ASEAN Speaks Maybank

Despite inflation creeping up, exports and industrial output see strong growth – Vietnam’s May economic data shows that hope shines bright for its Q2 GDP growth. Brian Lee, economist at Maybank Securities, shares his take on the numbers.

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.

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 what’s on the road ahead for the JPY.

With accelerated industrial production growth and at the same time, a fizzling of consumer spending, what lies ahead for the Asian dragon? As well, will introducing new property measures lift the sector? Erica Tay, economist at Maybank IBG, explains.

Maybank Securities’ analyst Hussaini Saifee says the merger could be a potential catalyst for growth for the telco sector in Singapore. He also gives his read on the earnings results from SEA and Grab.

Chua Hak Bin, Regional Co-Head for Macro, Maybank Investment Banking Group, discusses how the Johor-Singapore Special Economic Zone will spur growth for both Johor and Singapore in areas such as connectivity, trade, labour, investments, and renewable energy transition.