Podcasts about thilan wickramasinghe

Singapore shares rallied today alongside regional gains seen in Asia. The Straits Times Index was up 1.02% at 3,833.95 points at 12.20pm Singapore time, with a value turnover of S$731.19M in the broader market. In terms of counters to watch, we have Keppel Real Estate Investment Trust, after the Reit manager reported today a net property income growth of 13.3 per cent year-on-year to S$54.6 million in Q1 of 2025. Meanwhile, developments in the US remain in focus given a change in stance by the Trump administration on the Federal Reserve and on trade with China. That’s as US President Donald Trump said overnight that he had “no intention” of firing Federal Reserve Chair Jerome Powell, while signalling a more conciliatory approach to the trade war with China. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Shares of all three Singapore banks extended their decline, as potential US Federal Reserve rate cuts and the Trump administration’s sweeping tariffs weigh on the banks’ outlook. Yesterday, OCBC Bank led the losses, dropping 4.3 percent to close below $15 for the first time since October 2024. UOB slid 3.3 percent and DBS Bank also fell 3.3 percent. The three local banks, which form a heavy weighting on the Straits Times Index, have pulled the overall benchmark down 2 percent. The STI is down 10% for the year. Meanwhile, total securities turnover value on the Singapore Exchange has increased 25 percent year on year to S$29.7 billion in March, with the STI and volumes across multiple asset classes hitting record levels. What do we make use of these situations? On Market View, Willie Keng speaks with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities to unpack all these developments.See omnystudio.com/listener for privacy information.

Singapore shares tumbled in early trade this morning, joining Asia-wide declines as US markets dropped deep into negative territory on fears over tariffs and recession risks. The Straits Times Index (STI) fell 1.5 per cent to 3,839.812 points early on after 71.1 million securities changed hands in the broader market. In terms of companies to watch, we have the Singapore Exchange given its plans to list Bitcoin perpetual futures as traditional exchanges push deeper into crypto derivative markets. Elsewhere, from a sell off in local bank stocks, to how talks between the US and China are reportedly stuck at lower levels – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

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 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

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.

Singapore shares started trading in positive territory this morning, even as global markets ended the previous day mixed. The Straits Times Index (STI) opened 0.2 per cent higher at 3,836.94 points after 28.1 million securities changed hands in the broader market. In terms of companies to watch, we have Centurion, after the accommodation assets operator said yesterday that it is exploring the establishment of a real estate investment trust (Reit) comprising some of its workers and student accommodation assets. Elsewhere, from Micron investing US$7 billion in Woodlands advanced packaging site, to Samsung Q4 profit outlook missing estimates by a large margin, more corporate and international headlines remain in focus. Also on deck – big techs rolling out the red carpet for US president-elect Donald Trump and Amazon Web Services’ plan to invest US$11 billion in Georgia. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

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

Singapore stocks started trading in negative territory this morning, despite global markets logging overnight gains. The Straits Times Index (STI) opened 0.2 per cent lower at 3,730.59 points after 48.2 million securities changed hands in the broader market. In terms of companies to watch, we have CapitaLand Integrated Commercial Trust, after the REIT's manager today announced that the trust has divested 21 Collyer Quay, an office asset in Raffles Place, for S$688 million to a third party.  Elsewhere, from Grab returning to profit in Q3, to more on expectations of earnings by Chinese e-commerce giants Alibaba and JD.com post Single's Day sales  – more corporate and international headlines remain in focus.  On Market View, Money Matters' finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

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!

Singapore shares opened in the positive territory, but was unable to keep up with its rally, closing down 0.1%. This comes after Wall Street stocks scored gains as the Federal Reserve signalled further interest rate cuts are on the horizon. But what do Fed rate cuts mean for our local banks? Are their dividends sustainable? On Market View, Willie Keng is joined by Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to unpack all of the latest market movements, as well as the impact of rising tensions in the Middle East on oil prices. See omnystudio.com/listener for privacy information.

