Podcast Episodes
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The end of Goldilocks Era & the Onset of Reflation
We continue with our analysis how capital markets are expected to trend as we rotate out of a Goldilocks environment with the apparent bottoming of i…
5 years, 7 months ago
Taper tantrums and lessons for ASEAN
With the spectre of rising interest rates and market volatility, we look at past episodes of taper tantrums and the vulnerability of ASEAN’s capital …
5 years, 7 months ago
Rising inflation & impact on bond markets, commodities, and cyclicals like banks and high growth tech stocks
The lunar year of the ox is said to bring success in many ways for all zodiac signs. It is no coincidence that markets are bearing witness to firmer …
5 years, 7 months ago
Singapore Budget 2021
Singapore Budget 2021 was announced on Feb 16 by Deputy Prime Minister Heng Swee Keat. With an overall budget deficit projected at 2.2% of GDP, this …
5 years, 7 months ago
Myanmar's coup | Malaysia's fiscal impulse | ASEAN banking system risks | Philippines' Create Act | Palm oil futures
We assess the impact of Myanmar’s coup on its economy as the country reverts to its past with the Lady detained and military back in charge. Malaysia…
5 years, 8 months ago
Singapore's 2021 GDP outlook & migrant workers| Vietnam's economic resilience | ASEAN Banks - Risk reward still attractive
Today our economics team shares on their latest outlook for Singapore. With the recent suspension of reciprocal travel bubbles with Malaysia, South K…
5 years, 8 months ago
ASEAN FX - Where value lies | ASEAN Semicon sector - Time to switch out? | Thai Healthcare - Has risk reward improved?
As US Democrats push for US$1.9tn in stimulus, the prospects of easy monetary and fiscal policies continue to underpin ebullient conditions for globa…
5 years, 8 months ago
Malaysia MCO 2.0 | CPO Outlook | Value Plays in Philippines | Thailand Renewables & ESG Investing
As we ring in the new year, Maybank Kim Eng’s research team digs deep to sift through the best themes on our clients’ minds. Malaysia has just implem…
5 years, 8 months ago
AC Health - Crouching Tiger, Hidden Dragon
AC Health was established in 2015 as a wholly owned subsidiary of Ayala Corp (AC PH). Although the entity contributes less than an estimated 5% of AC…
5 years, 9 months ago
Reflation & market implications | Thailand Strategy | Steepening yield curve & SREITs
For our first podcast of 2021, Maybank Kim Eng’s strategists will assess the drivers behind the current reflationary cycle and whether ASEAN central …
5 years, 9 months ago