ASEAN Speaks

Mar 04 2025 291 ep. 21 mins 6
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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Sector Shifts: Seeking Shelters from White House Tantrums

Mar 04 2025 19 mins  
In this episode of ASEAN Speaks, we feature three of our analysts who give their opinions on some rating changes as earnings season is coming to a close.Jarick Seet, our SMIDs analyst, talks about the tech manufacturing sector outlook, going into detail on whether the previous murky forecasts has given way to more positive prospects.Thilan Wickramasinghe, our Head of Research, goes

MAS and Markets: Policy Changes and Earnings

Feb 24 2025 16 mins  
In today's episode of ASEAN Speaks our host Seng Yeow briefly discusses on the shifts in the US market highlighting Alibaba's upcoming advantage with the recovery of the Chinese Tech Market.Our head of research, Thilan Wickaramasinghe goes through the MAS' first set of recommendations to revive Singapore's stock market which includes a S$5 billion initiative, a Market Development F

Market Watch: Singapore Budget 2025 Expectations, DBS’s Next move, ISOTeam’s Upside

Feb 18 2025 20 mins  
In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing DBS's strong performance in results and loan growth in 2025.Brian Lee, our Economist discusses the expectations for SG Budget 2025 and the impacts on GDP expectations for 2025E.Jarick Seet, our Head of SMIDs also discusses his new initiation in painting contractor ISOTeam and updates his coverag

Markets in Motion: SGX Growth, Grab-Gojek Potential Merger and CICT Outlook

Feb 11 2025 17 mins  
In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing SGX's strong performance the past quarter and potential benefits from an upcoming MAS review.Hussaini Saifee, our TMT analyst discusses a potential Grab-Gojek merger that could potentially go through and how that would affect both companies.Krishna Guha, our REITs analyst also covers his outlook

Does DeepSeek Lead to Deep Trouble: Singapore Banks & Trump Tariffs

Feb 03 2025 18 mins  
In today’s edition, we discuss the return of safe haven assets as Trump’s tariff agenda pressures markets. With gold and oil rising, we explore why Singapore banks are also in focus ahead of their 4Q earnings season. Our analyst, Hussaini, breaks down the DeepSeek shockwave and its impact on ASEAN data centres. Plus, we dive into Sea and Grab’s upcoming results and what to wa

Effect of Trump's Moves: ASEAN Highlights

Jan 27 2025 11 mins  
In today's edition, we discuss about the likely impacts of some of Trump's moves on several sectors in the ASEAN market. Fresh off our Hong Kong Marketing Event, our analyst Hussaini delivers several key takeaways that investors are focusing on regarding the 2025 outlook of the ASEAN TMT sector. We also discuss certain key points regarding why, our REITs analyst, Krishna remains b

Year of the Snake: Guide to Prosperity

Jan 20 2025 12 mins  
In this week's edition, we talk about our Feng Shui Guide to Prosperity as we usher in the Year of the Wood Sssnake. Discover how astrological predictions, economic trends, and key sectors could shape the Year of the Wood Snake, featuring Master Ken Koh's advice for navigating 2025's challenges and opportunities. Furthermore, three of our analysts join us today to talk

Johor-Singapore Special Economic Zone: This Time Will be Different

Jan 13 2025 20 mins  
In this episode, we will be going through the newly signed JS-SEZ agreement and how Singapore's plan to invest money and policies behind it will make this time different. With both Malaysia and Singapore setting up funds to develop infrastructure and subsidise companies transitioning into the JS-SEZ, as well as a joint target of 100 projects in the SEZ. We also covered a selectio

Singapore's Market Horizon: Kicking Off 2025

Jan 07 2025 18 mins  
In our first 2025 podcast, we discuss whether Singapore can maintain its market momentum in 2025. Our Singapore economist, Brian Lee, shares his outlook for 2025, discussing expected growth drivers and why he forecasts resilient economic momentum for Singapore in the year ahead. We also feature two of our analysts Krishna Guha and Hussaini Saifee who will each give insights of wh

Singapore’s Market Wonderland: A 2024 Festive Review

Dec 17 2024 25 mins  
In this year's wrap-up of ASEAN Speaks we cover the key drivers that led to Singapore being the best performing market in Asia and how those drivers will impact next year. We also feature three of our analysts Krishna Guha, Hussaini Saifee and Jarick Seet who will each give an overview of what key factors and trends drove their specific sectors this year. Covering REITs and Indus