260 episodes
ASEAN Speaks Maybank
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- Business
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3.0 • 1 Rating
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ASEAN Speaks by Maybank presents conversations with our market analysts and economists across Southeast Asia and thought leaders on equities, fixed income, forex, economies, sustainability, and on issues driving the markets.
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Johor-Singapore Special Economic Zone: Causeway to Opportunities
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.
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Will China's industrial push hurt ASEAN exports?
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.
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Future of EV
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.
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Upward Thailand
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.
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ESG is still alive and kicking
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.
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First dips into Thailand's gaming ambition
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.