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.

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Advertisement