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23 Mar 2022

Is there a 4th Wave of Asian Growth?

Dr Khanna discusses interesting areas to look at in the Asian countries, in terms of investment opportunities.

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23 Mar 2022

Is export driving investment throughout Asia?

In this podcast Dr Khanna discusses the Asianisation of Asia.  Is Asia looking at itself more in terms of whether to export, or how much stays in Asia?

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23 Mar 2022

Geopolitical changes in Asia

European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether economics is the only factor.

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23 Mar 2022

Is Asia decreasing it’s dependence on the US dollar?

Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.

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23 Mar 2022

What is a technocratic government?

What is a technocratic government? Dr Khanna explains this term as well as the institutions that best promote the government objectives. He also covers the importance of trust and solidarity.

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23 Mar 2022

Regulatory change in China. A technocratic decision?

In this podcast Dr Khanna discusses the regulatory changes in China, whether they were a technocratic decision and how easily they were accepted. He also looks at the economic growth at the time and how this could…

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23 Mar 2022

What does the new generation of Asia look like?

Is it a disadvantage to be a large Western co. in Asia? What does the new generation of Asia look like and what brands are of interest vs the West.

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23 Mar 2022

What are the risk of investing in Asia?

Dr Khanna discusses his views on the risk of investing in Asia and how Asia has evolved over the past 10 years. He also discusses future outlook which includes his thoughts on the new Asian consensus.

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23 Mar 2022

Will the China-Hong Kong dispute derail the Asian Story?

In his podcast Dr Khanna discusses briefly where things stand with China and Hong Kong and how this could influence Taiwan. Will this dispute derail the Asian Story? Dr Khanna provides his view.

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23 Mar 2022

IN CONVERSATION WITH DAVE FOORD: BE FEARFUL WHEN OTHERS ARE GREEDY, AND GREEDY WHEN OTHERS ARE FEARFUL.

In this podcast Nedgroup Investments’ Anil Jugmohan talks to Dave Foord about key insights around perceived safety, capital protection, long termism and “finishing the race” in the context of investment markets…

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07 Mar 2022

INFLATION INFLECTION

In this podcast, Nick Curtin, Head of Business Development, takes a deep dive into the world of inflation and explains why we identified it years ago as our number one emerging global risk.

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07 Mar 2022

INFLATION — NO FAIRY TALE ENDINGS

In this podcast, Nick Curtin, Head of Business Development, shares a fascinating perspective on the inflation roadmap might look like going forward.

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