All Episodes
ASEAN Speaks — 334 episodes
Stronger Than Expected: OCBC, Singapore Tech and Market Catalysts
Markets Rebound: Commodities, DBS and New BUY Calls
A More Hopeful Start: Banks, REITs and Standout Stock Ideas
Policy Tightening and Oil Risks: REITs, Grab and Bank Outlook
Niche Value in Uncertain Markets: Energy, Gold and Hidden Winners
The Oil Shock Playbook: Energy Transition, Banks and CPO Upside
Rising Oil, Rising Risks: ASEAN Strategy and O&G Opportunities
Markets Under Pressure: Oil, Conflict and Investment Strategy
Defence, REITs and Resilient Stocks in Uncertain Times
Dominance of China's EV Supply Chain
Banking on Resilience
Momentum, Money & Markets
Singapore Pulse: From Bank Earnings to Market Value-Up
Exhaustion or Opportunity?
ASEAN’s Digital Shuffle: Commerce, Banks, and Beyond
Singapore's Big Build
New Indexes, Fresh Insights: ComfortDelGro & Food Empire
Shopee, Starlink & Stocks
Telcos, Taxis and Banks
Storm Clouds or Tailwinds?
Tired of Tariffs
Singapore remains unfazed
Post-National Day Sparks
Heads Up, Markets Up
Riding the Bull into Results Week
Singapore For The Win
Cloudy with a chance of gains
Blue Skies SEA-nario
US Still Uncertain Singapore Stands Out
Volatility is the only Constant
Focus Closer to Home
America Sells, ASEAN Diversifies
Local Plays Against Tariffs
Singapore's Safe Haven Potential
Easing Markets Despite Moody State
Post General Elections Amidst Earnings
Singapore-First Focus: Resurgence of the Domestic Economy
Defending Against Tariffs: REITs and Singtel
Playing with the Tariff Switch: Trump's Indecisiveness
Crisis or Catalyst ? Navigating Trump Tariff Shocks
Stock Picking Amidst Storms Brewing
Market Overview and Equity Highlights
Potential Buys and China's Trade War Response
Sector Shifts: Seeking Shelters from White House Tantrums
MAS and Markets: Policy Changes and Earnings
Market Watch: Singapore Budget 2025 Expectations, DBS’s Next move, ISOTeam’s Upside
Markets in Motion: SGX Growth, Grab-Gojek Potential Merger and CICT Outlook
Does DeepSeek Lead to Deep Trouble: Singapore Banks & Trump Tariffs
Effect of Trump's Moves: ASEAN Highlights
Year of the Snake: Guide to Prosperity
Johor-Singapore Special Economic Zone: This Time Will be Different
Singapore's Market Horizon: Kicking Off 2025
Singapore’s Market Wonderland: A 2024 Festive Review
SPECIAL EDITION: US Insights with Wedbush
ASEAN's Next Big Moves
Singapore’s Market Shake-Up
Shifting Sentiment and Strategic Rebounds
Return of Trump
Singapore Telcos and SMIDs Show The Way
US Rate Curve and ASEAN Internet 3Q24 Preview
S-REITs Shakeup; Return of the MAC
China's Stimulus Tease and Singapore Banks
Hidden Heroes in ASEAN Markets
ASEAN Data Centre: Ride the multi-year data centre wave
Penang: Malaysia's High Tech Powerhouse
Dialing back on diesel subsidies
Vietnam is a bright spot
The Thai market is set for smiles
Charting the Japanese yen
China’s latest set of data tells a tale of fire and ice
Will StarHub and M1 become one?
All eyes on the Johor-Singapore Special Economic Zone
How are ASEAN markets faring so far?
Fed stays pat but for how long?
Johor-Singapore Special Economic Zone: Causeway to Opportunities
Will China's industrial push hurt ASEAN exports?
Future of EV
Upward Thailand
ESG is still alive and kicking
First dips into Thailand's gaming ambition
FX reactions to Central Banks actions
Malaysia banks: yay or nay?
Macro Round-up
First Sovereign Fund of the Philippines
Opportunities in ASEAN equities
Nasdaq Exhaustion - Fight or Flight?
