Driving Change
Buckle up as we delve into the global car market. Joined by our auto market gurus Mike Brisson and Shannon Nicoll, the team explores the twists and turns of supply chain challenges, the accelerating r...
28 Jan 202557min
New Year, New Beginnings?
The team runs through the Asia-Pacific outlook for 2025, highlighting some of the risks flying under the radar. Harry hopes that Beijing can ‘crowbar’ household wallets open as policymakers look to co...
14 Jan 20251h
Asia’s Chipmakers’ Interconnection with Global Growth.
Steve, Stefan and Harry discuss the critical role of semiconductors in Asia’s economy, driving investment in Taiwan and South Korea with some spinoffs in Southeast Asia. Decoupling and reshoring polic...
24 Des 202445min
Compounding Risk in South Korea
The team welcomes their colleague Dave Chia to help us unwrap the economic implications of Korea's recent political drama. Although they seem limited at the moment, political change could be on the ho...
17 Des 202454min
The Rising Wave of Tariff Uncertainty
In this week's episode, we delve into President-elect Trump's latest tariff announcement. We explore the economic ramifications, the ripple effects on global trade relationships, and what it might tel...
3 Des 202454min
Tariffs, Trade and Trump 2.0
Additional tariffs could hit Asia hard, particularly in China. The team unwraps the multiple effects on Asia of President-elect Trump’s policy proposals. Even if new tariffs on trade with other econom...
19 Nov 20241h 11min
In the Crosshairs: What the U.S. Election May Mean for Asia
The team welcomes Brendan La Cerda, a Moody’s Analytics colleague and U.S. fiscal policy expert, to unpack the implications of a Trump or Harris victory. The divergent outcomes for Asia are significan...
31 Okt 20241h 6min
Hong Kong's Turbulent Journey
The team welcome their colleague Heron Lim to discuss all things Hong Kong, including the implications of China’s plethora of stimulus announcements. Also in the spotlight are China’s poor company pro...
22 Okt 202459min
