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Highlight: FOMC - Not Signaling End To Hike Cycle Yet
What is Maybank’s revised forecast for the Fed Funds Rate? Winson Phoon discusses with Dr Chua Hak Bin, our Co-Head of Macro. For the full conversati…
3 years ago
Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail
We discuss our revised forecast in light that the FOMC has guided for one more 25 basis point hike this year. Additionally for ASEAN equities, specif…
3 years ago
Highlight: Smiles For Thai Baht
What is the outlook for the Thai Baht? Chua Hak Bin speaks with Saktiandi Supaat, Head of Forex Research at Maybank on his latest ASEAN Macro report.…
3 years ago
Weekly Briefing: CN Retail Sales; Steady MY GDP, TH & MY REITs, CPO
Our analysts do a deep dive of data that came out last week and what to expect - China macro, GDP growth in Malaysia, Indonesian trade numbers, REITs…
3 years ago
Highlight: MY Earnings - Pressure Points
While we remain constructive on Malaysian equities and maintain our year end KLCI target at 1,520, what are the pressure points in the near term? Suh…
3 years, 1 month ago
Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy
We unpack our analysis on China as we downgrade its GDP growth to 4.8% in 2023 from 5%, and 4.4% in 2024 from 4.6%, and consider the pressure points …
3 years, 1 month ago
Highlight: Green Manufacturing Renaissance In Southeast Asia
ASEAN’s share of world foreign direct investments had climbed to 17% in 2022, almost triple its 6% share in 2016. The next wave of investments are ex…
3 years, 1 month ago
Weekly Briefing: Stronger Vietnam, Forex Forecasts Changes, Bonds Update, Still Bullish On Banks?
We round up key data and events in Southeast Asian economies against the backdrop of major central banks across the world continuing to battle rising…
3 years, 1 month ago
Highlight: Renewed Hopes In Thailand
After months of political deadlock, a Prime Minister is finally chosen in Thailand. How well could markets rebound? Chak Reungsinpinya, Head of Resea…
3 years, 1 month ago
Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs
Deep diving into our stock picks as ASEAN markets continue to lag North Asia. We also consider the beneficiaries of the LRT project in Penang and dev…
3 years, 1 month ago