ASEAN Speaks

Maybank
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ASEAN Speaks

ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.

  1. 2 DAYS AGO

    Market Watch: Singapore Budget 2025 Expectations, DBS’s Next move, ISOTeam’s Upside

    In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing DBS's strong performance in results and loan growth in 2025. Brian Lee, our Economist discusses the expectations for SG Budget 2025 and the impacts on GDP expectations for 2025E. Jarick Seet, our Head of SMIDs also discusses his new initiation in painting contractor ISOTeam and updates his coverage on SingPost. Edited by Bruce/Dion/Xuan Hao

    21 min

  2. FEB 12

    Markets in Motion: SGX Growth, Grab-Gojek Potential Merger and CICT Outlook

    In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing SGX's strong performance the past quarter and potential benefits from an upcoming MAS review. Hussaini Saifee, our TMT analyst discusses a potential Grab-Gojek merger that could potentially go through and how that would affect both companies. Krishna Guha, our REITs analyst also covers his outlook for CICT after the earnings call last week, explaining why its portfolio is stabilizing. Edited by Bruce/Dion/Xuan Hao

    18 min

  3. FEB 4

    Does DeepSeek Lead to Deep Trouble: Singapore Banks & Trump Tariffs

    In today’s edition, we discuss the return of safe haven assets as Trump’s tariff agenda pressures markets. With gold and oil rising, we explore why Singapore banks are also in focus ahead of their 4Q earnings season. Our analyst, Hussaini, breaks down the DeepSeek shockwave and its impact on ASEAN data centres. Plus, we dive into Sea and Grab’s upcoming results and what to watch for in the ASEAN Internet sector heading into 2025. We also touch on CIMB’s 2025 outlook, as the bank gears up to unveil its new strategic plan in March. Edited by Bruce/Dion/Xuan Hao

    18 min

  4. JAN 28

    Effect of Trump's Moves: ASEAN Highlights

    In today's edition, we discuss about the likely impacts of some of Trump's moves on several sectors in the ASEAN market. Fresh off our Hong Kong Marketing Event, our analyst Hussaini delivers several key takeaways that investors are focusing on regarding the 2025 outlook of the ASEAN TMT sector. We also discuss certain key points regarding why, our REITs analyst, Krishna remains bullish on both FCT and MLT, with yields of 5.7% and 6.3% respectively. Lastly, our SMIDs analyst Jarick covers on why we believe CSE Global is a great company to consider, especially with Trump coming on board with looser regulations on US production of Oil and Gas. Edited by Bruce/Dion/Xuan Hao

    12 min

  5. JAN 21

    Year of the Snake: Guide to Prosperity

    In this week's edition, we talk about our Feng Shui Guide to Prosperity as we usher in the Year of the Wood Sssnake. Discover how astrological predictions, economic trends, and key sectors could shape the Year of the Wood Snake, featuring Master Ken Koh's advice for navigating 2025's challenges and opportunities. Furthermore, three of our analysts join us today to talk more about their specific sectors around the ASEAN market. Jocelyn is joining us today to talk about why the poultry market in Indonesia has a positive outlook and what her top picks are in that sector Natasha will be talking about what her insights are from a site visit of IHH Healthcare and why those takeaways underscore her bullish stance on this healthcare giant. While Eric joins us to explain more no why he believes the Healthcare sector in Singapore is a Neutral sector with growth catalysts being essential for stock re-ratings in this sector.

    13 min

  6. JAN 14

    Johor-Singapore Special Economic Zone: This Time Will be Different

    In this episode, we will be going through the newly signed JS-SEZ agreement and how Singapore's plan to invest money and policies behind it will make this time different. With both Malaysia and Singapore setting up funds to develop infrastructure and subsidise companies transitioning into the JS-SEZ, as well as a joint target of 100 projects in the SEZ. We also covered a selection of Singaporean and Malaysian companies that we believe would benefit the most from the agreement. Two of our analyst are also joining us today. Krishna Guha who will be talking about why he thinks the outlook for REITs are getting better and Hussaini Saifee who will be talking about why he remains bullish on the ASEAN Internet sector. Edited by Xuan Hao/Dion/Bruce

    20 min

  7. JAN 7

    Singapore's Market Horizon: Kicking Off 2025

    In our first 2025 podcast, we discuss whether Singapore can maintain its market momentum in 2025. Our Singapore economist, Brian Lee, shares his outlook for 2025, discussing expected growth drivers and why he forecasts resilient economic momentum for Singapore in the year ahead. We also feature two of our analysts Krishna Guha and Hussaini Saifee who will each give insights of what trends and drivers we can expect in 2025. Covering Telcos & Internet and REITs & Industrials. Edited by: Xuan Hao/Bruce/Dion

    18 min

  8. 12/17/2024

    Singapore’s Market Wonderland: A 2024 Festive Review

    In this year's wrap-up of ASEAN Speaks we cover the key drivers that led to Singapore being the best performing market in Asia and how those drivers will impact next year. We also feature three of our analysts Krishna Guha, Hussaini Saifee and Jarick Seet who will each give an overview of what key factors and trends drove their specific sectors this year. Covering REITs and Industrials, Telcos and Internet as well as Offshore & Marine and Tech Manufacturing respectively. Our Singapore economist, Brian Lee also covers how 2024 fared, where he thinks growth will land as well as why his recent forecast on Singapore is to expect resilient growth in the upcoming year. Edited by: Xuan Hao/Bruce/Dion Note: This will be the final episode for Singapore's ASEAN Speaks for 2024. We will be taking a break and resuming in January 2025. Have a happy holidays!

    25 min
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About

ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.

Information

  • Creator
    Maybank
  • Years Active
    2020 - 2025
  • Episodes
    289
  • Rating
    Clean
  • Copyright
    © Maybank
  • Show Website
    ASEAN Speaks

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