Let's Talk, Singapore

Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank talks about the cautious mood hanging over markets as investors await US CPI June data, amid various companies raising red flags around slowing down their hiring and headwinds from a stronger USD. 

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Synopsis: The Straits Times' foreign editor Bhagyashree Garekar hosts ST’s Indochina bureau chief Tan Hui Yee.

They talk about China’s presence especially in this region in light of Hui Yee's recent reporting trip to Cambodia. She visited Sihanoukville, a quiet coastal town which has been transformed by Chinese investment.

Before the Covid-19 pandemic, a flood of Chinese casino and hotel investments brought a construction boom to the Cambodian coastal city.

Highlights (click/tap above):

1:00 The transformation of Sihanoukville

3:55 How do residents in Sihanoukville feel? Did Cambodian businesses feel sidelined?

6:52 Surveys of regional policymakers, academicians and businessmen show China is the least trusted country in the region; but is this feeling as intense on the ground in countries like Myanmar, Laos and Cambodia?

10:25 Chinese loans, Laos and fears that it could become the next Sri Lanka, with a high debt burden

16:10 Other big China Belt and Road Initiative (BRI) projects in the region: Are they proceeding as planned?

Produced by: Bhagyashree Garekar ([email protected]), Ernest Luis, Hadyu Rahim and Eden Soh

Edited by: Eden Soh

Subscribe to the Asian Insider Podcast channel and rate us on your favourite audio apps:

Channel: https://str.sg/JWa7

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Spotify: https://str.sg/JWaX

SPH Awedio app: https://www.awedio.sg/

Website: http://str.sg/stpodcasts

Feedback to: [email protected]

Read Bhagyashree Garekar’s articles: https://str.sg/whNo

Register for Asian Insider newsletter: https://str.sg/stnewsletters

Asian Insider videos: https://str.sg/wdcC

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Discover ST's special edition podcasts:

Singapore's War On Covid: https://str.sg/wuJa

The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2

Stop Scams: https://str.sg/wuZB

Invisible Asia: https://str.sg/wuZn

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Discover more ST podcast series:

Asian Insider: https://str.sg/JWa7

Green Pulse: https://str.sg/JWaf

Health Check: https://str.sg/JWaN

In Your Opinion: https://str.sg/w7Qt

Your Money & Career: https://str.sg/wB2m

SG Extra: https://str.sg/wukR

#PopVultures: https://str.sg/JWad

ST Sports Talk: https://str.sg/JWRE

Bookmark This!: https://str.sg/JWas

Lunch With Sumiko: https://str.sg/J6hQ

Discover ST Podcasts: http://str.sg/stpodcasts

Discover BT Podcasts: https://bt.sg/pcPL

Follow our shows then, if you like short, practical podcasts!

#STAsianInsider

See omnystudio.com/listener for privacy information.

Synopsis: The Straits Times' foreign editor Bhagyashree Garekar hosts ST’s Indochina bureau chief Tan Hui Yee.

They talk about China’s presence especially in this region in light of Hui Yee's recent reporting trip to Cambodia. She visited Sihanoukville, a quiet coastal town which has been transformed by Chinese investment.

Before the Covid-19 pandemic, a flood of Chinese casino and hotel investments brought a construction boom to the Cambodian coastal city.

Highlights (click/tap above):

1:00 The transformation of Sihanoukville

3:55 How do residents in Sihanoukville feel? Did Cambodian businesses feel sidelined?

6:52 Surveys of regional policymakers, academicians and businessmen show China is the least trusted country in the region; but is this feeling as intense on the ground in countries like Myanmar, Laos and Cambodia?

10:25 Chinese loans, Laos and fears that it could become the next Sri Lanka, with a high debt burden

16:10 Other big China Belt and Road Initiative (BRI) projects in the region: Are they proceeding as planned?

