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Artwork for ASEAN Speaks

ASEAN Speaks

Maybank
Singapore
Philippines
Thailand
Singpost
Singapore Economy
China
Grab
GDP Growth
Malaysia
Data Center Industry
Trump
SEA
Manufacturing Growth
Banking Sector
ASEAN
Penang
Consumer Spending
SM Stock
Jollibee
Airports Of Thailand (AOT)

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.

PublishesWeeklyEpisodes324Founded5 years ago
Number of ListenersCategory
Business

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Artwork for ASEAN Speaks

Latest Episodes

In this week's ASEAN Speaks, our host Thilan breaks down the key developments shaping Singapore’s markets as the US government shutdown nears resolution and expectations rise for a December Fed rate cut.

In light of that, we review Singapore banks’ ... more

The countdown to year-end has begun and markets are showing momentum. In this week’s episode of Market Monday, host Thilan breaks down the key movers and macro shifts shaping Singapore’s investment landscape.Xuan Hao shares his BUY initiation on iFAS... more

In this week’s episode of ASEAN Speaks, Thilan Wickramasinghe, our Head of Research, introduces the 3Q25 Singapore banks outlook, and discussed "value-up" reforms that could unlock value and sustain the SMID rally.

We then turn to Hussaini Saifee, ... more

In this week’s episode, Seng Yeow hosts, joined by Erica and Hussaini. Seng Yeow opens the discussion with the week’s key geopolitical and macro developments — including renewed Israel–Hamas tensions and the U.S. plan to impose 100% tariffs on Chines... more

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Recent Guests

Seng Yeow
Market strategist discussing investment trends
Maybank
Episode: Shopee, Starlink & Stocks
Desmond Shen
Analyst covering Malaysian banks and their performance
Episode: Telcos, Taxis and Banks
Mi Nguyen
Covers Masan Group, leading consumer-focused conglomerate in Vietnam.
Masan Group
Episode: Cloudy with a chance of gains
Anand Padmakantan
Regional strategist discussing market trends
Episode: Blue Skies SEA-nario
Erica Tay
Economist and market analyst
Episode: Easing Markets Despite Moody State
Hak Bin
Market analyst discussing the economic implications of tariffs
Episode: Stock Picking Amidst Storms Brewing
Anand Pathmakanthan
Strategist focusing on market trends in Southeast Asia
Maybank
Episode: ASEAN's Next Big Moves
Jarick Seet
Market analyst discussing corporate financial strategies
Episode: ASEAN's Next Big Moves
Krishna Guha
Head of REITs research in Singapore
Maybank
Episode: S-REITs Shakeup; Return of the MAC

Hosts

Thilan
Host and market analyst, sharing insights on regional markets and investment opportunities.
Hussaini Saifi
Market analyst and financial expert, discussing trends in telecommunications and investments.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#235
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

Singapore Pulse: From Bank Earnings to Market Value-Up
Q: Why did you downgrade SEA from a hold to a non-consensus hold?
The margins outlook is less clear, and while the company is seeing solid growth, management plans to reinvest more for growth which may lead to lower margins.
Singapore Pulse: From Bank Earnings to Market Value-Up
Q: What are you expecting from the upcoming bank earnings?
Expectations for flat to slightly weaker earnings are in place, with non-interest income expected to be a primary growth catalyst.
Exhaustion or Opportunity?
Q: Are they going to have a better shot this time round compared to the 14 five-year plan?
Yes, China is expected to push forward with opening up access to its domestic services sector in some clusters, particularly in healthcare and education.
Exhaustion or Opportunity?
Q: Did China actually meet its 14th five-year plan goals?
China had mixed results in fulfilling some of the bigger goals of its 14th five-year plan, particularly in expanding the share of the services sector and urbanization rate.
Shopee, Starlink & Stocks
Q: What are the notable rebalancing changes to your model portfolios for Malaysia?
Value and growth factor styles with small caps are predicted to drive market performance in Malaysia, with specific stocks highlighted for each category.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About ASEAN Speaks

What is ASEAN Speaks about and what kind of topics does it cover?

The content features a range of topics associated with the dynamic financial markets of Southeast Asia, specifically focusing on equities, fixed income, and forex. The discussions often delve into current economic trends, sustainability issues, and major developments affecting the region's markets, including insights into telecommunications and technology sectors. Analysts share their expertise on market performance, forecasts, and investment strategies, making the discussions relevant for investors and professionals interested in Southeast Asian economies. Notably, the episodes tend to feature real-time analysis and actionable insights, setting it apart as a valuable resource for finance professionals seeking expert guidance and market int... more

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How many listeners does ASEAN Speaks get?

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How many subscribers and views does ASEAN Speaks have?

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Which podcasts are similar to ASEAN Speaks?

These podcasts share a similar audience with ASEAN Speaks:

1. Exchanges
2. Thoughts on the Market
3. FT News Briefing
4. Sleep & Relaxation Music to Calm the Nervous System

How many episodes of ASEAN Speaks are there?

ASEAN Speaks launched 5 years ago and published 324 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact ASEAN Speaks?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for ASEAN Speaks?

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What guests have appeared on ASEAN Speaks?

Recent guests on ASEAN Speaks include:

1. Seng Yeow
2. Desmond Shen
3. Mi Nguyen
4. Anand Padmakantan
5. Erica Tay
6. Hak Bin
7. Anand Pathmakanthan
8. Jarick Seet

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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