Podcasts about Greater China

S&P futures are flat, unchanged from the prior close. Following broad gains on Tuesday, European equity markets are mostly firmer in rangebound trade. Asian markets continued to advance today, led by gains in Greater China and Japan. The ceasefire between Iran and Israel appears to be holding, with Iran signaling readiness for diplomacy. U.S. airstrikes reportedly caused limited damage to Iran's underground nuclear facilities, delaying its program by a few months but failing to destroy centrifuges or enriched uranium stockpiles.Companies Mentioned: Glacier Bancorp, Brighthouse Financial

S&P futures are pointing to a strong open today, up +0.7% following the de-escalation signals in the Middle East. European equity markets are surging in early trades with the German DAX up +1.8% and STOXX 600 up +1.2%. Asian markets also closed sharply higher today with notable performances in Greater China and Japan. Israel and Iran have agreed to a ceasefire, confirmed by Israeli Prime Minister Benjamin Netanyahu, marking an end to hostilities after initial confusion over timing. The White House stated the agreement includes a 12-hour ceasefire, after which the war will be considered ended if calm persists. Companies Mentioned: Meta, First Financial Bancorp, Westfield Bancorp

US equity futures are slightly lower after Tuesday's gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday's US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

S4 Capital's Sir Martin Sorrell joins the pod to talk industry upheaval, AI, and how Asia is setting the pace for advertising's next era with WARC's Rica Facundo.WARC's report,The Pace Principle, is a landmark analysis and mythbusting guide built on consistent data from across Southeast Asia, Greater China, and India, to prove what marketing strategies work in dynamic markets like Asia to drive outsized impact. WARC Members get the full report along with practical insights to help CMOs and marketers of every level to apply these ideas to their own work, exemplary case studies, and a deck's worth of charts to help you drive growth in dynamic and diverse markets. If you're yet to subscribe, don't worry - you can also get a sample report here. 

Guest: Alexander John Schultz, Founder of Turnbury Group & EO Greater Bay Area President-Elect since 2024Host: Linh Podetti, EO Sydney Member since 2022 & Founder of Outsourcing AngelHow does a Goldman Sachs analyst end up brokering live lobsters in China? In this jaw-dropping episode, Alexander Schultz shares his bold leap from Wall Street to building an $11M seafood distribution business across Greater China.At just 24, Alex moved to Hong Kong with $25K and a dream—leaving behind a high-flying finance job for something completely unexpected. What started as a wild idea turned into Turnbury Group, a global seafood company distributing over 1 million pounds of product annually.Inside this episode:- From finance to fish: saying yes to an industry he knew nothing about- Building a business in a new country with no safety net- Scaling with grit, precision, and relentless execution- Turning seafood into a sustainable global mission- Leading the EO Greater Bay Area Metro chapter to unite entrepreneurs across bordersAlex's story proves: You don't need a revolutionary idea. You just need the courage to start and the discipline to execute better than the rest.ABOUT ALEXANDER SCHULTZAlexander Schultz is the Founder of Turnbury Group, a Hong Kong-based seafood distribution company connecting North America to Greater China. A former Goldman Sachs analyst, Alex bootstrapped his business from the ground up—now doing $11M+ in revenue and leading one of EO's most ambitious new chapters.CONNECT WITH ALEXANDER SCHULTZLinkedIn: www.linkedin.com/in/alexschultzhkX: @mrturnburyWebsite: www.turnburygroup.com--------------------ABOUT EO Entrepreneur's Organization (EO) is a global business network of 18,000 + influential business owners in over 220 chapters across 76 countries. We offer world-class events that encompass engaging entrepreneur and business stories, skills-specific workshops, and exciting social gatherings.Our mission is to drive both business and personal growth through peer-to-peer learning, providing support for the holistic entrepreneur experience covering business, family, community, and personal aspects. As a not-for-profit organization, all our funds directly contribute to member benefits.If you're a business owner with revenues ranging from US$250k to US$1m, you can join our Accelerator Program. If your revenues exceed US$1m, you can join the main EO Program in your nearest local chapter. To join or find out more about your nearest chapter, visit https://www.eonetwork.org/why-join/apply-for-membership-form.For further information, please contact:Podcast Host Linh Podetti: linh@outsourcingangel.com.au General Inquiries: support@eonetwork.org.au EO Sydney: www.eosydney.com.au EO Global: https://hub.eonetwork.org/

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices

After the drama of Donald Trump's Liberation Day and the 145 percent tariffs he imposed on China, and Beijing's retaliation with 125 percent tariffs, the two countries have agreed a 90 day pause while they engage in further negotiations. But with the US recently announcing that it would seek to punish any business using advanced chips made by the Chinese IT giant Huawei anywhere in the world, and Beijing threatening retaliatory measures against anyone who complies, what are the prospects for a meaningful and lasting trade deal? On this episode we hear the views of two Americans with decades of experience in China, Kenneth Jarrett, a former US Consul General in Shanghai who is now the Senior Advisor in Shanghai for the strategic advisory firm Albright Stonebridge Group , and Jim McGregor, Chairman for Greater China of the consultancy APCO Worldwide, and formerly the head of Dow Jones in China.Image © Adobe Stock________________________________________The views and opinions expressed on this podcast are those of the speakers and are not necessarily those of the SOAS China Institute.________________________________________SOAS China Institute (SCI) SCI Blog SCI on X SCI on LinkedIn SCI on Facebook SCI on Instagram ________________________________________Music credit: Sappheiros / CC BY 3.0

“ Chinese consumers today are quite different — a massive middle class of 500 million people.  So big upside, but also bigger challenges.”Sarah Kochling is the Founder and Managing Principal of Shanghai Blossom Innovation, where she leads strategic growth initiatives for global brands and startups in China since 2014. With over 30 years of experience across Asia, This is a trusted advisor to Fortune 500 companies and early-stage ventures alike—guiding brand transformation, innovation strategy, and culturally attuned consumer engagement.Sarah got her start at Procter & Gamble in Hong Kong and Guangzhou in the early 1990s, where she managed brands across Greater China during a pivotal time of regional economic opening. Since then, Sarah's experience across China and Asia at J&J International, as well as leading innovation practices at agencies and advising several China startups. Fluent in Mandarin and deeply immersed in the Chinese market, Sarah brings a rare combination of strategic rigor, creative vision, and cross-cultural fluency—helping organizations navigate complexity and chart bold paths forward. Sarah attended is based in Shanghai, China. She studied Mandarin and Political Science from Wellesley College, and holds certifications in Chinese language and law from MIT Sloan. The Chinese University of Hong Kong, the Beijing Foreign Languages Normal College, and Harbin Institute of Technology. Sarah lives in Shanghai. You'll enjoy this candid conversation about a career at the intersection of culture, commerce, and innovation.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China's economic development.Watch or listen to their expert insights covering China's export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARYouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day

