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ASEAN Speaks

by Maybank
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Latest episodes

  • Cooling Inflation, Resilient Earnings

    October 26, 2026 · 21 min

    This week, our Host, Thilan Wickramasinghe opens to a market still struggling after a few volatile weeks, with mega-cap earnings adding to the uncertainty and President Trump threatening to bomb Iran again, keeping oil prices in focus…

  • Hazy Outlook or Potential Buy-in?

    October 19, 2026 · 32 min

    This week, our Host, Seng Yeow opens to a bruising week for tech, with the Nasdaq down 4.5% and the Philadelphia Semiconductor Index losing more than 11% as investors question the returns on AI infrastructure spending, while CoreWeave’s…

  • Rate Hikes and AI Reality Check

    October 12, 2026 · 28 min

    This week, our Host, Seng Yeow opens to a sharp reminder of how sensitive the AI trade has become, with OpenAI disclosing September annualised revenue approaching US$50bn rather than the US$70bn previously indicated, sending Nvidia, Oracle…

  • Winners of Sticky Inflation

    September 28, 2026 · 19 min

    This week, our Host, Thilan Wickramasinghe opens to renewed bond weakness and rising oil, with President Trump rejecting Iran's Straits of Hormuz offer and higher energy costs feeding through to Singapore's inflation prints. Against this…

  • Domestic strength, regional opportunities

    September 21, 2026 · 18 min

    This week, our Host, Thilan Wickramasinghe opens to a broadly positive risk backdrop, with a "very successful" US-China meeting ahead of next week's Trump-Xi summit lifting Asian equities and Wall Street futures. Against this backdrop, the…

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  • ASEAN Risk/Reward

    September 14, 2026 · 20 min

    This week, our Host, Thilan Wickramasinghe opens to mounting AI and geopolitical risk, with a slew of AI founders warning on the need to slow model development stoking fears over AI spending, while intensifying Middle East tensions push…

  • Hormuz Heat, Fed Fears & Keppel's New Story

    September 7, 2026 · 19 min

    This week, our Host, Thilan Wickramasinghe opens to rising geopolitical and inflation risk, with US-Iran attacks in the Straits of Hormuz prompting Goldman to flag possible USD120 oil, alongside a stronger US jobs print stoking Fed rate…

  • Godzilla El Niño: Trading the Heat

    August 31, 2026 · 22 min

    In this episode, host Thilan Wickramasinghe previews a cautious start to markets, with Asian sentiment weighed down by hawkish weekend comments from Fed Chair Kevin Warsh that have lifted bets on a rate hike next month, alongside fresh…

  • Macro Tailwinds, Plantations and Large Cap Outlooks

    August 24, 2026 · 22 min

    In this episode, host Thilan Wickramasinghe previews a pivotal week for markets, with investors watching Fed Chair Kevin Warsh's Jackson Hole remarks for clues on rates, elevated oil prices, multi-decade-high bond yields, and Nvidia's…

  • Strong Macro Drives Earning Boost

    August 17, 2026 · 19 min

    In this episode, host Thilan Wickramasinghe discusses soft US economic data, a weaker US dollar and Maybank Research’s upgraded Singapore growth outlook. Singapore’s 2026 GDP growth forecast has been raised to 5.2%, supported by AI…

  • Singapore Rallies Amid Global Tensions

    August 11, 2026 · 20 min

    In this episode, host Thilan Wickramasinghe returns after the National Day long weekend to discuss rising US-Iran tensions, safe-haven flows into Singapore and the outlook for local markets. He reviews the Singapore banks’ 2Q results…

  • Domestic Focus Amid Results Season

    August 3, 2026 · 13 min

    In this episode, our host Thilan Wickramasinghe opens with sentiment across markets stabilising somewhat, as oil prices fall and treasuries rise following news that fresh US-Iran talks would begin today. Here in Singapore, the STI trades…

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About the show

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.