In this week’s episode of ASEAN Speaks, our host Seng Yeow welcomes Jarick to unpack MAS’s new $50bn EQDP programme and its potential to drive concentrated flows into non-index sectors.

Jarick shares five BUY calls for the week: Food Empire Holdings, ISOTeam, ComfortDelGro, CSE Global, and Frencken, explaining why each is poised to benefit from raw material trends, sector positioning, and strong customer outlooks. He also breaks down the semiconductor sector, exploring the potential impact of US–Malaysia tariff talks.

With results week approaching, Xuan Hao dives into the Singapore banking sector, previewing OCBC, DBS, and UOB regarding expected earnings and dividends.

Thilan, Lucia, and Janel wrap up with highlights from the myimpact portfolio, showcasing a six-stock portfolio of top ESG performers with a focus on social factors in sustainable investing.