Singapore shares opened in the positive territory, although global equities fell overnight. And it extended the rally throughout the day to close up 0.6%. In the rest of Asia, stocks traded mixed as investors awaited for the Federal Reserve to kick off its monetary loosening cycle. But what will a rate cut by the US mean for Singapore? What sectors should investors be watching out for?  On Market View, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities to find out more. They also discuss Singapore's key exports data, Malaysian glove makers, Amazon, gold prices and F1. See omnystudio.com/listener for privacy information.

Singapore shares started trading in negative territory today. In early trade, the Straits Times Index (STI) inched down 0.1 per cent to 3,368.54 points after 58.4 million securities changed hands in the broader market. In terms of companies to watch, we have Sats being the hot stock of the day. That's after the in-flight caterer and ground handler reversed earlier losses and posted a net profit of S$65 million for the first quarter ended June 2024 last evening.  Elsewhere from how Walmart is reportedly seeking to sell its stake in JD.com to Netflix turning to advertising to broaden its revenue streams – more corporate headlines remain in focus.  Also on deck – convenience store chains 7-Eleven and Circle K! On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Singapore shares started the day on a muted note after US equities ended mixed overnight, while European shares closed in negative territory. In the morning, the Straits Times Index (STI) opened 0.04 per cent lower at 3,324.95 points after 27.2 million securities changed hands in the broader market. In terms of companies to watch, we have for you ST Engineering after the group broke ground for a new data centre, which will add 7.5 megawatts to its capacity.  Elsewhere, from South Korea set to kick off a 26 trillion won or S$25 billion package of financial support for the chip sector to Google reportedly set to showcase artificial intelligence features and updates to its Android platform at a special event in August, more international and corporate headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Singapore equities began trading in negative territory today, after US stocks recovered from an early morning fall to close higher overnight.  In early trade, the Straits Times Index (STI) dipped 0.1 per cent to 3,335.82 points after 34.7 million securities changed hands in the broader market. In terms of companies to watch, we have for you OCBC. The lender has priced 500 million euros (S$732.8 million) of fixed-rate covered bonds due 2027 under its US$10 billion global covered bond programme.  Elsewhere from Japan's base pay rising the most since 1994 to Nike reportedly laying off workers in its European headquarters – more corporate and international headlines remain in focus. Also on deck – how Bitcoin has again poked above the US$70,000 level and flirted with a gain for a fifth straight session. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

An MOU was signed between Malaysia and Singapore to create a Johor- Singapore Special economic zone (SEZ). Details are still pending but both economies and multiple sectors will likely benefit. Thilan Wickramasinghe , Head of Research, Singapore, Maybank Investment Bank tells us what are the ingredients for a success SEZ and which companies stand to do well from this.

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.

Hosted by Thilan Wickramasinghe, Maybank Investment Bank Research speaks with Dan Ives, Managing Director Equity Research of Wedbush Securities on Nasdaq's recent performance and the Magnificent 7.

Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, recaps the key takeaways from DBS, UOB and OCBC's earnings releases; the future for net interest margins against the backdrop of expectations for further rate cuts; and the most attractive bank for investors on current valuations. Presented by Ryan Huang Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)See omnystudio.com/listener for privacy information.

Singapore shares fell at the opening bell today despite overnight gains in European markets. In early trade, the Straits Times Index (STI) fell 0.1 per cent to 3,223.59 points after 27 million securities changed hands in the broader market. In terms of companies to watch, we have for you  Sembcorp Industries (U96):  The energy company posted a 15 per cent year-on-year rise in net profit to S$412 million for the second half of the year ended Dec 31, 2023.  Elsewhere from China lowering its five-year loan prime rate, to Japanese companies posting record quarterly profits – more international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

With a theme of "Building Our Shared Future Together", Singapore tabled an expansionary Budget that was inclusive and had goodies for all. Thilan Wickramasinghe, Head of Research, Singapore, Maybank Investment Bank tells us which sectors stands to benefit and will it boost the STI which has been a laggard on a year to date basis.Image Credit: Shutterstock.com

To close the year, Singapore's market closed flat in 2023, outperforming some of its regional rivals. But it failed to outperform markets in North Asia and North America. So what lessons can we learn from last year to mitigate the risks of the market this year? For investors navigating markets in 2024, what are some key themes they should look out for? On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to find out more. See omnystudio.com/listener for privacy information.