The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day

US equity futures are higher, with S&P up 2.5%. European equity markets are also pointing up. Asian markets go broadly higher. Greater China markets outperform on latest US-China trade developments. Nikkei was lagging, mild gains for ASX and Kospi sees moderate gains. Bond yields are back up with US 10-year 7 bps higher at 4.5%. Dollar sees big gains versus Japanese yen, euro, Swiss franc and sterling. Oil higher. Gold sharply lower. Industrial metals mixed. In a significant de-escalation of the US-China trade war, both countries announced that they will significantly reduce tariffs on the other. US will reduce tariffs on Chinese goods to 30% from 145%, for 90 days and China will reduce tariffs on US goods to 10% from 125%, also for 90 days. New duties reverse reciprocal and subsequent retaliatory tariffs imposed from 2-April, while US keeps in place 20% fentanyl tariff. Companies Mentioned: Dow,Inc, MAG Silver, Banco Santander, NatWest Group

Rachel Catanach is Senior Partner and General Manager of FleishmanHillard's New York operations, responsible for people development, cultivating existing client relationships, and securing new business.  She has held this position since November 2021.  She also spearheads the firm's Global Executive Advisory initiative. A New Zealand native, Rachel started her communications career as a business journalist and at in-house public relations positions before stints at Sweeney Vesty Limited in New Zealand, and then Waggener Edstrom, as General Manager of their Hong Kong operations.   In July 2007, she joined FleishmanHillard Hong Kong as General Manager and in 2016 was promoted to President of FleishmanHillard's Greater China operations, responsible for growing the firm's presence and reputation in this highly dynamic market. Rachel is a strong advocate for the PR industry and a regular commentator on industry issues and trends.   She has presented at Summer Davos in Dalian, moderated on the main stage at the Cannes Festival of Creativity, and was a key writer and contributor to The Page Society's most recent thought leadership report, Beyond Communication: CCO Leadership in Navigating New Complexity.  She has received many awards and in 2024 was recognized by PR Week as a Woman of Distinction.

Officials from China and the US will meet in Switzerland this week to de-escalate a trade war that has disrupted global supply chains, deepened economic uncertainty, and triggered significant market volatility. In this podcast, ING's Chief Economist for Greater China, Lynn Song, discusses how the talks could unfold, and the impact of the tariffs on China's economy this year and beyond.

S&P futures are pointing to a higher open, up +0.6%. European equity markets are mostly weaker in early trades, except with the DAX showing mild resilience after strong German factory orders data. Asian equities traded mostly higher today, led by gains in Greater China markets following the PBOC's liquidity measures. U.S. Treasury Secretary Bessent and USTR Greer will meet China Vice Premier He Lifeng in Switzerland tomorrow, marking the first high-level talks between the two nations since imposing mutual tariffs. The discussions aim at de-escalation rather than significant trade agreements, as both sides face economic pressures from the ongoing dispute. Companies Mentioned: Uber, AvidXchange, Masimo

S&P futures are pointing to a softer open, down (0.6%). European equities are mostly softer in early trades with only the FTSE 100 trading higher. In Asia, equities traded mixed as Greater China markets rallied after the Labor Day holiday, while Australia, Taiwan, and India posted losses amidst thin trading volumes. Asian currencies retreated Tuesday as the dollar stabilized and authorities dismissed speculation that forex movements were linked to tariff negotiations or a regional currency accord. Companies Mentioned: Doordash, Google

On behalf of Taiwan in the Indo-Pacific Region and its National Security Task Force the Hoover Institution held a Taiwan Roundtable Discussion on Tuesday, February 18, 2025, from 5:00 - 6:00 pm PT. Taiwan is facing a potential constitutional crisis. In December 2024, Taiwan's opposition-controlled legislature voted to impose a 2/3 supermajority quorum for the Constitutional Court to hear new cases. The legislature then voted down all the new nominees to the Court, leaving it with only 8 of members and unable to meet the new quorum requirement. The government has appealed to the Court to meet anyway and rule that the new amendments are unconstitutional. In this discussion, three experts on Taiwan's politics and judicial system discuss the factors leading up to this confrontation, the options facing the court, and the potential for deeper reforms to strengthen judicial independence in the face of a deepening confrontation between the ruling and opposition parties. ABOUT THE PARTICIPANTS Chien-Chih Lin is an associate research professor at Institutum Iurisprudentiae, Academia Sinica and an associate professor at the Graduate Institute of National Development, National Taiwan University. He received the LLM & JSD degrees from the University of Chicago. His academic interests focus on comparative constitutional law in Asia. Lin is the coauthor ofConstitutional Convergence in East Asia (2022) and Ultimate Economic Conflict between China and Democratic Countries (2022). His articles can be found in both peer-reviewed and student-edited law journals as well as edited volumes, including Oxford Handbook of Constitutional Law in Asia, American Journal of Comparative Law, and International Journal of Constitutional Law. He is the book review editor of International Journal of Constitutional Law. Weitseng Chen is a faculty member at the National University of Singapore Faculty of Law, specializing in law and economic development, law and politics, and legal history in the context of Greater China. He has recently published several books, including Regime Type and Beyond: The Transformation of Police in Asia (CUP, 2023), Authoritarian Legality in Asia: Formation, Development and Transition (CUP, 2019), The Beijing Consensus? How China Has Changed the Western Ideas of Law and Economic Development (CUP, 2017), Property and Trust Law: Taiwan (with Yun-Chien Chang & Y. J. Wu, Kluwer, 2017), and Law and Economic Miracle: Interaction Between Taiwan's Development and Economic Laws After WWII (in Chinese, 2000). Weitseng Chen earned his JSD from Yale Law School. Prior to joining NUS, he served as a Hewlett Fellow at Stanford's Center for Democracy,Development, and the Rule of Law (CDDRL) and practiced as a corporate lawyer in the Greater China region with Davis Polk & Wardwell. Kharis Templeman is a research fellow at the Hoover Institution and part of the Project on Taiwan in the Indo-Pacific. Templeman is a political scientist (Ph.D. 2012, Michigan) with research interests in Taiwan politics, democratization, elections and election management, party system development, and politics and security issues in Pacific Asia.

