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S-REITs Shakeup; Return of the MAC
S-REITs Shakeup; Return of the MAC

Third quarter results season kicks off this week, and all eyes are on S-REITs. With the current interest rate and FX environment, how might they impa…

1 year, 11 months ago

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China's Stimulus Tease and Singapore Banks
China's Stimulus Tease and Singapore Banks

Over the weekend, China's Ministry of Finance laid out fiscal measures to support the economy. However, no new fiscal stimulus quantum was given duri…

1 year, 11 months ago

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Hidden Heroes in ASEAN Markets
Hidden Heroes in ASEAN Markets

This week in ASEAN speaks, we are joined by Kervin Sisayan following a 52-week high in the Philippine Market, with its central bank (BSP) hinting at …

2 years ago

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ASEAN Data Centre: Ride the multi-year data centre wave
ASEAN Data Centre: Ride the multi-year data centre wave

In the ever growing field of the data center industry, we speak with Maybank’s TMT specialist Hussaini Saifee, who expects data centre demand in ASEA…

2 years ago

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Penang: Malaysia's High Tech Powerhouse
Penang: Malaysia's High Tech Powerhouse

Wong Chew Hann, Head of Equity Research, Maybank Investment Bank, shares key highlights from the 2024 Invest ASEAN conference that put Penang at the …

2 years, 3 months ago

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Dialing back on diesel subsidies
Dialing back on diesel subsidies

Suhaimi Ilias, Chief Economist, Maybank Investment Banking Group, gives an update on Malaysia’s fiscal reforms so far, with comments on the latest di…

2 years, 3 months ago

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Vietnam is a bright spot
Vietnam is a bright spot

Despite inflation creeping up, exports and industrial output see strong growth – Vietnam’s May economic data shows that hope shines bright for its Q2…

2 years, 4 months ago

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The Thai market is set for smiles
The Thai market is set for smiles

While year-to-date SET is down almost 5%, Chak Reungsinpinya, Head of Equity Research Thailand, Maybank Investment Banking Group, maintains year-end …

2 years, 4 months ago

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Charting the Japanese yen
Charting the Japanese yen

Despite interventions, the JPY remains under pressure against the US dollar. What more can be done to strengthen the JPY and what’s the impact of a w…

2 years, 4 months ago

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China’s latest set of data tells a tale of fire and ice
China’s latest set of data tells a tale of fire and ice

With accelerated industrial production growth and at the same time, a fizzling of consumer spending, what lies ahead for the Asian dragon? As well, w…

2 years, 4 months ago

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