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Trending Topics and conversations that matter

ASEAN Speaks is a proprietary series of podcasts hosted by our team of analysts, researchers and economists. This series features analysis and ideas from our extensive in-country and regional teams together with the views of our guest speakers.

Trending topics and conversations that matter

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ASEAN Speaks
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks

As sentiment on Chinese property stocks lifted last week, we discuss our outlook for bonds.
ASEAN Speaks
Weekly Briefing: US Markets Up, What Holds For ASEAN This Week? And Check Out Our ASEAN ESG Report

Following the US markets' spectacular performance on Friday where the S&P closed at 4,280, our analysts at Maybank IBG highlight what we need to look out for in ASEAN this week.
ASEAN Speaks
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment

As the US enters a technical recession but with strong jobs data, how will this affect the Fed's decision on interest rates in September? And in a slower growth environment, how resilient are banks and REITs?
ASEAN Speaks
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider

Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; will Laos and Myanmar face a mini crisis mirroring Sri Lanka, and pre-election plays for alpha in Malaysia, and discounted stocks and sectors in the Philippines, among others.
ASEAN Speaks
Weekly Briefing: Balancing Inflation Fears & Recession Risks

Maybank analysts discuss MAS' off-cycle policy move to contain inflation and how it'll affect economic growth in Singapore, and also the direction of currencies, and other market moving updates during a recession-inflation.
ASEAN Speaks
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play

Our analysts discuss how many more interest rate hikes are in store for Malaysia, the Philippines and Thailand to tame inflation.
ASEAN Speaks
Monday Briefing: What To Expect With Mixed Signals From Central Banks; ASEAN Strategy Highlights; Worst Over For Chinese Bonds?

Presenting our Monday insights to prepare investors for the week ahead before the Lunar New Year.
ASEAN Speaks
Singapore In A Sweet Spot

Thilan Wickramasinghe, Head of Research in Singapore discusses potential re-rating catalysts for Singapore equities led by 3Rs—rising rates, re-opening, and restructuring—and also considers ESG risks and decarbonisation costs.
ASEAN Speaks
More Legs To Go For Singapore Tech Hardware

Singapore tech hardware stocks like AEM, UMS and Frencken are expected to sustain earnings growth and are still trading at attractive valuations - a proposition for investors looking for both...
ASEAN Speaks
Singapore Budget May Raise Taxes, Malaysia GE15 Predicted To Weigh On Property Market, CPO Outlook

In today's Monday Briefing, we bring you up to date on global news as the US Federal Reserve shifts to a more hawkish tone, and what to look out...
ASEAN Speaks
Malaysia 2022 Fengshui Forecast - The Good & Bad

What is ahead for the Water Tiger year? Here is a fengshui forecast for the Malaysian stock market and the economy by Kenny Hoo, Fengshui Master. He discusses the good and bad...
ASEAN Speaks
Where To Invest When Inflation And Interest Rates Are Rising

Maybank IBG has created 24 model portfolios to guide retail investors in picking stocks that match their risk-return profile and market outlook. We speak to portfolio strategists, Ong Seng Yeow...
ASEAN Speaks
Monday Briefing: Actionable Ideas For ASEAN Markets

The first Monday call of 2022 with our economists and analysts on investment themes including sustainability, what will repeat and change from 2021, and actionable ideas across key markets...
ASEAN Speaks
New China-Laos Belt & Road Railway Benefits Thai Logistics

After years of intense negotiation, the railway connecting Kunming in China to Vientiane, the capital city of Laos is finally completed making it vastly faster and easier for goods to be...
ASEAN Speaks
Sawadee Ka Thailand Tourism

Maybank upgrades the tourism sector in Thailand to Neutral on the back of share price corrections and the expectation that the Omicron impact is short-lived. How are major players like Airports of Thailand (AOT), and Minor International (MINT) with a...
ASEAN Speaks
Monde Nissin: Joy In Instant Noodles

Analyst, Daphne Sze initiates coverage on Monde Nissin and discusses its prospects as the market leader of instant noodles and cracker biscuits in the Philippines, and its foray into the alternative meat market in the UK and US. Buy call, target price...
ASEAN Speaks
2022 - Malaysia Outlook, Bright Spots In Philippines & Thailand , And Fengshui In Singapore