Keyu Jin, Professor of Economics and Author, joins Jing Liu, Chief Economist, Greater China, HSBC, for a dynamic discussion about China's economic development.Watch or listen to their expert insights covering China's export competitiveness, domestic consumption, structural reforms, real estate and technology sectors, and relationship with the US.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisKeyu Jin is the author of 'The New China Playbook: Beyond Socialism and Capitalism' (2023)Disclaimer: Views of external guest speakers do not represent those of HSBC.

S&P futures are pointing to a higher open, up +0.2% as market sentiment is buoyed by optimism over potential relief on U.S. auto tariffs. Asian equities were mixed, with solid gains in Australia and South Korea, while Greater China markets and the Hang Seng edged lower. European equities are mostly higher, with the STOXX 600 up +0.2% and German DAX up +0.5%. Market focus has shifted to corporate earnings and significant economic data releases. S&P 500 Q1 earnings are expected to show solid growth, but forward guidance has been largely negative. Earnings and macro data remain centered on the impacts of tariffs.Companies Mentioned: Amazon, Ford, Flotek Industries

Fireside chat with Dr Mark Konyn, Group Chief Investment Officer, AIA Group with Jessica Cheam, CEO, Eco-Business Hong Kong plays a pivotal role in Asia's growth, serving as a major hub for sustainable development investments. Leveraging its robust financial infrastructure and strategic position in the Greater Bay Area, Hong Kong has emerged as a gateway for international investors seeking to capitalize on Asia's — and particularly China's —growing demand for sustainable capital. As part of its efforts to foster sustainable growth, Hong Kong has launched a comprehensive array of capital market initiatives, including promoting green bonds, sustainable banking, and ESG disclosures – supported by regulatory frameworks that provide clear guidelines and incentives. The city also plays a crucial role in fostering innovation and collaboration across the region. With China on track to peak emissions by 2025 and achieve carbon neutrality ahead of its 2060 target, the region is at the forefront of global climate action and the broader energy transition. Hong Kong and Greater China's policies will significantly influence the world's decarbonization pathway. As investors increasingly demand clear climate transition plans, businesses must adapt and respond effectively. The region must also mitigate and respond to mounting climate risks while integrating resilience into its infrastructure. ‍‍ Unlocking capital for sustainability, Asia's premiere sustainable finance and business forum, hosted by Eco-Business and UNEP FI since 2018, will be hosting its inaugural dialogue in Hong Kong and convene thousands of key decision makers across Asia to chart the way forward on accelerating the region's economic transition towards a sustainable future. Speaker Dr. Mark Konyn Group Chief Investment Officer, AIA Moderator Jessica Cheam Founder and CEO, Eco-Business; Independent Director, Wilmar International and ComfortDelGro Group, MSID, ICDM

Global markets are very volatile again this morning after Donald Trump threatened another 50% tariff on China. Hong Kong stocks fell 9.5%, their worst day since 1997. The Aussie dollar falls below 60 USc to a five-year low. The Kiwi is at a 16-year low. In our bonus deep dive interview, ANZ's Chief Economist for Greater China, Raymond Yeung, looks at whether China will now push even harder to de-dollarise its foreign reserves. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

What's the legacy you want to leave — what values are most important to you? We're all made differently, so it's always important that people show up at work who they are.”Adam Antoniewicz is Nike China's VP of Mens Marketing, leading groundbreaking campaigns that redefine consumer engagement. Previously, he served as Apple's Head of Marketing Communications for Greater China, overseeing all customer-facing communications in Apple's $44B market - spearheading iconic campaigns, launching the company's first social media in the region, and navigating complex challenges like the China Cybersecurity Law and U.S.-China trade tensions. Adam's earlier roles include leading Nike Basketball in Greater China, where he led the Rise (打出名堂) campaign and launched the House of Mamba - the world's first reactive LED basketball court. Adam also drove key marketing partnerships for the NBA and helped build the NFL's presence in China. You'll enjoy the candid conversation about how we can enhance our team by learning from sport, and the importance of a pregame before work! This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

This week the NüVoices podcasting team is thrilled to share a special crossover podcast episode from Jane Perlez' Face-Off: The U.S. vs China, on "Feminist Rebels". This is the fifth episode in the podcast's second season, focusing on the feminist wave in Greater China and where we stand now. The NüVoices podcast interview with Jane aired on February 13, 2025 and can be found here: https://nuvoices.com/2025/02/13/nuvoices-podcast-117-career-in-foreign-correspondence-with-jane-perlez/. Thank you to hosts Jane Perlez, Rana Mitter, and special thanks to Maggie Taylor for letting us cross-post this episode. Enjoy the episode and we'll be back in April.(Description below courtesy of Face-Off. Episode was originally aired on March 11, 2025.)China's leader, Mao Zedong famously said that “Women hold up half the sky.” But these days it doesn't feel that way in China. Unfair marriage rules, difficulties getting a divorce, barriers to owning property and many more restrictions are challenging women to speak out, and act. We'll hear about the Chinese “leftover women” who are veering from the traditional path and about the Chinese feminists of today.Guest:  Leta Hong Fincher, author, Leftover Women. Recommended Books: Leftover Women: The Resurgence of Gender Inequality in China by Leta Hong FincherTiananmen Square by Lai WenSound design, original score, mixing and mastering by Rowhome Productions. Rowhome's Creative Director is Alex Lewis. John Myers is Rowhome's Executive Producer.

