ASEAN Speaks

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 have relatively strong corporate governance.Our analyst from Thailand, Boonyakorn recently upgraded Airports of Thailand to a BUY and he goes through why he sees more upside now.Hussaini also comes in to talk about his brand new survey on ASEAN Internet sellers and consumers and how that would reflect on both Grab and Sea and disucsses teh competitive landscape in Brazil, how that affects Sea and Grab's recent convertible note issuance.We also go through why Jarick still highlights his buy on Frencken amidst announcements of their expanding Singapore capacity.Edited by Xuan Hao, Dion, Bruce, Abdullah

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 recommended report. We will delve in deep to explore whether the softening of the US dollar is structural or temporary as it loses its domimamce as a world reserve currency.Next, we are joined by our Regional Strategist Anand Pathmakanthan as he brings us on an in-depth take through the ASEAN region where he believes many equity oppoportunities can be found as the US dollar softens. Find out which of the ASEAN countries feature the highest OVERWEIGHT recommendation along with Anand's top picksLast but not least, we will also look at our top stock pick of week, Capital A, Air Asia's parent company and why now is the best time to BUY.

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 his recent conversations with many of the REITs management and with investors going through what his key observations of the REITs subsector is and how investors are positioned as well.Our host Thilan discusses on Singapore bank's loan growth data and how it's slowing growth is expected due to uncertainties reiterating his neutral view on the sector.Brian talks about Singapore's manufacturing and how it might impact his GDP forecasts, he also discusses his views on the moves MAS are making on the SGD.Thilan also summarises why our analyst in Malaysia, Natasha Ariza, is calling a big buy on one of Asia's largest private hospital groups, IHH Healthcare.Edited by Xuan Hao, Abdullah, Bruce

In this week's episode of ASEAN Speaks, our host Thilan reviews Singapore's Q1 GDP outperformance and unpacks selected safe-haven stock picks.Economist Brian Lee joins us to discuss the driving factors behind Singapore's GDP growth and growth forecasts for subsequent quarters.Thilan discusses ISO team's outlook given the anticiapted influx of HDB tenders post General Election amongst other structural tailwinds.Eric Ong reviews LHN Ltd's H1 figures and whther the company will be able to sustain this momentum moving forwards.Finally, Hussaini discusses Singtel's strong quarter with a focus on management's plan to increase shareholder returns. He also speaks on the current competitive landscape for ASEAN internet stocks.Edited by Bruce, Dion, Abdullah, Xuan Hao

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-China tariffs.Economist Erica Tay joins us to explore what this shift means for China and ASEAN economies. We break down Sea Ltd's stellar 1Q25 results and why we've raised our target price. SMID's Analyst, Jarick Seet is is optimistic about CSE Global Ltd in light of US policy changes and pessimistic on AEM despite increasing trade sentiment.Analyst, Samuel Yin weighs in on Genting Singapore's outlook following its inline quarter.Edited by Xuan Hao, Dion, Bruce, Abdullah

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 stability amid global uncertainty. Once again highlighting our top 40 Singapore-First Picks.Our REITS analyst breaks down 1Q results for most REITs, going through the risks facing the sector and why he remains positive despite a weak quarter. While our TMT analyst goes through Grab's strong first quarter earnings and his take on management's guidance upgrade.On to the consumer sector, Wilmar reported an inline 1Q and an increasing demand in China. Our host Thilan goes through why he believes Wilmar is a resilient stock in this trade war battle.Jumping across to Thailand a new initiation on Thai Life Insurance was recently published. Trading at 0.75x price to value, Thilan goes through why we believe it has a 30% upside.Edited by Xuan Hao, Dion, Bruce

In this week's epsiode of ASEAN Speaks our host Thilan dives deeper into our Singapore Strategy amidst tariff uncertainty, highlighting 40 stocks that we have screened with more than 50% of revenue derived in the domestic market.Eric Ong, one of our analysts comes on the show to talk about Raffles Medical being a local champion, explaining his upgraded target price and some catalysts for the stock.Hussaini also comes along having published a preview on Sea Limited and Grab Holdings highlighting their relatively shielded position from tariff uncertainty and explaining his bear case sensitivity analysis in case the tariff war escalates.Edited by Xuan Hao, Dion, Bruce

