ASEAN Speaks

Nov 18 2024 278 ep. 21 mins 5
ASEAN Speaks Podcast artwork

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 affairs that impact regional markets.

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Shifting Sentiment and Strategic Rebounds

Nov 18 2024 13 mins  
As inflationary concerns loom, Asia remains optimistic after Xi-Biden talks. Amidst this optimism, Grab Holdings and Sea Limited are making waves. Our telecom analyst, Hussaini Saifee, explores how these two standout companies are seizing growth opportunities in this evolving landscape. Next, our Head of Research, Thilan Wickramasinghe, highlights how Sembcorp Industries is redefin

Return of Trump

Nov 11 2024 13 mins  
Trump’s comeback to the presidency has stirred up fresh waves of uncertainty. With inflation likely to rise, the Fed’s path to easing could face serious challenges. To break down what this means for the global and regional markets, our in-house Economist, Erica Tay, who’ll dive into the potential impacts and discuss whether China’s recent debt swap is a genuine stimulus mov

Singapore Telcos and SMIDs Show The Way

Nov 05 2024 12 mins  
This week, our guest host, Jarick Seet, will take us through what we can expect from the Telco and SMIDs sector as we head off to the end of the year. He is first joined by Telco Analyst, Hussaini Saifee who has just reiterated his BUY call on Singtel (ST SP) explaining how its subsidiary, Simba, may the key to success. Additionally we will get to hear how its peer, Starhub (STH SP

US Rate Curve and ASEAN Internet 3Q24 Preview

Oct 28 2024 20 mins  
In this weeks ASEAN Speaks, our guest host with the golden voice, Seng Yeow, bring along our resident Credit Analyst, Winson Phoon to shed light on the US rate curve as we head off into the penultimate week of the Trump Vs. Harris election. Tune in as he gives us his take on what the outcomes might be should either of the presidential hopefuls win. Next, Hussaini Saifee joins us t

S-REITs Shakeup; Return of the MAC

Oct 22 2024 13 mins  
Third quarter results season kicks off this week, and all eyes are on S-REITs. With the current interest rate and FX environment, how might they impact these key players in the market? Krishna Guha comes in to provide us with the latest insights on the sector. Will we see the first signs of stabilisation, or will the volatility continue? Join us as we find out which REITs are worth

China's Stimulus Tease and Singapore Banks

Oct 14 2024 11 mins  
Over the weekend, China's Ministry of Finance laid out fiscal measures to support the economy. However, no new fiscal stimulus quantum was given during the announcement. Despite the teaser, our economist, Erica Tay believes that these repeated hints that a large injection was undergoing approval would unlock existing fiscal resources that have a real impact. This would give a much

Hidden Heroes in ASEAN Markets

Oct 07 2024 10 mins  
This week in ASEAN speaks, we are joined by Kervin Sisayan following a 52-week high in the Philippine Market, with its central bank (BSP) hinting at a potential 50bps rate cut and a 250bps reserve requirement ratio (RRR) cut by the end of the month. BSP expects inflation to settle within the 2.0-2.8% range in Sep attributed to lower food prices and peso appreciation. Kervin believe

ASEAN Data Centre: Ride the multi-year data centre wave

Sep 28 2024 35 mins  
In the ever growing field of the data center industry, we speak with Maybank’s TMT specialist Hussaini Saifee, who expects data centre demand in ASEAN to increase at 20% CAGR till 2028 with the total addressable market estimated at USD11b/yr. Structural drivers include: 1) Under penetration: ASEAN supply is 55-70% below that of US, CN, KR & JP; 2) AI: helps ASEAN companies in the

Penang: Malaysia's High Tech Powerhouse

Jun 19 2024 4 mins  
Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, shares key highlights from the 2024 Invest ASEAN conference that put Penang at the forefront of dynamic transformation.

Dialing back on diesel subsidies

Jun 19 2024 4 mins  
Suhaimi Ilias, Chief Economist, Maybank Investment Banking Group, gives an update on Malaysia’s fiscal reforms so far, with comments on the latest diesel subsidy cut.