S&P futures are pointing to a flat open today, down (0.07%). Asian equities traded mixed, with notable weakness in Greater China markets, while Japan's Topix outperformed. European markets are trading lower this morning, with major indexes all edging down. Companies Mentioned: T-Mobile, General Motors, Hyundai, Foxconn, Mitsubishi Motors

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jennifer Thornton, CEO of 304 Coaching and host of the Let's Fix Leadership podcast, for a deep dive into the critical role of talent strategy in business success. Jennifer shares her journey from retail leadership to becoming a sought-after expert in HR consulting and talent development. Together, they explore how aligning talent strategy with business objectives can drive sustainable growth and resilience. The conversation covers: ✔ The evolving landscape of leadership and how it impacts company culture ✔ Why flexible work environments matter for attracting and retaining top talent ✔ The risks of a “talent cliff” and how to avoid it ✔ Practical strategies for ensuring the right people are in the right roles Whether you're a business owner, executive, or HR leader, this episode is packed with insights to help you build a stronger, more adaptable organization. Tune in to learn how to future-proof your workforce and create a culture where talent thrives. About Jen Thornton: After an exciting 20+ year career in Operations and HR, leading teams across the US, Greater China, Mexico, and the UK, Jennifer launched 304 Consulting.​  Jennifer understands the importance of having a strong Talent Strategy to ensure you have the right people in the right roles with the right skill sets to deliver the business strategy.​ 304 Coaching offers services and consulting to help companies build and execute custom Talent Strategies.​  Jen is credentialed through the International Coaching Federation and holds certifications in several accredited methodologies, including Conversation Intelligence and Gallup Strengths. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

“Giving back connects me to a new generation of people . It's important that people are curious and ask bold questions. It's about not giving answers, but enabling people to find their own answers.”Falk Fuhrmann is an award-winning creative strategist with over 25 years of experience, in growing businesses of local, regional or global scale. Falk currently leads HuíLüè — a strategy consultancy he founded in Shanghai specializing in brand strategy, cultural insights, and business innovation. Falk has also been teaching at the China Academy of Art in Hangzhou since 2020… empowering the new generation of Chinese creatives to bridge cultural differences and embrace strategic innovation that resonate locally and globally. While Falk has invested his impressive career on the agency side with leaders like TBWA, DDB, and Saatchi & Saatchi, he also led strategy for multiple P&G's categories across CEEMEA, APAC and Greater China. You'll enjoy this candid conversation on the fun of liquid collaboration, comparing Chinese and German cultures, and learning about the importance of getting from weird to wonder.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

US equity futures are slightly higher. European markets opened modestly firmer, tracking strong gains in Asian equities, particularly in Greater China. Markets remain cautious after Thursday's selloff driven by ongoing trade tensions and growth concerns. President Trump confirmed overnight that 25% tariffs on steel and aluminum imports have officially taken effect, prompting immediate retaliatory measures from Canada, Mexico, and the EU. However, markets saw some relief after Commerce Secretary Lutnick indicated productive talks with Canadian officials. Meanwhile, fears of a US government shutdown receded. On the geopolitical front, Russian President Putin expressed preliminary support for Ukraine's ceasefire proposal, though key conditions remain unresolved.Companies mentioned: Tesla, Baidu, Apple, Shein

Jenny Zhan, CEO, founded and leads all areas of business and operations for Beyond International. She brings more than 20 years of investment experience focused on institutional investing and managing multi-asset strategies. As a Charted Financial Analyst (CFA), she specializes in international wealth management and has managed investments in real estate assets and global equities markets for large institutional investors. Previously, Ms. Zhan was a portfolio manager and managing director at GMO, a Boston-based global investment leader (AUM $68B), from 2002 to 2011, where she was recognized for the firm's successful Greater China equity research and emerging market portfolio management. Prior to founding Beyond, she was the President of Good Hope Investment, a subsidiary of CreditEase Corporation. With her initiative and leadership, Good Hope quickly established its position as a top player in global investment immigration during her five-year tenure. Ms. Zhan also served as Chief Strategy Officer of Ambow Education Holding Ltd. She is recognized as one of the most influential and powerful leaders in the investment migration industry globally. Ms. Zhan earned her B.E. from East China University of Science and Technology and her M.S. in Chemical Engineering from the University of Maryland. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

On this episode of China Field Notes, Scott Kennedy speaks with Kent Kedl on his 40-year journey in China from teaching English to consulting for multinational companies. They explore the past and present challenges foreign companies face in China, including understanding its regulations and adapting business strategies to local markets, how scenario planning is critical for navigating uncertainties, discuss his experiences during the pandemic lockdown in Shanghai, and the role of humor in processing new experiences, including in China. Kent Kedl is the founder and managing partner at Blue Ocean Advisors, a risk and strategy advisory firm based in Shanghai. Kent has consulted with multinational and Asia-based corporations on a range of issues, such as geopolitical risk, M&A and organic growth strategy, crisis management and organizational development programs. He was previously the Managing Partner for Control Risks' Greater China and North Asia practice and, prior to that, was a partner with Technomic Asia, a market strategy consulting firm. Kent has worked as a journalist and is a frequent contributor to Asia-based media outlets. Kent has been working across Asia and living in China for nearly forty years.

US equity futures are higher after a sharp selloff on Friday. European markets opened mixed, with gains in Germany following its election outcome. Asian equities ended mostly lower, with weakness in Greater China markets and South Korea. Markets remain focused on concerns over weakening economic indicators and rising inflation expectations. President Trump signed a memorandum directing CFIUS to restrict Chinese investment in strategic US sectors and further tightened curbs on US investment in sensitive Chinese technology. Meanwhile, attention is on potential China tariff increases, with reports suggesting higher duties on Chinese steel. In Europe, Germany's election outcome provided mild support to risk appetite as the center-right CDU/CSU bloc secured the largest share of the vote. Elsewhere, discussions over a US-Ukraine minerals deal are ongoing. Companies Mentioned: Hon Hai, Honda, Nissan, Mitsubishi, Tesla, Blackstone, Shein

