Episodes
-
Microsoft's Investment, Saudi-Indonesia Mining, and Waste-to-Hydrogen in Bandung
In this episode, Michelle explores recent economic developments in Southeast Asia, starting with a warm welcome and introduction. She provides an overview of top stories, including Microsoft's significant investment in the region and the strategic mining sector agreement between Saudi Arabia and...
-
US Tariffs, UAE-Indonesia Agreements, and Revitalizing TIFA
In this episode, Michelle delves into recent economic developments affecting Southeast Asia, with a focus on Indonesia. She begins with an introduction and overview of top stories, setting the context for a detailed examination of the impact of US tariffs on Indonesia and the strategies being...
-
Southeast Asia's Market Reactions to U.S. Tariffs and Global Volatility
In this episode, Michelle explores Southeast Asia's economic landscape amid global challenges. She analyzes the impact of U.S. tariffs, inflation, and monetary policy on the region, examining their effects on foreign exchange rates and financial markets. Featuring expert opinions, the episode…
more -
US Tariffs' Impact, ASEAN Diplomacy, and Payment Innovations in Southeast Asia
In this episode, Michelle navigates through significant economic developments in Southeast Asia. She begins with an introduction and overview of top stories, paving the way for a detailed analysis of the impact of US tariffs on Vietnam and Thailand, assessing their economic repercussions. The...
-
Indonesia's Market Trends, Nickel Boom, and Yiren Digital's Innovations
In this episode, Michelle explores crucial economic events shaping Southeast Asia's markets. She begins with a welcome and an overview of top stories, setting the stage for an in-depth discussion on Indonesia's market turbulence and Danantara's role in influencing financial strategies. The…
more -
Indonesia's Nickel Sector, XLSMART Merger, and Digital Economy Collaboration
In this episode, Michelle delves into key economic issues shaping Southeast Asia. She starts with an overview of top stories, focusing on Indonesia's nickel industry, exploring environmental challenges and China's investment dynamics. The discussion moves to economic pressures in Indonesia,...
-
Indonesia's Policies, Thailand's Trade Surplus, and Batang SEZ Collaboration
In this episode, Michelle examines key economic developments impacting Southeast Asia. She begins with an introduction and an overview of the latest headlines, setting the stage for a deep dive into Indonesia's economic policies and President Prabowo's outlook on future growth. The discussion...
-
Indonesia's BRICS Aspirations, Carbon Trading, and Oracle's Batam Investment
In this episode, Michelle delves into pivotal developments influencing Southeast Asia's economic landscape. She begins with an overview of top stories, focusing on Indonesia's potential journey towards joining BRICS and the resulting economic, social, and geopolitical impacts. The episode…
more -
Indonesia's Wealth Fund, JETP Shift, and Southeast Asia's Renewable Future
In this episode, Michelle navigates through significant developments affecting Southeast Asia's economic scene. She begins with an overview of top stories, focusing on Indonesia's sovereign wealth fund and the U.S. exit from the Just Energy Transition Partnership (JETP). Michelle delves into...
-
Thai Stocks, Indonesia's Digital Shift, and Renewable Energy Prospects
In this episode, Michelle delves into the latest developments shaping Southeast Asia's economic landscape. She starts with an overview of top stories, followed by an in-depth look at Thai stocks and economic insights. The discussion then moves to regional market trends, focusing on the impacts of...
-
Currency Strength, Emerging Markets, and Toyota's Southeast Asia Strategy
In this episode, Michelle explores the top stories shaping Southeast Asia's economy. She discusses the strength of the Malaysian ringgit and Indonesian rupiah, offering insights into currency trends and their regional implications. Michelle highlights investor sentiment towards emerging markets,...
-
Indonesia's Wealth Fund, Thailand's Growth, and Regional Currency Trends
In this episode, Michelle explores key stories shaping Southeast Asia's economic landscape. She begins with Indonesia's new sovereign wealth fund, its structure, and potential impact. The focus then shifts to Thailand's recent economic growth and future projections. Michelle also examines the...
