Nirgunan Tiruchelvam is an equities analyst with three decades of experience covering the Asian region. He currently works for Tellimer (formerly Exotix Partners), dividing his time between Dubai and Singapore. He has also worked for Standard Chartered, ABN Amro, and RBS. Nirgunan is a graduate of Oxford University, where he read Philosophy, Politics and Economics (PPE). He has written for the Financial Times and has appeared as a TV commentator on BBC, Channel News Asia, CNBC and Bloomberg. His views have been cited by the Wall Street Journal and Reuters. He is the author of Investing in the Covid Era: How to Spot Opportunities and Pitfalls (March 2021). Recorded April 30, 2021

Shownotes:  

• 01:44 NT on his cosmopolitan upbringing between Sri Lanka, India and England. 
• 03:30 NT on his start at the Asian investment bank Crosby during the go-go 90s. 
• 06:30 NT on his ringside seat during the Asian Financial Crisis and lessons learned from that crisis. 
• 15:43 NT on the common theme underlying investing in the COVID era. 
• 18:54 NT on the red flags investors should be on the look out for. 
• 21:42 NT on the place for precious metals in a COVID portfolio. 
• 24:07 NT on some problems facing the traditional Singapore Inc. 
• 25:17 NT on what went wrong at Hin Leong, a Singaporean oil trading company that recently declared bankruptcy. 
• 27:56 NT on comparing the e-commerce landscape in Southeast Asia versus China. 
• 33:33 NT on the next big opportunities in Southeast Asian e-commerce.  
• 39:00 NT on where to look for investment opportunities in post-pandemic life. 
• 44:30 NT on the prospects for greater economic integration within ASEAN. 
• 53:12 NT on Sri Lanka’s close economic partnership with China. 

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