Singapore stocks opened weaker today following overnight losses on Wall Street, as weak US trade data weighed on investor sentiment. In early trade, the Straits Times Index (STI) headed down 0.4 per cent to 3,186.34 points after 47.1 million securities changed hands in the broader market. In terms of companies to watch, we have for you OCBC. The lender has priced S$450 million in perpetual capital securities at 4.05 per cent under its US$30 billion global medium-term note programme.  Elsewhere, from Amazon's Twitch reportedly set to lay off employees to key corporate developments out of the annual CES tech show held in Las Vegas, international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Against all odds, 2023 has been a splendid year for markets. Markets were fueled by an unexpectedly strong economy, the Magnificent 7 dominating, and lately, the prospect of interest-rate cuts in the year ahead. So as 2023 beat all expectations, what's in store for 2024? Will 2024 continue to ride on this recent bull market? Are analysts seeing more gains for the year ahead? On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to find out more about the outlook for equities in 2024. Highlights: How did equities perform in the past year? - 1:00 What were some of the overarching themes that moved markets this year and what themes are likely to play a role in the year ahead? - 1:54 China missed some of the global market rally in the month of November. Will it be able to see some upside in 2024 or will it be a bumpy ride? - 8:05 Will the Magnificent Seven once again boost shares on Wall Street next year? - 9:37 What are the key lessons that investors can learn from market conditions this year that they can use in the year ahead? - 10:32 See omnystudio.com/listener for privacy information.

Find out about the upcoming market trends and how should you invest in 2024. Synopsis: Every third Monday of the month, hosts Lee Su Shyan and Ven Sreenivasan - both associate editors and senior columnists at The Straits Times - offer you an extra edge in managing your hard-earned money. In this episode, Ven Sreenivasan hosts Mr Thilan Wickramasinghe, head of research at Maybank Securities. They discuss the concerns for the emerging mega themes such as AI, climate change, changing demographics as well as the outlook for the Singapore market. Highlights (click/tap above): 1:27 How should investors be positioned in 2024? 3:28 Why are Singapore stocks underperforming despite interest rates trending down? 5:17 The outlook for the Singapore market going forward 7:50 Can Singapore as a small island play a significant part in sustainability or AI? 10:23 Mr Thilan's top picks in this market Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis, and Teo Tong Kai Edited by: Eden Soh Follow ST's Your Money & Career Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Read Ven Sreenivasan's articles: https://str.sg/wuQe Get business/career tips in ST's HeadSTart newsletter: https://str.sg/headstart-nl --- Discover more ST podcast channels: In Your Opinion: https://str.sg/w7Qt Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m ST Sports Talk: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX Discover ST Podcasts: http://str.sg/stpodcasts --- Special edition series: True Crimes Of Asia (6 eps): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Follow our shows then, if you like short, practical podcasts! Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties. #moneycareerSee omnystudio.com/listener for privacy information.