Email comments or guest ideas (to reply, include your email address)Korn Ferry's Seth Peterson reveals how AI and in-house recruitment are revolutionizing executive search in Asia's energy transition sector. Despite the current market slowdown in China, demand for ESG and sustainability talent in Asia Pacific is quite strong. Corporate culture and purpose emerge as key differentiators in attracting top executives. Seth forecasts AI expertise and data science becoming critical skills, while emphasizing that traditional career-building remains fundamental. His insights highlight the dual challenge companies face: embracing technological innovation while maintaining strong organizational values to secure future talent.ABOUTH SETH: Seth brings more than 25 years of corporate and consulting experience. He leads teams to bring Korn Ferry's Solutions to clients across the Asia Pacific region. He also executes Executive Searches at the Board, C-Suite and Functional leadership levels across key Industry sectors, working for both Private Equity portfolio businesses and regional conglomerates as well as western multinationals. Seth is fluent in Mandarin Chinese and has been based in Greater China for the majority of his thirty-year career. Prior to joining Korn Ferry in 2018 he spent over seven years as a Partner at Heidrick & Struggles in Hong Kong. In his earlier career he worked in strategic planning, business development, and general management with multinational businesses in the region. He was Vice President, General Manager, in charge of Asia Operations for a Business Unit of Hong Kong-listed Techtronic Industries; and earlier worked for Emerson Electric for several years, where he held several Business Development and P&L responsibilities for various businesses across Asia Pacific and served as a corporate planner at the U.S. headquarters for two years. He began his career in Hong Kong and Shanghai in the early 1990s as a Management Consultant where he was involved in the development of China market strategies for a number of leading corporations. Seth earned an MBA from Washington University's Olin School of Business in St. Louis and a bachelor's degree in Chinese Studies and International Relations from Grinnell College. He previously chaired the board of AFS Intercultural Programs, Hong Kong, and served on the board and Executive Committee of the American Chamber of Commerce in Hong Kong. FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30-50 Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | Ep51 – Brandenburg Concerto No. 4 in G, Movement I (Allegro), BWV 1049 Kevin MacLeod. Licensed under Creative Commons: By Attribution 4.0 License

S&P futures are indicating a slightly lower open, down (0.24%), as traders digest the escalating tariff rhetoric from President Trump, who recently imposed 25% tariffs on steel and aluminum imports with warnings of additional measures on cars, semiconductors, and pharmaceutical products in the near term. Asian markets were mixed on Tuesday. Greater China markets closed lower, as investors took profits following a six-day rally driven by AI-related optimism. European earnings season has started strong, with 69% of companies beating sales forecasts. Companies Mentioned: Columbus McKinnon, Phillips 66, SoftBank Group

After many months of threats, the US has imposed 10% tariffs on all Chinese goods coming into the country and China retaliated immediately, launching an investigation into Google and putting its own levies on a range of American goods including LNG. Thus begins a new era of protectionism. The tariffs and any additional moves are set to slow economic growth in China, which is already struggling to boost consumer spending, reboot its property sector and lure more foreign investment. This is likely just the beginning, with higher levies to come in a repeat of the 2018-19 trade war. Despite the headwinds, Chinese President Xi Jinping still has a lot of tools at his disposal. Helen Qiao, chief economist for Greater China at Bank of America, joins John Lee and Katia Dmitrieva to gauge the impact in the world's second largest economy and what could lay ahead.See omnystudio.com/listener for privacy information.

In this report, it's called the 20/80 rule. Are we going to see a lot of brands exiting the Chinese market, or are there still opportunities? We're back for round #2, covering Totem Media's 2025 Marketing & Media Trends. Today, we talk about the 25 considerations, although we go through all of them, just the key ones. We're honored to have Totem Media Founder Chris Baker back on the show. Joining Chris is Minnie Wang, Senior Reporter for Campaign Asia. Minnie covers the marketing and advertising issues of Greater China for the magazine. 1. Looking at the considerations, #4 "Brands Still in Disbelief" - Can you explain this one? 2. Consideration #6: Experiences on the Upswing & #7 Active Hobbies are Growing - How will this translate for brands? 3. What's the 20/80 Rule? Will we expect many brands to leave the China market? 4. #14: The Great Retail Remix - How will retail survive the economic crunch? Is there anyone winning? 5. And for a bit of optimism...'#21 - China is Stil a Growth Market' - are you still bullish on China?

Der Apfelkonzern steigert im letzten Quartal seine Umsätze um 4% auf 124,3 Milliarden Dollar und den Nettogewinn um rund 7% auf 36,3 Milliarden Dollar. Die Bruttomarge erreichte mit 46,9% einen neuen Höchstwert, vor allem dank des wachsenden Servicegeschäfts. Dennoch gibt es wachsende Probleme in "Greater China", wo die Erlöse auf 18,5 Milliarden Dollar sanken, was einem Minus von 11% oder 2,3 Milliarden Dollar im Vergleich zum Vorjahr entspricht. Die iPhone Verkäufe schwächeln mit einem Umsatz von rund 69 Mrd. US $ und in China ist man nur noch die Nummer 3, mit einem Marktanteil von 17,1 nach Xiaomi und Huawei an der Spitze. Inflationszahlen waren mit +2,6% / +2,8% Kern PCE im Rahmen der Erwartungen ausgefallen und die Wall Street steuert Ende Januar auf Monatsgewinne bei den wichtigsten Indizes zu. Gold erreicht zudem einen neuen Höchststand, wegen der Zollbefürchtungen der Marktteilnehmer. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

From TikTok to AI, concerns are growing around the world about the influence of Chinese technology. Kathrin Hille, FT Greater China correspondent, tells us how TikTok might be influencing the political views of young people in Taiwan but former Head of Cybersecurity at GCHQ Ciaran Martin says the threat may not be as it seems. What will new reporting rules mean for the way the press covers the family court? We get two perspectvies. Katie and Ros meet the producer of a controversial new Channel 4 programme which puts people with strong opinions about immigration into the shoes of those attempting to come to the UK. Plus, we find out why a gang of nerds has been flocking to Las Vegas to solve unusual game tasks in Microsoft Excel.Presenters: Katie Razzall and Ros Atkins Producer: Simon Richardson Assistant Producer: Lucy WaiGuests: Shirin Ghaffary, AI Reporter, Bloomberg; Ciaran Martin, Professor, Oxford University Blavatnik School of Government; Kathrin Hille, Greater China correspondent, Financial Times; Hannah Summers, Family Courts Journalist, Bureau of Investigative Journalism; Emily Verity, Barrister, 1GC Family Law; Emma Young, Executive Producer, Minnow Films; Robert McMillan, Reporter, Wall Street Journal

