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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
Weekly Briefing: ID Palm Oil Exports Ban; MY Stock Winners & Losers And Potential Corporate Bond Downgrades; TH Properties; PH Properties & Mobility; Regional Utilities ESG
Preparing you for the week ahead with a slew of updates and analysis.
00:28 - Roundup - Chua Hak Bin
05:56 - MY exports, RM - Suhaimi Ilias
11:00 - I…
4 years, 5 months ago
C-Suite Talks: Dato’ Sri Abdul Farid Alias, Maybank Group
With candour and humour, in his final interview as Maybank Group President & CEO, Dato’ Sri Abdul Farid Alias recounts pivotal moments at the bank, a…
4 years, 6 months ago
Malaysia: Sunny Prospects For Solar
In a series of conversations, we discuss the game changing opportunities, notably for solar industry players, as presented by Malaysia’s Renewable En…
4 years, 6 months ago
Weekly Briefing: MAS Gets Aggressive To Fight Inflation, SGD Appreciates
In response to rising inflation, the Monetary Authority of Singapore (MAS) has tightened its monetary policy by re-centering the midpoint of its exch…
4 years, 6 months ago
Vietnam: Not Immune To Headwinds Ahead
Maybank has cut Vietnam’s GDP forecast for 2022 to 5.8% from 6.7% due to the impact of the Russia-Ukraine war and supply chain disruptions from lockd…
4 years, 6 months ago
Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook
Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grows t…
4 years, 6 months ago
Weekly Briefing: MY Economic & Monetary Review; US Treasury Yield Curve Inversion Implications; ASEAN Strategy Changes; ID Bank Picks; VN Growth Downgrade & Resilient Picks
To prepare you for the week, our analysts breakdown the latest economic data and reports from Malaysia, Indonesia and Vietnam, and consider their bro…
4 years, 6 months ago
Siam Cement: Navigating Sustainability Challenges
One of the largest public listed companies in Thailand and one of the oldest conglomerates in ASEAN, established in 1913 by a royal decree, SCG is fu…
4 years, 6 months ago
Weekly Briefing: Malaysia Fuel Subsidy Options; RMB As Alternative To USD; Philippines & Thailand Outlook; Plantations Policy Flipflops
Our analysts discuss the implications of fuel subsidies more than doubling in Malaysia and exports outlook in view of oil and commodities prices; wou…
4 years, 6 months ago