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.

Episoder(3776)

Money and Me: Who Really Wins When Money Is Printed?

Money and Me: Who Really Wins When Money Is Printed?

What if inflation isn’t an accident - but a feature of the system? In this episode of Money and Me, hosted by Michelle Martin, we dive beneath the headlines with Paul Musson, author of Capital Offence...

10 Mar 24min

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack h...

10 Mar 26min

Influence: The founders steering a Singapore Food Icon - Tanjong Rhu Pau

Influence: The founders steering a Singapore Food Icon - Tanjong Rhu Pau

A smoky char siew filling , molten salted egg custard, and a skin so thin it almost melts in your mouth- this humble pau has built a Singapore food legacy spanning three decades Tanjong Rhu Pau is so ...

9 Mar 22min

Money and Me: What if your CPF could pay you $4,600 every month in retirement - tax free?

Money and Me: What if your CPF could pay you $4,600 every month in retirement - tax free?

A Singapore retiree has sparked a lot of conversation after revealing she receives roughly $4,600 a month from CPF payouts. We examine the numbers behind her strategy For listeners turning 55 today, t...

9 Mar 23min

Market View: How high can oil go? Winners and possible losers amongst defense stocks and SG agri counters

Market View: How high can oil go? Winners and possible losers amongst defense stocks and SG agri counters

War risk in the Middle East is back on traders’ screens - and the ripple effects are already shaking oil, defense stocks, airlines and global markets. Escalating tensions in the Middle East - includin...

9 Mar 17min

Influence: Yen-Lu Chow on making meaning from tragedy

Influence: Yen-Lu Chow on making meaning from tragedy

Meet some of Singapore's most impactful individuals in Influence with Michelle Martin. If you are going through pain, sorrow or grief, trust that you are not alone After losing his 26-year-old son Law...

4 Mar 24min

Money and Me: Budget 2026 & Singapore Property - Buyer’s Market or the Next Boom?

Money and Me: Budget 2026 & Singapore Property - Buyer’s Market or the Next Boom?

Is Singapore’s property market quietly shifting after Budget 2026? In this episode of Money and Me, hosted by Michelle Martin, we break down what new policies on foreign work passes, AI investment an...

4 Mar 13min

Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle

Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle

Oil shocks, gold surges and a familiar tech giant's stumble - markets are suddenly on edge. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack the forces shaking glob...

4 Mar 24min

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