S2E11: The new AI stands for Asean and India

Asian Insider

Factors to watch are increasing population, workforce and productivity.

Synopsis: Join The Straits Times’ senior columnist Ravi Velloor, as he distils his experience from four decades of covering the Asian continent.

In this episode, Ravi speaks with James Cheo, chief investment officer for Asean and India with HSBC Group Private Banking, on the glowing economic prospects for Asean and India amid weakening growth in the ageing countries of North-east Asia.

Mr Cheo is a former macroeconomist with Singapore’s central bank, Monetary Authority of Singapore.

They discuss what’s driving growth in South-east Asia and India, growth being led by productivity and not just investments, and the potential pitfalls investors into these regions need to look out for.

They also discuss the likely impact of Donald Trump returning to the American presidency in January 2025.

Highlights (click/tap above):

3:10 The ‘Triple Rs’ powering South-east Asia

6:40 The new AI is all about Asean and India

9:50 The middle class is leading the way for both regions

11:00 India: 8 years of market gains in a row; Rupee stability great for investors

20:10 Asean’s tripwires

23:00 Deglobalisation challenge; Trump's return and South-east Asia

Host: Ravi Velloor ([e-mail])

Read Ravi's columns: https://str.sg/3xRP

Follow Ravi on X: https://twitter.com/RaviVelloor

Register for Asian Insider newsletter: https://str.sg/stnewsletters

Produced and edited by: Fa’izah Sani

Executive producer: Ernest Luis

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Kapitel

1. The new AI stands for Asean and India (00:00:00)

2. SEA's triple Rs (00:03:10)

3. Asean & India: Underrated regions (00:06:40)

4. Middle class strengths (00:09:50)

5. Market gains: India v China (00:11:00)

6. Tripwires in Asean (00:20:10)

7. Deglobalisation, Trump & SEA (00:23:00)