Podcast Episodes

Omicron On Rubber Gloves & Tourism, Vietnam Manufacturing Normalising

00:34 - Malaysia: Omicron impact on rubber gloves

02:50 - Thailand: Omicron impact on STGT (Sri Trang Gloves).

04:32 - Thailand: Omicron on tourism

0…

4 years, 10 months ago

Over-Reaction To Omicron?; Alliance Bank Earnings Exceed Expectations

00:47 - Impact of Omicron on oil prices.

4:39 - Malaysia: Alliance Bank - Target Price Raised.

Analysts: Kaushal Ladha, Desmond Ch’ng.

Produced and p…

4 years, 10 months ago

Malaysia Interest Rate Hike?; Genting M To Breakeven Soon?; Ayala’s Foray Into Logistics

00:28 - Malaysia: Interest rate hike prediction.

03:46 - Genting Malaysia - When to break even?

4:56 - Ayala Corp - Foray into end-to-end logistics.

4 years, 10 months ago

Maybank Model Portfolio Updates, Exposure To Vietnam Trade Boom

00.50 - Singapore: What would support growth to 2022

02:10 - Maybank’s Model Portfolio changes

05:40 - Spotlight - Vietnam: Another boom year for Gem…

4 years, 10 months ago

Higher Inflation In Singapore, Momentum Picks In Thailand

00:52 - Singapore: Forecast inflation raised

3:45 - Singapore: Growth for Mapletree Logistics Trust?

4:54 - Thailand: 3Q21 weak, momentum picks

Analy…

4 years, 10 months ago

Aviation & Healthcare

00:30 - Malaysia: Is a price tag of $1 billion for IHH’s China business realistic?

04.02 - Malaysia: Is the worst over for AirAsia?

05:20 - Thailand:…

4 years, 10 months ago

Melaka Elections, Top Picks Across Region

00:48 - Malaysia: Potential market sentiment over Barisan Nasional’s win in Melaka state elections, and year end KLCI target? 

03.10 - Singapore: How…

4 years, 10 months ago

Is Inflation Transitory or Here to Stay

01:30 - The signposts to watch if inflation is transitory

07:00 - BoT holds policy rate and its view on energy markets

08:40 - Philippines: ASEAN’s f…

4 years, 11 months ago

Good Jobs Report, Good Times for Stocks

01:04 - FOMC gets on with taper program

04:13 - ASEAN credit markets’ drip test

13:45 - Vietnam’s economic metrics back in growth mode

16:58 - ASEAN …

4 years, 11 months ago

Malaysia Budget 2022

01:17 - Malaysia Budget 2022 Review

07:09 - Budget implications on credit markets

10:23 - Budget impact on Malaysia equity market

15:06 - Energy pric…

4 years, 11 months ago