Today’s conversation is with Maybank Kim Eng’s strategists on several major events and their impact on Asia’s capital markets. Topics include the implications of Joe Biden’s presidential election win and the USD; Malaysia’s 2021 budget and the read through on the country’s equities and fixed income markets; and lastly, whether the bounce in Singapore bank shares is a foreshadow of more positive developments to come.

Welcome to the ASEAN Speaks podcast. Today, the conversations will feature Maybank Kim Eng Research where our specialists will speak on four important themes: 1) a preview of Malaysia’s budget; 2) the industrial sectors where the V-shaped recovery is most evident in ASEAN; and 3) implications for the plantation and energy sectors if Biden wins the US presidential election.

Domestic politics in the US have been making headlines of late, but how often do we hear about China’s internal factionalism? What do we understand about President Xi Jinping, and the enigma behind the man? Dr Tan Kong Yam, former Chief Economist of Singapore and World Bank Senior Economist in Beijing, has spent much of his career engaging China on its economic policies. This podcast covers both sides of the equation how local polemics impact US-China relations.

The goal of developing sustainable business practices is to preserve the long-term viability of People, Planet and Profits. This podcast interview is with Datuk Abdul Farid Alias (Maybank's Group President & Chief Executive Officer), Dato' Mohamed Rafique Merican (Group Chief Executive Officer, Maybank Islamic), and Ami Moris (Chief Executive Officer, Maybank Kim Eng Group).

Stricken by the COVID-19 shutdown, China is now among the fastest to recover. The burning issue is: What happens to all of China's Belt and Road Initiative (BRI) projects in ASEAN countries, many of which have closed their borders to contain the pandemic? From new ports and hydropower projects to railroads criss- crossing Asia, China’s massive infrastructure projects under the BRI have left awe and controversy in their wake. Find out what’s next for the BRI at our Captains Speak session with Mukhtar Hussain, Head of Belt and Road Initiative for Asia Pacific at HSBC, and Chairman of HSBC Singapore PLC.

SM Investments is one of Philippines' largest conglomerates with interests in consumer retail, property development and banking. Tim Daniels speaks with Maybank Kim Eng about his company’s business performance, strategy and sustainability initiatives.

In this episode, our guest speakers are Dr Le Anh Tuan, Deputy CIO and Head of Research for Dragon Capital & Dr Nguyen Duc Khuong, Economist and Member of the Consulting Group for Vietnam’s Prime Minister. Our conversation will focus on what the private & public sectors view as the optimal macro policy prescription for Vietnam to weather the pandemic.

This is a recording with Mr Lim Cheong Guan, Executive Director of Finance and Head of the Sustainability Steering Group at Top Glove - the world’s largest manufacturer of surgical gloves. The conversations centred around Top Glove’s sustainability policies and the latest developments between  the US Customs and Border Protection (US CBP) and the group. 

The Covid-19 pandemic, dubbed by investors as the 21st century’s first “sustainability” crisis, is not only reshaping how businesses operate but could prove to be a major turning point for ESG investing. Find out how Ayala Corp, the Philippines’ oldest conglomerate, navigates and overcomes these unprecedented times by leveraging on its 360° Sustainability Framework. TG Limcaoco, CFO, Chief Risk Officer and Chief Sustainability Officer of Ayala Corp discusses all these and more in this episode of Maybank's Captains Speak series.

Maybank Kim Eng’s Captains Speak series features thought leaders from market regulators and corporate sectors. In episode 1, our conversation with Bursa Malaysia’s Chairman will focus on Bursa’s strategy in staying competitive and engaging capital market participants .