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ASEAN Speaks

Latest episodes

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Mar 3, 2022 • 41min

Nazir Razak: What Malaysia Needs

Tan Sri Nazir Razak, Chairman of Bank Pembangunan Malaysia discusses his plans to create a super development financial institution, including if listing and a merger with MIDF are on the cards; as well as his idea of Better Malaysia Assembly to reshape national discourse; and the desire to protect his father’s legacy. Nazir is the former Chairman and prior, CEO of CIMB Group, and the youngest son of the second Prime Minister Tun Razak Hussein, and the brother of the sixth, Dato’ Sri Najib Razak.
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Feb 28, 2022 • 34min

Weekly Briefing: Protracted War & No Peace Between Russia And Ukraine - Impact on ASEAN

Russia’s full scale invasion of Ukraine has already cost more than 200 civilian lives and triggered global condemnation. Maybank's analysts discuss the implications. 00:24 - Round-up - Chua Hak Bin 07:03 - Impact on inflation - Suhaimi Ilias 13:47 - Lessons from past crisis - Saktiandi Supaat 17:31 - Shrinking demand for MY Coal IPP Bonds - Winson Phoon 22:48 - SG bank highlights - Thilan Wickramasinghe 26:21 - Maybank’s portfolio update - Chan Han Chin 30:47 - New tax measures on PH properties - Miguel Sevidal Producer: Noelle Lim
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Feb 24, 2022 • 37min

Hibiscus Petroleum: Keep The Bike Upright

Riding on surging oil prices, Maybank has a strong buy call on Hibiscus Petroleum, Malaysia’s first listed SPAC (Special Purpose Acquisition Company) that has now transitioned to become a full-fledged oil and gas company. Dr Kenneth Pereira, the Managing Director discusses the reason for Hibiscus’ longevity, and how it will continue to grow in a more ESG-oriented environment when bankers are becoming more discerning about lending. Producer & Presenter: Noelle Lim
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Feb 22, 2022 • 26min

Nickel Asia Corp: Becoming A Renewable Energy Powerhouse

Dennis Zamora, scion and President of Nickel Asia Corporation (NAC), one of the largest nickel producing companies in the world, discusses the prospects of the metal as it trades at a 11 year high, and his ambition for the company to become one of the top 25 on the Philippine Stock Exchange. Producer & Presenter: Noelle Lim
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Feb 21, 2022 • 32min

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

On Friday, Singapore released its Budget 2022 that includes a slew of higher taxes to redistribute wealth while improving resilience through healthcare spending and green projects. Meanwhile foreign buying has returned to ASEAN markets. What sectors might continue to outperform and underperform as interest rates and inflation increase? Maybank's research teams across the region discuss. 00:34 - Round-up - Suhaimi Ilias 05:53 - Singapore Budget 2022 - Chua Hak Bin 14:07 - Singapore markets - Thilan Wickramasinghe 15:56 - ASEAN markets - Anand Pathmakanthan 20:13 - Indonesia trade - Lee Ju Ye 22:26 - Indonesia retail - Willy Goutama 24:17 - Plantations, La Nina - Ong Chee Ting 27:57 - Philippines earnings - Jacqui de Jesus 30:01 - Gaming - Samuel Yin Shao Yang Producer: Noelle Lim
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Feb 14, 2022 • 21min

Steward Leadership, A Way Of Life

Stewardship Asia Centre (SAC), established by Temasek in Singapore, advocates the practice of steward leadership across Asia. The principle of balancing profits, people and the planet is not new, yet many organisations pay lip service. How can we accelerate meaningful change and make this a way of business and life? We speak to Rajeev Peshawaria, CEO of SAC, to learn more.
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Feb 14, 2022 • 29min

Weekly Briefing: Finding Love In Growth & Inflation

On Valentine’s Day, we cast our eyes on the timing of rate hikes, CPO price rally, MY aviation, and PH e-commerce and property segments. 00:35 - Round-up - Chua Hak Bin 04:34 - BI, BOT timing - Lee Ju Ye 09:19 - BNM timing - Suhaimi Ilias 14:15 - Inverted yield curve - Winson Phoon 18:53 - CPO price rally - Ong Chee Ting 21:38 - Watching AirAsia X - Samuel Yin Shao Yang 24:12 - PH e-commerce - Daphne Sze 26:02 - More love for PH property - Miguel Sevidal Producer: Noelle Lim
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Feb 7, 2022 • 21min

Ayala Corp: Getting To Net Zero By 2050

The most prominent and oldest conglomerate in the Philippines of more than 180 years old, Ayala Corporation is future-proofing by gearing up for a low carbon economy. We get into the mind of the group’s Chief Financial & Chief Sustainability Officer, Alberto de Larrazabal about the rigorous approach in achieving their ambition, about new technologies, and the project close to his heart, Kasibulan reforestation for carbon credits. Producer & presenter: Noelle Lim
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Feb 7, 2022 • 28min

Weekly Briefing: ASEAN Markets Offer Resilience; India Budget Highlights

Amidst global volatility, what is the market outlook and central banks' policy direction in ASEAN? Our research teams deep dive. 00:26 - Round-up - Chua Hak Bin 03:40 - Indonesia and Thailand inflation, interest rate - Lee Ju Ye 06:52  - Euro; BOE, RBA signals - Saktiandi Supaat 10:59 - ASEAN stocks - Anand Pathmakanthan 14:10 - Singapore tech over-sold - Lai Gene Lih 18:23 - Malaysia loans, banks - Desmond Ch’ng 20:24 - Thai tourism downgrade - Yuwanee Prommaporn 22:20 - India budget highlights - Jigar Shah Producer: Noelle Lim
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Jan 31, 2022 • 29min

Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times

Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors position themselves in the bond markets, and what forex strategies apply? Where can we seek shelter from inflation in Singapore equities? Our analysts also dig into the Thai healthcare and property sectors for opportunities. 00:36 - Round-up - Suhaimi Ilias 5:58 - Treasury yield curve prediction - Winson Phoon 11:00 - Forex strategies - Saktiandi Supaat 16:34 - Raising inflation forecast - Chua Hak Bin 21:22 - Inflation on Singapore equities - Thilan Wickramasinghe 23:27 - Thai healthcare upgrades - Yuwanee Prommaporn 25:05 - Thai property picks - Vanida Geisler Producer: Noelle Lim

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