Uncertainty is the upside
About this episode
Thilan Wickramasinghe discusses Maybank's positive outlook for the Singapore market and the potential impact of AI on telecommunications.
In this episode, our host and Head of Research, Thilan Wickramasinghe, shares Maybank's latest outlook for the Singapore market, explaining why the team continues to see upside for the Straits Times Index despite recent earnings downgrades. He discusses how easing energy prices, improving market liquidity, the expected deployment of institutional funds under the Equity Market Development Programme (EQDP), and accelerating enterprise AI adoption could support earnings upgrades and drive stronger market performance in the second half. Thilan also highlights the key risks to watch, including weak IPO sentiment, while sharing Maybank's preferred sectors and top stock picks, as well as details of the upcoming Engineering the Future second-half market outlook event. The episode also features Analyst Hussaini, who discusses Maybank's latest research on Physical AI and why it could become the next major growth driver for the telecommunications sector. He explains how AI-powered robots, autonomous vehicles and smart factories will create demand for ultra-low latency, high-reliability networks, opening up new monetisation opportunities through AI training traffic, machine coordination and…
People in this episode
Host: Thilan Wickramasinghe
Guest: Hussaini
Topics covered
- Singapore market outlook
- Straits Times Index
- enterprise AI adoption
- market performance
- telecommunications sector
- Physical AI
- investment strategies
Keywords
- Singapore market
- Straits Times Index
- earnings upgrades
- AI adoption
- telecommunications
- investment
- market liquidity
- IPO sentiment
- Physical AI
Mentioned in this episode
Organizations: Maybank, Singtel, China's major telecom operators, Equity Market Development Programme
Places: Singapore, ASEAN
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- From Fed Shifts to AI Bets: Navigating the Next Market Regime
- From Hormuz to the World Cup: Finding Market Winners
- Between China and the US, Who Really is Winning the AI Race
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