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ASEAN Speaks

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Jan 6, 2023 • 17min

The Investor: Leaping Or Slumbering Rabbit Year For Fengshui?

Master Ken Koh, founder of the House of Fengshui in Singapore discusses the fengshui outlook for the markets and businesses in 2023 - the good and the bad. Producer & Presenter: Noelle Lim, Maybank IBG
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Jan 4, 2023 • 14min

The Investor: Positioning In A Year Of Two Halves And Permacrisis

Chan Han Chin, Portfolio Strategist at Maybank Investment Bank discusses the model portfolios that his team has created and how best investors should position themselves in a year of two halves (volatility followed by recovery) and the possible scenario of a continuing permacrisis (permanent crisis). Presenter & Producer: Noelle Lim, Maybank IBG
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Dec 12, 2022 • 30min

Weekly Briefing: Transitioning, Gearing Up For 2023

As the Federal Reserve and European Central Bank meet respectively this week to decide on rates, our analysts look at what’s in store for ASEAN inflation, markets and investment themes for 2023 including our top Malaysia and Singapore ESG stock picks. 00:17 - Roundup - Chua Hak Bin 02:20 - FOMC - 4 things - Suhaimi Ilias 04:02 - ECB expectations - Suhaimi Ilias 05:10 - TH inflation drop - Lee Ju Ye 06:30 - PH inflation up - Zamros Dzulkafli 09:09 - ASEAN inflation peak - Lee Ju Ye 11:05 - ASEAN stocks, picks - Anand Pathmakanthan 14:51 - MY earnings, picks - Anand Pathmakanthan 17:46 - SG ESG - Thilan Wickramasinghe 19:57 - MY ESG - Anand Pathmakanthan 24:00 - Oil prices, picks - TJ Liaw 25:47 - PH giants - Jacqui De Jesus 27:20 - TH healthcare picks - Yuwanee Promaporn Producer: Noelle Lim, Maybank IBG
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Dec 5, 2022 • 20min

In The Metaverse

Southeast Asia is expected to be ahead in the adoption of Web 3.0 and metaverse-related tools and technologies. We discuss the catalysts with Dhruv Vohra, who is the Managing Director of Meta (formerly known as Facebook) Business Group, Southeast Asia. For more info, check out Meta’s study with Bain & Co on Southeast Asia Digital Consumers here Producer and presenter: Noelle Lim, Maybank IBG
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Dec 5, 2022 • 30min

Weekly Briefing: 2023 Global & ASEAN Economic Outlook

Our analysts unpack their 2023 Year Ahead: Defensive Harbour report—forecasting a mild global recession with ASEAN-6 markets emerging as a defensive play, delivering yet again higher GDP growth than China. 00:15 - Roundup - Ong Seng Yeow 00:56 - Fed moves - Suhaimi Ilias 07:40 - ASEAN inflation - Chua Hak Bin 09:45 - ASEAN interest rate - Chua Hak Bin 11:12 - Bonds outlook - Se Tho Mun Yi 15:13 - ASEAN economic - Chua Hak Bin 18:18 - TH current account - Lee Ju Ye 21:31 - THB - Saktiandi Supaat 22:38 - Yen, RMB, USD - Saktiandi Supaat 27:40 - MYR outlook - Saktiandi Supaat Producer: Noelle Lim, Maybank IBG
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Dec 1, 2022 • 22min

C-Suite Talks: Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz, Petronas

Appointed as President & Group CEO of Petronas in 2020, Datuk Tengku Muhammad Taufik Tengku Kamadjaja Aziz felt a huge sense of national responsibility and “amanah” coming into the job. One of the first things he did was to announce Petronas' ambition to reach net zero carbon emissions by 2050, the first oil and gas company in Southeast Asia to declare this commitment. He speaks with Dato’ Fad’l Mohamed, CEO of Maybank Investment Bank, on how he is making a difference steering Petronas towards a bigger cause and his thoughts about the outcomes of COP 27. Producer: Noelle Lim, assisted by Shirley Ann Lau
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Nov 29, 2022 • 32min

Weekly Briefing: A Look Into Bonds, ASEAN Equities And Currencies Into 2023

Singapore’s final third quarter GDP growth came in lower than advance estimate due to a downgrade in manufacturing, mainly the electronics cluster. Meanwhile Thailand’s GDP growth of the same quarter accelerated to its fastest pace in five quarters, supported by rebound in tourism and private consumption. Finally, we turn to bonds, ASEAN equities and currencies heading into 2023.  00:29 - Roundup - Suhaimi Ilias 03:25 - SG GDP - Chua Hak Bin 05:55 - SG inflation - Hak Bin 06:33 - ID min wage, inflation - Lee Ju Ye 08:55 - ID monetary policy - Ju Ye 11:43 - TH monetary policy - Ju Ye 12:27 - MY inflation - Zamros Dzulkafli 15:33 - MY, US yields 2023 - Winson Phoon 19:56 - MY ratings - Winson 20:48 - ASEAN equities - Anand Pathmakanthan 24:58 - ASEAN currencies - Saktiandi Supaat 27:15 - US dollar - Saktiandi 28:02 - RM outlook - Saktiandi Producer: Noelle Lim, Maybank IBG
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Nov 27, 2022 • 20min

C-Suite Talks: Dato' Ami Moris, Maybank Investment Banking Group

Dato’ Ami Moris, the outgoing CEO of Maybank Investment Banking Group shares her extraordinary journey of leading a regional investment bank, and her life experiences that shaped her values. As a prominent advocate of sustainability and diversity, equity and inclusion (DEI), Ami is also Chair of the 30% Club Malaysia. Dato’ Fad’l Mohamed, the CEO of Maybank Investment Bank speaks with her. Producer: Noelle Lim, assisted by Shirley Ann Lau
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Nov 21, 2022 • 30min

Weekly Briefing: Malaysia On Tenterhooks; Early Signs Of Singapore Recession

Malaysia’s general elections ended in hung parliament with no majority winner, while Singapore’s non-oil exports contraction points to a recession in 2023. Tune in to the conversation. 00:20 - Roundup - Winson Phoon 04:28 - MY elections - Suhaimi Ilias 08:14 - MY markets - Anand Pathmakanthan 10:25 - SG non-oil exports - Chua Hak Bin 12:34 - ID GDP - Lee Ju Ye 16:23 - PH interest rate - Zamros Dzulkafli 18:47 - Fed rates - Suhaimi Ilias 22:16 - MY tourism, Chinese tourists - Samuel Yin 24:25 - Voluntary carbon markets - Jigar Shah Producer: Noelle Lim, Maybank IBG
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Nov 15, 2022 • 24min

Exploring Sustainable Values: EP4 - Driving Sustainable Impact through Islamic Finance

The fourth episode of our series 'Exploring Sustainable Values' explores the future of sustainable impact and effective integration between ESG principles and Islamic Finance. Dato’ Rafique Merican, Group CEO of Islamic Banking, Maybank, talks about the future of sustainable Islamic Finance, the initiatives, and technologies to look forward to.

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