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 our economist Brian Lee going across Singapore's export numbers and why his forecasts for Singapore's GDP has remained the same.Krishna, our REITs analyst, maintains a POSITIVE view on S-REITs and goes through why after stress testing he believes the sector is our main defensive pick as well as highlights some of his top picks. On the other side of the causeway our analyst in KL highlights Malaysia REITs, sharing her views on several catalysts and risks as well as her top 3 picks in that sector.Hussaini once again comes back, reiterating his belief on Singtel as a top pick even in this period of tariff uncertainty. Highlighting why it has outperformed ASEAN peers and the STI year-to-date.

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 Singapore's GDP forecast downgrade and Senior Analyst Eric Ong shares why ComfortDelGro could be a safe haven.Thilan unpacks the downgrade of Singapore banks to Neutral and takes a deep dive into the uncertainty of the markets.On Behalf of Senior Analyst Jarick Seet, our host, Thilan unpacks the risk facing Venture Corpotation and also highlights our call on Grab Holdings.Edited by Xuan Hao, Dion, Bruce.

In this week's episode of ASEAN SPEAKS, our host Thilan is joined by our Regional Equity Strategist, Anand Pathmakanthan, to unpack the equity implications of Trump's Liberation Day tariffs, especially for ASEAN markets like Vietnam, Thailand, and Malaysia.Our Co-Head of Macro Research, Dr Chua Hak Bin, shares his views on the economic impact, including ASEAN growth downgrades and how China's retaliatory measures could shape the road ahead.Zooming in on Singapore, Thilan discusses why the STI's sharp drop could still present buying opportunities, and highlights key names in our Trump Tariff Winners portfolio.Our Head of Sustainability Research, Jigar Shah, introduces our latest ESG portfolio for Singapore, explaining how companies with strong sustainability practices are proving more resilient amid market volatility.Edited by Xuan Hao, Dion, Bruce

In this week's episode of ASEAN Speaks, our host Thilan invites our economist Chua Hak Bin to talk about the US's Liberation Day and how that would impact the ASEAN market.Our SMIDs analyst, Jarick Seet goes through why he is upgrading ISOTeam's target price amidst its CEO buying ISOTeam shares.With increased rumours of Grab merging with GoTo, our analyst from Indonesia, Etta Rusdiana Putra, goes through why believes even if the merger does not fall through GoTo has great upside potential.Our Industrials analyst, Krishna Guha, discusses some highlights from ST Engineering's recent Investor Day and goes through some upside risks the company may have.While looking at Data Centres and amidst Thailand's fluctuating market, Thilan briefly goes through what Hussaini Saifee, our TMT analyst, is thinking about the new data centre capacity approval in BangkokEdited by Xuan Hao, Dion, Bruce

In this episode, our host goes through an ASEAN Equity Overview of the ASEAN-6 (Singapore, Malaysia, Indonesia, Vietnam, Thailand and Philippines) done by Anand Pathmakanthan, Head of Regional Equity Research. Our SMIDs analyst, Jarick Seet, also goes through why he is confident on rating Frencken as a BUY despite the recent slowing down of the semi-conductor space in Singapore, expecting a recovery soon.Jarick also reiterates his expectance of special dividends for SingPost given the recent announcement of consolidation of SingPost's operation freeing up space at the SingPost Centre.Samuel Yin is dialing in from Malaysia to talk about Genting Berhad and why he is confident in upgrading the stock to a BUY, all the while giving his two cents on Genting Singapore.Edited by Xian Hao, Dion, Bruce

In this episode of ASEAN Speaks, we are joined by 3 of our analysts will be talking about three key stocks that they believe will perform well in the future as earnings season comes to a close as well as our China Economist.Hussaini, our TMT analyst talks about Sea Limited's blowout 4th Quarter performance and the key prospects he is forecasting for this year.Jarick Seet, our SMIDs analyst, talk about SingPost's potential upcoming special dividend in May despite it's weak performance the past 3 months.Erica, our China Economist talks about what the latest National People's Congress announcements and the ongoing trade war have for China's future.Finally, Eric our Healthcare and Transports analyst talk about our Opportunity+ Stock, LHN and why he believes now is the perfect time to BUY.Edited by Xuan Hao/Dion/Bruce

