We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
Publishes | Monthly | Episodes | 44 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessInvestingNewsBusiness News |
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and... more
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doi... more
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology... more
From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to listen to carefully. Hosts Stuart Rumble and Taosha Wang are joined by portfolio managers Cynthia Chen an... more
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I consider this podcast is talk very surface on investing in China.
As the employee in the China, I am not agree the opinion on people do not mind the privacy. If you are the investor who eager to earn the money, you could has this thought because it can make you feel less guilty about pumping the money from the user to your fund. Honestly, when you encourage about the WeChat is the super app cross different sectors, do you really no mind someone control both your budget and your close relation... more
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Content primarily focuses on the dynamic economic landscape of Asia, with significant emphasis on China's evolving market conditions. Topics include tariffs, innovation, and the opportunities arising from geopolitical and macroeconomic changes in the region. The narrative features discussions around the implications of U.S.-China trade tensions, investment strategies in diverse sectors like technology and e-commerce, and analyses of fiscal policies affecting various Asian economies. Noteworthy features include insights from industry experts, portfolio managers, and economists, offering listeners a deep understanding of macroeconomic trends and the investment opportunities shaping the Asia Pacific markets.
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The Investor's Guide to Asia launched 6 years ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Investor's Guide to Asia include:
1. Terrence Pang
2. Theresa Zhou
3. James Durance
4. Tristan Purcell
5. Othman El Iraki
6. Cynthia Chen
7. Dale Nicholls
8. Peiqian Liu
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