Podcasts

In this episode, we discuss Trump’s vow to block Nippon Steel’s acquisition of US Steel and how the policy is more symbolic than progressive, as well as net equity inflows into the UK after three straight years of recording net... Read More →

Hear about the US Federal Reserve’s slow approach towards further rate cuts, Japan’s $250-billion economic stimulus that includes cash subsidies for households, the reaction of Chinese markets to Trump’s threat of imposing bigger tariffs on his first day back at... Read More →

This time around, we talk about Indonesia’s ban on the sale of iPhone 16s and Apple’s USD 100-million offer to re-enter this market, new missile attacks and conversations towards a ceasefire between Russia and Ukraine, global producer price movements and... Read More →

Major economies are on the spotlight in this episode. The discussion involves Germany’s political transition that’s unsupportive of growth; Thailand adding two holidays in 2025 hoping to spur domestic tourism; and the ways forward for China and the US amid... Read More →

This episode puts the spotlight on the US elections, such as the winners and losers across business segments and the Trump effect on the stock and bond markets. We also discuss China’s tax mandates for wealthy individuals and corporations and... Read More →

In this episode, we dissect the better-than-expected GDP growth in the euro area in Q3 2024, the outcome of the snap elections in Japan, and the upcoming US presidential polls. We also talk about the market impact of the US’... Read More →

This week, we provide a recap of the 23 October webinar on the Chinese stock market. We also talk about Vietnam’s fourth president in two years, third-quarter earnings reports by luxury brands Hermès and Gucci, the impact of the upcoming... Read More →

In this episode, we tackle lower oil prices amid tensions in the Middle East, a weaker euro, a new weekend arrangement in Malaysia's Johor state, yet another stimulus package from the Chinese government, and 2025 budget discussions for the UK and Germany. 

This episode discusses the high volatility in the Chinese stock market over the past week, China’s tit-for-tat response to EU tariffs with its own “brandy tax,” the sustained contraction of the German economy, and positive spillovers from the US that... Read More →