In this episode of ASEAN Speaks, we feature three of our analysts who give their opinions on some rating changes as earnings season is coming to a close.Jarick Seet, our SMIDs analyst, talks about the tech manufacturing sector outlook, going into detail on whether the previous murky forecasts has given way to more positive prospects.Thilan Wickramasinghe, our Head of Research, goes in depth into OCBC's performance and why he still prefers UOB after all three banks have reported their results.Finally, we have Krishna Guha, our REITs and Industrials analyst, who explains why he has upgraded ST Engineering to a fresh BUY given the increase in defense spending.Edited by Xuan Hao/Dion/Bruce

In today's episode of ASEAN Speaks our host Seng Yeow briefly discusses on the shifts in the US market highlighting Alibaba's upcoming advantage with the recovery of the Chinese Tech Market.Our head of research, Thilan Wickaramasinghe goes through the MAS' first set of recommendations to revive Singapore's stock market which includes a S$5 billion initiative, a Market Development Fund focusing on the domestic market.Our TMT analyst, Hussaini Saifee also discusses Grab and SingTel's earnings results talking about potential mergers between Grab and GoTo as well as SingTel's strong quarterly earnings.Edited by Bruce/Dion/Xuan Hao

In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing DBS's strong performance in results and loan growth in 2025.Brian Lee, our Economist discusses the expectations for SG Budget 2025 and the impacts on GDP expectations for 2025E.Jarick Seet, our Head of SMIDs also discusses his new initiation in painting contractor ISOTeam and updates his coverage on SingPost.Edited by Bruce/Dion/Xuan Hao

In this week's edition of ASEAN Speaks we have Thilan Wickramasinghe discussing SGX's strong performance the past quarter and potential benefits from an upcoming MAS review.Hussaini Saifee, our TMT analyst discusses a potential Grab-Gojek merger that could potentially go through and how that would affect both companies.Krishna Guha, our REITs analyst also covers his outlook for CICT after the earnings call last week, explaining why its portfolio is stabilizing.Edited by Bruce/Dion/Xuan Hao

In today's edition, we discuss the return of safe haven assets as Trump's tariff agenda pressures markets. With gold and oil rising, we explore why Singapore banks are also in focus ahead of their 4Q earnings season. Our analyst, Hussaini, breaks down the DeepSeek shockwave and its impact on ASEAN data centres. Plus, we dive into Sea and Grab's upcoming results and what to watch for in the ASEAN Internet sector heading into 2025. We also touch on CIMB's 2025 outlook, as the bank gears up to unveil its new strategic plan in March. Edited by Bruce/Dion/Xuan Hao

In today's edition, we discuss about the likely impacts of some of Trump's moves on several sectors in the ASEAN market. Fresh off our Hong Kong Marketing Event, our analyst Hussaini delivers several key takeaways that investors are focusing on regarding the 2025 outlook of the ASEAN TMT sector. We also discuss certain key points regarding why, our REITs analyst, Krishna remains bullish on both FCT and MLT, with yields of 5.7% and 6.3% respectively. Lastly, our SMIDs analyst Jarick covers on why we believe CSE Global is a great company to consider, especially with Trump coming on board with looser regulations on US production of Oil and Gas. Edited by Bruce/Dion/Xuan Hao

In this week's edition, we talk about our Feng Shui Guide to Prosperity as we usher in the Year of the Wood Sssnake. Discover how astrological predictions, economic trends, and key sectors could shape the Year of the Wood Snake, featuring Master Ken Koh's advice for navigating 2025's challenges and opportunities. Furthermore, three of our analysts join us today to talk more about their specific sectors around the ASEAN market. Jocelyn is joining us today to talk about why the poultry market in Indonesia has a positive outlook and what her top picks are in that sector Natasha will be talking about what her insights are from a site visit of IHH Healthcare and why those takeaways underscore her bullish stance on this healthcare giant. While Eric joins us to explain more no why he believes the Healthcare sector in Singapore is a Neutral sector with growth catalysts being essential for stock re-ratings in this sector.

