16 October 2023
Bigger Picture: Who are the major beneficiaries of Malaysia's budget for 2024?
Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group, weighs in on the major findings from Malaysia's budget for 2024; whether it met analysts' expectations; the current state of Malaysia's economy; and the beneficiaries in equities from Malaysia's budget.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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Listen to his previous podcasts:

7 July 2021
Across the ASEAN: Another Month of Lockdown Uncertainties in Malaysia
Investor sentiment and overall morale are being tested by another extension of Malaysia's lockdown measures, as the country continues to toil against the most recent COVID-19 outbreak. Anand Pathmakanthan, Head of Regional Equity Research at Maybank KE Malaysia, joined us on Across the ASEAN to talk about the impact these recent measures are having on both the economy and markets, what the Bank Negara Malaysia might do when they make their Thursday decision, and what the race for Malaysia's digital banking licenses means for markets.

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13 January 2021
Across the ASEAN: Will Malaysia's State of Emergency Impact Its 2021 Outlook?
Malaysia imposed a State of Emergency at the start of the year to try and contain the most recent outbreak of COVID-19. However, economic officials think it will still be business as usual. Anand Pathmakanthan, Head of Regional Equity Research at Maybank, joined us on Across the ASEAN to share his outlook for Malaysian markets, and why equities in Kuala Lumpur may outpace the country's projected economic rebound. He also shared his thoughts on Malaysian banks, and if the rising short positions on the country's glove makers are merited.

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22 July 2020
Across the ASEAN: Can Malaysian Glove Makers Sustain Their Recent Surge?
As of Wednesday, the KLCI in Kuala Lumpur has made back all losses this year, and is even trading with slight gains. And surging Malaysian glove makers are a big reason why the equity benchmark is back above water. Is there a bubble though forming in the gloves market? Anand Pathmakanthan, Head of Equity Research at Maybank Kim Eng in Malaysia, joined us on Across the ASEAN to assess the sector's chances, and to talk about if a possible second wave of COVID-19 infections might threaten any attempts by Malaysia, Singapore and Brunei to form a travel bubble.

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