Forex roundup of currencies in Asia
Indonesia Real Estate Sector - A Beneficiary of Prabowo Subianto’s Incoming Administration
Red Sea shipping crisis: Impact on Malaysia
SG Budget 2024 - what you need to know
SG Budget Expectations
A fengshui take on wealth and romance
ASEAN Tourism Macro Outlook
S-REITS - Top 3 considerations for 2024
What can China policymakers do to turn the tide for growth?
Weekly Briefing: ASEAN Markets Catalysts
Highlight: Asean markets to watch
Highlight: Malaysia Market Outlook and Strategy
Weekly Briefing: 2024 Asean Market Strategies
Highlight: 3 Main Themes for Singapore’s 2024 Economic Outlook
Weekly Briefing: 2024 Asean Economic Outlook
Highlight: Petronas Spend Beneficiaries
Weekly Briefing: CN’s Economic Plenum, ID Inflation Jump, SG Trends, PH Top Picks
Highlight: Attractive Valuations - Malaysian Banks
Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities
Highlight: Indonesia Elections
Weekly Briefing: China, Malaysia GDP; Biden-Xi; USD/Yuan
Highlight: China In Fits & Starts
Weekly Briefing: ID GDP & Elections; TH Digital Wallet Splash; Central Bank Moves
Highlight: Green Shoots In ASEAN Amidst Turmoil
Weekly Briefing: Middle East Escalation And US Growth On ASEAN
Highlight: Why Did The Ringgit Drop?
Weekly Briefing: MY 3Q GDP, Trading Forex, SG REITs, PH Rice Price
Highlight: Beneficiaries of MY Budget 2024
Weekly Briefing: MY Budget 2024, CN GDP Forecast, Oil & Gas, TH Renewables
Highlight: Glowing China Golden Week
Weekly Briefing: CN Golden Week, SG Dollar, US Dollar, Green Shoots VN
Highlight: Malaysia’s Budget 2024 Preview
Weekly Briefing: MY Budget & Fuel Subsidies, TH Banks, SG Manufacturing, Dollar Outlook
Highlight: FOMC - Not Signaling End To Hike Cycle Yet
Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail
Highlight: Smiles For Thai Baht
Weekly Briefing: CN Retail Sales; Steady MY GDP, TH & MY REITs, CPO
Highlight: MY Earnings - Pressure Points
Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy
Highlight: Green Manufacturing Renaissance In Southeast Asia
Weekly Briefing: Stronger Vietnam, Forex Forecasts Changes, Bonds Update, Still Bullish On Banks?
Highlight: Renewed Hopes In Thailand
Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs
Weekly Briefing: ASEAN Canary In The Coal Mine?
Highlight: China Crouching Tiger, Hidden Dragon
Highlight: MY New Industrial Master Plan - Rising Tide That Lifts All Boats
Weekly Briefing: Unpacking 2Q GDP; KL-SG High Speed Rail; PBOC Easing?
China’s Property Crisis - How Much Longer?
Highlight: Benefits Of Malaysia MADANI Plan
Weekly Briefing: MY MOF Dialogue, CN Deflation, ID 2Q GDP
Highlight: Malaysia MADANI, National Energy Transition
Weekly Briefing: ASEAN EV, CN Real Estate Shift, BOJ Outlook, S-REITs
Highlight: Market Scenarios In Fed’s Late Cycle Phase
Weekly Briefing: MY 2Q GDP, ID Exports, SG Banks, PH Markets
Highlight: Positioning For Thai Political Headwinds
Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets
Highlight: 10 Post-Pandemic Realities & Downside Risks
Weekly Briefing: Brace For El Nino
Highlight: Indonesia Consumer Is King
Weekly Briefing: SG Flash 2Q GDP -0.8%; Currency Revisions; Positioning For No Market Catalysts
Weekly Briefing: MY OPR Expectations; China Booster; USDJPY; USDMYR
Weekly Briefing: Fed Actions, MY OPR, CN & ID Economies; Regional Equities
Highlight: To Still Invest In Malaysian Banks?
