Podcasts about maybank investment banking group

The Johor-Singapore Special Economic Zone will sit on an area four times the size of Singapore, with nine zones covering everything from manufacturing to financial services. What are the opportunities and challenges of this ambitious agreement? Steven Chia and Crispina Robert speak to Thilan Wickramasinghe, head of research in Singapore and regional head of financials at Maybank Investment Banking Group and Serina Rahman, lecturer at the department of Southeast Asian Studies at the National University of Singapore. See omnystudio.com/listener for privacy information.

Senior officials from China's main economic planning agency will report soon on implementing key policies to boost the country's economic growth. Erica Tay is Director of Macro Research at Maybank Investment Banking Group, she explains how the government plans to stimulate the economy. Also, in the programme, an important ruling for FTX customers - all set for refunds but not all customers are happy - we find out why.

Vietnam's economy grew by 7.4% in the third quarter of this year, marking its strongest growth in two years. Hanoi's economic performance exceeded expectations, with strong exports and industrial production helping to offset the impacts of Typhoon Yagi—considered the worst in seven decades. Brian Lee, an economist from Maybank Investment Banking Group discusses the outlook for Vietnam's economyImage Credit: shutterstock.com

Records were broken for markets this week with a broad global selldown but an almost equally sharp rebound. Anand Pathmakanthan , Head of Regional Equity Research, Maybank Investment Banking Group and Steve Larson, Portfolio Manager for Principal Equities tells us what to expect for the rest of the second half of 2024, what investment strategy to adopt and where the opportunities are.

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.

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.

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.

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.

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.

With a 125 billion peso capitalisation plan for the Philippines sovereign Maharlika Investment Fund in place, which sectors are the fund targeting and why, and how will their growth accelerate the country's economic development? Dr Zamros Dzulkafli, Economist at Maybank Investment Banking Group, shares his latest research on the fund.

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, is optimistic on ASEAN markets for 2024. He shares his ideas on the sectors and stocks that are under his radar.

The Red Sea Crisis has caused significant disruption in global shipping and freight rates. Loh Yan Jin, analyst at Maybank Investment Banking Group, explains the impact of the crisis on Malaysia and her outlook on freight rates.

In our Bi-Annual Market Outlook, we see if it's time for Asean markets to rerate after a rather tepid performance in 2023. Christopher Leow, CEO and CIO of Principal Asset Management, Singapore and Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group join our panel to answer that question whilst taking a deeper dive on the buys ideas for the region.

Sustainable Assets under Management has increased to US 2.8trillion as of June 2023. A significant sum as more investors seek to align their own ESG values with investments. But is there sufficient depth and breadth to the market? Jigar Shah, Global Head of Sustainability Research, Maybank Investment Banking Group gives us that answer whilst telling us if ESG returns can be superior.Image credit: Shutterstock.com

The Budget remained expansionary and there were some sector implications from the multiple measures and incentives. We uncover who are the equity losers and winners from Budget 2024? Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group tell us.Brought to you by Mah Sing. Reinvent Spaces. Enhance Life.Image credit: Shutterstock.com

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, weighs in on the major findings from Malaysia's budget for 2024; whether it met analysts' expectations; the current state of Malaysia's economy; and the beneficiaries in equities from Malaysia's budget.       Presented by Ryan Huang Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)See omnystudio.com/listener for privacy information.

Erica Tay, Maybank Investment Banking Group economist, discusses China's economic challenges and their potential impact on Malaysia's economy, trade, and investment.

It's been a rocky time for the property sector in China, and the Politburo has elevated its risk as the top concern for the economy. Erica Tay, an economist at Maybank Investment Banking Group discusses the wider implications and another risk to watch out for. Producer: Noelle Lim, Maybank IBG

Unlike 2022, Asean equities markets have underperformed compared to Japan, Korea and US. We check in with our panel consisting of Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer, ASEAN Equities, Principal Asset Management as to the reasons why. We also explore what are the investment themes to consider and the stocks that will outperform in 2023.

As we head into the second half of 2023, how are ASEAN economies faring? We check in with Chua Hak Bin of Maybank Investment Banking Group to find out the GDP prospects of the region and the pre-pandemic realities that ASEAN economies face.Image by: Shutterstock

Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Banking Group, discusses how Singapore Depository Receipts work and the opportunities for investors to diversify their portfolio with access to Thai Blue Chips.See omnystudio.com/listener for privacy information.

Thilan Wickramasinghe, Head of Research, Singapore at Maybank Investment Banking Group, discusses how the Straits Times Index may actually outperform against a backdrop of slower global growth and rising interest rates.See omnystudio.com/listener for privacy information.

