ago
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 ..read more
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FX reactions to Central Banks actions
ASEAN Speaks
by Maybank
1M ago
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 ..read more
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