ASEAN Speaks
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Top 10 ASEAN Speaks Episodes
Goodpods has curated a list of the 10 best ASEAN Speaks episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to ASEAN Speaks for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite ASEAN Speaks episode by adding your comments to the episode page.
Highlight: China In Fits & Starts
ASEAN Speaks
11/14/23 • 3 min
In our highlight today, Erica Tay, our Economist discusses with Suhaimi Ilias on the outlook for China’s growth as export weaknesses continue while imports pick up. For the full conversation with her on China and other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
Highlight: Green Shoots In ASEAN Amidst Turmoil
ASEAN Speaks
10/30/23 • 4 min
Trade and manufacturing data in the ASEAN-6 markets are showing nascent signs of recovery. Suhaimi Ilias speaks to Chua Hak Bin, our co-Head of Macro on Maybank’s outlook. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.
10/09/23 • 31 min
The latest Middle East conflict has caused oil prices to soar, and US macro factors continue to drive markets. In view of this, what should investors watch out for this week?
00:21 - Roundup - Suhaimi Ilias
05:32 - CN Golden Week - Erica Tay
12:06 - SG macro - Brian Lee
14:30 - VN macro - Brian Lee
19:20 - VN markets - Hoang Huy
22:44 - PH consumer - Daphne Sze
23:52 - PH conglomerates - Jacqui de Jesus
25:55 - Currencies - Saktiandi Supaat
29:19 - ASEAN equities - Anand Pathmakanthan
Producer: Noelle Lim, Maybank
Highlight: Malaysia’s Budget 2024 Preview
ASEAN Speaks
10/02/23 • 7 min
This Highlight is on Maybank’s expectations of Malaysia Budget 2024. Winson Phoon gets the details from Suhaimi Ilias, our Group Chief Economist. For the full conversation with other analysts at Maybank, go to the latest Weekly Briefing episode on ASEAN Speaks.
10/02/23 • 34 min
We highlight expectations of Malaysia’s Budget to be tabled on 13 Oct, and our outlook on Singapore as manufacturing slumped by the most since November 2019. Meanwhile in Thailand, watch for non-performing loans and government incentives. Also as the US government averts a shutdown, what is the immediate term for the US dollar? And how will the Chinese Yuan hold up during this super Golden Week?
00:35 - Roundup - Winson Phoon
04:45 - MY Budget 2024 - Suhaimi Ilias
12:06 - MY fuel subsidy - Suhaimi Ilias
14:34 - TH GDP - Erica Tay
18:23 - TH banking - Jesada Techahusdin
19:52 - SG manufacturing - Brian Lee
24:57 - Dollar outlook - Saktiandi Supaat
27:56 - CNH, Ringgit - Saktiandi Supaat
29:54 - TH equities - Chak Reungsinpinya
Producer: Noelle Lim, Maybank IBG
08/14/23 • 33 min
Our analysts unpack the economic numbers in China, Indonesia and the Philippines and also the downgrade in GDP forecast for Singapore. Over in Malaysia, we expect business as usual after the state elections, and look forward to new policy announcements including any updates on the KL-Sing apore High Speed Rail project. Meanwhile, youth unemployment and under-employment rates remain sticky while informal jobs are at record high. While there were broad-based increases in employment growth across sectors, manufacturing jobs and income growth trended lower.
00:27 - Roundup - Winson Phoon
04:04 - SG GDP downgrade - Chua Hak Bin
07:15 - SG monetary - Chua Hak Bin
08:22 - MY unemployment - Suhaimi Ilias
11:31 - MY 2Q GDP - Suhaimi Ilias
12:49 - MY post-state elections - Suhaimi Ilias
14:28 - CN easing? - Erica Tay
17:00 - PH 2Q GDP - Zamros Dzulkafli
19:27 - PH monetary - Zamros Dzulkafli
20:06 - ID 2Q GDP - Brian Lee
22:35 - ASEAN stocks - Anand Pathmakanthan
24:10 - MY industrial plan - Anand Pathmakanthan
25:59 - MY plantation - Ong Chee Ting
28:56 - KL-SG high speed rail - Ong Chee Ting
31:33 - Shipping - Loh Yan Jin
China’s Property Crisis - How Much Longer?
ASEAN Speaks
08/10/23 • 12 min
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
07/31/23 • 30 min
On this morning’s call, we stay current on ASEAN’s electric mobility transition; the implications of China’s Politburo’s shift towards a more accommodative stance towards the property sector; if Bank of Japan is likely to raise interest rate further; and if manufacturing downturn has bottomed in Singapore.
00:24 - Roundup - Winson Phoon
03:31 - MY MADANI - Suhaimi Ilias
08:50 - IMKL Series - Anand Pathmakanthan
12:36 - ASEAN e-mobility - Jigar Shah
16:56 - Fed hike - Suhaimi Ilias
19:44 - CN property - Erica Tay
23:13 - ID interest rate - Brian Lee
24:43 - SG downturn - Chua Hak Bin
25:59 - BOJ interest rate - Saktiandi Supaat
28:38 - SG REITs - Krishna Guha
Producer: Noelle Lim, Maybank IBG
01/04/23 • 13 min
Chan Han Chin, Portfolio Strategist at Maybank Investment Bank discusses the model portfolios that his team has created and how best investors should position themselves in a year of two halves (volatility followed by recovery) and the possible scenario of a continuing permacrisis (permanent crisis).
Presenter & Producer: Noelle Lim, Maybank IBG
Future of EV
ASEAN Speaks
04/12/24 • 15 min
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.
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FAQ
How many episodes does ASEAN Speaks have?
ASEAN Speaks currently has 272 episodes available.
What topics does ASEAN Speaks cover?
The podcast is about Business and Podcasts.
What is the most popular episode on ASEAN Speaks?
The episode title 'Dialing back on diesel subsidies' is the most popular.
What is the average episode length on ASEAN Speaks?
The average episode length on ASEAN Speaks is 22 minutes.
How often are episodes of ASEAN Speaks released?
Episodes of ASEAN Speaks are typically released every 6 days.
When was the first episode of ASEAN Speaks?
The first episode of ASEAN Speaks was released on Aug 21, 2020.
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