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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 a... more
FAQs about ASEAN Speaks:How many episodes does ASEAN Speaks have?The podcast currently has 345 episodes available.
November 29, 2021Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations00:47 - 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....more11minPlay
November 26, 2021Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics00:28 - Malaysia: Interest rate hike prediction.03:46 - Genting Malaysia - When to break even?4:56 - Ayala Corp - Foray into end-to-end logistics.Analysts: Winson Phoon, Samuel Yin, Jacqui de Jesus.Produced and presented by Noelle Lim....more7minPlay
November 25, 2021Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom00.50 - Singapore: What would support growth to 202202:10 - Maybank’s Model Portfolio changes05:40 - Spotlight - Vietnam: Another boom year for Gemadept Economist & Analysts: Chua Hak Bin, Chan Han Chin, Le Nguyen Nhat ChuyenProduced and presented by Noelle Lim...more10minPlay
November 24, 2021Higher Inflation In Singapore, Momentum Picks In Thailand00:52 - Singapore: Forecast inflation raised3:45 - Singapore: Growth for Mapletree Logistics Trust?4:54 - Thailand: 3Q21 weak, momentum picksAnalysts: Chua Hak Bin, Chua Su Tye, Maria LapizPresented and produced by Noelle Lim...more11minPlay
November 23, 2021Aviation & Healthcare00:30 - 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?Analysts: Shafiq Kadir, Samuel Yin, Yuwanee PrommapornPresented and produced by Noelle Lim...more9minPlay
November 22, 2021Melaka Elections, Top Picks Across Region00:48 - 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: Update from Retailer’s Day for investors, and top consumer retail picks. 09:33 - Vietnam: Banks are outperforming their regional peers. Can this momentum be sustained?Analysts: Anand Pathmakanthan, Lai Gene Lih, Maria Lapiz, Quan Trong ThanhProduced & presented by Noelle Lim...more12minPlay
November 15, 2021Is Inflation Transitory or Here to Stay01:30 - The signposts to watch if inflation is transitory07:00 - BoT holds policy rate and its view on energy markets08:40 - Philippines: ASEAN’s fastest growing market in 202211:50 - Philippines equity strategy14:28 - Is COP26 the biggest finance greenwash event in history?18:50 - Maybank’s CPO price upgrade...more23minPlay
November 08, 2021Good Jobs Report, Good Times for Stocks01:04 - FOMC gets on with taper program04:13 - ASEAN credit markets’ drip test13:45 - Vietnam’s economic metrics back in growth mode16:58 - ASEAN market strategy18:57 - Singapore banks 3Q review...more23minPlay
November 02, 2021Malaysia Budget 202201:17 - Malaysia Budget 2022 Review07:09 - Budget implications on credit markets10:23 - Budget impact on Malaysia equity market15:06 - Energy prices and FX markets18:05 - Malaysia aviation sector22:52 - Thai property sector25:48 - Mega Lifesciences initiation...more27minPlay
October 25, 2021Energy Stocks SurgeAnand Pathmakanthan speaks on the 3Q earnings season to date and how funds flow is rotating. MKE’s energy research team has revised Brent crude assumptions to US$75/bbl for 2022 and discuss scenarios for an energy super cycle. Indonesia, Thailand and Singapore banking sector is flush with liquidity - is loans growth finally back on track?...more21minPlay
FAQs about ASEAN Speaks:How many episodes does ASEAN Speaks have?The podcast currently has 345 episodes available.