Weekly Briefing: ASEAN Inflation; BNM New Governor; China Impact On TH
Highlight: Malaysia 1Q23 Results Broadly Underwhelming
Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks
Sustainability: Carbon Removal, Sequestration May Take Centrestage At COP28
Highlight: Gold To Strengthen When Fed Cuts
Weekly Briefing: Interest Rates, Inflation Trajectory; ID Property; TH Telco
Highlight: SG Sees No Lift From China’s Re-Opening
Weekly Briefing: TH Moving Forward; Renminbi, ASEAN Strategy; El Nino
Highlight: Thailand Elections 2023
Weekly Briefing: TH Elections; Geo-Economic Fragmentation; SG Bank Earnings
Highlight: Look Ahead On Fed Interest Rate And Data
Weekly Briefing: Fed Policy Outlook; MY OPR; ASEAN Lagging North Asian Equities
Highlight: Looming US Debt Ceiling Crisis
Weekly Briefing: AT1s In ASEAN, US Debt Ceiling Crisis, Currency Shields
Highlight: Dominance Of US Dollar To End By 2030?
Weekly Briefing: SG Technical Recession, China Roars, Chinese Tourists
The Social Circle EP4: The Power of Organisations
The Social Circle EP3: The Power of Communities
The Social Circle EP2: The Power of Voice
The Social Circle EP1: The Power of Will
Highlight: ASEAN+ Stock Picks, KLCI Outlook
Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers
Weekly Briefing: SG Expect Further Tightening; VN GDP Slows; El Nino Returns?
Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks
Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios
Weekly Briefing: ID Monetary Policy, SVB Collapse, ASEAN ESG Performance
Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress
Weekly Briefing: Peter To Paul Budget For Malaysia
Weekly Briefing: People-Friendly MY Budget, Robin Hood SG Budget
Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers
Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?
Weekly Briefing: Resurgent Chinese Travel, US Debt Ceiling, MY Plantation Report Card
Weekly Briefing: Undervalued ASEAN Gems, EV Plays
The Investor: Indonesia Market Strategy
Weekly Briefing: Who’s The Fairest Of Them All?
The Investor: Leaping Or Slumbering Rabbit Year For Fengshui?
The Investor: Positioning In A Year Of Two Halves And Permacrisis
Weekly Briefing: Transitioning, Gearing Up For 2023
In The Metaverse
Weekly Briefing: 2023 Global & ASEAN Economic Outlook
C-Suite Talks: Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz, Petronas
Weekly Briefing: A Look Into Bonds, ASEAN Equities And Currencies Into 2023
C-Suite Talks: Dato' Ami Moris, Maybank Investment Banking Group
Weekly Briefing: Malaysia On Tenterhooks; Early Signs Of Singapore Recession
Exploring Sustainable Values: EP4 - Driving Sustainable Impact through Islamic Finance
Weekly Briefing: Inflection Point For US Markets; Tight Race At Malaysia’s General Elections
Exploring Sustainable Values: EP3 - The Ideal Ecosystem
Weekly Briefing: ASEAN Macro, SG Bank Earnings, TH Tourism Flourishing
Exploring Sustainable Values: EP2 - Leading with Good Intentions
Weekly Briefing: Dualism In SG, Future Rate Hike In VN, ASEAN Downgrades
Weekly Briefing: What A Third Term For Xi And China's Re-Opening Mean For ASEAN?
Exploring Sustainable Values: EP1 - What is the relationship and convergence between Islamic Finance & Sustainability?
Weekly Briefing: Cautious Bias Ahead Of Malaysia General Elections
Weekly Briefing: Malaysia’s Budgeting - Like Dieting, Is Hard
Weekly Briefing: Pounding Markets, Opportunities in Fixed Income, ID & PH Equities, MY ESG Stocks
Weekly Briefing: Sleepless In US, Insomnia in ASEAN?
