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ASEAN Speaks
Maybank
324 episodes
5 days ago
ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.
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Business
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All content for ASEAN Speaks is the property of Maybank and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.
Show more...
Business
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Cloudy with a chance of gains
ASEAN Speaks
21 minutes 35 seconds
4 months ago
Cloudy with a chance of gains

In this week's episode of ASEAN Speaks, our chief Economist, Hak Bin Chua talks about Trump tariffs, and what our region has in store in terms of economics for the second half of the year.

Hussaini Saifee, our TMT analyst comes in to talk about recent developments regarding the recent restriction of AI chips exports and what it would mean for data centres in Malaysia and Thailand.

Our analyst from Vietnam, Mi Nguyen, recently initiates on Masan Group (MSN VN) and she explains what the company does, what key drivers she expects to drive stock price higher and any risks that could effect the stock.

Our host Thilan also goes through takeaways from the recent investment conference held in Kuala Lumpur, Invest ASEAN, where the management for 8 Singapore companies came along to share about their respective strategies. Thilan also goes through our 10 top picks for Singapore.


Edited by Xuan Hao, Dion, Abdullah, Bruce

ASEAN Speaks
ASEAN Speaks by Maybank presents conversations with market analysts and thought leaders across Southeast Asia on topics covering equities, fixed income, forex, economics, sustainability, and current affairs that impact regional markets.