We welcome Ethan Wu, Asia business and finance editor at The Economist, to Kopi Time. We cover Asia’s remarkably strong exports cycle, regional resilience to this year’s energy shock, issues related to trade, tech, and national security, frictions with the US, China over-capacity, direction of RMB, and global rebalancing needs.  Ethan is very well-versed in regional issues; this conversation highlights his astute insights.

We welcome Ethan Wu, Asia business and finance editor at The Economist, to Kopi Time. We cover Asia&rsquo;s remarkably strong exports cycle, regional resilience to this year&rsquo;s energy shock, issues related to trade, tech, and national security, frictions with the US, China over-capacity, direction of RMB, and global rebalancing needs. &nbsp;Ethan is very well-versed in regional issues; this conversation highlights his astute insights.

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi Time podcast with Taimur Baig

DBS Economics & Strategy

Kopi Time E183 - Regional Outlook with Ethan Wu

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/1a5dc7c6-5d37-4dd7-a238-b4ad0085430e/transcript

This podcast is about a collaboration. Bain & Company, DBS, and Vriens & Partners joined hands to prepare this report on Southeast Asia, with analysis of recent developments and scenarios about the next decade. I worked with Bain’s Ravi Vijayaraghavan, Senior Partner, and Hans Vriens, Founder and Managing Partner of Vriens & Partners on this report, with strong support from several analysts in the three firms. You can download the report here. In the podcast, I go over the salient points of the report, flagging the innovative scenario analysis tool deployed. Southeast Asian economies have held up remarkably well despite recent turbulence, but structural differences across countries are widening the quality and concentration of growth. Our base case forecast for 2026 to 2035 remains broadly intact at 4.8% in this updated edition, but with widened range of possible outcomes, amid shifting global conditions.

This podcast is about a collaboration. Bain &amp; Company, DBS, and Vriens &amp; Partners joined hands to prepare this report on Southeast Asia, with analysis of recent developments and scenarios about the next decade. I worked with Bain&rsquo;s Ravi Vijayaraghavan, Senior Partner, and Hans Vriens, Founder and Managing Partner of Vriens &amp; Partners on this report, with strong support from several analysts in the three firms. You can download the report <a href="https://www.dbs.com.sg/corporate/aics/templatedata/article/generic/data/en/GR/092026/260916_insights_sea_outlook.xml">here</a>. In the podcast, I go over the salient points of the report, flagging the innovative scenario analysis tool deployed. Southeast Asian economies have held up remarkably well despite recent turbulence, but structural differences across countries are widening the quality and concentration of growth. Our base case forecast for 2026 to 2035 remains broadly intact at 4.8% in this updated edition, but with widened range of possible outcomes, amid shifting global conditions.

Kopi Time E186 - A report on SE Asia 2026-2035

Veteran US political and policy analyst Steve Okun, founder and CEO of APAC Advisors, joins Kopi Time to offer a cogent analysis of the US political cycle. We begin by assessing the gravity of the November mid-term elections, going over the domestic and foreign policy implications. Steve then details the momentum of key races and issues at stake for the voters. We talk about the elections likely to be a referendum on Donald Trump’s presidency, the role of special interests, and the predictive power of polls. We consider a set of scenario analyses, from a blue sweep to status quo, and even the possibility of a constitutional crisis in January 2027. We conclude with how all this will set things up for the 2028 presidential elections.

Veteran US political and policy analyst Steve Okun, founder and CEO of APAC Advisors, joins Kopi Time to offer a cogent analysis of the US political cycle. We begin by assessing the gravity of the November mid-term elections, going over the domestic and foreign policy implications. Steve then details the momentum of key races and issues at stake for the voters. We talk about the elections likely to be a referendum on Donald Trump&rsquo;s presidency, the role of special interests, and the predictive power of polls. We consider a set of scenario analyses, from a blue sweep to status quo, and even the possibility of a constitutional crisis in January 2027. We conclude with how all this will set things up for the 2028 presidential elections.

Kopi Time E185 - US Election Outlook with Steve Okun

I just came back from a trip to the US, where I had the privilege to interact with a number of public and private sector officials. In this podcast, I lay out eight key takeaways, all under the overarching shadow of tense geopolitics and ballooning debt burden. (i) AI and the economy, (ii) the dollar, (iii) International relations, (iv) Midterm elections, (v) Fed and monetary policy, (vi) Fiscal dominance, (vii) Market risks, and (viii) Middle powers.

I just came back from a trip to the US, where I had the privilege to interact with a number of public and private sector officials. In this podcast, I lay out eight key takeaways, all under the overarching shadow of tense geopolitics and ballooning debt burden. (i) AI and the economy, (ii) the dollar, (iii) International relations, (iv) Midterm elections, (v) Fed and monetary policy, (vi) Fiscal dominance, (vii) Market risks, and (viii) Middle powers.

Kopi Time E184 - US Trip Notes

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/b26020c3-5b9e-4d20-a655-b4ba0024d27e/transcript

Kopi Time E183 - Regional Outlook with Ethan Wu

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