エピソード
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In this episode, Michelle starts with a warm welcome and provides an overview of the top stories affecting Southeast Asian markets. She examines the Federal Reserve's outlook and its impact on Asian currencies and central banks, highlighting how these shifts influence regional economies. The discussion moves to central bank interventions across Asia and trends in the MSCI emerging markets currency index. Michelle reviews the market performance of the Philippine peso, Manila stocks, Taiwan shares, and the Malaysian ringgit. Singapore's inflation and monetary policy are analyzed, along with Indonesia's measures to protect the rupiah. The episode concludes with closing remarks and a call to action for listeners.
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In this episode, Michelle welcomes listeners and provides an overview of the top stories affecting Southeast Asian markets. She analyzes the performance of Asian currencies and stocks, considering the impact of the Federal Reserve's actions. The episode dives into investor expectations and the pressures facing emerging markets, with a regional focus on the Philippine peso, Taiwan shares, and the Malaysian ringgit. Michelle discusses Indonesia's market interventions, offering insights from analysts, and examines Singapore's inflation and monetary policy response. The episode also explores regional trade, economic implications, and the roles of various policies. It concludes with a wrap-up and a call to action for listeners.
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エピソードを見逃しましたか？
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In this episode, Michelle welcomes listeners and provides an overview of the top stories influencing Southeast Asian markets. She discusses emerging market currencies and offers an analysis of the MSCI Index, examining their implications for the region. The episode explores the influence of the Federal Open Market Committee on Asian markets, followed by highlights of Asian equities and specific developments in Southeast Asian markets. Michelle anticipates upcoming central bank monetary policies, shedding light on potential impacts. The episode also covers Thailand's data center expansion and strategic partnerships, including contributions from DIG and STP to Thailand's EEC strategy. It concludes with a summary and call to action.
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In this episode, Michelle begins with a welcome and an overview of the top stories impacting Southeast Asian markets. The discussion focuses on Indonesia's economic growth, analyzing the current trends in consumer confidence and spending. Michelle delves into ExxonMobil's significant $15 billion investment in Indonesian carbon storage, exploring its potential implications for the region. The episode also covers trade and infrastructure development initiatives between Vietnam and Indonesia, highlighting their collaborative efforts. Additionally, Michelle examines regional integration trends across Southeast Asia. The episode wraps up with closing remarks and a call to action for listeners.
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In this episode, Michelle opens with a warm welcome and introduction before diving into the top stories shaping Southeast Asian markets. She highlights President Prabowo's investment commitments and their potential impact on Indonesia's economic landscape. The discussion then shifts to Indonesia's economic outlook and its strategies for attracting global investment. Michelle explores government efforts to accelerate investment and diversify sectors, while also examining the implications of the VAT hike on the middle class. The episode delves into Indonesia's carbon market, trading strategy, and associated conservation challenges, including carbon credit concerns and peatland issues. The episode wraps up with a summary and closing remarks.
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In this episode, Michelle kicks off with a welcome and an overview of the top stories affecting Southeast Asian markets. She delves into Indonesia's economic landscape, emphasizing its attractiveness for global investment. The discussion transitions to the Indonesia-Canada Comprehensive Economic Partnership Agreement, highlighting its impact on trade. Michelle explores digital asset adoption trends across the Asia-Pacific region, followed by an insightful interview with Michael Lau, who sheds light on digital assets and regulatory frameworks. The episode includes a segment on the Consensus Hong Kong event. It concludes with a wrap-up of the discussed topics.
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In this episode, Michelle provides a comprehensive overview of the key stories shaping Southeast Asian markets. The discussion kicks off with an analysis of Indonesia's economic growth, highlighting the structural challenges it faces. Michelle examines the country's fiscal discipline, infrastructure developments, and the ambitious plan for capital relocation. She also discusses government stimulus efforts and the opposition to proposed tax reforms. The episode explores measures to boost tourism and stabilize the economy, alongside insights into the burgeoning cryptocurrency market and forthcoming regulations. The episode concludes with closing remarks and a call to follow the podcast for more updates.
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In this episode, Michelle presents an overview of the latest developments impacting Southeast Asian markets. She begins by examining Indonesia's economic landscape, drawing insights from an OECD survey that highlights industrial downstreaming and the burgeoning digital economy. The discussion moves to Indonesia's post-pandemic recovery strategies and growth forecast, emphasizing the country's resilience. Michelle also explores the role of Special Economic Zones in Indonesia, detailing their development, incentives, and strategic investments. The episode then shifts focus to Malaysia's data center industry, particularly its growth and economic impact in Johor. The episode wraps up with a conclusion and call to action.
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In this episode, Michelle welcomes listeners and provides an overview of the top stories influencing Southeast Asian markets. The discussion begins with an analysis of Indonesia's economic outlook, featuring key insights from a recent OECD survey. She then examines Singapore's economic influence in the region and the burgeoning data center industry in Johor. The episode highlights Indonesia's increased tourism budget and the strategic programs aimed at boosting this sector. Michelle also touches on recent accolades received by Southeast Asian tourism destinations, underscoring the region's appeal. The episode concludes with a wrap-up of these significant developments.
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In this episode, Michelle explores the latest economic developments in Southeast Asia, highlighting US investments in Indonesia and Oppo's strategic moves. She discusses Indonesia's plan to reduce coal usage and its bid for OECD membership, featuring insights from the US-ASEAN Business Council luncheon. The episode delves into President Prabowo's economic strategies, Oppo's expansion efforts, and Indonesia's clean energy initiatives. Michelle also examines the global implications of Indonesia's energy policies. Tune in for more updates and insights on these critical topics.
