
ASEAN Speaks
ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.
Latest episodes

Jan 8, 2024 • 10min
Highlight: Malaysia Market Outlook and Strategy
Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, discusses the outlook and investment strategy for the Malaysian market.

Jan 8, 2024 • 38min
Weekly Briefing: 2024 Asean Market Strategies
What are some 2024 equity outlook and strategies for Asean markets? Suhaimi Ilias, our Chief Economist, speaks to our analysts from Singapore, Malaysia, Thailand and Vietnam. He also chats with our ESG analysts on the latest ESG findings in Asean and Indonesia.
02:27 Roundup – Suhaimi Ilias
08:05 Singapore investment strategy – Thilan Wickramasinghe
11:20 Thailand market outlook – Chak Reungsinpinya
15:13 Vietnam market outlook – Hoang Huy
19:37 Malaysia equities market outlook – Wong Chew Hann
29:37 Update on decarbonisation in Asean – Jigar Shah
32:28 EV market in Indonesia – Etta Rusdiana Putra

Jan 2, 2024 • 3min
Highlight: 3 Main Themes for Singapore’s 2024 Economic Outlook
Moving into 2024, Singapore’s economy
sees green shoots in export and manufacturing, with overall recovery in Asean markets, says Chua Hak Bin, Maybank’s regional co-head for Macroeconomics.

Jan 2, 2024 • 45min
Weekly Briefing: 2024 Asean Economic Outlook
In our first episode for 2024, our economists and analysts give an overview of their outlook for Asean economies – Singapore to Malaysia to the Philippines, Indonesia, Thailand, Vietnam, as well as China. Tune in to find out what are some exciting forecasts to look forward to in the regional markets.
00:20 - Roundup - Chua Hak Bin
02:05 - Green shoots themes - Chua Hak Bin
05:08 - Singapore - Chua Hak Bin
07:59 - Malaysia - Suhaimi Ilias
12:59 - China - Erica Tay
18:44 - Bonds - Winson Phoon
21:22 - Forex - Saktiandi Supaat
25:13 - Indonesia - Brian Lee
28:25 - Philippines - Zamros Dzulkifli
32:27 - Thailand – Erica Tay
38:53 - Vietnam - Brian Lee
Producer:
Esther Phua, Maybank IBG

Dec 4, 2023 • 2min
Highlight: Petronas Spend Beneficiaries
In this week’s highlight, Jeremie Yap, our analyst, outlines the beneficiaries of Petronas as it decides how to strike a balance between capital expenditure, dividend commitment and balance sheet preservation. He speaks with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Dec 4, 2023 • 28min
Weekly Briefing: CN’s Economic Plenum, ID Inflation Jump, SG Trends, PH Top Picks
This week, we consider the reasons for China's delayed Economic Plenum, assess Indonesia's inflation jump, consider multi-year market trends in Singapore, and outline our equities strategy for the Philippines.
00:20 - Roundup - Chua Hak Bin
04:36 - CN PMI - Erica Tay
06:38 - CN Economic Plenum postponed - Erica Tay
08:12 - TH interest rate - Erica Tay
10:39 - VN GDP - Brian Lee
13:18 - ID inflation - Brian Lee
15:03 - SG strategy - Thilan Wickramasinghe
19:03 - ASEAN strategy - Anand Pathmakanthan
22:44 - Petronas 3Q results - Jeremie Yap
24:44 - PH strategy - Rachelleen Rodriguez
Producer: Noelle Lim, Group Global Banking, Maybank

Nov 27, 2023 • 2min
Highlight: Attractive Valuations - Malaysian Banks
Malaysian banks are expected to deliver weaker second half earnings compared to the first half this year. Why and what’s our earnings forecast for 2024 and top stock picks? Winson Phoon discusses with Desmond Ch’ng, our Banking Analyst. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Nov 27, 2023 • 29min
Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities
As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while exploring the impact of subsidies rationalization on inflation. Additionally, we examine Thailand's lower than expected Q3 GDP, and share insights from our Thai Bank Day, as well as discuss our equities strategy for Indonesia.
00:33 - Roundup - Winson Phoon
03:56 - MY 2024 - Suhaimi Ilias
08:52 - MY balance of payments - Zamros Dzulkafli
10:26 - MY inflation - Zamros Dzulkafli
13:24 - SG inflation - Brian Lee
15:45 - SG GDP - Brian Lee
17:58 - ID interest rate - Brian Lee
19:33 - TH GDP - Erica Tay
23:35 - MY banks - Desmond Ch’ng
25:48 - TH Bank Day - Jesada Techahusdin
27:18 - ID strategy - Jeffrosenberg Chenlim
Producer: Noelle Lim, Maybank

Nov 20, 2023 • 3min
Highlight: Indonesia Elections
Indonesia’s general elections will take place on the 14th of February next year. Who is likely to win in what we expect to be a prolonged contest? Brian Lee, our Economist, discusses with Chua Hak Bin. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Nov 20, 2023 • 32min
Weekly Briefing: China, Malaysia GDP; Biden-Xi; USD/Yuan
Towards the year end, ASEAN markets are expected to do better on the back of more resilient economic data. Our analysts discuss this including the outcome of President Joe Biden and Xi Jinpings’ meeting. Meanwhile, Indonesia’s general elections will take place on the 14 February next year - who is likely to lead in what we expect to be a prolonged contest?
00:25 - Roundup - Chua Hak Bin
04:07 - MY 3Q GDP - Suhaimi Ilias
09:35 - PMX at APAC - Suhaimi Ilias
11:32 - CN 4Q GDP - Erica Tay
14:34 - CN property - Erica Tay
16:45 - Biden-Xi - Erica Tay
18:14 - USD/Yuan - Saktiandi Supaat
21:57 - ID elections - Brian Lee
24:48 - PH rate hikes - Zamros Dzulkafli
26:51 - ASEAN equities - Anand Pathmakanthan
29:23 - CPO prices - Ong Chee Ting
Producer: Noelle Lim, Maybank