Can China's economic slowdown create opportunities in Asia?

07/19/23 • 21 min

Shelter from the storm: Investing in the era of uncertainty

This is the second episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today. In this episode, we look at the dominant role of China in Asia's economy and the effect its slowdown might have on the region.

Our guests are:

Raymond Cheng, managing director and chief investment officer for North Asia at Standard Chartered Bank in Hong Kong
Martin Hennecke, head of Asia investment advisory at St. James Place Wealth Management

"Shelter from the storm: Investing in the era of uncertainty" is a ten-part podcast series, supported by EquitiesFirst.

The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact.

The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.

Hosted on Acast. See acast.com/privacy for more information.

Our guests are:

Raymond Cheng, managing director and chief investment officer for North Asia at Standard Chartered Bank in Hong Kong
Martin Hennecke, head of Asia investment advisory at St. James Place Wealth Management

"Shelter from the storm: Investing in the era of uncertainty" is a ten-part podcast series, supported by EquitiesFirst.

The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact.

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

Can Asia Pacific benefit from deglobalisation?

In the first episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today, our guests discuss the realignment of global supply chains and its effect on the economies and industries in Asia Pacific. They talk about ways in which investors can safeguard their portfolios and where they can find opportunities amid the turmoil.

The guests are:

Noli de Pala, CFA, Chief Investment Officer and Executive Director at TriLake Partners, Singapore
Gareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management at Nomura International Wealth Management, Singapore.

"Shelter from the storm: Investing in the era of uncertainty" is a ten-episode series, sponsored by EquitiesFirst.

The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact.

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Protecting investment portfolios against climate change risks

In the third episode of the series "Shelter from the storm: Investing in the era of uncertainty," supported by EquitiesFirst, we look at climate change. What risk does the warming climate represent for the economies, industries and businesses in Asia Pacific? And what opportunities do risk mitigation and adaptation efforts create for investors?

Our guests are:

Aurélia Britsch - Senior Director, Climate Risk and Sustainable Finance at Sustainable Fitch
Michelle Loi - Vice President, Asia Sustainable Finance at WWF-Singapore

"Shelter from the storm: Investing in the era of uncertainty" is a ten-part podcast series, supported by EquitiesFirst.

The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact, and Bilge Arslan, Analyst, Policy and Insights at Economist Impact.

Hosted on Acast. See acast.com/privacy for more information.