Synopsis: Join The Straits Times’ senior columnist Ravi Velloor, as he distils his experience from four decades of covering the Asian continent.
In this episode, Ravi speaks with James Cheo, chief investment officer for Asean and India with HSBC Group Private Banking, on the glowing economic prospects for Asean and India amid weakening growth in the ageing countries of North-east Asia.
Mr Cheo is a former macroeconomist with Singapore’s central bank, Monetary Authority of Singapore.
They discuss what’s driving growth in South-east Asia and India, growth being led by productivity and not just investments, and the potential pitfalls investors into these regions need to look out for.
They also discuss the likely impact of Donald Trump returning to the American presidency in January 2025.
Highlights (click/tap above):
3:10 The ‘Triple Rs’ powering South-east Asia
6:40 The new AI is all about Asean and India
9:50 The middle class is leading the way for both regions
11:00 India: 8 years of market gains in a row; Rupee stability great for investors
20:10 Asean’s tripwires
23:00 Deglobalisation challenge; Trump’s return and South-east Asia
Host: Ravi Velloor (velloor@sph.com.sg)
Read Ravi’s columns: https://str.sg/3xRP
Follow Ravi on X: https://twitter.com/RaviVelloor
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Produced and edited by: Fa’izah Sani
Executive producer: Ernest Luis
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