Unlike 2022, Asean equities markets have underperformed compared to Japan, Korea and US. We check in with our panel consisting of Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group  and Patrick Chang, Chief Investment Officer, ASEAN Equities, Principal Asset Management as to the reasons why. We also explore what are the investment themes to consider and the stocks that will outperform in 2023.

Unlike 2022, Asean equities markets have underperformed compared to Japan, Korea and US. We check in with our panel consisting of Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group and Patrick Chang, Chief Investment Officer, ASEAN Equities, Principal Asset Management as to the reasons why. We also explore what are the investment themes to consider and the stocks that will outperform in 2023.

Sharper and stronger than a double espresso. The Morning Run stretches your mind and braces you for the business day. It's your fast track into work where you can hit the ground running. From 6am to 10am weekdays, the Morning Run brings you the biggest stories and must-listen-to interviews. Stay enlightened, make educated business and investment decisions.

The Breakfast Grille

Featuring the cream-of-the-crop as well as the controversial, the Breakfast Grille is the flagship show of BFM. Expect no-holds-barred interviews to get to the truth and into the minds of business leaders, policymakers and changemakers.

Don't Write Off Asean Equity Markets Yet

Malaysia's food delivery market has evolved beyond restaurant meals into a broader contest over groceries, convenience, and quick commerce. As rivals tap into larger ride hailing, e-commerce, and fintech ecosystems, foodpanda is pursuing a more focused strategy centred on operational efficiency and rapid delivery. With competition intensifying and its parent company undergoing global restructuring, can foodpanda build a sustainable and profitable business without the advantages of a super app?

Malaysia's food delivery market has evolved beyond restaurant meals into a broader contest over groceries, convenience, and quick commerce. As rivals tap into larger ride hailing, e-commerce, and fintech ecosystems, foodpanda is pursuing a more focused strategy centred on operational efficiency and rapid delivery. With competition intensifying and its parent company undergoing global restructuring, can foodpanda build a sustainable and profitable business without the advantages of a super app?

Can foodpanda Win Without a Super App?

For thirty years, Puspakom, a wholly-owned subsidiary of DRB-Hicom, has been the sole company appointed by the government to conduct mandatory inspections of commercial and private vehicles. This long-term monopoly officially ended in August 2024. How prepared is Puspakom to compete in an open market and can it overcome the legacy issues it has collected over the years?  We discuss Puspakom’s strategy and outllook with Mahmood Razak Bahman, the CEO of Puspakom.

For thirty years, Puspakom, a wholly-owned subsidiary of DRB-Hicom, has been the sole company appointed by the government to conduct mandatory inspections of commercial and private vehicles. This long-term monopoly officially ended in August 2024. How prepared is Puspakom to compete in an open market and can it overcome the legacy issues it has collected over the years? We discuss Puspakom’s strategy and outllook with Mahmood Razak Bahman, the CEO of Puspakom.

Puspakom Shifts Gears as Rivals Join the Race

Malaysia's hospitality sector is enjoying strong tourism growth, but hotel operators are also navigating rising labour costs, wage pressures, and intensifying competition. Marriott International continues to expand aggressively across both established and emerging destinations, raising questions about brand positioning, operational efficiency, and the long-term potential of secondary cities. As the industry evolves, how is Marriott balancing growth with profitability in one of Southeast Asia's fastest-changing hotel markets?

Malaysia's hospitality sector is enjoying strong tourism growth, but hotel operators are also navigating rising labour costs, wage pressures, and intensifying competition. Marriott International continues to expand aggressively across both established and emerging destinations, raising questions about brand positioning, operational efficiency, and the long-term potential of secondary cities. As the industry evolves, how is Marriott balancing growth with profitability in one of Southeast Asia's fastest-changing hotel markets?

Don't Write Off Asean Equity Markets Yet

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