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

Gaurav Keerthi, CEO of StrongKeep, a Singapore-based cybersecurity startup that provides SMEs with AI-driven security and compliance platforms, returns to Kopi Time to discuss the topic of the moment. In this wide ranging conversation, we begin by talking about why secure AI is a fundamentally different proposition compared to traditional software. Gaurav walks us through the essence of an AI-driven large language model, the unintended consequences that can arise even without hallucination or bad actor involvement, and the layers of risks involved. We comb through recent headlines to underscore the quick changing environment around cyber safety and security. We then take stock of the resources needed to deal with this constantly evolving risk, and how that leaves particularly small businesses vulnerable. Gaurav calls for cybersecurity in the AI era to be considered a public good that informs all business and regulatory decision-making. He is also keen to see a fundamental reshaping of cyber infrastructure, with built-in, publicly funded and monitored guardrails and reporting. The silver lining? The well-intentioned efforts toward innovation and safety can keep pace with the pernicious aspects. There is hope.

Gaurav Keerthi, CEO of StrongKeep, a Singapore-based cybersecurity startup that provides SMEs with AI-driven security and compliance platforms, returns to Kopi Time to discuss the topic of the moment. In this wide ranging conversation, we begin by talking about why secure AI is a fundamentally different proposition compared to traditional software. Gaurav walks us through the essence of an AI-driven large language model, the unintended consequences that can arise even without hallucination or bad actor involvement, and the layers of risks involved. We comb through recent headlines to underscore the quick changing environment around cyber safety and security. We then take stock of the resources needed to deal with this constantly evolving risk, and how that leaves particularly small businesses vulnerable. Gaurav calls for cybersecurity in the AI era to be considered a public good that informs all business and regulatory decision-making. He is also keen to see a fundamental reshaping of cyber infrastructure, with built-in, publicly funded and monitored guardrails and reporting. The silver lining? The well-intentioned efforts toward innovation and safety can keep pace with the pernicious aspects. There is hope.

Kopi Time E182 - AI Cyber Risks with Gaurav Keerthi

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/f5227c15-a7c7-46cf-9f69-b49d00b6be6c/transcript

Manu Bhaskaran, founding director and head of Centennial Asia Advisors, returns to Kopi Time ahead of Singapore’s 61st birthday. We begin by taking stock of Singapore’s recent economic performance, with growth accelerating and investments surging. Manu walks us through the sectoral outcomes and productivity developments, noting that while the electronics industry is leading the charge, growth is more broad-based. We then talk about health and education outcomes, demographic challenges, and the thorny issue of inequality. Manu shares his ideas on social safety expansion, especially with respect to the cost of childcare, but also elderly care. We transition to Singapore’s symbiosis with neighbouring jurisdictions, particularly Johor. We conclude with geopolitics, and the challenges of balancing great power rivalry.

Manu Bhaskaran, founding director and head of Centennial Asia Advisors, returns to Kopi Time ahead of Singapore&rsquo;s 61st&nbsp;birthday. We begin by taking stock of Singapore&rsquo;s recent economic performance, with growth accelerating and investments surging. Manu walks us through the sectoral outcomes and productivity developments, noting that while the electronics industry is leading the charge, growth is more broad-based. We then talk about health and education outcomes, demographic challenges, and the thorny issue of inequality. Manu shares his ideas on social safety expansion, especially with respect to the cost of childcare, but also elderly care. We transition to Singapore&rsquo;s symbiosis with neighbouring jurisdictions, particularly Johor. We conclude with geopolitics, and the challenges of balancing great power rivalry.

Kopi Time E181 - Singapore's Economic Path with Manu Bhaskaran

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/40e7cdcb-23ce-4205-974d-b49000ef739e/transcript

In this episode, we get expert view on the ongoing, historic tech wave. Ravi Vijayaraghavan, head of APAC Technology & Cloud Services practice at Bain and Company, offers a wide range of insights, starting with the implication of the unprecedented scale of capital spending on AI build-out taking place presently. We compare this tech cycle with past ones, consider sectors that are in vogue (hardware) and that are not (software). Ravi shares his observations on the state of high tech in China, US, North Asia, South-East Asia, and South Asia. We also discuss various moon-shot ideas at the frontier of tech. We conclude with the ethics of AI, and regulatory implications.  

In this episode, we get expert view on the ongoing, historic tech wave. Ravi Vijayaraghavan, head of APAC Technology &amp; Cloud Services practice at Bain and Company, offers a wide range of insights, starting with the implication of the unprecedented scale of capital spending on AI build-out taking place presently. We compare this tech cycle with past ones, consider sectors that are in vogue (hardware) and that are not (software). Ravi shares his observations on the state of high tech in China, US, North Asia, South-East Asia, and South Asia. We also discuss various moon-shot ideas at the frontier of tech. We conclude with the ethics of AI, and regulatory implications. &nbsp;

Kopi Time E180 - Tech Wave with Bain's Ravi Vijayaraghavan

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/8a4f39f8-6195-4f9f-9f7b-b46d001e7ab9/transcript

Kopi Time E183 - Regional Outlook with Ethan Wu

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