Find out about the upcoming market trends and how should you invest in 2024. Synopsis: Every third Monday of the month, hosts Lee Su Shyan and Ven Sreenivasan - both associate editors and senior columnists at The Straits Times - offer you an extra edge in managing your hard-earned money. In this episode, Ven Sreenivasan hosts Mr Thilan Wickramasinghe, head of research at Maybank Securities. They discuss the concerns for the emerging mega themes such as AI, climate change, changing demographics as well as the outlook for the Singapore market. Highlights (click/tap above): 1:27 How should investors be positioned in 2024? 3:28 Why are Singapore stocks underperforming despite interest rates trending down? 5:17 The outlook for the Singapore market going forward 7:50 Can Singapore as a small island play a significant part in sustainability or AI? 10:23 Mr Thilan's top picks in this market Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis, and Teo Tong Kai Edited by: Eden Soh Follow ST's Your Money & Career Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Read Ven Sreenivasan's articles: https://str.sg/wuQe Get business/career tips in ST's HeadSTart newsletter: https://str.sg/headstart-nl --- Discover more ST podcast channels: In Your Opinion: https://str.sg/w7Qt Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m ST Sports Talk: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX Discover ST Podcasts: http://str.sg/stpodcasts --- Special edition series: True Crimes Of Asia (6 eps): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Follow our shows then, if you like short, practical podcasts! Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties. #moneycareerSee omnystudio.com/listener for privacy information.

Last Friday, US equities surged in anticipation of critical signals from the Federal Reserve's last meeting of 2023, which hinted at probable interest rate declines. What main factors should investors be wary of? And who are the key market movers shaping the week ahead? On Money in the Market, Willie Keng speaks to Thilan Wickramasinghe, Head of Research at Maybank Securities, about the market's status for this week.   Highlights: 1. What do you think is affecting Singapore bank shares' year-to-date performance? - 3:01 2. How has Singapore's banks in the latest 3Q2023 fared? - 4:15 3. Do you think Singapore's banks will be affected by the potential rate cuts coming in 2024? - 5:11 4. What opportunities we are seeing in the different sectors? - 6:32 5. What are some of the risks investors should look out for? - 8:36See omnystudio.com/listener for privacy information.

2023 has been a rather tepid year for Singapore equities with a 5.5% decline on a year to date basis for the STI. Will 2024 be the year that the Straits Times Index outperforms? Thilan Wickramasinghe, Head of Research, Singapore, Maybank Investment Bank tells us why we should not ignore that market and what we should be adding to our portfolio.Image credit: Shutterstock.com

In a dramatic step forward over the weekend, Washington saw last ditch moves to prevent a US government shutdown with Democrats overwhelmingly backing an eleventh-hour Republican measure to keep federal funding going for 45 days. The against-the odds deal to avert a shutdown is now soothing nerves across Wall Street, after a turbulent week of interest-rate spurred market disruptions.  But it looks like market stress is rising over a wild week ahead even without a shutdown.  Are we in a so-called gloom loop?  On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities to find out how markets are faring to start the new week and what risks still remain ahead. See omnystudio.com/listener for privacy information.

According to Bloomberg, the strength of the US stock rally in 2023 has taken several market participants by surprise. Bulls, however, point to solid economic growth in the face of high interest rates as a sign of confidence. Outperforming tech names, boosted by the artificial intelligence frenzy, have helped sustain those gains. Chinese stocks - and, by extension, Asian shares - have also jumped after the nation rolled out further property support measures, the latest in a robust campaign to rescue the struggling sector that's been dragging down the economy. On Money in the Market, Hongbin Jeong speaks to Thilan Wickramasinghe, Head of Equity Research, Maybank Securities, to delve further into these market movements.See omnystudio.com/listener for privacy information.

Despite a return of -1% for the STI on a year to date basis no thanks to the weak performance of the banking and property sectors, are there still reasons to be positive on Singapore? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research shares his ideas with us.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.

Bringing you the latest highlights about ASEAN - economic data in China, Malaysia and the Philippines; Singapore bank earnings; Thailand's election results; and the impact of geo-economic fragmentation as President Joe Biden signs an executive order this week to further limit tech investments in China.  00:32 - Roundup - Winson Phoon 03:57 - TH elections - Lee Ju Ye 07:17 - TH markets - Chak Reungsinpinya 09:37 - MY GDP - Suhaimi Ilias 14:14 - PH GDP - Zamros Dzulkafli 17:59 - China economy - Brian Lee 22:10 - Geoeconomic fragmentation - Chua Hak Bin 26:36 - SG banks - Thilan Wickramasinghe

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.

