Demystifying the supply chain

The shift to South-east Asia

How Citi figures in supply chain, trade

Worldwide reach, local connection

China’s export thrust to South-east Asia

Why Vietnam is booming

The tariff situation: India and South Asia

Dollar dominance even as supply chains shift

How geopolitics is pushing manufacturers from China to South-east Asia and India.

Synopsis: The Straits Times’ senior columnist Ravi Velloor distils 40 years of experience covering the Asian continent, with expert guests.

In this episode, Ravi hosts Mridula Iyer, Asia South Head of Services at Citi, the global financial services firm, on shifts in Asia’s supply chain and how it matters for ordinary people.

They discuss how manufacturing is moving toward South-East Asia, which countries are gaining, and the US dollar’s continued dominance in trade settlement.

They also discuss prospects for South Asia, where countries such as India, Bangladesh and Sri Lanka are seeing an increase in manufacturing activity.

This episode is brought to you by Citi.

Highlights: (click/tap above)

1:45 Demystifying the supply chain; smartphones as examples

7:30 The shift to South-east Asia

9:12 How a financial institution such as Citi figures in supply chain, trade

11:07 "We have the globality of a global bank, but we're embedded like a local bank"

12:45 China’s export thrust to South-east Asia

14:10 Why Vietnam is booming

17:00 The tariff situation: India and South Asia

19:30 Dollar dominance even as supply chains shift

Read more

Citigroup - Singapore: https://www.citigroup.com/global/about-us/global-presence/singapore

Citigroup - Services: https://www.citigroup.com/global/businesses/services

Citibank.com.sg: https://www.citibank.com.sg/

Host: Ravi Velloor (velloor@sph.com.sg)

Read Ravi's columns: https://str.sg/3xRP

Follow Ravi on X: https://twitter.com/RaviVelloor

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

Produced and edited by: Fa’izah Sani

Executive producer: Ernest Luis

Follow Asian Insider Podcast on Fridays here:

Channel: https://str.sg/JWa7 

Apple Podcasts: https://str.sg/JWa8 

Spotify: https://str.sg/JWaX

Feedback to: podcast@sph.com.sg

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

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Follow more ST podcast channels:

All-in-one ST Podcasts channel: https://str.sg/wvz7

Get more updates: http://str.sg/stpodcasts

The Usual Place Podcast YouTube: https://str.sg/4Vwsa

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Get The Straits Times app, which has a dedicated podcast player section:

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#STAsianInsider #STAI

How geopolitics is pushing manufacturers from China to South-east Asia and India.
Synopsis: The Straits Times&rsquo; senior columnist Ravi Velloor distils 40 years of experience covering the Asian continent, with expert guests.
In this episode, Ravi hosts Mridula Iyer, Asia South Head of Services at Citi, the global financial services firm, on shifts in Asia&rsquo;s supply chain and how it matters for ordinary people.
They discuss how manufacturing is moving toward South-East Asia, which countries are gaining, and the US dollar&rsquo;s continued dominance in trade settlement.
They also discuss prospects for South Asia, where countries such as India, Bangladesh and Sri Lanka are seeing an increase in manufacturing activity.
This episode is brought to you by <a href="https://www.citibank.com.sg/">Citi</a>.
Highlights: (click/tap above)
1:45 Demystifying the supply chain; smartphones as examples
7:30 The shift to South-east Asia
9:12 How a financial institution such as Citi figures in supply chain, trade
11:07 "We have the globality of a global bank, but we're embedded like a local bank"
12:45 China&rsquo;s export thrust to South-east Asia
14:10 Why Vietnam is booming
17:00 The tariff situation: India and South Asia
19:30 Dollar dominance even as supply chains shift
Read more
Citigroup - Singapore: <a href="https://www.citigroup.com/global/about-us/global-presence/singapore" data-saferedirecturl="https://www.google.com/url?q=https://www.citigroup.com/global/about-us/global-presence/singapore&amp;source=gmail&amp;ust=1760064296854000&amp;usg=AOvVaw0U9EySTiqtroSuOWx-tbfj">https://www.citigroup.com/global/about-us/global-presence/singapore</a>
Citigroup - Services: <a href="https://www.citigroup.com/global/businesses/services" data-saferedirecturl="https://www.google.com/url?q=https://www.citigroup.com/global/businesses/services&amp;source=gmail&amp;ust=1760064296854000&amp;usg=AOvVaw3hYf3q13MSeVlWoL72ANOa">https://www.citigroup.com/global/businesses/services</a>
Citibank.com.sg:&nbsp;<a href="https://www.citibank.com.sg/" data-saferedirecturl="https://www.google.com/url?q=https://www.citibank.com.sg/&amp;source=gmail&amp;ust=1760064296854000&amp;usg=AOvVaw1QTgv_oKLc7NH--Ky6yMxw">https://www.citibank.com.sg/</a>
Host: Ravi Velloor (<a href="mailto:velloor@sph.com.sg">velloor@sph.com.sg</a>)
Read Ravi's columns:<a href="https://str.sg/3xRP"> https://str.sg/3xRP</a>
Follow Ravi on X:<a href="https://twitter.com/RaviVelloor"> https://twitter.com/RaviVelloor</a>
Register for Asian Insider newsletter:<a href="https://str.sg/stnewsletters"> https://str.sg/stnewsletters</a>
Produced and edited by: Fa&rsquo;izah Sani
Executive producer: Ernest Luis
Follow Asian Insider Podcast on Fridays here:
Channel: <a href="https://str.sg/JWa7">https://str.sg/JWa7</a>&nbsp;
Apple Podcasts: <a href="https://str.sg/JWa8">https://str.sg/JWa8</a>&nbsp;
Spotify: <a href="https://str.sg/JWaX">https://str.sg/JWaX</a>
Feedback to: <a href="mailto:podcast@sph.com.sg">podcast@sph.com.sg</a>
SPH Awedio app: <a href="https://www.awedio.sg">https://www.awedio.sg</a>
---
Follow more ST podcast channels:
All-in-one ST Podcasts channel: <a href="https://str.sg/wvz7">https://str.sg/wvz7</a>
Get more updates: <a href="http://str.sg/stpodcasts">http://str.sg/stpodcasts</a>
The Usual Place Podcast YouTube: <a href="https://str.sg/4Vwsa">https://str.sg/4Vwsa</a>
---
Get The Straits Times app, which has a dedicated podcast player section:
The App Store: <a href="https://str.sg/icyB">https://str.sg/icyB</a>
Google Play: <a href="https://str.sg/icyX">https://str.sg/icyX</a>
---
#STAsianInsider #STAI

Get our uniquely Asian perspective on global issues, with ST’s correspondents from around the world.

Synopsis: Every Friday, get our distinct take on global issues with an Asian perspective, with ST’s globally-based correspondents.

Produced and edited by: Fa'izah Sani

Executive producer: Ernest Luis

A podcast by The Straits Times, SPH Media.

Synopsis: Every Friday, get our distinct take on global issues with an Asian perspective, with ST’s globally-based correspondents.
Produced and edited by: Fa'izah Sani
Executive producer: Ernest Luis
A podcast by The Straits Times, SPH Media.

Asian Insider

Synopsis: Every Friday, get our distinct take on global issues with an Asian perspective, with ST’s globally-based correspondents.
Produced and edited by: Fa'izah Sani
Executive producer: Ernest Luis
A podcast by The Straits Times, SPH Media.

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