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ASEAN Speaks

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

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.

PublishesWeeklyEpisodes325Founded6 years ago
Number of ListenersCategory
Business

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Artwork for ASEAN Speaks

Latest Episodes

This episode is a deep dive into the real power shifts in China's EV supply chain and how competitive forces are shaping up in the battery chemistry labs, EV gigafactories and in energy-storage systems.

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

In this week’s episode of ASEAN Speaks, Hussaini Saifee, our TMT analyst, introduces the emerging concept of Agentic Commerce — what it means for the future of online shopping, how it compares to existing e-commerce platforms, and the implications fo... more

In this week’s episode of ASEAN Speaks, Singapore takes center stage with a construction boom that could reshape the economy. Our Macro Team forecasts the sector to grow at more than 5% annually between 2025 and 2030—well above GDP. Hak Bin shares ho... more

In this week's episode of ASEAN Speaks, out host Thilan unpacks the bullish momentum in Singapore's markets and the launch of SGX's new Next 50 indxed, as well as what they mean for small- and mid-cap investors.

Sheryl takes us through Eric's deep d... 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
Ronalyn La-limo
Senior Analyst specializing in aviation support services
Maybank
Episode: S-REITs Shakeup; Return of the MAC

Hosts

Thilan
Host with experience in discussing finance, stock market trends, and investment strategies. Similar appearances suggest a deep understanding of the regional market dynamics.
Hussaini
Market analyst providing insights on telecommunications and finance, focusing on trends and impacts in the industry. Notably addresses issues like market consolidation and technology impacts.
Jarick
Guest speaker and financial analyst, brings perspectives on stock performance and investment opportunities within various sectors.

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Talking Points

Recent interactions between the hosts and their guests.

Dominance of China's EV Supply Chain
Q: What do you think will ultimately define shareholder value for Chinese EV OEMs in 2026?
The combination of profit margins and sales volume will be crucial as the market undergoes consolidation.
Dominance of China's EV Supply Chain
Q: What in your view are the most important lessons to take away and to also help us better identify patterns and trends in the current electric vehicle era?
Miranda discusses how the technology of this era has allowed China to achieve self-reliance in the entire automotive supply chain.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Social Media Reach

Frequently Asked Questions About ASEAN Speaks

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

Conversations provide insights into market trends and economic factors that shape the business landscape in Southeast Asia. Topics commonly discussed include banking, equities, advancements in technology, and economic forecasts, with notable focus on the impact of geopolitical events and market dynamics. The discussions often feature expert analyses of specific companies and sectors, creating a comprehensive understanding of the region's economic climate. This series differentiates itself through its expert opinions and diverse perspectives from industry leaders, making it a valuable resource for professionals interested in market developments in Southeast Asia.

Where can I find podcast stats for ASEAN Speaks?

Rephonic provides a wide range of podcast stats for ASEAN Speaks. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to ASEAN Speaks and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does ASEAN Speaks get?

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What are the audience demographics for ASEAN Speaks?

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How many subscribers and views does ASEAN Speaks have?

To see how many followers or subscribers ASEAN Speaks has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to ASEAN Speaks?

These podcasts share a similar audience with ASEAN Speaks:

1. Thoughts on the Market

How many episodes of ASEAN Speaks are there?

ASEAN Speaks launched 6 years ago and published 325 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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