ASEAN Speaks

Amid Thailand's bid to pass a bill that will legalise casinos, what's the scenario when the bricks are laid, and the impact on gaming companies in other regional markets? Samuel Yin, analyst at Maybank IBG, gives his insights.

Saktiandi Supaat, Head of FX Research at Maybank, assesses currencies performances in the past easing cycles, putting in perspective how central banks actions are impacting various currencies today, and shares his top 3 Asian currency picks.

Desmond Chng, Analyst, Maybank IBG, explains his positive outlook on Malaysia's banking sector and the stocks that he's maintaining buy calls for at the moment.

Maybank IBG Regional Co-Head for Macro, Chua Hak Bin, re-caps how major central banks' interest rate policies last week, are moving markets.

With a 125 billion peso capitalisation plan for the Philippines sovereign Maharlika Investment Fund in place, which sectors are the fund targeting and why, and how will their growth accelerate the country’s economic development? Dr Zamros Dzulkafli, Economist at Maybank Investment Banking Group, shares his latest research on the fund.

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, is optimistic on ASEAN markets for 2024. He shares his ideas on the sectors and stocks that are under his radar.

Hosted by Thilan Wickramasinghe, Maybank Investment Bank Research speaks with Dan Ives, Managing Director Equity Research of Wedbush Securities on Nasdaq's recent performance and the Magnificent 7.

Saktiandi Supaat, Head of Forex Research at Maybank explains how the weak economy and rising inflation are reasons behind his forecast revisions on the Thai Baht, while looming uncertainties surrounding the US elections in November are weighing on his outlook for the RMB. He also highlights the currencies to watch in the region.

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.