Podcast Episodes
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Focus Closer to Home
In this week’s show our host Thilan discusses the MAS Equity Market Development Fund and the 18 screened stocks that we see benefits the most that ha…
1 year, 3 months ago
America Sells, ASEAN Diversifies
Diversify, diversify, diversify! That is the name of the game.
In today's episode, our host, Thilan bring us his review on our Macro Team's highly re…
1 year, 4 months ago
Local Plays Against Tariffs
In today's episode of ASEAN Speaks, our host Thilan is joined by Krishna Guha our REITs analyst and Brian Lee our macroeconomist.
Krishna goes through…
1 year, 4 months ago
Singapore's Safe Haven Potential
In this week’s episode of ASEAN Speaks, our host Thilan reviews Singapore's Q1 GDP outperformance and unpacks selected safe-haven stock picks.
Economi…
1 year, 4 months ago
Easing Markets Despite Moody State
In this week’s episode of ASEAN Speaks, our host Thilan unpacks Moody’s downgrade of the US credit rating and the market implications of easing US-Ch…
1 year, 4 months ago
Post General Elections Amidst Earnings
In this week's epsiode of ASEAN Speaks our host Thilan unpacks the implications of Singapore's General Election and what it means for market stabilit…
1 year, 5 months ago
Singapore-First Focus: Resurgence of the Domestic Economy
In this week's epsiode of ASEAN Speaks our host Thilan dives deeper into our Singapore Strategy amidst tariff uncertainty, highlighting 40 stocks tha…
1 year, 5 months ago
Defending Against Tariffs: REITs and Singtel
In today's episode of ASEAN Speaks, we dive deeper into the REITs sector which we believe is our best defensive pick in the ASEAN market. As well as …
1 year, 5 months ago
Playing with the Tariff Switch: Trump's Indecisiveness
In this week's episode of ASEAN Speaks, our host Thilan is joined by our Economist, Brian Lee to give us new insights on MAS’s policy easing and Sing…
1 year, 5 months ago
Crisis or Catalyst ? Navigating Trump Tariff Shocks
In this week's episode of ASEAN SPEAKS, our host Thilan is joined by our Regional Equity Strategist, Anand Pathmakanthan, to unpack the equity implic…
1 year, 6 months ago