-
US Tariffs, Indonesia-China Trade, and Thailand's Semiconductor Ambitions
In this episode, Michelle welcomes listeners and provides an overview of the top stories affecting Southeast Asia's economic landscape. The episode begins with an analysis of the implications of US import tariffs on Indonesia-China trade relations, highlighting the potential impact on regional...
-
Indonesia's BRICS Membership, EV Market Surge, and Nickel Industrialization Impact
In this episode, Michelle introduces the top stories impacting Southeast Asia's economic landscape. The discussion begins with Indonesia's recent BRICS membership, exploring its potential implications for the country's economic and geopolitical standing. Michelle then delves into the surge in...
-
Singapore's Policy and Growth, Vietnam's Outlook, and Indonesia's Coal Export Mandate
In this episode, Michelle welcomes listeners and provides an overview of the top stories in Southeast Asian markets. She begins with an analysis of Singapore's economic policy, discussing growth and inflation forecasts, supported by recent data analysis. The focus then shifts to Vietnam, where…
more -
Vietnam's Growth Drivers, Indonesia's Export Policy, and Singapore's Manufacturing Performance
In this episode, Michelle introduces the top stories affecting the Southeast Asian markets. She begins by examining Vietnam's economic growth, identifying the key factors driving this upward trend. The discussion then moves to Indonesia's new export earnings policy, analyzing its potential impact...
-
Indonesia's 2024 Exports, Bank Indonesia's Rate Cut, and SE Asia's Manufacturing Rise
In this episode, Michelle welcomes listeners and introduces the main topics of discussion. She begins by examining Indonesia's 2024 non-oil export prospects to BRICS countries, with a particular focus on China's influence. The episode then transitions to recent economic trends, highlighting Bank...
-
Johor-Singapore SEZ, Indonesia's Growth, and HSBC's Projections for Southeast Asia
In this episode, Michelle welcomes listeners and provides an overview of the top stories in Southeast Asian markets. She delves into the Johor-Singapore Special Economic Zone, discussing its prospects, challenges, and strategic objectives. The focus then shifts to Indonesia's economic growth,...
-
Johor-Singapore SEZ, Indonesian Nickel, and Indonesia's BRICS Prospects
In this episode, Michelle welcomes listeners and introduces the top stories impacting Southeast Asian markets. She delves into the Johor-Singapore Special Economic Zone, discussing its potential and the challenges it faces. The focus then shifts to Indonesian nickel mining, examining its output…
more -
Vietnam's Virtual Assets, Indonesia's Biodiesel Delay, and Market Sentiment
In this episode, Michelle greets listeners and provides an overview of the top stories impacting Southeast Asian markets. She explores Vietnam's capital market transformation, focusing on the development of a legal framework for virtual assets, highlighting its significance for the region's...
-
Vietnam's Market Evolution, Singapore's Growth Forecast, and Crypto Regulation
In this episode, Michelle welcomes listeners and introduces key economic trends in Southeast Asia. She explores Vietnam's evolving capital market, focusing on recent amendments to securities law and their implications. The discussion then shifts to Singapore, examining its economic growth…
more -
Thailand's Economy, Southeast Asia's IPOs, and Indonesia's Nickel Industry
In this episode, Michelle greets listeners and provides an overview of the top stories affecting Southeast Asian markets. She examines Thailand's economic performance, focusing on exports, imports, and sector-specific analyses. The discussion then shifts to the IPO landscape in Southeast Asia,...
-
Thailand's Export Growth, IPO Rivalry, and Vietnam's Tech Hub Potential
In this episode, Michelle begins with a warm welcome and an introduction to the top stories impacting Southeast Asian markets. She delves into Thailand's export growth and economic strategies, highlighting their significance in the region. The episode examines the developments and rivalry in the...
-
Asian Currencies, Fed Impact, and Singapore's Inflation Response
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...
-
Federal Reserve Impact, Asian Currency Trends, and Singapore's Inflation Policy
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...
-
Emerging Market Currencies, FOMC Impact, and Thailand's Data Center Expansion
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...
-
Indonesia's Economic Growth, ExxonMobil's Investment, and Vietnam-Indonesia Trade Development
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...
