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All Episodes

ASEAN Speaks — 354 episodes · page 1 of 4

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Title
1

Hazy Outlook or Potential Buy-in?

2

Rate Hikes and AI Reality Check

3

Winners of Sticky Inflation

4

Domestic strength, regional opportunities

5

ASEAN Risk/Reward

6

Hormuz Heat, Fed Fears & Keppel's New Story

7

Godzilla El Niño: Trading the Heat

8

Macro Tailwinds, Plantations and Large Cap Outlooks

9

Strong Macro Drives Earning Boost

10

Singapore Rallies Amid Global Tensions

11

Domestic Focus Amid Results Season

12

CXMT IPO Ignites Asia Market Momentum

13

From Chips to REITs: Finding Value in a Divergent Market

14

Uncertainty is the upside

15

Looking Beyond the AI Bubble

16

From Fed Shifts to AI Bets: Navigating the Next Market Regime

17

From Hormuz to the World Cup: Finding Market Winners

18

Between China and the US, Who Really is Winning the AI Race

19

Looking Closer to Home: ASEAN Opportunities in a Volatile World

20

Singapore’s AI and Oil Momentum: Key Stock Opportunities

21

Holding Strong: Sea Ltd's Earnings, Safe Haven Flows and Singapore Airlines

22

Stronger Than Expected: OCBC, Singapore Tech and Market Catalysts

23

Markets Rebound: Commodities, DBS and New BUY Calls

24

A More Hopeful Start: Banks, REITs and Standout Stock Ideas

25

Policy Tightening and Oil Risks: REITs, Grab and Bank Outlook

26

Niche Value in Uncertain Markets: Energy, Gold and Hidden Winners

27

The Oil Shock Playbook: Energy Transition, Banks and CPO Upside

28

Rising Oil, Rising Risks: ASEAN Strategy and O&G Opportunities

29

Markets Under Pressure: Oil, Conflict and Investment Strategy

30

Defence, REITs and Resilient Stocks in Uncertain Times

31

Dominance of China's EV Supply Chain

32

Banking on Resilience

33

Momentum, Money & Markets

34

Singapore Pulse: From Bank Earnings to Market Value-Up

35

Exhaustion or Opportunity?

36

ASEAN’s Digital Shuffle: Commerce, Banks, and Beyond

37

Singapore's Big Build

38

New Indexes, Fresh Insights: ComfortDelGro & Food Empire

39

Shopee, Starlink & Stocks

40

Telcos, Taxis and Banks

41

Storm Clouds or Tailwinds?

42

Tired of Tariffs

43

Singapore remains unfazed

44

Post-National Day Sparks

45

Heads Up, Markets Up

46

Riding the Bull into Results Week

47

Singapore For The Win

48

Cloudy with a chance of gains

49

Blue Skies SEA-nario

50

US Still Uncertain Singapore Stands Out

51

Volatility is the only Constant

52

Focus Closer to Home

53

America Sells, ASEAN Diversifies

54

Local Plays Against Tariffs

55

Singapore's Safe Haven Potential

56

Easing Markets Despite Moody State

57

Post General Elections Amidst Earnings

58

Singapore-First Focus: Resurgence of the Domestic Economy

59

Defending Against Tariffs: REITs and Singtel

60

Playing with the Tariff Switch: Trump's Indecisiveness

61

Crisis or Catalyst ? Navigating Trump Tariff Shocks

62

Stock Picking Amidst Storms Brewing

63

Market Overview and Equity Highlights

64

Potential Buys and China's Trade War Response

65

Sector Shifts: Seeking Shelters from White House Tantrums

66

MAS and Markets: Policy Changes and Earnings

67

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

68

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

69

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

70

Effect of Trump's Moves: ASEAN Highlights

71

Year of the Snake: Guide to Prosperity

72

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

73

Singapore's Market Horizon: Kicking Off 2025

74

Singapore’s Market Wonderland: A 2024 Festive Review

75

SPECIAL EDITION: US Insights with Wedbush

76

ASEAN's Next Big Moves

77

Singapore’s Market Shake-Up

78

Shifting Sentiment and Strategic Rebounds

79

Return of Trump

80

Singapore Telcos and SMIDs Show The Way

81

US Rate Curve and ASEAN Internet 3Q24 Preview

82

S-REITs Shakeup; Return of the MAC

83

China's Stimulus Tease and Singapore Banks

84

Hidden Heroes in ASEAN Markets

85

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

86

Penang: Malaysia's High Tech Powerhouse

87

Dialing back on diesel subsidies

88

Vietnam is a bright spot

89

The Thai market is set for smiles

90

Charting the Japanese yen

91

China’s latest set of data tells a tale of fire and ice

92

Will StarHub and M1 become one?

93

All eyes on the Johor-Singapore Special Economic Zone

94

How are ASEAN markets faring so far?

95

Fed stays pat but for how long?

96

Johor-Singapore Special Economic Zone: Causeway to Opportunities

97

Will China's industrial push hurt ASEAN exports?

98

Future of EV

99

Upward Thailand

100

ESG is still alive and kicking