00:50 - Highlights 04:50 - Malaysia: Markets to be better? 11:04 - Philippines: Banking normalising 14:24 - Philippines: Conglomerate action...
ASEAN Speaks
2022 Projections & Wild Cards

00:52 - Economic outlook 09:59 - Fixed income strategy 14:56 - Forex strategy 17:30 - Malaysia: Themes & Top Calls 22:02 - Singapore: Top Stock Calls Commentators: Chua Hak Bin, Suhaimi Ilias, Winson Phoon, Saktiandi Supaat,...
ASEAN Speaks
Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising

00:34 - Malaysia: Omicron impact on rubber gloves 02:50 - Thailand: Omicron impact on STGT (Sri Trang Gloves). 04:32 - Thailand: Omicron on tourism 07:00 - Vietnam: Production and exports strengthen...
ASEAN Speaks
Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations

00:47 - Impact of Omicron on oil prices. 4:39 - Malaysia: Alliance Bank - Target Price Raised. Analysts: Kaushal Ladha, Desmond Ch'ng. Produced and presented by Noelle Lim.
ASEAN Speaks
Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala's Foray Into Logistics

00:28 - Malaysia: Interest rate hike prediction. 03:46 - Genting Malaysia - When to break even? 4:56 - Ayala Corp - Foray into end-to-end...
ASEAN Speaks
Maybank Model Portfolio Updates, Exposure To Vietnam Trade

00.50 - Singapore: What would support growth to 2022 02:10 - Maybank's Model Portfolio changes 05:40 - Spotlight - Vietnam: Another boom year for Gemadept. Economist & Analysts: Chua Hak Bin,...
ASEAN Speaks
Higher Inflation In Singapore, momentum Picks In Thailand

00:52 - Singapore: Forecast inflation raised 3:45 - Singapore: Growth for Mapletree Logistics Trust? 4:54 - Thailand: 3Q21 weak, momentum picks Analysts: Chua Hak Bin, Chua Su Tye,..
ASEAN Speaks
Aviatian & Healthcare

00:30 - Malaysia: Is a price tag of $1 billion for IHH's China business realistic? 04.02 - Malaysia: Is the worst over for AirAsia? 05:20 - Thailand: Why Chularat Hospital is Maybank's pick now?
ASEAN Speaks
Melaka Elections, Top Picks Across Region

00:48 - Malaysia: Potential market sentiment over Barisan Nasional's win in Melaka state elections, and year end KLCI target? 03.10 - Singapore: How will tech stocks continue to perform in light of shortages, and top picks? 06.17 - Thailand...
ASEAN Speaks
Is Inflation Transitory or Here to Stay

01:30 - The signposts to watch if inflation is transitory 07:00 - BoT holds policy rate and its view on energy markets 08:40 - Philippines: ASEAN's fastest growing market in 2022 11:50 - Philippines equity strategy 14:28 - Is COP26 the biggest finance...
ASEAN Speaks
Good Jobs Report. Good Times for Stocks

01:04 - FOMC gets on with taper program 04:13 - ASEAN credit markets' drip test 13:45 - Vietnam's economic metrics back in growth mode 16:58 - ASEAN market strategy 18:57 - Singapore banks 3Q review
ASEAN Speaks
Malaysia Budget 2022

01:17 - Malaysia Budget 2022 Review 07:09 - Budget implications on credit markets 10:23 - Budget impact on Malaysia equity market 15:06 - Energy prices and FX markets 18:05 - Malaysia aviation sector 22:52 - Thai property sector 25:48...

ASEAN Speaks
Energy Stocks Surge

Anand Pathmakanthan speaks on the 3Q earnings season to date and how funds flow is rotating. mibg's energy research team has revised Brent crude assumptions to US$75/bbl for 2022 and discuss scenarios for an energy super...
ASEAN Speaks
Crude Palm Oil Markets Rally on Commodities Boom

What are the signposts to watch now that CPO markets have rallied above MYR5000/mt? Monetary Authority of Singapore tightens S$NEER policy band slope earlier than expected. mibg's Philippines'...
ASEAN Speaks
Energy & Commodity Prices Stay Elevated

Kaushal Ladha briefs on this energy cycle's supply shock. Key reforms to go green in the 12th Malaysia Plan will also give CPO planters a tailwind for higher pricing power. Vietnam risks falling into a technical recession, is the silver lining in the skies?
ASEAN Speaks
A Teflon Stock Market

