Podcasts

France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →

Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →

It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →

India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →

This week, we challenge the ECB’s view that the Eurozone is in a good place after a meagre 0.1 per cent GDP growth in the second quarter. We also look behind the scenes to explain rising yields for long-term bonds... Read More →

Exciting times ahead as a heavily tariffed, more uncertain world will greet European investors as they return from the summer holiday. In this episode, we look at new trade deals with the US, with some countries given better rates than... Read More →

We explore why the lesser-known Beijing Stock Exchange is gaining popularity among small tech firms looking to raise funding in China, so much that it has attracted over 100 IPO listing applications in 2025. In this episode, we also review... Read More →

This episode, we compare the record-high listings at the Hong Kong Stock Exchange and the muted IPO activity at the London bourse, and offer some explanations for the wide disparity between the two. We also talk about a unique ‘banquet... Read More →

More Asian brands are boldly expanding in the US alongside record debt issuances across emerging markets in the first half of 2025. We think these are clear signs that investors are dumping US assets in search for better margins. In... Read More →

There’s a slowdown of listing activity in Asia Pacific for the first half of 2025 amid heightened market uncertainty, but we believe that IPO-ready companies should proceed with their plans. We also look at China requiring auto makers to use... Read More →