Podcasts

How will the global economy look like when the Russia-Ukraine and US-Iran conflicts are resolved? Let’s find out. This episode also looks at Chinese property developers investing into semiconductor firms to rescue valuations, Italy’s slow progress on reforms, and major... Read More →

Developing Asia is feeling more squeezed as oil prices stay high. We look at further demand reduction measures in the Philippines to avert stagflation, Thailand’s new debt for additional consumer subsidies, and India winding down fuel support. We also turn... Read More →

Oil prices may have already peaked in reaction to the US-Iran conflict, but food prices are slowly catching up. This episode also looks at the removal of 18 Indonesian stocks on MSCI indices, the Trump-Xi summit in Beijing, and surging... Read More →

The Asian Development Bank advises governments to wind down blanket subsidies even as oil prices stay elevated, citing the need to preserve/keep fiscal buffers beyond this crisis. This episode also looks at trade ties between Japan and Latin America, rising... Read More →

The income gap between mature and emerging markets is narrowing – apart from GDP growth, income tax rates are squeezing people’s purchasing power. This episode also looks at some wins and losses for China’s economy, and the UAE’s departure from... Read More →

China’s price war problem has spread to online food orders, putting attempts to perk up domestic consumption at risk. Episode 80 also looks at MSCI’s delisting of two Indonesian stocks, Japan lifting its export ban on weaponry, and shifts in... Read More →

The IMF sees softer global growth amid the oil supply shock, but we look beyond this crisis for signs and find that domestic conditions spell the difference across economies. This episode, we also look at Trump’s forecast of prolonged high... Read More →

It’s been a year since the Liberation Day tariffs, yet the world continues to suffer the costly consequences of Trump’s policies. We see higher volatility continuing in global markets despite a US-Iran ceasefire. We also look at divergent stock market... Read More →

Some central bankers and government officials are sounding the alarm over the private credit market, but we find rapidly growing government debt more concerning. We also discuss the rise of OpenClaw in China for AI-powered personal assistants and our near-term... Read More →

Thick clouds loom over global markets as the US-Iran conflict stretches to a month, and we discuss what investors can do during this period. This episode also looks at demand-side interventions by Asian governments amid surging oil prices, and the... Read More →