Analysts based in Singapore, Manila and Ho Chi Minh City—vastly different economies—discuss their outlook for the rest of the year due to headwinds, emerging trends such as shophouses in Singapore, data centres in the Philippines, and satellite townships in Vietnam, and segments that are resilient in the real estate sector.

00:20 - Leonard Tay, Head of Research, Knight Frank Singapore

14:05 - Sevidal Miguel, Analyst, Maybank IBG, Philippines

21:45 - Tyler Nguyen, Analyst, Maybank IBG, Vietnam

Presenter & Producer: Noelle Lim, Maybank Investment Banking Group (Maybank IBG)

Maybank’s analysts interpret the slew of economic data that came out from Singapore, Bank of Indonesia’s decision to hold interest rate, Malaysia’s inflation that remains relatively low, Vietnam’s economic data, and the broad based recovery of hoteliers in Thailand.

00:22 - Roundup - Suhaimi Ilias

06:11 - SG GDP, inflation - Chua Hak Bin

11:05 - ID interest rate - Lee Ju Ye

14:35 - MY consumer prices - Zamros Dzulkifli

18:28 - VN economy - Brian Lee

23:08 - US treasury yield - Winson Phoon

27:15 - TH hoteliers - Yuwanee Prommaporn

Producer: Noelle Lim

We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by India on Indonesia’s consumer companies, and the risk of re-imposition of Indonesia’s palm oil export ban, and if it is time to bottom-fish regional tech champions, Grab and SEA, ending with what will lift the Renminbi.

00:17 - Roundup - Suhaimi Ilias

05:22 - SG NODX - Chua Hak Bin

08:32 - TH, ID outlook - Lee Ju Ye

13:49 - ID consumers - Willie Goutama

16:20 - Palm oil exports ban - Ong Chee Ting

19:28 - PH monetary policy - Zamros Dzulkifli

23:01 - PH property policies - Miguel Sevidal

25:57 - SEA, tech - Lai Gene Lih

28:02 - RMB weaknesses - Saktiandi Supaat

Producer: Noelle Lim

Amidst global markets coming under pressure on the back of US economic woes, interest rate hikes, and soaring inflation, is ASEAN proving to be the “cleanest dirty shirt”?

00:38 - Roundup - Chua Hak Bin

04:27 - OPR hike - Suhaimi Ilias

10:14 - Impact on banks - Desmond Ch’ng

12:02 - Bond yields - Winson Phoon

16:02 - ASEAN strategy - Anand Pathmakanthan

18:57 - Marcos Jr’s win - Jacqui de Jesus

20:46 - PH GDP - Zamros Dzulkifli

23:16 - VN market correction - Hoang Huy

Producer: Noelle Lim

Unpacking the headlines moving markets and ASEAN tailwinds, and casting our eyes to Cambodia, Laos, Myanmar and Vietnam (CLMV) on the impact of global supply chain disruptions, favoured markets as ASEAN outperforms, and impact of Indonesia's palm oil export ban.

00:27 - Roundup - Winson Phoon

04:25 - Headwinds, crosswinds - Chua Hak Bin

09:14 - CLMV - Brian Lee

16:14 - USD, Asian currencies, RMB - Saktiandi Supaat

21:46 - ASEAN stars - Anand Pathmakanthan

24:40 - SG banks - Thilan Wickramasinghe

26:13 - MY digital banks - Desmond Ch’ng

29:40 - ID palm oil export ban - Ong Chee Ting

Producer: Noelle Lim

Preparing you for the week ahead with a slew of updates and analysis.

00:28 - Roundup - Chua Hak Bin

05:56 - MY exports, RM - Suhaimi Ilias

11:00 - ID GDP - Lee Ju Ye

13:26 - ID palm oil exports ban - Ong Chee Ting

15:54 - MY stocks - Anand Pathmakanthan

20:36 - Potential MY bond downgrades - See Tho Mun Yi

23:42 - TH property - Vanida Geisler

27:15 - PH property & mobility - Miguel Sevidal

28:54 - Regional utilities, ESG - Jigar Shah *

* Maybank IBG Sustainability Research team’s first sector report.

Producer: Noelle Lim

With candour and humour, in his final interview as Maybank Group President & CEO, Dato’ Sri Abdul Farid Alias recounts pivotal moments at the bank, and discusses topics close to his heart: leadership, culture, digitalisation and sustainability, adding life lessons from his humble background.

Dato’ Fad’l Mohamed, CEO of Maybank Investment Bank speaks to him in the inaugural episode of our C-Suite Talks series.

Producer: Noelle Lim, assisted by Shirley Ann Lau

In a series of conversations, we discuss the game changing opportunities, notably for solar industry players, as presented by Malaysia’s Renewable Energy (RE) Roadmap. If things go according to plan, RE contribution could increase from 23% of the total energy mix to 31% in 2025, and 40% in 2035.

Apart from its environmental benefits, RE increases energy diversity and lowers energy security risk, which is often overlooked until the Russia-Ukraine conflict. We explore how ASEAN could strategically increase its own energy security via an ASEAN power grid linking the Indochina region to Malaysia, and down to Singapore.

00:48 - RE Roadmap - Nur Farah Syifaa’, Analyst, Maybank 

03:06 - Opportunities, listing plans - Ko Chuan Zhen, GCEO & Co-Founder, Plus Xnergy

11:44 - Call on Cypark, Solarvest - Syifaa’

13:31 - Russia-Ukraine, China lockdowns, new growth drivers, green hydrogen - Davis Chong, GCEO, Solarvest

20:50 - ASEAN power grid - Dr Philip Andrews-Speed, Senior Principal Fellow, Energy Studies Institute, NUS

Acronyms mentioned:

PPA - Power purchase agreements

EPCC - Engineering, procurement, construction and commissioning

LCOE - Levelised cost of energy

FiT - Feed-in-tariff

NEM - Net energy metering

Presenter & Producer: Noelle Lim

In response to rising inflation, the Monetary Authority of Singapore (MAS) has tightened its monetary policy by re-centering the midpoint of its exchange rate policy band to the prevailing level and steepening the slope, allowing the Singapore dollar to strengthen against currencies of its trading partners. Our analysts discuss the far-reaching implications of this move, as well as their updates for the region.

00:34 - Roundup - Suhaimi Ilias

06:17 - MAS tightening, inflation - Chua Hak Bin

11:16 - SG interest rates and bonds - Winson Phoon

13:50 - SGD, USD - Saktiandi Supaat

19:30 - SG banks - Thilan Wickramasinghe

21:34 - ID higher fuel prices, Bank of Indonesia moves - Lee Ju Ye

26:10 - Positive on TH consumer finance - Jesada Techahusdin

28:30 - Plantations update - Ong Chee Ting

Producer: Noelle Lim

Maybank has cut Vietnam’s GDP forecast for 2022 to 5.8% from 6.7% due to the impact of the Russia-Ukraine war and supply chain disruptions from lockdowns in Shanghai. What are the specific challenges investors should take note of although recovery is expected to remain on track in Vietnam? Brian Lee, our Economist, drills down the details.

Presenter & Producer: Noelle Lim