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Inflation & Rotations
As inflation data accelerates, the US central bank will have to decide if it is to change its monetary policy stance to control inflation. Asset disl…
5 years, 4 months ago
Market Divergence and the Herd Immunity Effect
ASEAN’s stock market performance continues to diverge. What are the determinants that will change this narrative for fund flows? Malaysia just wrappe…
5 years, 5 months ago
Currencies - Seasonal Risks and Opportunities
USD could see temporary support in the interim as a new mutant wave of COVID-19 resurgence threatens India and Asia. This podcast will also explore m…
5 years, 5 months ago
Pair Trade Opportunity Opening Up between Singapore and Thailand Property Stocks
Inflation trends in Singapore are increasingly visible from the properties segment. The spectre of property cooling measures may lead to risks of pre…
5 years, 5 months ago
Will China let Huarong go into Default?
Following the recent ratings cut in Huarong’s bonds, credit markets are unnerved by the possibility that China may actually let the state-backed dist…
5 years, 5 months ago
Malaysia’s ESG Scorecard and Readiness | Are ASEAN Wafer Fab Equipment Manufacturers Past their Peak Cycle?
Today we focus on ESG investing and find out what the scorecard looks like for Malaysian corporates and says about its ESG readiness. We also get a p…
5 years, 6 months ago
Which ASEAN manufacturing bases will benefit the most from the electric vehicles theme?
As the fallout from Archegos Capital appears contained and with US strong macro fundamentals hogging the limelight, capital markets moved to risk on …
5 years, 6 months ago
Will Malaysia Impose Capital Gains Tax? | Intel’s $20b Capex Gambit & ASEAN Supply Chain Winners
As markets brace after Archegos' fire sale of $20b worth of stocks last Friday, Asian markets seem to have held up well on Mon’s open. Malaysia’s Min…
5 years, 6 months ago
Bitcoins' Correlation with Equity Prices; Looking for Laggards in Thailand; & Bottom Fishing Singapore REITs
With bitcoins hogging so much limelight, Maybank's FX team joins the debate if Bitcoin and equity price moves will continue to remain positively corr…
5 years, 6 months ago
FOMC Minutes (status quo expected) & Top Glove’s Downgrade (TOPG MK)
With the FOMC minutes due on Wed (2pm Eastern standard time), market expectations and particularly, the distribution of the FOMC’s dot plot, are like…
5 years, 7 months ago