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Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings
As the Fed warned that it is likely to impose large interest rate hikes in coming months to tame inflation, our analysts discuss the extent of ASEAN …
4 years, 1 month ago
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks
As sentiment on Chinese property stocks lifted last week, we discuss our outlook for bonds. We also unpack our special reports on Philippines remitta…
4 years, 1 month ago
Weekly Briefing: US Markets Up, What Holds For ASEAN This Week? And Check Out Our ASEAN ESG Report
Following the US markets’ spectacular performance on Friday where the S&P closed at 4,280, our analysts at Maybank IBG highlight what we need to look…
4 years, 2 months ago
Weekly Briefing: Mixed Performance Within ASEAN - Picking Winners
Our analysts at Maybank IBG unpack Singapore’s bank earnings, stock call upgrades for ASEAN, and consider if Vietnam’s slowing exports are a warning …
4 years, 2 months ago
C-Suite Talks: Tan Sri Shahril Ridza Ridzuan
Tan Sri Shahril Ridza Ridzuan, Chairman of Axiata, and former Managing Director of Khazanah Nasional and Chief Executive Officer of Employees Provide…
4 years, 2 months ago
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment
As the US enters a technical recession but with strong jobs data, how will this affect the Fed’s decision on interest rates in September? And in a sl…
4 years, 2 months ago
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; wi…
4 years, 2 months ago
Weekly Briefing: Balancing Inflation Fears & Recession Risks
Maybank analysts discuss MAS’ off-cycle policy move to contain inflation and how it’ll affect economic growth in Singapore, and also the direction of…
4 years, 3 months ago
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play
Our analysts discuss how many more interest rate hikes are in store for Malaysia, the Philippines and Thailand to tame inflation. They also look into…
4 years, 3 months ago
IVL: PET Back To PET
A chemical company listed on the Stock Exchange of Thailand, Indorama Ventures (IVL) is the leading manufacturer of polyethylene terephthalate (PET o…
4 years, 3 months ago