All episodes
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