China Evergrande (3333 HK) has missed bond interest payments as of last week. Will this event spiral into a contagion? The Fed will officially kick off the asset purchase tapering at the next FOMC meeting in November, Suhaimi Ilias...
ASEAN Speaks
ASEAN banks to bite the bullet

Asian governments prefer a dovish fiscal stance vs the hawks in US and Europe. Malaysia's Ministry of Finance has instructed banks to waive interest on loans under moratorium with immediate effect while Bank Indonesia is forcing banks...
ASEAN Speaks
SEA Ltd - Southeast Asia's Digital Champion

Could ECB's recent recall of its pandemic monetary support pressure the US Fed to signal tapering by Sep? mibg's portfolio strategist presents his case for improving sell-side sentiment for...
ASEAN Speaks
Will ASEAN cyclicals sustain their momentum?

US non-farm payrolls missed consensus expectations by a long shot stoking stagflation fears. Will Malaysia's maiden pre-budget meeting boost investor confidence in how the country...
ASEAN Speaks
FED Signals Early Tapering

Winson Phoon shares on what the bond futures market imply about risks following the Fed's signal that tapering could occur as early as late 2021. Malaysia has announced its new cabinet lineup; will this announcement improve overall...
ASEAN Speaks
Malaysia's 9th Prime Minister Takes Office

Malaysia has appointed Datuk Seri Ismail Sabri as its 9th Prime Minister. Will the change bring about the much needed political stability? As the Fed heads into its Kansas City annual conference on Thursday, markets will be watching...
ASEAN Speaks
Investing through Market Cycles

Our Regional Co-Head, Macro Research, Dr Chua Hak Bin argues that ASEAN's economic outlook will continue to diverge at the country level, well into 2022. mibg launch model portfolio baskets to help clients invest through market cycles. What is...
ASEAN Speaks
Special Edition: Market Themes that Matter

Indonesia's ESG push does not get enough credit from markets. mibg Research downgrades Vietnam as the country loses it grip on containing the Delta variant. Is the anomaly between 10Yr Treasury and...
ASEAN Speaks
Interest Rate Cycle & Property Sector

Despite the Fed's assurance that higher prices are merely transitory, the uncertainty of its duration leads to higher volatility in the market. Maybank downgrades the Thai property sector; ASEAN Speaks panelists dissect the drivers and...
ASEAN Speaks
Malaysia's EMCO Disrupts Labour Supply

US 10 year treasury yields continue to compress; Maybank's fixed income team addresses the factors that are driving compression. With political headwinds rising in Malaysia and EMCO impacting labour supply, which industries are least...
ASEAN Speaks
Malaysia Announces New RM150bn Economic Package as EMCO Kicks In

Amidst a strong US jobs market, low US treasury yields and VIX, ASEAN equity markets' performance was relatively weak last week, especially Malaysia. Maybank's strategists focus on the...
ASEAN Speaks
G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN

G7 landmark accord on corporate tax reform aims to end the race to the bottom since the 1980s in which countries have slashed corporate tax rates and provided generous exemptions to ...
ASEAN Speaks
FOMC, Currencies and Singapore REITs

As Fed shift resets markets, Maybank Kim Eng's FX strategists discuss about the sensitivity of ASEAN currencies. ASEAN equity markets mostly ended down last week except for Malaysia and Vietnam. Our Singapore REITs and Malaysia property ...
ASEAN Speaks
KL Kepong's Cash Offer for IJM's stake in IJM Plantations

KL Kepong has launched a RM1.5b cash offer to buy IJM's 56% stake in IJM Plantations. Is the deal accretive and are there other noteworthy acquisition targets left within the ...
ASEAN Speaks
Malaysia's RM40bn Stimulus Package

Malaysia has announced a RM40bn economic stimulus package to mitigate the impact of its latest lockdown. Malaysian government securities staged a mini rally last week, is it sustainable and should investors sell into strength? Our ASEAN...
ASEAN Speaks
US Jobs Report and the FOMC June Meet

U.S. next jobs report on Fri June 4 will signal if employment data is trending above the 3M moving average of 520k monthly additions, potentially fuelling inflation concerns and impacting outcome of June 17 FOMC meeting. Back in ASEAN,...
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