Produced by: Bhagyashree Garekar ([email protected]), Ernest Luis, Hadyu Rahim and Eden Soh

Edited by: Eden Soh

Subscribe to the Asian Insider Podcast channel and rate us on your favourite audio apps:

Channel: https://str.sg/JWa7

Apple Podcasts: https://str.sg/JWa8

Google Podcasts: https://str.sg/wQsB 

Spotify: https://str.sg/JWaX

SPH Awedio app: https://www.awedio.sg/

Website: http://str.sg/stpodcasts

Feedback to: [email protected]

Read Bhagyashree Garekar’s articles: https://str.sg/whNo

Register for Asian Insider newsletter: https://str.sg/stnewsletters

Asian Insider videos: https://str.sg/wdcC

---

Discover ST's special edition podcasts:

Singapore's War On Covid: https://str.sg/wuJa

The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2

Stop Scams: https://str.sg/wuZB

Invisible Asia: https://str.sg/wuZn

---

Discover more ST podcast series:

Asian Insider: https://str.sg/JWa7

Green Pulse: https://str.sg/JWaf

Health Check: https://str.sg/JWaN

In Your Opinion: https://str.sg/w7Qt

Your Money & Career: https://str.sg/wB2m

SG Extra: https://str.sg/wukR

#PopVultures: https://str.sg/JWad

ST Sports Talk: https://str.sg/JWRE

Bookmark This!: https://str.sg/JWas

Lunch With Sumiko: https://str.sg/J6hQ

Discover BT Podcasts: https://bt.sg/pcPL

Follow our shows then, if you like short, practical podcasts!

#STAsianInsider

See omnystudio.com/listener for privacy information.

In The Breakfast Brief,  we discuss big report earnings due out from PepsiCo, Delta Air Lines, and Taiwan Semiconductor. In the retail sector, Amazon Prime Day will be competing to dominate online sales while in China, jitters over fresh Covid-19 curbs might stall market recovery which will set the pace for the monetary and fiscal stimulus for the rest of the year. In view of the Russian's nationalisation of the Sakhalin-2 gas project, the U.S., Japan, India and Australia will meet to discuss their energy security in a two-day Sydney Energy Forum. In line with that, Biden will be making a visit to the Middle-East in hopes of pressuring Saudi Arabia to pump more oil to ease the rising fuel prices despite his campaign promise to ostracize the kingdom, following the 2018 murder of Washington Post journalist Jamal Khashoggi.

See omnystudio.com/listener for privacy information.

In The Breakfast Brief,  we discuss big report earnings due out from PepsiCo, Delta Air Lines, and Taiwan Semiconductor. In the retail sector, Amazon Prime Day will be competing to dominate online sales while in China, jitters over fresh Covid-19 curbs might stall market recovery which will set the pace for the monetary and fiscal stimulus for the rest of the year. In view of the Russian's nationalisation of the Sakhalin-2 gas project, the U.S., Japan, India and Australia will meet to discuss their energy security in a two-day Sydney Energy Forum. In line with that, Biden will be making a visit to the Middle-East in hopes of pressuring Saudi Arabia to pump more oil to ease the rising fuel prices despite his campaign promise to ostracize the kingdom, following the 2018 murder of Washington Post journalist Jamal Khashoggi.

See omnystudio.com/listener for privacy information.

This month marks 20 years since REITs made their debut in Singapore.

With the popularity of REITs among investors today, it might be hard to imagine that the first attempt to launch of a REIT actually failed.

Let’s take a look at some of the lessons learnt with Choo Oi Yee, CEO, ADDX who also shares how blockchain is emerging as the future for property investments.

See omnystudio.com/listener for privacy information.

This month marks 20 years since REITs made their debut in Singapore.

With the popularity of REITs among investors today, it might be hard to imagine that the first attempt to launch of a REIT actually failed.

Let’s take a look at some of the lessons learnt with Choo Oi Yee, CEO, ADDX who also shares how blockchain is emerging as the future for property investments.

See omnystudio.com/listener for privacy information.

Healthcare systems around the world are becoming increasingly overwhelmed and more implementation of AI solutions could help cope with this by improving efficiency and providing accessibility to those who require these healthcare services. Recognizing this, more government based and corporate bodies are adopting these measures.

George Tomeski, Co-Founder, Helfie.ai tells us more about this.

See omnystudio.com/listener for privacy information.

Healthcare systems around the world are becoming increasingly overwhelmed and more implementation of AI solutions could help cope with this by improving efficiency and providing accessibility to those who require these healthcare services. Recognizing this, more government based and corporate bodies are adopting these measures.

George Tomeski, Co-Founder, Helfie.ai tells us more about this.

See omnystudio.com/listener for privacy information.

Vasu Menon, Executive Director, Investment Strategy, OCBC Bank, discusses if the negatives have been fully priced in yet in the upcoming earnings season, as well as the events that will have the energy narrative this week.

See omnystudio.com/listener for privacy information.