In this episode, we will be going through the newly signed JS-SEZ agreement and how Singapore's plan to invest money and policies behind it will make this time different. With both Malaysia and Singapore setting up funds to develop infrastructure and subsidise companies transitioning into the JS-SEZ, as well as a joint target of 100 projects in the SEZ. We also covered a selection of Singaporean and Malaysian companies that we believe would benefit the most from the agreement. Two of our analyst are also joining us today. Krishna Guha who will be talking about why he thinks the outlook for REITs are getting better and Hussaini Saifee who will be talking about why he remains bullish on the ASEAN Internet sector. Edited by Xuan Hao/Dion/Bruce

In our first 2025 podcast, we discuss whether Singapore can maintain its market momentum in 2025. Our Singapore economist, Brian Lee, shares his outlook for 2025, discussing expected growth drivers and why he forecasts resilient economic momentum for Singapore in the year ahead. We also feature two of our analysts Krishna Guha and Hussaini Saifee who will each give insights of what trends and drivers we can expect in 2025. Covering Telcos & Internet and REITs & Industrials. Edited by: Xuan Hao/Bruce/Dion

In this year's wrap-up of ASEAN Speaks we cover the key drivers that led to Singapore being the best performing market in Asia and how those drivers will impact next year. We also feature three of our analysts Krishna Guha, Hussaini Saifee and Jarick Seet who will each give an overview of what key factors and trends drove their specific sectors this year. Covering REITs and Industrials, Telcos and Internet as well as Offshore & Marine and Tech Manufacturing respectively. Our Singapore economist, Brian Lee also covers how 2024 fared, where he thinks growth will land as well as why his recent forecast on Singapore is to expect resilient growth in the upcoming year. Edited by: Xuan Hao/Bruce/Dion Note: This will be the final episode for Singapore's ASEAN Speaks for 2024. We will be taking a break and resuming in January 2025. Have a happy holidays!

In today's special edition of ASEAN Speaks we start off with our SMIDs Analyst, Jarick Seet, giving us an insight into why SingPost deserves attention as the next top pick to release value despite S&P's recent move to place them on CreditWatch negative following the sale of its Australia business. Next, we are joined by our special guest, Matt Bryson, Wedbush's Senior Enterprise Hardware Analyst. He will share his view on AI, memory, storage and where the big stocks like NVDIA and Intel are heading. So stay tuned! And do not miss out on this week's hot takes!

As Asian shares decline for the second month due to Trump 2.0 policies and slow Chinese stimulus, there's renewed hope in ASEAN markets. Our regional strategist, Anand Pathmakanthan, highlights why ASEAN is the place to watch, with Singapore, Malaysia, and Indonesia leading the charge. Meanwhile, Jarick Seet discusses SingPost's sale of its Australian assets—a move that's the “worst-kept secret” in the market but could unlock significant value for shareholders. Don't miss these insights! Edited by Xuan Hao/Leslie/Dion

Markets rebound as a data-packed week stirs volatility, with Singapore's economy hitting an 11-quarter high alongside a surge in manufacturing numbers. What does this mean for a stronger SGD and key opportunities? Our Co-Head of Research, Dr. Chua Hak Bin, breaks it all down. Meanwhile, GLC restructuring and asset monetisation are unlocking value, with SingPost leading the charge asset sales and cost optimisation, while Frencken shines in the tech sector despite challenges. Jarick Seet dives into why these stocks are ones to watch. Don't miss out on these insights! Edited by Xuan Hao/Leslie

As inflationary concerns loom, Asia remains optimistic after Xi-Biden talks. Amidst this optimism, Grab Holdings and Sea Limited are making waves. Our telecom analyst, Hussaini Saifee, explores how these two standout companies are seizing growth opportunities in this evolving landscape. Next, our Head of Research, Thilan Wickramasinghe, highlights how Sembcorp Industries is redefining its future with strategic divestments and a sharp focus on renewable energy, solidifying its position in the energy transition. Join us to uncover the strategies shaping tomorrow's leaders. - Edited by Xuan Hao/Leslie

