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Special Edition: Market Themes that Matter
Indonesia ESG push does not get enough credit from markets. MKE Research downgrades Vietnam as the country loses it grip on containing the Delta vari…
5 years, 2 months ago
Interest Rate Cycle & Property Sector
Despite the Fed’s assurance that higher prices are merely transitory, the uncertainty of its duration leads to higher volatility in the market. Mayba…
5 years, 2 months ago
Malaysia's EMCO Disrupts Labour Supply
US 10 year treasury yields continue to compress; Maybank's fixed income team addresses the factors that are driving compression. With political headw…
5 years, 3 months ago
Malaysia Announces New RM150b Economic Package as EMCO Kicks In
Amidst a strong US jobs market, low US treasury yields and VIX, ASEAN equity markets’ performance was relatively weak last week, especially Malaysia.…
5 years, 3 months ago
G7 Landmark Agreement on Corporate Tax Reform & the Impact on ASEAN
G7 landmark accord on corporate tax reform aims to end the race to the bottom since the 1980s in which countries have slashed corporate tax rates and…
5 years, 3 months ago
FOMC, Currencies and Singapore REITs
As Fed shift resets markets, Maybank Kim Eng’s FX strategists discuss about the sensitivity of ASEAN currencies. ASEAN equity markets mostly ended do…
5 years, 3 months ago
KL Kepong's Cash Offer for IJM's stake in IJM Plantations
KL Kepong has launched a RM1.5b cash offer to buy IJM's 56% stake in IJM Plantations. Is the deal accretive and are there other noteworthy acquisitio…
5 years, 4 months ago
Malaysia's RM40bn Stimulus Package
Malaysia has announced a RM40bn economic stimulus package to mitigate the impact of its latest lockdown. Malaysian government securities staged a min…
5 years, 4 months ago
U.S. Jobs Report and the FOMC June Meet
U.S. next jobs report on Fri June 4 will signal if employment data is trending above the 3M moving average of 520k monthly additions, potentially fue…
5 years, 4 months ago
New Covid-19 Outbreaks in Asia & the Huarong Factor
Malaysia makes the difficult choice of accepting the stricter MCO 3.5 vs a total lockdown. Bond markets was relatively steady despite the 92bp m/m in…
5 years, 4 months ago