Why Singapore's market is great for dividend yields, and listen to top regional stock picks. Synopsis: Every first and third Monday of the month, get our tips on working smarter, getting ahead in your career and investing like a pro with ST's business correspondents and editors. Host Ven Sreenivasan - associate editor at The Straits Times - offers you an extra edge in managing your hard-earned money. In this episode, he hosts Thilan Wickramasinghe - regional research director at Maybank - discuss interest rates, inflation, recession, and its impact on financial markets, and in particular, risk assets such as stocks.  They focus on the region, and in particular the Singapore stock market, to see where the threats and opportunities lie, and how investors should position themselves amid current volatile and uncertain macro and micro conditions. In particular, they discuss why South-east Asia may outperform other regional markets in the medium term. Highlights (click/tap above): 2:40 Why there is a crisis in confidence all round? 7:10 Why volatility presents threats and good opportunities at the same time; how to position yourself 9:43 Why Singapore has been rated as one of Asia's best markets in dividend yields 14:10 Top stock picks for Singapore and around the region  15:38 Wrap-up of key themes to remember from expert analysis Register for ST's Head Start newsletter:  https://str.sg/stnewsletters Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis and Teo Tong Kai Edited by: Teo Tong Kai Follow ST's Your Money & Career Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 Google Podcasts: https://str.sg/ioWR  SPH Awedio app: https://www.awedio.sg/ Read Ven Sreenivasan's articles: https://str.sg/wuQe Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg --- Discover more ST podcast channels: In Your Opinion: https://str.sg/w7Qt Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m ST Sports Talk: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL --- Special edition series: True Crimes Of Asia (new): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Follow our shows then, if you like short, practical podcasts! Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.   #moneycareerSee omnystudio.com/listener for privacy information.

Why Singapore's market is great for dividend yields, and listen to top regional stock picks. Synopsis: Every first and third Monday of the month, get our tips on working smarter, getting ahead in your career and investing like a pro with ST's business correspondents and editors. Host Ven Sreenivasan - associate editor at The Straits Times - offers you an extra edge in managing your hard-earned money. In this episode, he hosts Thilan Wickramasinghe - regional research director at Maybank - discuss interest rates, inflation, recession, and its impact on financial markets, and in particular, risk assets such as stocks.  They focus on the region, and in particular the Singapore stock market, to see where the threats and opportunities lie, and how investors should position themselves amid current volatile and uncertain macro and micro conditions. In particular, they discuss why South-east Asia may outperform other regional markets in the medium term. Highlights (click/tap above): 2:40 Why there is a crisis in confidence all round? 7:10 Why volatility presents threats and good opportunities at the same time; how to position yourself 9:43 Why Singapore has been rated as one of Asia's best markets in dividend yields 14:10 Top stock picks for Singapore and around the region  15:38 Wrap-up of key themes to remember from expert analysis Register for ST's Head Start newsletter:  https://str.sg/stnewsletters Produced by: Ven Sreenivasan (ven@sph.com.sg), Ernest Luis and Teo Tong Kai Edited by: Teo Tong Kai Follow ST's Your Money & Career Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 Google Podcasts: https://str.sg/ioWR  SPH Awedio app: https://www.awedio.sg/ Read Ven Sreenivasan's articles: https://str.sg/wuQe Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg --- Discover more ST podcast channels: In Your Opinion: https://str.sg/w7Qt Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m ST Sports Talk: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL --- Special edition series: True Crimes Of Asia (new): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Follow our shows then, if you like short, practical podcasts! Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.   #moneycareerSee omnystudio.com/listener for privacy information.

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.

Rising interest rates have boosted the banking sector. So how much did our banks benefit? On Money in the Market, Thilan Wickramasinghe, Head of Research at Maybank Securities Singapore, joins us to take a closer look at the year our local lenders have had.See omnystudio.com/listener for privacy information.

