Les meilleurs podcasts Value Invest Asia (2024)

1
Growth vs. value: Is the tide turning? 25:21

2d ago25:21

25:21

Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time for value stocks to shine? This podcast features excerpts from our September 19 webinar, "Growth vs. value: Is the tide turning?" #CapGroupGlobal For fu…

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335. Finding value (and dividends) in uncertain times 17:11

3d ago17:11

17:11

Ben Peters, co-manager of the IFSL Evenlode Global Income fund, explains the fund’s focus on total returns and growing income streams. He shares how certain sectors, including consumer goods, healthcare, and information technology, provide resilient investment opportunities. We also touch on the effects of geopolitics and the long-term potential of…

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334. Fed cuts, China rebounds, UK equities: what’s next for investors? 20:52

6d ago20:52

20:52

Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on both the US and UK economies. We hear two differing opinions on China’s rebound and insights into what the…

1
S2E3: Should we play with FIRE? 33:55

6d ago33:55

33:55

We don’t all have to live frugally and retire by 40 years old, but we need to be financially disciplined so we can retire meaningfully. Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times. FIRE in this context, stands for financial independence, retire early - a movement th…

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S2E3: A relook at nuclear energy's role in the net-zero goal 17:42

7d ago17:42

17:42

Powering up: The world is warming up to nuclear energy as nations scramble for zero-carbon electricity. Synopsis: Every first and third Sunday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. For years, nuclear energy has been reviled as an energy source over safety, co…

1
S2E1: Is Cantonese dying out in Hong Kong? 19:54

9d ago19:54

19:54

Some are holding fast to their mother tongue, even with migration overseas, and are coming up with creative ways to spread the learning and use of Cantonese. Synopsis: The Straits Times chats with ST’s global correspondents about life as it goes on, amid the screaming headlines and bubbling crises. Want to pick up Cantonese? Some Hong Kongers - fro…

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How the generative AI revolution might affect long-term investing 31:45

10d ago31:45

31:45

Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you're a financial professional or tech…

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333. Why US mid-caps are poised for a turnaround 25:27

10d ago25:27

25:27

Bob Kaynor, manager of the Schroder US Mid Cap fund, outlines some exciting opportunities in the US mid-cap market, currently trading at historically significant valuation discounts. We discuss how these companies, the “heartbeat of the US economy,” stand poised for potential growth, driven by earnings acceleration and favourable fiscal policies. W…

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S1E12: Rooting for our mother tongues in Singapore 31:47

10d ago31:47

31:47

Your mother tongue can also be your super power - that’s what our three guests on The Usual Place tell us. Synopsis: The Usual Place host Natasha Ann Zachariah hunts for new perspectives on issues that matter to young people. In this episode, Zhang Xi Ying, a content producer at HeyKaki, C Aishwarya, a branding and promotions executive from Tamil M…

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S1E128: Let’s talk about mental health! 22:39

10d ago22:39

22:39

There is no health without mental health. Synopsis: Every first Wednesday of the month, The Straits Times helps you make sense of health matters that affect you. Mental health is a national priority in Singapore. While the recent 2023 National Population Health Survey showed that there was an improvement in the mental health of the general populati…

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S1E114: South-east Asian scam centres a growing regional security threat 23:21

16d ago23:21

23:21

Why action is needed to avoid some countries being labelled as 'scam states'. Synopsis: Every third and fourth Friday of the month, The Straits Times' global contributor Nirmal Ghosh shines a light on Asian perspectives of global and Asian issues with expert guests. With their heavy security, territorial control and global reach, we look at South-e…

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332. Investing in change: balancing profit with purpose 22:41

16d ago22:41

22:41

We discuss sustainable investing with two key figures from CCLA: James Corah, head of sustainability, and Charlotte Ryland, head of investments and manager of Elite Radar CCLA Better World Global Equity. They explain their unique approach, which balances achieving robust financial returns with driving significant societal change. We explore their e…

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High steaks: The coming food transformation 22:28

17d ago22:28

22:28

We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across industries to combat food waste and lower emissions. He also discusses the future of alternative proteins such as lab-grown meat. #CapGroupGlobal For ful…

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S1E15: Singaporean switches banking studies for music; debut album on US jazz chart 30:04

