ASEAN Speaks

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

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

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

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

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

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

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.

US inflation data came in lower than expected. Our analysts discuss the broader trend, and if the US will slow rate hike. And as Malaysia goes to the polls this Saturday, we look into the impact on markets in this tight race. 00:22 - Roundup - Chua Hak Bin 04:21 - US bond yields - Winson Phoon 06:42 - ASEAN bonds - Winson 07:34 - USD inflection - Saktiandi Supaat 10:05 - MYR appreciation - Saktiandi 11:47 - MY GDP drivers - Suhaimi Ilias 14:42 - MY GE - Suhaimi 16:11 - ID GDP - Lee Ju Ye 18:22 - ID interest rate - Ju Ye 19:12 - PH GDP - Zamros Dzulkafli 22:56 - ASEAN picks - Anand Pathmakanthan 25:54 - MY picks, GE - Anand 26:49 - CPO prices - Ong Chee Ting 30:04 - Plantation picks - Chee Ting Producer: Noelle Lim, Maybank IBG

The third episode of our series 'Exploring Sustainable Values' focuses on implementing Systems Thinking into Sustainable Finance. James Vaccaro, CEO of RePattern shares his perspectives on current trends in the sustainable financial sector, challenges to tackle, and introduces a systems thinking perspective on the notion of sustainability.

Our analysts unpack a slew of economic data in the region as well as earnings of Singapore banks with DBS Bank as our top pick. 00:15 - Roundup - Chua Hak Bin 03:59 - US interest rate - Suhaimi Ilias 05:38 - MY interest rate - Suhaimi 06:57 - ID inflation rate - Lee Ju Ye 08:33 - PH inflation rate - Zamros Dzulkafli 10:13 - TH foreign reserves - Ju Ye 12:39 - Cambodia economy - Brian Lee 13:57 - Myanmar, Laos economy - Brian 14:58 - Fed, USD relationship - Saktiandi Supaat 17:47 - ASEAN currencies - Andi 19:01 - SG banks - Thilan Wickramasinghe 22:08 - TH tourism - Yuwanee Promaporn Producer: Noelle Lim, Maybank IBG