As the China growth narrative fades, attention is shifting from the New Economy to an overlooked source of income: high-dividend state-owned enterprises.

Raymond Cheng explains why China’s energy and infrastructure giants have delivered strong returns even as oil prices fell.

We explore how Beijing’s policy reset has effectively programmed state firms to return more cash to shareholders.

Why Hong Kong-listed H-shares may offer higher yields than identical A-shares in Shanghai — and why that matters now.

Plus, what Southbound Connect flows, falling bank rates, and balance-sheet quality tell cautious investors about China’s role in a diversified portfolio.

Hosted by Michelle Martin with guest Raymond Cheng, Chief Investment Officer for North Asia at Standard Chartered Bank’s Wealth Solutions unit.

As the China growth narrative fades, attention is shifting from the New Economy to an overlooked source of income: high-dividend state-owned enterprises.
Raymond Cheng explains why China&rsquo;s energy and infrastructure giants have delivered strong returns even as oil prices fell.
We explore how Beijing&rsquo;s policy reset has effectively programmed&nbsp;state firms to return more cash to shareholders.
Why Hong Kong-listed H-shares may offer higher yields than identical A-shares in Shanghai &mdash; and why that matters now.
Plus, what Southbound Connect flows, falling bank rates, and balance-sheet quality tell cautious investors about China&rsquo;s role in a diversified portfolio.
Hosted by Michelle Martin with guest&nbsp;Raymond Cheng, Chief Investment Officer for North Asia at Standard Chartered&nbsp;Bank&rsquo;s Wealth Solutions unit.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.