As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN’s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region?

Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 — from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.

As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN&rsquo;s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region?
Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 &mdash; from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Insightful discussions on the latest market events and the top companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Bigger pic: ASEAN banks in the eye of the storm

What happens when you remove rent, large service teams, and foot traffic from the restaurant equation?

In this episode of Mind Your Business, Pristina Mok of Fragment Dining joins the Breakfast Show to discuss how she built a private dining business from her own home, the cost structures, pricing strategy, menu design, customer acquisition, and the trade-offs involved in building a sustainable, hands-on food business.

What happens when you remove rent, large service teams, and foot traffic from the restaurant equation?
In this episode of Mind Your Business, Pristina Mok of Fragment Dining joins the Breakfast Show to discuss how she built a private dining business from her own home, the cost structures, pricing strategy, menu design, customer acquisition, and the trade-offs involved in building a sustainable, hands-on food business.

Mind Your Business: How to run a restaurant without high rent

As Christmas approaches, more travellers are choosing getaways and shared homes over traditional hotel stays, putting Airbnb firmly in focus during the peak holiday season.

On Companies to Watch, Dan Koh, Emaad Akhtar, and Ryan Huang look at how holiday travel trends have evolved in recent years, what Christmas demand reveals about consumer spending on experiences versus material gifts, and what investors should watch as the company heads into its most important travel quarter of the year.

As Christmas approaches, more travellers are choosing getaways and shared homes over traditional hotel stays, putting Airbnb firmly in focus during the peak holiday season.
On Companies to Watch, Dan Koh, Emaad Akhtar, and Ryan Huang look at how holiday travel trends have evolved in recent years, what Christmas demand reveals about consumer spending on experiences versus material gifts, and what investors should watch as the company heads into its most important travel quarter of the year.

Companies To Watch: Can Airbnb capture the spirit of Christmas travel?

As 2025 draws to a close, markets are navigating a volatile mix of AI disruption, geopolitics and macro uncertainty. China’s GPU challengers MetaX and Moore Threads are raising fresh questions about Nvidia’s long-term dominance, just as the threat of tighter U.S. trade restrictions looms over the chip sector. Add a delayed U.S. GDP report and thin year-end liquidity, and investors are being forced to reassess positioning into the final week of the year. Oriano Lizza, Sales Trader at CMC Markets Singapore, shares his view on tech and AI, near-term market risks, and the key themes shaping investor strategy heading into 2026.

Produced/Presented: Ryan Huang

As 2025 draws to a close, markets are navigating a volatile mix of AI disruption, geopolitics and macro uncertainty. China&rsquo;s GPU challengers MetaX and Moore Threads are raising fresh questions about Nvidia&rsquo;s long-term dominance, just as the threat of tighter U.S. trade restrictions looms over the chip sector. Add a delayed U.S. GDP report and thin year-end liquidity, and investors are being forced to reassess positioning into the final week of the year. Oriano Lizza, Sales Trader at CMC Markets Singapore, shares his view on tech and AI, near-term market risks, and the key themes shaping investor strategy heading into 2026.
Produced/Presented: Ryan Huang

Bigger pic: ASEAN banks in the eye of the storm

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