Money and Me: China’s Yield Play Investors Are Missing

Money and Me: China’s Yield Play Investors Are Missing

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.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(3990)

What Really Drives Your Personality?

What Really Drives Your Personality?

Michelle Martin gets up close with a personality typology system that can help explain why people react so differently to the very same situation. In the first episode of a new Live Well with Michelle...

30 Jul 27min

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

Markets weighed a flurry of corporate earnings alongside an unusually divided Federal Reserve, leaving investors with fresh questions about where opportunities lie. Michelle Martin unpacks Keppel's sh...

30 Jul 7min

Money and Me: Singapore's Market Makeover - Where Are the Real Opportunities?  

Money and Me: Singapore's Market Makeover - Where Are the Real Opportunities?  

Singapore's stock market is evolving - what do investors need to know about the upcoming changes? As Singapore launches sweeping reforms - including the Equity Market Development Programme and the upc...

30 Jul 21min

Market View: Singapore Airlines Stumbles, Apple Hits US$5 Trillion and Singapore Stocks Soar

Market View: Singapore Airlines Stumbles, Apple Hits US$5 Trillion and Singapore Stocks Soar

Singapore Airlines falls into a quarterly loss as higher fuel costs and expenses linked to Air India weigh on earnings, sending its shares lower. Meanwhile, Singapore equities are heading for their be...

29 Jul 12min

How to grow your Power: Dress with Confidence, Save Time

How to grow your Power: Dress with Confidence, Save Time

Why did Steve Jobs wear the same black turtleneck, Mark Zuckerberg the same grey T-shirt, and Barack Obama rotate only blue and grey suits? For these leaders, simplifying what they wore was about redu...

29 Jul 23min

Money and Me: Stock in Focus, Navigating the Fed and Big Tech Earnings 

Money and Me: Stock in Focus, Navigating the Fed and Big Tech Earnings 

It's one of the busiest weeks of the year for markets. Michelle Martin speaks with Simon Ree, founder of Tao of Trading, about how investors should navigate a pivotal Federal Reserve meeting, a flood ...

29 Jul 18min

Market View: No more 15-month wait to buy HDB resale, China's New Chip Giant, Apple's Comeback & Japan's Cutest Box Office Battle

Market View: No more 15-month wait to buy HDB resale, China's New Chip Giant, Apple's Comeback & Japan's Cutest Box Office Battle

Michelle starts with the news of the day: the removal of the 15-month wait-out period. From today, private residential property owners who purchase a non-subsidised HDB resale flat without taking an H...

28 Jul 16min

Say No to Frailty - Ageing is Inevitable but Weakness is Not

Say No to Frailty - Ageing is Inevitable but Weakness is Not

Frailty doesn't usually begin with a dramatic fall - it often starts with subtle changes that are easy to overlook, from slowing down when getting out of a chair to avoiding stairs or walking less. Mi...

28 Jul 20min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
lydartikler-fra-aftenposten
rss-pa-konto
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
pengepodden-2
utbytte
finansredaksjonen
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
rss-borsmorgen-okonominyhetene
pengesnakk
lederpodden
rss-skravla-gar
rss-kron-podden
shifter
okonomiamatorene