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In this episode, Michelle welcomes listeners back and provides an overview of the top stories impacting Southeast Asian markets. She delves into the evolving Buy Now Pay Later market trends across the region, highlighting their growing influence. The episode also covers Indonesia's collaboration with Germany on green initiatives and its ambitious net zero emissions goal. Michelle explores ASEAN's economic landscape during and after Trump's presidency, assessing its long-term effects. The discussion then shifts to Vietnam's expanding commercial vehicle market, examining factors driving this growth. The episode concludes with closing remarks and a mention of the sponsor.
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In this episode, Michelle welcomes listeners and introduces the economic trends shaping emerging markets. She highlights key economic developments in Vietnam and Malaysia, offering insights into their growth trajectories. The discussion then shifts to an overview of Southeast Asia's IPO market, examining recent activities and future prospects. Michelle explores Indonesia's growing asset tokenization, discussing its implications for the financial sector. The episode also delves into ASEAN's Digital Economy prospects, analyzing potential impacts on regional economies. The episode concludes with closing remarks and a reminder to subscribe for more insights into these dynamic regions.
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In this episode, Michelle provides an overview of the top stories influencing emerging markets. She discusses the recent economic growth and stock rally in Southeast Asia, highlighting key drivers behind these trends. The episode examines insights from the e-Conomy Southeast Asia Report, offering a comprehensive view of the digital landscape in the region. Michelle reviews the IMF's assessment of Laos's economy, exploring its current challenges and opportunities. The episode features a live segment from COP29, focusing on climate finance and its implications for emerging markets. The episode concludes with closing remarks and a reminder to subscribe for more updates.
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In this episode, Michelle welcomes listeners and introduces the top stories affecting emerging markets. She provides an in-depth analysis of Thailand's economic growth, recent rate cuts, and the country's economic outlook. The discussion then moves to the Philippines' CREATE MORE Act, exploring its potential implications. Michelle examines the ASEAN Digital Economy Framework Agreement (DEFA) and its significance for regional economies. The episode assesses the impact of a stronger US dollar on emerging markets and discusses strategic adjustments these markets are making in response. The episode concludes with a wrap-up and a mention of the sponsor.
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In this episode, Michelle begins with an overview of the top stories impacting emerging markets. The discussion moves to the Philippines, exploring developments in small and medium enterprises in both Latin America and Southeast Asia. Michelle provides insights into recent free-trade agreements between Hong Kong and Peru, as well as Canada and Indonesia. The episode examines Southeast Asian countries' alignment with BRICS and its implications. Michelle also highlights Australia's avocado expansion into emerging markets, discussing the potential opportunities and challenges. The episode concludes with closing remarks and a reminder for listeners to stay informed on these dynamic regions.
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In this episode, Michelle introduces listeners to the top stories affecting emerging markets. She delves into Ho Chi Minh City's ambitious plans to become a logistics hub and its potential impact on Southeast Asia. The discussion turns to the stronger dollar and its effects on markets in Latin America and Southeast Asia. Michelle provides an economic growth outlook for Latin America and details the Canada-Indonesia trade agreement. The episode explores trends in Asia's exchange-traded fund flows and presents Goldman Sachs' forecast on global economic growth. Michelle analyzes U.S. trade policy and its global repercussions, highlighting Morocco's rise in Africa's trade and infrastructure development. The episode concludes with a wrap-up and sponsor mention.
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In this episode, Michelle welcomes listeners with an overview of the top stories impacting emerging markets. The focus then shifts to Indonesia's burgeoning digital economy and Argentina's current economic momentum. Michelle examines trends in Asian stocks and international investments, providing insights into market dynamics. The episode highlights the International Finance Corporation's support for Acumen's initiative in emerging markets. Michelle also discusses the challenges facing Southeast Asia's propylene market. The episode concludes with closing remarks and a reminder for listeners to subscribe for future updates.
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In this episode, Michelle begins with an overview of Indonesia's rapidly growing digital economy, highlighting key developments and opportunities. She then shifts focus to Argentina, discussing its economic outlook and sector-specific growth drivers. The episode continues with an analysis of Asian market trends, emphasizing China's ongoing economic recovery. Michelle explores how global market influences are impacting commodity prices, providing a comprehensive update. She also examines the challenges facing Southeast Asia's propylene market and its supply chain. The episode wraps up with closing remarks and a reminder to subscribe for more insights.
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In this episode, Michelle welcomes listeners with an overview of the top stories impacting emerging markets. The focus shifts to climate discussions at COP29, highlighting the urgent calls for increased financial support. Michelle shares insights from the UN and Barbadian PM on addressing climate injustices and the need for equitable funding. The episode reviews the International Finance Corporation's recent initiatives and achievements. Michelle examines the Thai baht's vulnerability, discussing broader currency volatility in emerging markets with analyst insights. The episode concludes with closing remarks and a reminder for listeners to subscribe.
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In this episode, Michelle provides an overview of the top stories affecting emerging markets. The discussion contrasts growth in emerging markets with that in developed markets, highlighting key differences. Michelle examines China's significant economic influence in Southeast Asia and reviews Thailand's ambitious growth targets and stimulus plans. The episode delves into the energy transition efforts in Southeast Asia showcased at COP29. Additionally, Michelle discusses the BlackRock-MAS blended finance initiative aimed at decarbonization in the region. The episode concludes with closing remarks and a reminder for listeners to subscribe.
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