18d ago30:04

30:04

Home-grown jazz saxophone player Sean Hong Wei is the 15th guest in this music channel. Synopsis (headphones recommended): The Straits Times invites music acts to its podcast studio. In the 15th episode of Music Lab, ST’s music correspondent Eddino Abdul Hadi hosts Singaporean jazz saxophone player Sean Hong Wei. The 25-year-old marked a milestone …

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S1E1: Workers aren't loyal anymore, why train them? 22:47

19d ago22:47

22:47

How can Singapore business leaders become special? Synopsis: The Straits Times speaks with the new dean of Insead Asia Campus, Professor Sameer Hasija, on executive education and Singapore business leaders. The new dean of Insead Asia recounts the following meme in an era where workers do not stay put in one organisation for long anymore. The chief…

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S1E17: Has pricey car ownership killed youths' desire for cars? 56:07

20d ago56:07

56:07

A university professor says his students are not keen on owning a car, while a motor industry expert says that they would, if cars were affordable. Synopsis: Every third Tuesday of the month, The Straits Times offers expert insights on new vehicles or transportation trends. In this episode, COE Watch host Lee Nian Tjoe invites Associate Professor R…

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S1E11: Why parents should not see teachers as service providers: Chan Chun Sing 41:26

22d ago41:26

41:26

Can there be respect? Synopsis: The Usual Place host Natasha Ann Zachariah hunts for new perspectives on issues of the day. Education Minister Chan Chun Seng recently announced at the Ministry of Education Schools Work Plan Seminar, how parents should communicate with teachers from now on. He said teachers are not required to share their personal p…

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S1E113: Veteran diplomat Kishore Mahbubani's career: A front row seat to the Asian century 23:22

23d ago23:22

23:22

The seasoned Singapore diplomat Kishore Mahbubani is bullish on India and Asean but says the US should not be underestimated. Synopsis: Every third and fourth Friday of the month, The Straits Times' global contributor Nirmal Ghosh shines a light on Asian perspectives of global and Asian issues with expert guests. Veteran Singapore diplomat Kishore …

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Real Estate Debt, Distress and, Dare We Say, Hope? 24:19

23d ago24:19

24:19

Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.Par MSCI Inc

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AI revolution: Winter of disillusion on the horizon? 34:08

24d ago34:08

34:08

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon. #…

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331. Why the “stars are aligned” for emerging market debt 14:58

24d ago14:58

14:58

Polina Kurdyavko, co-manager of the BlueBay Emerging Market Unconstrained Bond fund, provides an excellent in-depth look at emerging market (EM) debt, offering insights into why current valuations in hard currency sovereign debt are among the most attractive in decades. We discuss factors contributing to strong growth in key emerging markets, from …

1
S2E2: How do young workers view pay? 27:34

27d ago27:34

27:34

Salaries need to be structured more flexibly to reflect broader aspirations. Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times. Views on pay issues vary widely among young workers depending on their professional and life goals. This was borne out in a survey of 1,000 youn…

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S2E2: Bezos Earth Fund's menu for Asia: Bugs, slaughter-free meat and fermented protein 17:28

28d ago17:28

17:28

In the bid to make alternative protein palatable to the consumer, South-east Asian cuisine offers some advantages. Synopsis: Every first and third Sunday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. Home to glitzy bars and Michelin star restaurants, Singapore is a f…

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S1E34: What future for the famed Gurkhas? 26:57

1M ago26:57

26:57

Revered as soldiers, the Gurkhas are Nepalis who are recruited into the British Army, the Singapore Police, the Indian Army, and recently, even the Russian army. 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 one of th…

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Conversations with Mike Gitlin: Featuring Courtney Wolf 32:39

1M ago32:39

32:39

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance of public finance to the U.S. economy. She also explains how winning a college national championship in lacrosse helped develop her competitive spirit…

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330. The art of long-term investing 25:20

1M ago25:20

25:20

In this episode, we’re focusing on the Capital Group New Perspective strategy which has consistently outperformed global equity markets over its 50+ year history. Investment director, Steve Smith, explains how the strategy’s structural flexibility and focus on multinational companies have driven its success across various market environments. We ex…

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S1E10: Bye-bye 5Cs. Hello, purpose: how we redefine success 44:03

