ASEAN Speaks

Jan 13 2025 284 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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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

SPECIAL EDITION: US Insights with Wedbush

Dec 10 2024 22 mins  
In today's special edition of ASEAN Speaks we start off with our SMIDs Analyst, Jarick Seet, giving us an insight into why SingPost deserves attention as the next top pick to release value despite S&P's recent move to place them on CreditWatch negative following the sale of its Australia business. Next, we are joined by our special guest, Matt Bryson, Wedbush's Senior Enterpri

ASEAN's Next Big Moves

Dec 02 2024 12 mins  
As Asian shares decline for the second month due to Trump 2.0 policies and slow Chinese stimulus, there’s renewed hope in ASEAN markets. Our regional strategist, Anand Pathmakanthan, highlights why ASEAN is the place to watch, with Singapore, Malaysia, and Indonesia leading the charge. Meanwhile, Jarick Seet discusses SingPost’s sale of its Australian assets—a move that’s

Singapore’s Market Shake-Up

Nov 25 2024 16 mins  
Markets rebound as a data-packed week stirs volatility, with Singapore’s economy hitting an 11-quarter high alongside a surge in manufacturing numbers. What does this mean for a stronger SGD and key opportunities? Our Co-Head of Research, Dr. Chua Hak Bin, breaks it all down. Meanwhile, GLC restructuring and asset monetisation are unlocking value, with SingPost leading the charg

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