Weekly Briefing: Expected Reactions To FOMC’s Decision This Week
Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts
Weekly Briefing: US Non-Farm Payrolls, Potential Currency Intervention By Central Banks, MY Banks, MY Foreign Picks
Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks
Weekly Briefing: US Markets Up, What Holds For ASEAN This Week? And Check Out Our ASEAN ESG Report
Weekly Briefing: Mixed Performance Within ASEAN - Picking Winners
C-Suite Talks: Tan Sri Shahril Ridza Ridzuan
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
Weekly Briefing: Balancing Inflation Fears & Recession Risks
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play
IVL: PET Back To PET
Weekly Briefing: Weathering 2H 2022
Model Portfolio: The Calvary Isn’t Here Yet, This Is What You Can Do
Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN
Weekly Briefing: Fed’s Record Rate Hike; ASEAN Opportunities From Global Food Crisis; Laos’ Triple Whammy; S-REIT Winners & Losers
Invest ASEAN 2022 | Framing A Future - Sustainability
Weekly Briefing: ASEAN Still To Outperform; MY 2Q GDP forecast; MY Banking Earnings; TH Inflation Drivers; TH Revenge Tourism; VN Market Liquidity
ASEAN Property Trends: Singapore, the Philippines, Vietnam
Weekly Briefing: ASEAN’s Resilience
Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook
Weekly Briefing: ASEAN, The Cleanest Dirty Shirt
Weekly Briefing: Come What May, Look Out For Recession Shocks
Weekly Briefing: ID Palm Oil Exports Ban; MY Stock Winners & Losers And Potential Corporate Bond Downgrades; TH Properties; PH Properties & Mobility; Regional Utilities ESG
C-Suite Talks: Dato’ Sri Abdul Farid Alias, Maybank Group
Malaysia: Sunny Prospects For Solar
Weekly Briefing: MAS Gets Aggressive To Fight Inflation, SGD Appreciates
Vietnam: Not Immune To Headwinds Ahead
Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook
Weekly Briefing: MY Economic & Monetary Review; US Treasury Yield Curve Inversion Implications; ASEAN Strategy Changes; ID Bank Picks; VN Growth Downgrade & Resilient Picks
Siam Cement: Navigating Sustainability Challenges
Weekly Briefing: Malaysia Fuel Subsidy Options; RMB As Alternative To USD; Philippines & Thailand Outlook; Plantations Policy Flipflops
Weekly Briefing: MY, SG, ID Economic Forecasts; Barbell Strategy For SG Equities; PH and ASEAN Market Downside; MY 5G Rollout
Weekly Briefing: Recessionary Europe’s Impact On ASEAN; Johor Election Results On Markets
Thai Wah: Betting On Agritech
Singapore REITS: Selective For Shelter
International Women’s Day: Breaking Bias Through Digital Intelligence
Weekly Briefing: Russia-Ukraine Conflict Triggers Energy Trilemma
Nazir Razak: What Malaysia Needs
Weekly Briefing: Protracted War & No Peace Between Russia And Ukraine - Impact on ASEAN
Hibiscus Petroleum: Keep The Bike Upright
Nickel Asia Corp: Becoming A Renewable Energy Powerhouse
Weekly Briefing: SG Budget 2022 Winners & Losers; In The Mood For ASEAN Markets; Indonesia Trade & Retail; CPO Price Forecast Raised; PH Inflation On Earnings; Gaming On
Steward Leadership, A Way Of Life
Weekly Briefing: Finding Love In Growth & Inflation
Ayala Corp: Getting To Net Zero By 2050
Weekly Briefing: ASEAN Markets Offer Resilience; India Budget Highlights
Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times
Restoring Mangroves For Humanity
Making Sustainability-First A Business Agenda
Expect Vietnam Stock Market To Be A Star in 2022
Weekly Briefing: What To Expect With Mixed Signals From Central Banks; ASEAN Strategy Highlights; Worst Over For Chinese Bonds?
