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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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Tired of Tariffs
ASEAN Speaks
8 minutes 6 seconds
3 months ago
Tired of Tariffs

In this week's episode Jarick Seet is stepping in for Thilan as today's host. Jarick opens today's episode by talking about how markets are currently fatigued from Trump's tariffs reflecting in investors' actions over the past week.

Krishna comes on to talk about ST Engineering and why he believed fundamentally the stock looks weak explaining his downgrade to a HOLD.

Jarick also explains his downgrade to a HOLD of Singapore Post where he believes management lacks the long-term strategy as a non-essential asset is being held on to. Jarick also goes through Marco Polo Marine and why he believes this quarter's earnings warrants the company another chance as the storm seems to have passed.

Edited by Xuan Hao, 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.