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?

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.

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.

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.

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 affect the acceptance of the people in the country, versus it being due to the government system.

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.

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.

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.

IN CONVERSATION WITH DAVE FOORD

In this podcast, Rob Johnson of Nedgroup Investments interviews Dave Foord on balancing risk and opportunity when it comes to investing, as well as critical skills for portfolio management.

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 today.