ASEAN Speaks
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ASEAN Speaks
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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321 episodi
Exhaustion or Opportunity?
In this week’s episode, Seng Yeow hosts, joined by Erica and Hussaini. Seng Yeow opens the discussion with the week’s key geopolitical and macro devel...
ASEAN’s Digital Shuffle: Commerce, Banks, and Beyond
In this week’s episode of ASEAN Speaks, Hussaini Saifee, our TMT analyst, introduces the emerging concept of Agentic Commerce — what it means for the...
Singapore's Big Build
In this week’s episode of ASEAN Speaks, Singapore takes center stage with a construction boom that could reshape the economy. Our Macro Team forecasts...
New Indexes, Fresh Insights: ComfortDelGro & Food Empire
In this week's episode of ASEAN Speaks, out host Thilan unpacks the bullish momentum in Singapore's markets and the launch of SGX's new Next 50 indxed...
Shopee, Starlink & Stocks
In this week’s ASEAN Speaks, our host Thilan kicks off with the latest tailwinds driving Southeast Asia’s internet and telecom sectors.
H...
Telcos, Taxis and Banks
In this week’s ASEAN Speaks, our host Thilan looks at why Singapore continues to attract safe haven flows amidst regional uncertainty.
Hussaini,...
Storm Clouds or Tailwinds?
In this week's ASEAN Speaks, our host Thilan goes through the many tailwinds boosting Singapore's market.
Brian comes in to talk about Singapore...
Tired of Tariffs
In this week's episode Jarick Seet is stepping in for Thilan as today's host. Jarick opens today's episode by talking about how markets are currently...
Singapore remains unfazed
In this week's episode, Thilan highlights several stock picks amidst earnings seasons and a lot of tariff uncertainties as well as geopolitical issues...
Post-National Day Sparks
In this week’s episode of ASEAN Speaks, our host Thilan kicks off with Jarick, who shares his take on Venture and how changes in the tech sector drive...
Heads Up, Markets Up
In this week’s episode of ASEAN Speaks, our host Thilan unpacks the STI’s rebound after a six-day losing streak, supported by signs that Singapore may...
Riding the Bull into Results Week
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 concent...
Singapore For The Win
In this week’s episode of ASEAN Speaks, our host Thilan breaks down the STI’s record-breaking 11-day rally—the longest in 20 years—and explores what c...
Cloudy with a chance of gains
In this week's episode of ASEAN Speaks, our chief Economist, Hak Bin Chua talks about Trump tariffs, and what our region has in store in terms of econ...
Blue Skies SEA-nario
In this week's episode of ASEAN Speaks, our host Thilan paints the best-case scenario for ASEAN amidst all of Trump's uncertainties.
Jarick our...
US Still Uncertain Singapore Stands Out
In this week's episode of ASEAN Speaks, our host Thilan discusses upgraded STI targets and why he believes the index will break through the 4000 barri...
Volatility is the only Constant
In this week's episode of ASEAN Speaks, Singapore's Head of Research, Thilan Wickramasinghe gives us his take on his recent increase in target price f...
Focus Closer to Home
In this week’s show our host Thilan discusses the MAS Equity Market Development Fund and the 18 screened stocks that we see benefits the most that hav...
America Sells, ASEAN Diversifies
Diversify, diversify, diversify! That is the name of the game.
In today's episode, our host, Thilan bring us his review on our Macro Team's hig...
Local Plays Against Tariffs
In today's episode of ASEAN Speaks, our host Thilan is joined by Krishna Guha our REITs analyst and Brian Lee our macroeconomist.
Krishna goes t...
Singapore's Safe Haven Potential
In this week’s episode of ASEAN Speaks, our host Thilan reviews Singapore's Q1 GDP outperformance and unpacks selected safe-haven stock picks.
E...
Easing Markets Despite Moody State
In this week’s episode of ASEAN Speaks, our host Thilan unpacks Moody’s downgrade of the US credit rating and the market implications of easing US-Chi...
Post General Elections Amidst Earnings
In this week's epsiode of ASEAN Speaks our host Thilan unpacks the implications of Singapore's General Election and what it means for market stability...
Singapore-First Focus: Resurgence of the Domestic Economy
In this week's epsiode of ASEAN Speaks our host Thilan dives deeper into our Singapore Strategy amidst tariff uncertainty, highlighting 40 stocks that...
Defending Against Tariffs: REITs and Singtel
In today's episode of ASEAN Speaks, we dive deeper into the REITs sector which we believe is our best defensive pick in the ASEAN market. As well as o...
Playing with the Tariff Switch: Trump's Indecisiveness
In this week's episode of ASEAN Speaks, our host Thilan is joined by our Economist, Brian Lee to give us new insights on MAS’s policy easing and Singa...
Crisis or Catalyst ? Navigating Trump Tariff Shocks
In this week's episode of ASEAN SPEAKS, our host Thilan is joined by our Regional Equity Strategist, Anand Pathmakanthan, to unpack the equity implica...
Stock Picking Amidst Storms Brewing
In this week's episode of ASEAN Speaks, our host Thilan invites our economist Chua Hak Bin to talk about the US's Liberation Day and how that would im...
Market Overview and Equity Highlights
In this episode, our host goes through an ASEAN Equity Overview of the ASEAN-6 (Singapore, Malaysia, Indonesia, Vietnam, Thailand and Philippines) don...
Potential Buys and China's Trade War Response
In this episode of ASEAN Speaks, we are joined by 3 of our analysts will be talking about three key stocks that they believe will perform well in the...
Sector Shifts: Seeking Shelters from White House Tantrums
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 clo...
MAS and Markets: Policy Changes and Earnings
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...
Market Watch: Singapore Budget 2025 Expectations, DBS’s Next move, ISOTeam’s Upside
In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing DBS's strong performance in results and loan growth in 2025.
Bri...
Markets in Motion: SGX Growth, Grab-Gojek Potential Merger and CICT Outlook
In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing SGX's strong performance the past quarter and potential benefits from...
Does DeepSeek Lead to Deep Trouble: Singapore Banks & Trump Tariffs
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 Si...
Effect of Trump's Moves: ASEAN Highlights
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...
Year of the Snake: Guide to Prosperity
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 p...
Johor-Singapore Special Economic Zone: This Time Will be Different
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...
Singapore's Market Horizon: Kicking Off 2025
In our first 2025 podcast, we discuss whether Singapore can maintain its market momentum in 2025.
Our Singapore economist, Brian L...
Singapore’s Market Wonderland: A 2024 Festive Review
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 w...