Trump's comeback to the presidency has stirred up fresh waves of uncertainty. With inflation likely to rise, the Fed's path to easing could face serious challenges. To break down what this means for the global and regional markets, our in-house Economist, Erica Tay, who'll dive into the potential impacts and discuss whether China's recent debt swap is a genuine stimulus move or more symbolic. Meanwhile, we're also on the lookout for regional winners in a “Trump 2.0” era. Our regional Analyst, Chak Reangsinpinya sees Thailand as particularly well-positioned, identifying three main themes: the acceleration of the "China Plus One" strategy, the impact of higher U.S. interest rates, and potential shifts in the energy market. Join us as we explore the possible ripple effects of Trump's return on our side of the world. - Edited by Xuan Hao/Leslie

This week, our guest host, Jarick Seet, will take us through what we can expect from the Telco and SMIDs sector as we head off to the end of the year. He is first joined by Telco Analyst, Hussaini Saifee who has just reiterated his BUY call on Singtel (ST SP) explaining how its subsidiary, Simba, may the key to success. Additionally we will get to hear how its peer, Starhub (STH SP) might be affected within this Telco sphere as a result. Next, Jarick will take us through the key picks to look out for within the SMIDs sector in this coming 3Q. Having just returned from roadshow in KL with Marco Polo Marine's (MPM SP) management, he believes that there are more bullish prospects than ever before. So don't miss out and tune in to this week's ASEAN speaks! - Edited by Xuan Hao/Leslie

In this weeks ASEAN Speaks, our guest host with the golden voice, Seng Yeow, bring along our resident Credit Analyst, Winson Phoon to shed light on the US rate curve as we head off into the penultimate week of the Trump Vs. Harris election. Tune in as he gives us his take on what the outcomes might be should either of the presidential hopefuls win. Next, Hussaini Saifee joins us to give a sneak peek into upcoming earnings season of the ASEAN Internet Sector. He is expecting both Sea Ltd (SE US) and GoTo (GOTO IJ) to sustain its strong momentum across their business segments into the third quarter. While, Grab (GRAB US), despite on-track growth, might face some top-line momentum challenges ahead. Don't miss out on his insightful takes! - Edited by Xuan Hao/Leslie

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 impact these key players in the market? Krishna Guha comes in to provide us with the latest insights on the sector. Will we see the first signs of stabilisation, or will the volatility continue? Join us as we find out which REITs are worth watching closely and what to expect for in the coming weeks. Meanwhile, over in the Philippines, we have another exciting addition to our Opportunity+ portfolio—Marco Asia Corp. (MAC PM) But why now? Ronalyn La-limo joins us to break down why this aviation support services provider stands out in today's market. With strong growth potential and a solid market position, Marco Asia seems poised for a major breakout. She teases the key drivers behind her bullish outlook and why this stock could be a game-changer. Don't miss out on these market-moving insights!

Over the weekend, China's Ministry of Finance laid out fiscal measures to support the economy. However, no new fiscal stimulus quantum was given during the announcement. Despite the teaser, our economist, Erica Tay believes that these repeated hints that a large injection was undergoing approval would unlock existing fiscal resources that have a real impact. This would give a much needed assurance that increased special government spending on top of the current 2024 quota. Dialling it back to Singapore, our Host, Thilan Wickramasinghe, has raised the banking sector outlook, placing a BUY call on DBS, OCBC and UOB. Looking back into past Chinese stimulus in 2009 and 2015, he believes that the current incoming Chinese stimulus measure might have a similar positive impact. With the sector poised to benefit from rising regional credit demand and a host of other recent developments within the region. Don't miss out on these key takeaways and tune in to this week's ASEAN Speaks!

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 a potential 50bps rate cut and a 250bps reserve requirement ratio (RRR) cut by the end of the month. BSP expects inflation to settle within the 2.0-2.8% range in Sep attributed to lower food prices and peso appreciation. Kervin believes that this should positively impact the banking sector by supporting loan growth and keeping net interest margins (NIM) elevated, as the offsetting effects of the policy rate and RRR cuts suggest NIMs will remain strong despite falling interest rates. Tune in to find out what his "Magic 8" top picks are! Flying over to Thailand, we are joined by Boonyakorn Amornsak, who will take us through his BUY call on Airports of Thailand (AOT), citing his elevation in target price to be driven by a solid recovery in inbound tourists. Along with a potential upside driven by transit-transfer passengers and higher concession revenue from the addition of a new ground and cargo service provider. Don't miss out on this opportune stock, for AOT is currently traded on the SGX as a SDR!

