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Model Portfolio: The Calvary Isn’t Here Yet, This Is What You Can Do
In the current bearish market, what type of stocks and portfolio would lead? Has the US markets priced in all possible rate hikes? What is the likeli…
4 years, 3 months ago
Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN
As inflation accelerates in some key markets of ASEAN, our analysts at Maybank Investment Banking Group (Maybank IBG) discuss their broader implicati…
4 years, 3 months ago
Weekly Briefing: Fed’s Record Rate Hike; ASEAN Opportunities From Global Food Crisis; Laos’ Triple Whammy; S-REIT Winners & Losers
The Fed hiked interest rate by 75bps, the largest increase at a meeting since 1994. What can we expect in the remaining four FOMC meetings this year?…
4 years, 3 months ago
Invest ASEAN 2022 | Framing A Future - Sustainability
We highlight some key conversations that took place at Invest ASEAN 2022, starting from understanding the biggest issues that will affect us in the n…
4 years, 4 months ago
Weekly Briefing: ASEAN Still To Outperform; MY 2Q GDP forecast; MY Banking Earnings; TH Inflation Drivers; TH Revenge Tourism; VN Market Liquidity
Our economists do a deep dive on interest rate expectations; how ASEAN remains the cleanest dirty shirt as developed markets struggle; while it is la…
4 years, 4 months ago
ASEAN Property Trends: Singapore, the Philippines, Vietnam
Analysts based in Singapore, Manila and Ho Chi Minh City—vastly different economies—discuss their outlook for the rest of the year due to headwinds, …
4 years, 4 months ago
Weekly Briefing: ASEAN’s Resilience
Maybank’s analysts interpret the slew of economic data that came out from Singapore, Bank of Indonesia’s decision to hold interest rate, Malaysia’s i…
4 years, 4 months ago
Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook
We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by I…
4 years, 4 months ago
Weekly Briefing: ASEAN, The Cleanest Dirty Shirt
Amidst global markets coming under pressure on the back of US economic woes, interest rate hikes, and soaring inflation, is ASEAN proving to be the “…
4 years, 5 months ago
Weekly Briefing: Come What May, Look Out For Recession Shocks
Unpacking the headlines moving markets and ASEAN tailwinds, and casting our eyes to Cambodia, Laos, Myanmar and Vietnam (CLMV) on the impact of globa…
4 years, 5 months ago