1M ago44:03

44:03

Does living a meaningful, purpose-filled life trump materialistic goals and climbing the corporate ladder these days? Synopsis: The Usual Place host Natasha Ann Zachariah hunts for new perspectives on issues of the day, and finds out about what young people are talking about. Talk about the new definition of success has been fronted this year by Si…

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S1E20: What is working in F1’s Red Bull Racing team like? 22:38

1M ago22:38

22:38

Two Singaporeans share their experiences working for Red Bull racing. Synopsis: The Straits Times tackles the talking points in sport every second Wednesday of the month. The 2024 Singapore Grand Prix returns on Sept 22 when fans here witness exhilarating action over 62 laps of the 4.94-kilometre Marina Bay Street Circuit. And while the title race …

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S1E2: Sumiko at 60: Friendship isn't about age groups 34:42

1M ago34:42

34:42

Synopsis: The Straits Times' executive editor Sumiko Tan, who turns 60 this year in 2024, finds out the challenges to growing older as she confronts her own negative attitudes about ageing. Intergenerational friendships are not just about age groups, as Sumiko finds out from Michael Chiang. The playwright is nearly three decades older than married …

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S1E46: BNPL: Buying power or financial trouble? 35:50

1M ago35:50

35:50

The 'buy now, pay later' (BNPL) scheme allows for purchase on zero interest instalment plans with less credit requirement. Every second Monday of the month, The Straits Times takes a hard look at Singapore's social issues of the day with guests. In 2023, Singapore consumers spent $3.4 billion online and in-store using 'buy now, pay later' (BNPL) se…

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S1E36: Chinese sauces are popular in India; less so are their purveyors 17:39

1M ago17:39

17:39

The bitter aftertaste though, is the story of how Chinese Indians are struggling to fit in. Synopsis: Every first Friday of the month, The Straits Times chats with ST’s correspondents in the Asia-Pacific, the US and Europe, about life as it goes on, amid the screaming headlines and bubbling crises. There is a popular sauce in India, which involves …

1
The Future of Energy 36:04

1M ago36:04

36:04

One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand i…

1
Asia focus: Is Indonesia poised for takeoff? 35:48

1M ago35:48

35:48

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #CapGroupGlobal For full disclosures go to…

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329. Contrarian investing in Asia: hidden opportunities in China and Korea 26:49

1M ago26:49

26:49

We explore a differentiated strategy, Federated Hermes Asia ex Japan Equity, focusing on undervalued opportunities across various market sectors. Investment director, James Cook, shares insights into contrarian investing, explaining how their approach differs by embracing both high and low-quality companies, depending on value. We discuss significa…

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S1E127: The war on salt and saturated fats 19:24

1M ago19:24

19:24

How to choose a healthier salt and cooking oil. Synopsis: Every first Wednesday of the month, The Straits Times helps you make sense of health matters that affect you. Singapore is planning to introduce Nutri-Grade labelling for salt, sauces and seasonings, instant noodles and cooking oil. These are labels that will allow consumers to tell at a gla…

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S1E9: Flexibility at work: The secret sauce to more babies? 24:18

1M ago24:18

24:18

We ask Indranee Rajah - Minister in the Prime Minister's Office - to explain the mindset shift aim of the enhanced parental leave scheme, announced on Aug 18. Synopsis: The Usual Place host Natasha Ann Zachariah hunts for new perspectives on issues of the day, and finds out about what young people are talking about. When it was announced at the Nat…

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S2E1: Investing with $100 a month as an undergrad? Why not! 31:50

1M ago31:50

31:50

Start early, compound your wealth, and try not to beat the market. Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times. Finance literacy experts always tell us to “start young” so we can make full use of the effect of compounding and grow our wealth from a young age. But ho…

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S2E1: Eco-nomics: Putting a value on nature is also key to saving it 23:23

1M ago23:23

23:23

Businesses are buying into new financial products that could help save nature, but funds for nature’s protection have not reached the scale required. Synopsis: Every first and third Sunday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. Coral reef bonds, biodiversity c…

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#25 Quiet Confidence | Eunice Yong (Kava Decor) (Chinese/中文） 1:02:53

1M ago1:02:53

1:02:53

Often, we think of successful entrepreneurs as having to be loud and flamboyant.But Eunice is the perfect example of the modern lady boss! Astrong, ambitious woman who is quiet yet confident, driven yet humble.

