10 episodes
Shelter from the storm: Investing in the era of uncertainty Economist Impact
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- Business
The global economy has suffered several shocks in the past five years.
The trade war between China and the US, the covid-19 pandemic, the disruptions to trade and supply chains, the war in Ukraine, the sanctions on Russia, the high inflation and the stock market crash. With a looming global recession, threats to energy and food supply, and ever more disastrous effects of climate change, how can investors protect themselves and best position their portfolios to ride out the continuing storm?
In this series of podcasts we will speak to private bankers, family offices, wealth managers, economists and risk experts about strategies to protect financial assets against current threats and potential future geopolitical and economic shocks. We will explore how deglobalisation and high interests have affected investors' demand for financial products and how the financial industry is adjusting to the new reality. We will also discuss how investors can seize the opportunities a rapidly transforming world brings.
Shelter from the storm: Investing in the era of uncertainty is produced by Economist Impact and sponsored by EquitiesFirst.
Hosted on Acast. See acast.com/privacy for more information.
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From silk road to skyscrapers: Charting the investment landscape between Asia-Pacific and the United Arab Emirates
The signs of a thriving business and investment ecosystem between Asia-Pacific and the United Arab Emirates (UAE) are hard to miss. The two regions are strengthening ties through strategies such as trade agreements and infrastructure investments. Asian companies are interested in becoming a part of the UAE’s free trade zones.
What is the current state of the UAE-Asia Pacific relations as well as the future prospects? What are the implications for some of the key players? How can investors and businesses navigate the opportunities and risks within this transforming landscape?
Our guests are:
● Pratibha Thaker, Editorial Director, Middle East and Africa, Economist Intelligence Unit
● V. Shankar, Co-founder and CEO, Gateway Partners
“Shelter from the storm: Investing in the era of uncertainty” is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information. -
Funding impact in Asia-Pacific
Increasingly more financial players are interested in tapping into the potential of ESG and impact investments in Asia-Pacific. To address social and environmental challenges effectively, key stakeholders need to ensure that impact capital is deployed strategically, matching with the right opportunities.
What are the opportunities investors can leverage to generate social and environmental value along with economic returns? What is the role of innovative models of business and financing in unlocking the potential of impact-driven investments?
Our guests are:
● Hannah Lee, Head of Asia-Pacific ESG Equity Research, J.P. Morgan
● Natasha Garcha, Senior Director of Innovative Finance, Impact Investment Exchange
“Shelter from the storm: Investing in the era of uncertainty” is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information. -
Unlocking entrepreneurship in Asia-Pacific
On the global stage, India and China are becoming key players in terms of total number and valuation of startups, following the United States. Indonesia and Vietnam’s progress have been remarkable as well. Can Asia-Pacific create the next generation Silicon Valley and become a centre for entrepreneurship and innovation? In this episode, we talk about the startup ecosystem in Asia-Pacific. We also discuss how investors and founders can unlock entrepreneurship opportunities in the region.
Our guests are:
Amra Naidoo, Co-Founder and General Partner, Accelerating Asia
Jeffrey Paine, Co-Founder and Managing Director, Golden Gate Ventures
“Shelter from the storm: Investing in the era of uncertainty” is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information. -
India’s time to shine? Opportunity and risk in India
In the last six years, India’s business environment rankings rose 10 places among the 82 countries assessed by the Economist Intelligence Unit (EIU). Expanding investments will be crucial in maintaining the country’s favourable position for investors. To achieve this, India needs to keep improving regarding ease of doing business and governance transparency. Transforming the infrastructure to meet the needs of a growing economy is also key. In this episode, we discuss business and investment opportunities and risks in India.
Our guests are:
Taimur Baig, Managing Director and Chief Economist, Group Research at DBS Bank
Ben Mathias, Managing Partner at Vertex Ventures SEA & India
“Shelter from the storm: Investing in the era of uncertainty” is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information. -
How to invest in artificial intelligence in Asia-Pacific?
The era of AI has begun. Asia-Pacific’s spending on AI will reach around $50 billion in 2026. In the sixth episode of the series "Shelter from the storm: Investing in the era of uncertainty," sponsored by EquitiesFirst, we discuss the opportunities and risks around artificial intelligence investments in Asia-Pacific. Our guest speakers talk about the new business models emerging from the expanding industry applications of AI and how investors can leverage the associated investment opportunities. What AI can offer is almost limitless, but the opportunities don’t come without risks.
Our guests are:
William Bao Bean, managing director at Orbit Startups and general partner at SOSV
Arvind Sethumadhavan, founder at The AI Living Lab
"Shelter from the storm: Investing in the era of uncertainty" is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information. -
What would a protracted war in Ukraine mean for Asia-Pacific economies?
The war in Ukraine is entering its second year, with no end in sight. In the fifth episode of the series "Shelter from the storm: Investing in the era of uncertainty," sponsored by EquitiesFirst, we look at the impact of a protracted war in Ukraine on the Asia-Pacific economies. Our guests discuss topics such as how vulnerable APAC economies are to price shocks in an increasingly multipolar world. We also talk about the financial risks of an escalation on the global equity and fixed income markets, and how investors can protect themselves.
Our guests are:
Mahesh Menon, director and head of Strategic Initiatives at InCred Global WealthJohn Marrett, senior analyst and Asia manager for financial risk at Economist Intelligence Unit
"Shelter from the storm: Investing in the era of uncertainty" is a ten-part podcast series, supported by EquitiesFirst.
The episode is hosted by Bilge Arslan, Analyst, Policy and Insights at Economist Impact.
The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.
Hosted on Acast. See acast.com/privacy for more information.