ASEAN Speaks Maybank

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.

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.

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.

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.

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.

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.