Insight Asia
de SEB's Fredrik Hähnel & Sean Yokota
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Iran war hits harder in Asia
Iran war hits harder in Asia
Despre acest podcast
Connecting the dots on the financial and economic development in Asia. Hosted monthly by SEB Asia chief Fredrik Hähnel & head of markets Sean Yokota, from our office in Singapore.
Episoade
- Iran war hits harder in Asia · 41 minThe conflict in the Middle East creates both economic and geopolitical turmoil, not least in Asia. Over 80 percent of the traffic through Hormuz is destined for Asia and some…
- 6 (potential) surprises for Asia 2026 · 40 minIn this Christmas Special Fredrik Hahnel and Sean Yokota line up 6 potential surprises in the coming year that may affect Asia and the world. Not all of them are positive and the…
- Gold. Gold. And Asia. · 28 minThe price of gold has surged this year. SEB's Sean Yokota is joined by Shaokai Fan, Head of Asia Pacific at the World Gold Council, to discuss how the gold market works, China's…
- China's shifting tides: Geopolitics, involution, and the race for AI · 36 minHost Sean Yokota is joined by Fredrik Hännel and Peter Ling-Vannerus in this episode. They delve into the evolving geopolitical landscape in Asia, the challenges of involution in…
- Japan special – with Jens Magnusson · 34 minJapan's economic situation is in this episode's spotlight: A weak yen, booming tourism, a nice recovery after Covid and a good position in the geopolitical turmoil as a long-time…
- On the ground in China right now · 41 minWhat do Chinese people think of the tariffs, and how they are handled? Are they behind President Xi's counterattacks "till the bitter end"? And how is the Chinese economy holding…
- 10 (potential) surprises for Asia 2025 · 48 minIn this Christmas Special Fredrik Hahnel and Sean Yokota line up 10 potential surprises in the coming year that may affect Asia and the world. Not all of them are positive and…
- How will the trillion yuan stimulus in China play out? · 40 minThe recent Chinese stimulus package of around one trillion yuan – how will it play out? Is it enough to turn the Chinese economy around or not? How have foreign investments fared…
- How will a new Trump term affect booming Vietnam? · 32 min · Sezonul 1 Episodul 10The Vietnamese economy is doing well due to international trade. The country has also successfully juggled geopolitical tensions and alliances. But what effect will a new term…
- Taiwan, stock market woes and the property market – where will China go? · 45 min · Sezonul 2 Episodul 1Soon, the year of the Dragon begins, and China is facing more headwinds than ever. Like the Taiwanese election result, trade tensions with the EU and the property sector crisis…
- It's all about India · 44 min · Sezonul 1 Episodul 8The status of India and its prospects are the topics of this month's podcast. Sean's and Fredrik's well-informed guest is Cecilia Oskarsson, at Business Sweden's office in New…
- C – the largest letter in BRICS · 38 min · Sezonul 2 Episodul 1Sean Yokota, head of Markets for SEB in Asia and Fredrik Hähnel, head of SEB's Asia businesses, give the latest on the Chinese economy. The re-opening boom has evaporated and…
- Reflections from latest trip to China · 43 min · Sezonul 1 Episodul 6Sean Yokota, head of Markets for SEB in Asia, talks to his colleagues Fredrik Hähnel, head of SEB's Asia businesses, and Eugenia Victorino , head of Asia Strategy and Research…
- Will China succeed in overtaking the dollar? · 39 min · Sezonul 2 Episodul 2Yokota and Hahnel this month dig deep into the renminbi and China's plans to make it a significant currency globally. What signs can be seen that this plan is succeeding, where…
- On the ground in China now · 37 min · Sezonul 2 Episodul 1Chinese assets have had an excellent beginning to 2023, but what will happen after the Chinese New Year celebration? What kind of impact has the shelving of the Zero Covid policy…
- Can three powerhouses in the southeast replace China? · 42 min · Sezonul 1 Episodul 3Why is China already a World Cup winner? And why are Vietnam, Indonesia and the Philippines the most promising markets in Asia right now? Will they be able to compete with China?…
- On China. Of course. · 32 min · Sezonul 1 Episodul 2What were the key take aways from the recent Communist Party Congress? What will Xi's stregthened position mean? What do foreign investors and companies discuss in China? This…
- Inflation – coming in 2023 · 41 minSean Yokota and Fredrik Hähnel in an inflationary exposé over Asia. But also where China is going after Covid, their property bubble and energy crisis and why India and Indonesia…