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S1E1: Get a headstart in your finances & career from our new ST podcast 1:40

1M ago1:40

1:40

New episodes from our rebranded podcast channel will drop here: https://str.sg/wB2m Synopsis: Every first and third Monday of the month, get a headstart in your personal finance and career with The Straits Times. Our previous Money and Career podcast channel is now rebranded HeadSTart on Record, taking on a fresher and sharper approach on how to ch…

1
Risky business: Investing in troubled companies 25:45

1M ago25:45

25:45

Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during times of crisis. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and …

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328. Investment goldmine: capitalising on the demand for essential metals 23:02

1M ago23:02

23:02

Evy Hambro, co-manager of the BlackRock World Mining Trust, shares his strategies behind investing in the commodity sector, emphasising the critical roles of metals like copper and gold in today's economy. The interview explores how supply constraints, demand fluctuations, and macroeconomic trends impact investment decisions alongside key themes su…

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S1E14: Despite his elimination from Rap Of China, Shigga Shay still sees it as a win 38:20

2M ago38:20

38:20

Home-grown rapper Shigga Shay is the 14th guest in this music channel. Synopsis (headphones recommended): Each month, The Straits Times invites music acts to its podcast studio. In the 14th episode of Music Lab, ST’s music correspondent Eddino Abdul Hadi hosts Singaporean rapper Shigga Shay. The 31-year-old hip-hop artist speaks at length about his…

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S1E14: Shigga Shay - Overachieve (Live) 3:39

2M ago3:39

3:39

Hear home-grown rapper Shigga Shay's intimate live studio take of his latest single, Overachieve, which will also be included in his upcoming release Hanyu Pinyin. Synopsis (headphones recommended): This Music Lab playlist features the full live performance of music acts invited by The Straits Times to its podcast studio. Listen to Shigga Shay talk…

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S1E3: Visit to Windsor Nature Park: Can insects in SG's backyard be foraged? 24:10

2M ago24:10

24:10

Love or loathe them, could insects also become a food source in the wider context of the global population? Synopsis (headphones recommended): Green Trails is a 4-part environment podcast special for 2024 where The Straits Times hits the ground with experts. "Can this be eaten?” is an oft repeated question that every nature guide is familiar with. …

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S1E112: Understanding China-Philippines' dangerous South China Sea face-offs 19:16

2M ago19:16

19:16

Aggression from China is driving Manila and Washington closer, spurring a loose coalition against Beijing. Synopsis: Every third and fourth Friday of the month, The Straits Times' global contributor Nirmal Ghosh shines a light on Asian perspectives of global and Asian issues with expert guests. Despite talks between China and the Philippines regard…

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Conversations with Mike Gitlin: Featuring Winnie Kwan 34:20

2M ago34:20

34:20

Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar’s top female fund managers of 2024, Winnie discusses her investment edge, what she learned from the Asian financial crisis, and how she applied those lessons years later in the global financial crisis. She also shar…

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327. Japan’s hidden investment gems: opportunities beyond the yen 16:03

2M ago16:03

16:03

Explore the current state of the Japanese market and its future potential with Richard Kaye, co-manager of the Comgest Growth Japan fund, who discusses how recent currency volatility is shaping investor sentiment and what lies ahead for Japan's economy. We highlight the undervalued opportunities that exist within Japan, including hidden gems in sec…

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S1E16: The influence of Haidilao on our appetite for Chinese cars 41:19

2M ago41:19

41:19

A motor industry expert connects popular culture to the success of Chinese car brands in Singapore. Synopsis: Every third Tuesday of the month, The Straits Times offers expert insights on new vehicles or transportation trends. BYD is leading the sales chart in Singapore and other Chinese car brands are also making their way here. In a market where …

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S1E129: Are climate and environment disclosures helping to cut carbon? 19:55

2M ago19:55

19:55

Climate and environment data disclosures are vital. But real action is needed for cutting emissions and nature protection. Synopsis: Every first and third Sunday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. There’s a saying in sustainability circles: What gets measu…

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Value Invest Asia Podcasts

Podcasts qui valent la peine d'être écoutés

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