A Michelle Yeoh, DiCaprio-style crisis

SE Asia better placed than other regions

Why some stocks do better than the rest

Oppotunities for investors in this crisis

Post-war realities to watch out for

Equities will never go out of fashion

The Iran war is an unprecedented crisis but South-east Asia is better placed to handle it.

Synopsis: Every second Friday of the month, The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests.

The US-Israeli assault on Iran, which led to the effective closure of the Straits of Hormuz, has seized up many Asian economies which are seeing rising fuel prices, soaring airline ticket costs and leaving restaurants short of cooking fuel.

But South-east Asia, with memories of the Asian Financial Crisis of the late 1990s still fresh in memory is better placed macro-economically to tackle the crisis - evidenced in investors’ confidence in stocks such as DBS, SIA and OCBC.  

In this wide-ranging episode, host Ravi Velloor speaks with Thilan Wickramasinghe, head of research at Maybank Securities and an expert on the interplay of geopolitics, macro-economics and the stock market. They unpack the full dimensions of the crisis before discussing how Asia is likely to fare when it ends, as it must some day.

Mr Wickramasinghe offers some advice: It has paid off for investors to be long on stocks, he says, and there is a case to keep some gold in your portfolio, as well as energy stocks.

Highlights (click/tap above)

1:38 A Michelle Yeoh, Di Caprio-style crisis

8:16 South-east Asia is better placed than other regions

14:09 DBS, SIA - why some stocks do better than the rest

15:33 Opportunities for investors in this crisis

17:59 Post-War realities to watch for

21:10 Equities will never go out of fashion

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

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

Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz 

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

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

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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:

The App Store: https://str.sg/icyB

Google Play: https://str.sg/icyX

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#STAsianInsider

The Iran war is an unprecedented crisis but South-east Asia is better placed to handle it.
Synopsis: Every second Friday of the month, The Straits Times&rsquo; senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests.
The US-Israeli assault on Iran, which led to the effective closure of the Straits of Hormuz, has seized up many Asian economies which are seeing rising fuel prices, soaring airline ticket costs and leaving restaurants short of cooking fuel.
But South-east Asia, with memories of the Asian Financial Crisis of the late 1990s still fresh in memory is better placed macro-economically to tackle the crisis - evidenced in investors&rsquo; confidence in stocks such as DBS, SIA and OCBC.&nbsp;&nbsp;
In this wide-ranging episode, host Ravi Velloor speaks with Thilan Wickramasinghe, head of research at Maybank Securities and an expert on the interplay of geopolitics, macro-economics and the stock market.&nbsp;They unpack the full dimensions of the crisis before discussing how Asia is likely to fare when it ends, as it must some day.
Mr Wickramasinghe offers some advice: It has paid off for investors to be long on stocks, he says, and there is a case to keep some gold in your portfolio, as well as energy stocks.
Highlights (click/tap above)
1:38 A Michelle Yeoh, Di Caprio-style crisis
8:16 South-east Asia is better placed than other regions
14:09 DBS, SIA - why some stocks do better than the rest
15:33 Opportunities for investors in this crisis
17:59 Post-War realities to watch for
21:10 Equities will never go out of fashion
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>
Sign up for ST&rsquo;s weekly Asian Insider newsletter:<a href="https://str.sg/sfpz"> https://str.sg/sfpz</a>&nbsp;
Host: Ravi Velloor (<a href="mailto:velloor@sph.com.sg">velloor@sph.com.sg</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>
---
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

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.