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 ASEAN to increase at 20% CAGR till 2028 with the total addressable market estimated at USD11b/yr. Structural drivers include: 1) Under penetration: ASEAN supply is 55-70% below that of US, CN, KR & JP; 2) AI: helps ASEAN companies in the global supply chain; 3) ASEAN as a global DC hub: geopolitics, conducive upstream supply & favourable unit economics. Additionally, Hussaini believes the risk of over-supply is overhyped: build commitment is just 40% of announcements. This podcast also highlights key opportunities & stock picks across entire DC value chain.#Read the full report hereTimestamps for the podcast:01:33 - Maturity of data center markets in developed countries vs ASEAN03:43 - Data center capacity supply/demand dynamics09:30 - Tiering ASEAN data center market segments14:27 - Geopolitics and the relevance of ASEAN's positioning as data center hub18:40 - Moore's Law and data center economics30:32 - Renewable energy infrastructure31:57 - Picking winners in ASEAN

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

Suhaimi Ilias, Chief Economist, Maybank Investment Banking Group, gives an update on Malaysia's fiscal reforms so far, with comments on the latest diesel subsidy cut.

Despite inflation creeping up, exports and industrial output see strong growth – Vietnam's May economic data shows that hope shines bright for its Q2 GDP growth. Brian Lee, economist at Maybank Securities, shares his take on the numbers.

While year-to-date SET is down almost 5%, Chak Reungsinpinya, Head of Equity Research Thailand, Maybank Investment Banking Group, maintains year-end index target of 1,600 – a 17% upside from the index current level. He shares his note of confidence.

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 weak JPY on regional currencies? Saktiandi Supaat, Head of FX Strategy, Maybank, explains why recent interventions haven't worked their magic and what's on the road ahead for the JPY.

With accelerated industrial production growth and at the same time, a fizzling of consumer spending, what lies ahead for the Asian dragon? As well, will introducing new property measures lift the sector? Erica Tay, economist at Maybank IBG, explains.

Maybank Securities' analyst Hussaini Saifee says the merger could be a potential catalyst for growth for the telco sector in Singapore. He also gives his read on the earnings results from SEA and Grab.

Chua Hak Bin, Regional Co-Head for Macro, Maybank Investment Banking Group, discusses how the Johor-Singapore Special Economic Zone will spur growth for both Johor and Singapore in areas such as connectivity, trade, labour, investments, and renewable energy transition.

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, rounds up ASEAN equities' performance over the past four months, giving a forecast on the key markets and stocks to watch, going deeper into 2024.

The Fed left rates unchanged as widely expected, with chair Powell saying they need more confidence that the economy is on track and to meet the 2% inflation target. Suhaimi Ilias, Maybank Group Chief Economist, shares his takeaway from last week's FOMC meeting.

Thilan Wickramasinghe, Head of Research, Maybank Securities, maps the themes, identifies the sectors, and picks the stocks that may be the biggest winners from the establishment of this highly-anticipated economic project.

Thilan Wickramasinghe, Head of Research, Maybank Securities, maps the themes, identifies the sectors, and picks the stocks that may be the biggest winners from the establishment of this highly-anticipated economic project.

Erica Tay, economist at Maybank Investment Banking Group assesses the impact of China's industrial push on ASEAN exports at a time when ASEAN is seeing increased FDI and post-pandemic export recovery.

Even as EV growth is forecasted for a slowdown in 2024 with weak Q1 2024 sales reported by leading EV companies, plus news that Apple has just put its EV project to the ground, there is still room for robust EV growth for investors in ASEAN, says Jigar Shah, Head, Sustainability Research, Maybank Investment Banking Group.

In this episode, Chak Reungsinpinya, Head of Research, Maybank Securities Thailand discusses what's ahead for Thai equities amid challenges that the market is facing, and highlights his favourite stocks at the moment.

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, shares the latest global and ASEAN ESG developments and trends, as well as updates on Malaysia's sustainability scores and ESG portfolios.

Amid Thailand's bid to pass a bill that will legalise casinos, what's the scenario when the bricks are laid, and the impact on gaming companies in other regional markets? Samuel Yin, analyst at Maybank IBG, gives his insights.