President Trump announces a ‘monumental' $500bn A.I. infrastructure project called Stargate, backed by OpenAI, Oracle and Japan's Softbank. Netflix shares soar as price hikes and live events help the streaming giant post a huge beat on subscriber numbers. In Asian markets, Greater China stocks disappoint amid new threats of tariffs coming from the Trump administration while European indices are set to open in the green. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“ Yeah. We plan to replace the fleet by 2040. We can't scrap all of them now because each bus lasts 18 years. So we have the depreciation for 18 years. They're all from the U.K. All the buses are from the U.K. All the double-deckers. That's the only country that makes double-decker buses, and it's the same as Singapore. All the double-deckers are from the U.K. Because of COVID, when we replace all these diesel buses with electricity, you need a lot more power and electricity to accommodate this. So the government has to work with us. But today, we can't really see that if we import all these 4,000 electric buses to Hong Kong, there will be enough charging stations. We'll have to build a new depot that accommodates electric buses. So in Yuen Long, we're building a seven-storey, new depot that can charge 1,000 buses every night. But after we build it, the government has to give us the confidence that they can give us the power to charge these buses. So there's no point building a new depot if there's not enough electricity to charge it. So we're delaying it now. But the idea is still the same. We will have to replace it with green energy because it's much better for the environment.” - William Louey Fresh out of the studio, William Louey, 4th generation business leader of Kowloon Motor Bus (KMB), talks about his vision for transforming Hong Kong's public transportation system through sustainability and innovation. He discusses KMB's ambitious plan to electrify its bus fleet by 2040, highlighting the challenges of infrastructure, power supply, and government collaboration. He also shares his philanthropic efforts specifically on education and how they shaped the next generation of leaders to pay it forward. Last but not least, William shares what great would look like for KMB in a green and sustainable future. Audio Episode Highlights: [00:46] Quote of the Day (#QOTD) by William Louey [02:07] Introduction to the Guest and KMB's Electrification Plan [02:53] Influences from Family and Philanthropic Leadership [04:44] The Beginnings of the Educational Foundation [07:31] Shifting from Wealth Accumulation to Making an Impact [18:11] Overview of KMB's Role in Hong Kong's Transportation Network [21:35] Vision for Green Transit: KMB's Electric Bus Roadmap [23:15] Exploring Hybrid and Emerging Technologies [25:31] Infrastructure and Power Challenges for Electrification [28:46] Autonomous Vehicles and the Future of Public Transit [34:16] The One Thing William Louey Knows that Very Few Do [35:58] Balancing Technology and Employee Welfare [37:26] What Does Great Look Like for KMB? [40:19] Pet Buses and Women-Only Bus Routes in Hong Kong [42:49] Closing Thoughts and Reflections Profile: William Louey, Businessman and Philanthropist in Hong Kong. William Louey serves as a non-executive director of Transport International and founding member of JNW Properties. He established the William S. D. Louey Educational Foundation in memory of his grandfather. The William S.D. Louey Educational Foundation provides scholarships and bursaries to academically outstanding students from Hong Kong and Greater China for overseas studies. Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Haibin Zhu, joined by Grace Ng and Tingting Ge, will discuss what the red sweep and tariff war 2.0 risk means for China, and implications on Taiwan and Hong Kong. Two major themes affect our 2025 growth outlook, namely China's domestic policy shift since late September, and the Trump win in the US presidential election. While we think the odds of a 10% across-the-board tariff in 2025 are low, in part for procedural reasons, the probability of a significant tariff hike on China imports has increased significantly. This stands in contrast with our previous assumption of no major change in trade policy in 2025 and has significant implications on the Greater China 2025 macro growth and policy outlook. This podcast was recorded on Nov 22, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4842856-0, and https://jpmorganmarkets.com/research/content/GPS-4773721-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

On this episode we speak to Swei about how he went from Nike, to Apple, to managing the Greater China market for Speake Marin. We talk about the Ripple collection, why the longevity of a brand is important to collectors, and how the brand has evolved to more modern designs.