-
President Prabowo's Investment Commitments, VAT Hike Impact, and Indonesia's Carbon Market
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…
more -
Indonesia's Economic Landscape, Digital Asset Trends, and Key Trade Agreements
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...
-
Indonesia's Economic Growth, Fiscal Policies, and Cryptocurrency Market Trends
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,...
-
Indonesia's Economic Strategies, SEZ Development, and Malaysia's Data Center Growth
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…
more -
Indonesia's Economic Outlook, Singapore's Influence, and Southeast Asian Tourism Highlights
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…
more -
US Investments, Oppo's Expansion, and Indonesia's Energy Transition Strategies
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...
-
SEA's Buy Now Pay Later Trends, Indonesia's Green Initiatives, and Vietnam's Vehicle Market Expansion
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...
-
Vietnam & Malaysia's Economic Highlights, SEA's IPO Market, and Indonesia's Asset Tokenization
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,...
-
Southeast Asia's Stock Rally, e-Conomy Report Insights, and Live from COP29
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…
more -
Thailand's Economic Outlook, Philippines' CREATE MORE Act, and ASEAN's Digital Framework
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…
more -
Philippines' SME Growth, Free-Trade Deals, and SEA's BRICS Alignment
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...
-
Ho Chi Minh City's Logistics Hub, LATAM Growth Outlook, and Global Trade Dynamics
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...
-
Indonesia's Digital Boom, Argentina's Momentum, and SEA's Propylene Market Challenges
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...
-
Indonesia's Digital Economy, Argentina's Outlook, and Southeast Asia's Supply Chain Challenges
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…
more -
COP29 Climate Focus, Emerging Market Currency Volatility, and IFC's Year in Review
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...
-
Emerging Markets Growth, China’s Influence, and Southeast Asia’s Energy Transition
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...
-
Economic Forecast, Blended Finance, and Carbon Credit Trade in Emerging Markets
In this episode, Michelle provides an overview of the top stories affecting emerging markets, with a focus on economic forecasts and manufacturing shifts. She examines the role of blended finance in Southeast Asia's decarbonization efforts and discusses Thailand's economic targets. The episode...
-
Investment Management Updates, Climate Finance, and October Market Recap
In this episode, Michelle introduces the top stories and provides updates on investment management, highlighting new desks and CIO appointments. She delves into climate finance, discussing investment strategies and the challenges of achieving net-zero emissions. The episode explores market…
more -
Fed Rate Cuts, Leadership Shifts, and Strategic Moves in Emerging Markets
In this episode, Michelle begins with an overview of the top stories impacting emerging markets. She covers Itau Asset Management's establishment of a new emerging-market desk and their leadership strategies. The episode delves into the effects of Federal Reserve interest rate cuts on emerging...
-
Indonesia-China Partnerships, Vietnam's Growth, and Southeast Asia's Digital Economy Trends
In this episode, Michelle discusses Indonesian President Prabowo's visit to China, focusing on the economic partnerships and geopolitical implications of this engagement. She examines Vietnam's economic growth, driven by foreign investment and digital transformation. The episode highlights MUFG's...
-
Emerging Market Bonds, BRICS Expansion, and the Rise of Online Gaming
In this episode, Michelle delves into the top stories shaping emerging markets, focusing on bond outflows and their broader implications. She examines market reactions to geopolitical events, including Trump's impact, and China's fiscal policy affecting U.S.-listed companies. The episode explores...
-
Bond Fund Outflows, BRICS Investments, and Emerging Market Resilience
In this episode, Michelle reviews top stories in emerging markets, discussing financial insights such as bond fund outflows, stock performance, and foreign exchange trends. She examines the BRICS investment platform proposal and Manulife's appointment of a new CIO for emerging markets equities.…
more -
Election Impact, MSCI Trends, and Growth Potential in Emerging Markets
In this episode, Michelle Tandler explores the economic impact of recent elections on LATAM and SEA markets, shedding light on their influence on regional dynamics. She analyzes the performance and trends in the MSCI index and emerging currencies, highlighting key shifts. The discussion extends…
more