Singapore In A Sweet Spot
More Legs To Go For Singapore Tech Hardware
Weekly Briefing: Singapore Budget May Raise Taxes, Malaysia GE15 Predicted To Weigh On Property Market, CPO Outlook
Malaysia 2022 Fengshui Forecast - The Good & Bad
Where To Invest When Inflation And Interest Rates Are Rising
Weekly Briefing: Actionable Ideas For ASEAN Markets
New China-Laos Belt & Road Railway Benefits Thai Logistics
Sawadee Ka Thailand Tourism
Monde Nissin: Joy In Instant Noodles
2022 - Malaysia Outlook, Bright Spots In Philippines & Thailand, And Fengshui In Singapore
2022 Projections & Wild Cards
Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising
Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations
Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics
Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom
Higher Inflation In Singapore, Momentum Picks In Thailand
Aviation & Healthcare
Melaka Elections, Top Picks Across Region
Is Inflation Transitory or Here to Stay
Good Jobs Report, Good Times for Stocks
Malaysia Budget 2022
Energy Stocks Surge
ASEAN Speaks Highlights: CPO markets rally on commodities boom
Energy & Commodity Prices Stay Elevated
A Teflon Stock Market
ASEAN banks to bite the bullet
SEA Ltd - Southeast Asia’s Digital Champion
Will ASEAN Cyclicals Sustain their Momentum
Fed Signals Early Tapering
Malaysia’s 9th Prime Minister Takes Office
Investing through Market Cycles
Special Edition: Market Themes that Matter
Interest Rate Cycle & Property Sector
Malaysia's EMCO Disrupts Labour Supply
Malaysia Announces New RM150b Economic Package as EMCO Kicks In
G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN
FOMC, Currencies and Singapore REITs
KL Kepong's Cash Offer for IJM's stake in IJM Plantations
Malaysia's RM40bn Stimulus Package
U.S. Jobs Report and the FOMC June Meet
New Covid-19 Outbreaks in Asia & the Huarong Factor
Inflation & Rotations
Market Divergence and the Herd Immunity Effect
Currencies - Seasonal Risks and Opportunities
Pair Trade Opportunity Opening Up between Singapore and Thailand Property Stocks
Will China let Huarong go into Default?
Malaysia’s ESG Scorecard and Readiness | Are ASEAN Wafer Fab Equipment Manufacturers Past their Peak Cycle?
Which ASEAN manufacturing bases will benefit the most from the electric vehicles theme?
Will Malaysia Impose Capital Gains Tax? | Intel’s $20b Capex Gambit & ASEAN Supply Chain Winners
Bitcoins' Correlation with Equity Prices; Looking for Laggards in Thailand; & Bottom Fishing Singapore REITs
FOMC Minutes (status quo expected) & Top Glove’s Downgrade (TOPG MK)
The end of Goldilocks Era & the Onset of Reflation
Taper tantrums and lessons for ASEAN
Rising inflation & impact on bond markets, commodities, and cyclicals like banks and high growth tech stocks
Singapore Budget 2021
Myanmar's coup | Malaysia's fiscal impulse | ASEAN banking system risks | Philippines' Create Act | Palm oil futures
Singapore's 2021 GDP outlook & migrant workers| Vietnam's economic resilience | ASEAN Banks - Risk reward still attractive
ASEAN FX - Where value lies | ASEAN Semicon sector - Time to switch out? | Thai Healthcare - Has risk reward improved?
Malaysia MCO 2.0 | CPO Outlook | Value Plays in Philippines | Thailand Renewables & ESG Investing
AC Health - Crouching Tiger, Hidden Dragon
Reflation & market implications | Thailand Strategy | Steepening yield curve & SREITs
2021 Equity Market Picks | Low USD Environment & FX | ASEAN Banks & Medical Gloves
Markets Spotlight - Fitch's latest downgrade on Malaysia | 3Q20 Malaysia earnings report card | Thailand banks & property sector upgrade
ASEAN Market Spotlight - Singapore & Thailand's Manufacturing & Export Activity | ASEAN Banks | Indonesia Property & Mining Sectors
Markets Spotlight: Malaysia 2021 Budget & construction sector | Bank Indonesia rate cut | Technology sector upgrade | RCEP & FX
ASEAN Speaks with Maybank Kim Eng Research
ASEAN Speaks with Maybank Kim Eng's Strategists
ASEAN capital markets update with Maybank Kim Eng Research
NTU professor Dr Tan Kong Yam on China's domestic factionalism and impact on US-China relations
Our Impact, Our Future | Maybank's Path to Sustainability
Will the Pandemic Derail China's Belt & Road Plans for ASEAN | Maybank Captains Speak Series featuring Mukhtar Hussain, Head of BRI Initiative for Asia Pacific and Chairman of HSBC Singapore PLC
Tim Daniels on SM Investments' Outlook & Strategy in Mitigating COVID-19 Risks
Vietnam's Economy: Strengths, Threats & Opportunities
Top Glove's Executive Director Lim Cheong Guan on Social Sustainability | Maybank Captains Speak Series
TG Limcaoco on Ayala Corp's Sustainability Ethos | CFO, CRO, CSO, Ayala Corporation
Tan Sri Abdul Wahid Omar on Bursa's Strategy | Chairman, Bursa Malaysia