SEA's triple Rs

Asean & India: Underrated regions

Middle class strengths

Market gains: India v China

Tripwires in Asean

Deglobalisation, Trump & SEA

Factors to watch are increasing population, workforce and productivity.

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 James Cheo, chief investment officer for Asean and India with HSBC Group Private Banking, on the glowing economic prospects for Asean and India amid weakening growth in the ageing countries of North-east Asia.

Mr Cheo is a former macroeconomist with Singapore’s central bank, Monetary Authority of Singapore. 

They discuss what’s driving growth in South-east Asia and India, growth being led by productivity and not just investments, and the potential pitfalls investors into these regions need to look out for.

They also discuss the likely impact of Donald Trump returning to the American presidency in January 2025.

Highlights (click/tap above):

3:10 The ‘Triple Rs’ powering South-east Asia

6:40 The new AI is all about Asean and India

9:50 The middle class is leading the way for both regions

11:00 India: 8 years of market gains in a row; Rupee stability great for investors

20:10 Asean’s tripwires

23:00 Deglobalisation challenge; Trump's return and South-east Asia

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 

Website: http://str.sg/stpodcasts 

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 

ST Podcast website: http://str.sg/stpodcasts 

ST Podcasts 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

Factors to watch are increasing population, workforce and productivity.
Synopsis: Join The Straits Times&rsquo; senior columnist Ravi Velloor, as he distils his experience from four decades of covering the Asian continent.
In this episode, Ravi speaks with James Cheo, chief investment officer for Asean and India with HSBC Group Private Banking, on the glowing economic prospects for Asean and India amid weakening growth in the ageing countries of North-east Asia.
Mr Cheo is a former macroeconomist with Singapore&rsquo;s central bank, Monetary Authority of Singapore.&nbsp;
They discuss what&rsquo;s driving growth in South-east Asia and India, growth being led by productivity and not just investments, and the potential pitfalls investors into these regions need to look out for.
They also discuss the likely impact of Donald Trump returning to the American presidency in January 2025.
Highlights (click/tap above):
3:10 The &lsquo;Triple Rs&rsquo; powering South-east Asia
6:40 The new AI is all about Asean and India
9:50 The middle class is leading the way for both regions
11:00 India: 8 years of market gains in a row;&nbsp;Rupee stability great for investors
20:10 Asean&rsquo;s tripwires
23:00 Deglobalisation challenge;&nbsp;Trump's return and South-east Asia
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>&nbsp;
Website:<a href="http://str.sg/stpodcasts"> http://str.sg/stpodcasts</a>&nbsp;
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>&nbsp;
ST Podcast website:<a href="http://str.sg/stpodcasts"> http://str.sg/stpodcasts</a>&nbsp;
ST Podcasts YouTube:<a href="https://str.sg/4Vwsa"> https://str.sg/4Vwsa</a>&nbsp;
---
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>&nbsp;
Google Play:<a href="https://str.sg/icyX"> https://str.sg/icyX</a>&nbsp;
---
#STAsianInsider

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.

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