ASEAN Speaks

Rising disposable income, positive pre-sales guidance, and the incoming Prabowo-Gibran administration’s pledge to continue with Jokowi administration policies, will be beneficial for Indonesia’s real estate sector. William Jefferson, analyst with Maybank Sekuritas Indonesia, shares his insights.

The Red Sea Crisis has caused significant disruption in global shipping and freight rates. Loh Yan Jin, analyst at Maybank Investment Banking Group, explains the impact of the crisis on Malaysia and her outlook on freight rates.

Brian Lee, economist at Maybank Securities, gives an update on how the Singapore economy has been faring so far this year, and how will Budget 2024 address the economic concerns of businesses, given the high inflation and operating costs.

Come 16 February, Singapore will be announcing Budget 2024. Chua Hak Bin, our regional co-head of macro, gives a preview on fiscal balance, possible measures to support inclusivity and green transition, updates on the global minimum tax and what other initiatives can individuals and corporates look forward to.

Will the Dragon year be good for the economy from a fengshui perspective, and which zodiac animals will be lucky in love? Master Ken Koh from the House of Fengshui demystifies the year ahead with investing tips based on this ancient belief.

The latest Maybank thematic report on ASEAN tourism showed an underwhelming recovery of China tourist arrivals in 2023. What happened, and will the story be different this year? Chua Hak Bin, Regional Co-Head, Macro Research at Maybank, gives his outlook.

Krishna Guha, REIT analyst at Maybank Securities, gives his picks for investors looking at the S-REIT space.

The latest set of China economic data sent shudders through the markets, with China-related stocks falling nearly 4 percent on Wednesday. Erica Tay, economist at Maybank IBG discusses how policymakers can raise GDP growth in 2024.

The year started on a good note underpinned by policy thematics. Chua Hak Bin, our regional Co Head of Macro speaks to our analysts on their market outlook. 02:01 – Macro intro – Chua Hak Bin 03:08 – ASEAN markets to watch – Anand Pathmakanthan 08:02 – Malaysia-Singapore’s MOU – Wong Wei Sum 10:39 – Key themes for gaming sector – Yin Shao Yang 15:10 – Thailand consumer finance sector outlook – Jesada Techahusdin 17:23 – Philippines market investment themes – Rachelleen Rodriguez Producer: Esther Phua, Maybank IBG

Some Asean markets are off to a positive start, what’s driving them and which markets are foreign investors looking to position in 2024? Anand Pathmakanthan, Head of Regional Equity Research at Maybank shares his thoughts.