It started with the collapse of Silicon Valley Bank in the US and was followed swiftly by the emergency rescue of beleagued Credit Suisse by UBS.  How does a bank go bust? What drives panic and fear that leads to a bank run and can it happen in Singapore? Steven Chia gets answers from Sumit Agarwal, Low Tuck Kwong Professor at the School of Business at the National University of Singapore and  Thilan Wickramasinghe, Head of Research Singapore & Regional Head of Financials at Maybank Investment Banking Group.See omnystudio.com/listener for privacy information.

We speak to Lee Ju Ye, an Economist at Maybank Investment Banking Group on Singapore's “Valentine” Budget 2023.

Thilan Wickramasinghe, Head of Research at Maybank Investment Banking Group, Singapore previews how much upside has been priced into Singapore bank earnings in the fourth quarter, and what to expect from net interest margins amid expectations of a slower pace of rate hikes by the Fed. See omnystudio.com/listener for privacy information.

2022 started with such promise, the world was coming out of Covid hibernation and economies were reopening but that optimism proved short-lived. Most markets ended in negative territory but will 2023 prove to be a better year? Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management give us their equity market outlook and which stocks will make money this year.

2022 started with such promise, the world was coming out of Covid hibernation and economies were reopening but that optimism proved short-lived. Most markets ended in negative territory but will 2023 prove to be a better year? Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management give us their equity market outlook and which stocks will make money this year.

Dato' Ami Moris, the outgoing CEO of Maybank Investment Banking Group shares her extraordinary journey of leading a regional investment bank, and her life experiences that shaped her values. As a prominent advocate of sustainability and diversity, equity and inclusion (DEI), Ami is also Chair of the 30% Club Malaysia. Dato' Fad'l Mohamed, the CEO of Maybank Investment Bank speaks with her. Producer: Noelle Lim, assisted by Shirley Ann Lau

What are the hot button economic issues, as Malaysia prepares to head to the polls on November 19? And how will the outcome of the vote affect investor confidence? Join Sona Remesh and her guests, Suhaimi Ilias, chief economist, Maybank Investment Banking Group; Kevin Zhang, senior research officer, ISEAS Yusof Ishak Institute; and Heng Chip Hian, CEO, clickTRUE Malaysia.See omnystudio.com/listener for privacy information.

What are the hot button economic issues, as Malaysia prepares to head to the polls on November 19? And how will the outcome of the vote affect investor confidence? Join Sona Remesh and her guests, Suhaimi Ilias, chief economist, Maybank Investment Banking Group; Kevin Zhang, senior research officer, ISEAS Yusof Ishak Institute; and Heng Chip Hian, CEO, clickTRUE Malaysia.See omnystudio.com/listener for privacy information.

Join Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, and host, Ibrahim Sani to talk about Maybank's Analysis On Investor Impact. #MalaysiaMemilih #GE15

As part of our bi-annual series on where equity markets are heading, we speak to Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management. We ask if China is ironically the safe haven markets and are there still gems to be found on Bursa Malaysia.

Suhaimi Ilias, Chief Economist of Maybank Investment Banking Group shared with Ibrahim Sani, key economic data that follows the OPR rate hike by Bank Negara.

Lee Ju Ye, Economist, Maybank Investment Banking Group discusses why the rise in food price inflation may be moderating and which countries are the winners and losers in the region. See omnystudio.com/listener for privacy information.

Singapore's core consumer prices in May surged at the fastest rate in more than 13 years, led by the rising costs of food, electricity and gas. Core inflation - which excludes accommodation and private transport costs - jumped to 3.6 per cent in May on a year-on-year basis, up from 3.3 per cent in April. In The Straits Times' The Big Story, Assistant video editor Olivia Quay spoke with Lee Ju Ye, economist, Maybank Investment Banking Group on what this means for household budgets in the coming months, and whether Singapore is heading for a recession as prices continue to rise. See omnystudio.com/listener for privacy information.

Lai Gene Lih, Analyst, Maybank Investment Banking Group surveys the landscape for Southeast Asian tech, in the wake of Grab and Sea Ltd's recent quarterly earnings reports.Image credit: Horth Rasur / Shutterstock.com

Shao Yang Yin from Maybank Investment Banking Group gives his take on whether Capital A and MAHB are buying opportunities as borders reopen despite increasing fuel prices. Image credit: Shutterstock.com

Once again the FBMKLCI disappoints. Why and will 2022 be a better year or are there other markets that will provide better returns. Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management give us their views. Image credit: Shutterstock.com