J.P. Duffy welcomes Luis Martinez, vice president of the ICDR, and Thara Gopalan, director of arbitration and ADR for the Asia-Pacific region, to discuss the organization and its strategic plans for expansion in Asia. Together, they explore the ICDR's role in the global arbitration landscape, the opportunities and challenges that lie ahead in this dynamic region, and the potential impact of these developments on the global arbitration community. ----more---- Transcript: Intro: Hello and welcome to Arbitral Insights, a podcast series brought to you by our international arbitration practice lawyers here at Reed Smith. I'm Peter Rosher, Global Head of Reed Smith's International Arbitration Practice. I hope you enjoy the industry commentary, insights, and anecdotes we share with you in the course of this series, wherever in the world you are. If you have any questions about any of the topics discussed, please do contact our speakers. And with that, let's get started.  J.P.: Welcome back to the next episode of Arbitral Insights, in which we will discuss the ICDR and its Asia initiatives with Luis Martinez and Thara Gopalan, who are both vice presidents of the International Center for Dispute Resolution, or ICDR. I'm J.P. Duffy. I'm an international arbitration partner with Reed Smith, based in New York, that acts as both counsel and arbitrator in international arbitration seated around the world under a variety of governing laws and arbitral rules. I'm qualified in New York, England, and Wales, and the DIFC courts in Dubai where I previously practiced. I also have the good fortune to be listed on the ICDR arbitrator roster and to regularly sit as an arbitrator in ICDR Matters, as well as acting as counsel in arbitration governed by the ICDR rules. We're very fortunate to have with us today a repeat guest, Luis Martinez. Luis is the vice president for the ICDR, which is the international division of the American Arbitration Association. Luis is responsible for their business development covering the East Coast of the United States, Latin America, the Caribbean, the EU, and the UK. He's co-chair of the ABA's International Arbitration Committee and an honorary president of the Inter-American Commercial Arbitration Commission. He's admitted to practice in New York and New Jersey and is a dual citizen of Spain and the United States. And our third guest today is Thara Gopalan. Thara leads the ICDR in Asia and is based in the organization's Asian headquarters in Singapore. Thara brings extensive experience in commercial disputes to the table. Prior to joining the ICDR, she was a commercial disputes attorney, representing clients in international arbitrations and at all levels of the Singapore courts. Her expertise spans a wide range of industries, and she has a proven track record of successfully navigating complex legal issues, including high stakes to bet the company disputes. So as you can see, we have excellent guests today, and Luis and Thara will be able to tell us not just about the ICDR's ongoing initiatives around the world, but in Asia in particular. So we're really looking forward to hearing their insights. Let me just set the table a bit by talking for a moment about the ICDR for those that aren't as familiar with it. The ICDR was established in 1996 and is the international division of the AAA, which was itself founded in 1926. The ICDR provides dispute resolution services to businesses and organizations around the world in cross-border matters and administers all arbitrations filed with the AAA that have an international component. While it's based in New York, the ICDR has offices in Houston, Miami, Chicago, Los Angeles, and Singapore. And it also maintains a separate group called ICDR Canada for Canadian disputes. The ICDR has some of the most modern rules in the world, which it last revised in 2021. And you can learn more about those innovations in a podcast I recorded with Luis in April 2021 that's available on iTunes, PodBean, and the Reed Smith website. Now, to give you a sense of the scope of the ICDR's caseload, it administered 848 new claims in 2023 with an amount in controversy of 5 billion. So as you can see, they're one of the largest and most active arbitral administrators in the world. And we're really fortunate to have Luis and Thara here today to talk about that. Now, let's jump right in on that caseload and those caseload statistics for a minute. Luis, of the 848 new cases filed in 2023, what were the top three industries represented?  Luis: Well, thanks, J.P. And it's a real pleasure to join you again on this podcast series and to be here with my colleague from our Asia Case Management Center. To touch base, our statistics are available on our infographics, which we do put one together each year to give some summaries and highlights of our particular caseload. You can find them on our website at icdr.org. But the top three caseloads came in using international arbitration, the ICDR system in the technology sector, the international construction sector, and international financial services. Those are the top three groupings we saw last year in 2023.  J.P.: Now, Luis, that's interesting to me. I think the third category you mentioned was international financial services. Can you expand on that a bit? Because that's an area that I think is underrepresented in most institutions in the international arbitration space.  Luis: Sure. They cover a range of different subtypes in the financial sector. There could be cases involving the financing of infrastructure projects. There could be cases involving financial documents in M&A agreements or shareholder agreements. It is an interesting cross-section, and it is an area that we are focusing on, not only in the international sector, but also working with our colleagues in the domestic divisions. So I think that with the construction and the technology caseloads are areas of focus for us.  J.P.: That's great to hear. Now, Luis, tell me a bit more, too, about the technology sector and the types of cases you're seeing there.  Luis: Sure. And that has been an expanding caseload for us in the last several years. The largest subtypes of these cases, they include, for example, software system developments. We have cases in related to that with partnership and joint ventures. You could have subcontracting agreements with independent contractors and, of course, licensing disputes. An interesting fact that goes with that is that over two-thirds of these technology cases, they actually settle prior to an award hearing and 28% prior to incurring any arbitrator compensation at all. As you know, we do a great deal at the outset to try to explore any procedural efficiencies. As we covered in the rules, the mediation step is actually obligatory with us unless the parties opt out. We will be amenable, of course, especially if the case falls within the appropriate range, use the expedited rules. So whatever the institution can do to bring the parties together and try to get these things settled at the earliest possible step is something that we try to explore.  J.P.: That's really interesting. And I guess it's unsurprising to me that the technology sector would be so highly represented in the case statistics, because we really are seeing a lot more cross-border technology transactions, both in software, hardware. I mean, I think all the different facets of the technology sector, which is really, really broad. So that's pretty interesting. What are some of the other industries, Luis, that you're seeing cases come from?  Luis: The other top leaders that use our rules are the real estate. We have entertainment cases. We actually are the administrators for the International Film and Television Alliance that also has opted to use our rules. Insurance, energy is very important. We have subgroups, by the way, that we've created joint teams internally, combining international and our commercial colleagues to focus on various sectors. So energy, construction, life sciences, financial services are all areas where we're pooling our resources and studying the market and seeing how best to position our domestic and international services. Energy is very important. And I think, you know, the subtopic of that, of course, obviously the upstream and downstream types of disputes, but certainly the ESG-related claims that we're going to be seeing and we're forecasting that that's going to be on the rise, Cases brought to mandate perhaps climate change-related policy or conduct. Cases brought to seek financial redress for damages associated with climate change, etc. And I think the energy sector is going to see a surge on that and probably some other sectors too because it's not limited only to the energy sector.  J.P.: That's really interesting. And just to circle back on one of the earlier industries you mentioned, it's kind of fascinating to me. I've had the opportunity to sit as an arbitrator and to act as counsel in a few entertainment cases. And that's a sector globally that I think gets overlooked on occasion. People tend to not realize how broad that industry is and how much cross-border activity there is in that industry. So pretty fascinating.  