Showing 1 - 10 of 157
Southeast Asia receives broad support
Business, Maybank Securities (Thailand), Published on 27/12/2025
» Southeast Asian equities ended December with a cautious "risk-on" tone, helped by a softer US dollar and year-end rebalancing, though thin Christmas liquidity exaggerated intra-day swings.
Sentiment improving, but watch for political risk
Business, Maybank Securities Thailand, Published on 06/12/2025
» Global stock markets have rebounded as the market predicts an 80% likelihood the US Federal Reserve will cut interest rates at its Dec 9-10 meeting, up from less than 40% earlier.
Easing tensions bolster outlook
Business, Maybank Securities Thailand, Published on 01/11/2025
» Global investor sentiment has improved following an easing of US-China trade tensions after talks on Wednesday between presidents Donald Trump and Xi Jinping. The 10% reduction of the "fentanyl tariff" on Chinese goods is good news for Beijing as well as US consumers.
Global, regional outlooks rise in October
Business, Maybank Securities Thailand, Published on 04/10/2025
» Global Market: We expect the global equity market will perform well in October due to the resumption of the US Federal Reserve rate-cutting cycle (twice this year and once each in 2026 and 2027), the easing of trade war concerns, lower geopolitical risks and a global economic recovery.
What's to blame for inequality?
Oped, Keun Lee, Published on 01/09/2025
» Over a decade ago, Nobel laureates Daron Acemoglu and James A Robinson, together with their co-author Thierry Verdier, contrasted America's "cutthroat" brand of capitalism with Western Europe's "cuddly" version. The qualities that make cutthroat capitalism more conducive to innovation, they argued, also lead to higher levels of inequality, while cuddly reward structures tend to lead to lower growth and higher welfare. Today, inequality is soaring, notably in the United States. Do policies aimed at boosting innovation risk making a bad situation worse?
Tariffs shift Thai business priorities
Business, Sathit Talaengsatya, economist at UOB Thailand, Published on 29/08/2025
» A wide range of Thai industries face significant challenges from US tariffs, with prolonged economic impacts unfolding gradually.
Can Europe, China forge a climate connection?
Oped, Emmanuel Guerin & Bernice Lee, Published on 12/08/2025
» Earlier this year, the Chinese firm CATL, the world's largest battery-maker, unveiled an electric-vehicle (EV) battery capable of delivering a remarkable 520 kilometres (323 miles) of driving range after just five minutes of charging. The announcement came a month after BYD, China's leading EV manufacturer, launched its own ultra-fast charging system. In solar, too, the numbers are staggering: Chinese firms can now produce over 1,200 gigawatts of solar panels annually.
Cost, benefit of global value chain
Oped, Keun Lee and Isabel Álvarez, Published on 11/07/2025
» Geopolitics are a major driver of the deglobalisation now being spearheaded by the United States. But there are also economic arguments to be made for bringing supply chains closer to home. So, what are the economic costs of globalisation, and do they outweigh the benefits?
Asean+3's role in a rapidly fragmenting world
News, Hoe Ee Khor & Jae Young Lee, Published on 20/06/2025
» The risks posed by the fragmentation of the multilateral trading system transcend mere inefficiencies. Without a coherent, rules-based framework, global value chains will become vulnerable, investment risks will rise, and smaller, trade-dependent economies will be left increasingly exposed to the arbitrariness of bigger nations.
Time to rethink the casino debate
Oped, Andrew W Scott, Published on 13/06/2025
» I've been visiting and studying the world's casinos since 1986, particularly those in Asia. And boy, have they changed a lot in the past 40 years.