The US economy is on our agenda today, after October's inflation print came in better-than-feared at 7.7% on-year. While that suggests that consumers are reacting to the Fed's series of outsized rate hikes, is a pivot within sight?  Meanwhile - we saw massive layoffs by a number tech giants in recent weeks including Twitter and Meta. So what does this signal for the tech sector going forward as we head into the holiday season? On Market View, Prime Time's finance presenter Chua Tian Tian spoke with Thilan Wickramasinghe , Head of Research at Maybank Securities on the above topics. They also discussed the FTX saga on broader markets and the blockchain industry, as well as China's easing of Covid-19 rules and investments into sustainability in the Southeast Asia region. See omnystudio.com/listener for privacy information.

In the region, central banks have also raised rates but what does this mean for Asean banks? Will the economic slowdown eat into earnings? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research tell us the important answer especially since banks are a barometer of an economy.

In the region, central banks have also raised rates but what does this mean for Asean banks? Will the economic slowdown eat into earnings? Thilan Wickramasinghe, Head of Research Singapore at Maybank Investment Banking Group Research tell us the important answer especially since banks are a barometer of an economy.

In this episode of Stocks to Watch, we are joined by Thilan Wickramasinghe,  Regional Head of Banks & Financials Research, Maybank Securities to discuss the likelihood of banks' share prices to continue to not do well, Raffles Medical's potential growth areas and how ST Engineering has been benefitting from the volatile global security climate.  See omnystudio.com/listener for privacy information.

The Singapore economy and corporates are exposed to the Ukraine war via its exposure to the European market but yet is the best performing Asian market on a year to date basis. Thilan Wickramasinghe, Head of Research Singapore at Maybank IBG Research explains why and what are the top picks for 2022. Image credit: Unsplash.com

In this week's Stocks to Watch, we're joined by Thilan Wickramasinghe, Regional Head of Banks & Financials Research, Maybank Securities to discuss Singapore banks' strong comeback following their correction in February, prospects of local chip companies amid the Russia-Ukraine crisis, and other stocks to watch out for this week.  See omnystudio.com/listener for privacy information.

Thilan Wickramasinghe, Regional Head of Banks & Financials Research, Maybank Securities discusses if it is too late for investors to jump on Singapore bank stocks which are now trading at near record highs, and how much compliance costs will be a headwind amid increased regulatory scrutiny.See omnystudio.com/listener for privacy information.

Thilan Wickramasinghe, Head of Research in Singapore discusses potential re-rating catalysts for Singapore equities led by 3Rs—rising rates, re-opening, and restructuring—and also considers ESG risks and decarbonisation costs. Producer & Presenter: Noelle Lim

In today's Monday Briefing, we bring you up to date on global news as the US Federal Reserve shifts to a more hawkish tone, and what to look out for in Singapore's upcoming Budget, and property outlook in Thailand, the Philippines and Malaysia, and CPO prices and production output. Commentators: Suhaimi Ilias, Chua Hak Bin, Thilan Wickramasinghe, Vanida Geisler, Miguel Sevidal, Wong Wei Sum, Jesada Techahusdin, Ong Chee Ting Producer: Noelle Lim

Thilan Wickramasinghe, Head of Research at Maybank Kim Eng Singapore, joined us on Prime Time ahead of the earnings release of Singapore's 3 banks, where he outlined their expectations, his thoughts on the MAS lifting restrictions on dividends, and what 3 post-pandemic trends that UOB, OCBC and DBS need to be mindful of.See omnystudio.com/listener for privacy information.

Thilan Wickramasinghe, Head of Research, Singapore at Maybank Kim-Eng discusses the various strategic changes companies like Singtel and Sembcorp are undergoing, as well as SEA replacing Suntec REIT on the MSCI Singapore Index. See omnystudio.com/listener for privacy information.