Luis: It also plays a large part in our history. I mean, as you mentioned, the ICDR was started in '96, but going far back as 1927, we had a foreign division. And in the 50s, we also worked with the motion picture industry, which really helped us establish offices throughout the country because they wanted to have local offices in many locations where they have theaters. And that really led to our national infrastructure to provide ADR services in the United States.  J.P.: Interesting. I was not aware of that history, but that makes an awful lot of sense. Now, let's turn to Thara for a minute, just to sort of talk about that caseload as well. Thara, how many of those cases had an Asian component to them?  Thara: So we're seeing about 351 Asian parties use our services in 2023. A lot of these parties come out of China, about 174 Chinese parties. And our second largest user is India at about 32 parties. We've got some uses in Central Asia as well as Southeast Asia and Korea as well. Those tend to really focus on construction as well as energy projects.  J.P.: Interesting. So just my sort of back of the napkin calculation, a little over 40% of the cases have an Asian component to them, if I've understood you correctly.  Thara: Absolutely right. 351 out of 848.  J.P.: That's great. And then of those users, predominantly China first and then India second.  Thara: That's correct. So China from really all over the Chinese market, whether that's Beijing, Shanghai, Shenzhen, and Hong Kong parties as well. But we're seeing that across a whole gamut of industries, a lot in technology, but quite a significant number in construction as well.  J.P.: That makes a lot of sense. And I would assume, I may have missed you saying it, but I would assume energy is a relatively significant one there as well.  Thara: That's absolutely right. You'll find that a lot of Chinese, Japanese, and Korean contractors are building some of the energy projects that we're seeing in Southeast Asia. And there's a big sort of energy transition era that's going on in Southeast Asia. So a lot of Chinese parties are involved in that, and we're seeing some of that work come to us.  J.P.: That's great. Now, amongst the Indian parties that you're seeing, what sectors do those cases typically fall into, if any?  Thara: Some of those cases are pure commercial cases, things like contractual disputes, partnership disputes. But we are seeing some technology cases, especially from parties situated in Bangalore. And we've got a small number of construction and infrastructure cases as well.  J.P.: Interesting. I would suspect that you're going to see many more technology cases. And I'm also surprised to hear that there aren't more life sciences cases. But I think that is probably coming as well, because those are two sectors I see an awful lot in the Indian market. Unsurprisingly, given the makeup of the Indian economy.  Thara: Yeah, you're absolutely right. I think pharmaceuticals, life sciences is a really big economic driver for India for some time now. And we probably will expect to see a lot more of cases that come out of those regions. But for the time being, really a lot of the stuff that we are seeing is in that technology and construction space.  J.P.: That makes a lot of sense. That makes a lot of sense. Now, amongst the caseload or the 2023 caseload, how many cases were emergency cases?  Thara: Right. So we've actually had about 160 cases up till the end of 31st December 2023 that are emergency arbitration cases. And quite a lot of these disputes, we had 72, I think, where emergency relief was granted either partially or in full. 24 of those cases, parties settled. 21 cases, the application was withdrawn.  J.P.: Interesting. Well, it's such a high number of cases settling at the outset. I think that's a real testament to how the ICDR does things because I'm not sure that's the case with every institution. So kudos to the ICDR for its administration plans.  Thara: You know, some of the things that are really interesting about the ICDR, and I love sharing this number because it's just astonishing, really. We have 72% of cases settle out of all arbitrations that are filed with us, and over 30% of those settle without any arbitrator compensation. That's based on a study that we commissioned in 2016, and we are in the process of updating that, but we expect those statistics to be roughly similar.  J.P.: Interesting. Now, will those statistics also break out? I know you said about 30% of those cases will settle without any arbitrate or compensation. Will it also break out, for instance, cases that settle before the final hearing or after the preliminary hearing conference? It would be interesting to see. And I don't even know how you would capture that easily, but the various stages of which cases settle.  Thara: Well, I've got to discuss that with my data analytics team. I don't think they're going to be my best friends if I make them do all that work. But certainly 72% before final award is just kind of remarkable. I don't think I've seen comparable statistics anywhere else.  J.P.: Yeah, I certainly haven't heard of any, so that's pretty amazing.  Luis: I will add that technology that we are implementing, incorporating AI, has been the focus for us, especially with the arrival of Bridget McCormack, who's really emphasized the need to update and focus on innovation, on the incorporation of AI. We're really looking at what we can do to simplify the capture and tracking of our data with these new tools. And the team has been increased, including adding some data scientists as well. So we all know that data is king, especially in this field. Obviously, we're bound by confidentiality to a great extent. But where we can pull relevant data from the actual process without revealing the identity of the parties, I think will really be helpful for the marketplace to understand the ICDR caseload and system. So it's an exciting time for us with this focus on AI.  J.P.: Yeah, that's really great to hear because it's such an interesting dichotomy that confidentiality is so important and such a valuable aspect of the process, but it does hinder some of the ability to get transparency and understanding from the outside. So finding a happy medium there with tools like AI is really important. Let's transition a bit to talk somewhat more about the ICDR's Asia plans. Thara, you've obviously been on the ground in Singapore for quite a while. Why don't you tell us a little bit and tell the audience a little bit more about the ICDR's presence in Asia?  Thara: Thanks, JP. So we've actually been in Asia since February 2006, where we were invited to come into Singapore to help them with their plans to grow Singapore as a hub for arbitration. We officially started an Asia case management center in 2019, and that's staffed with full-time case managers who handle a substantial portion of our Asian caseload. Apart from our sort of formal setup, what we've been doing in the last couple of months is really establishing inroads into the markets directly across Asia. We've refreshed something called the ICDR Asia Advisory Council, And that's chaired by a leading arbitration practitioner, former president of the CIArb, Francis Xavier Senior Counsel. And we've also set up national committees in Singapore and the greater China region. We will shortly be setting up a committee in India. And we're really excited about that because the whole gamut of AAA-ICDR is actually going to descend on India to launch that in a couple of weeks.  J.P.: That's great to hear. That's great to hear. Well, Francis Xavier is certainly an excellent person to help with that effort. And it's really wonderful to hear about the India Initiative, because that is such an important market. It's one I've practiced in or dealt with, I should say, more accurately for well over 20 years. And it's just such a rich market that really has so much possibility. So really wonderful to hear. Now, in addition to India and China, what are some of the other markets that the ICDR is focusing on?  Thara: Well, we're really looking at sectors, I want to say. So technology and construction are the focus, and we're sort of looking at geographic markets based on those sectors. So for the time being, apart from China and India, there's actually a lot that's going on in Southeast Asia at the moment. Malaysia, Indonesia, and Vietnam all have a ton of infrastructure projects that are up incoming and plans for the construction of significant infrastructure in the next five to 10 years. And a lot of that is being built by Chinese contractors, Japanese contractors, and Korean contractors, in addition to the very large domestic players in each of these markets. So that's really where a lot of our attention is going to be focused on for the next couple of years.  J.P.: Wow, that's really impressive. That's really impressive. Now, what are some of the other initiatives that the ICDR has to strengthen its ties in Asia?  Thara: What we're really focusing on now is trying to spotlight thought leadership that's coming out of Asia. We've got a ton of really clever lawyers all over Asia, and we're trying to give them better opportunities to have a greater voice, rather, on the global stage. So that's something that our national committees are working really hard to do. In Singapore, that's led by Theo Shen Yi Senior Counsel, and in Greater China, that's led by Dr. Zhang Lixia. So there's a bit of a focus on trying to ensure that there's pathways for younger practitioners who are up and coming in the market, that we tap on the expertise of our extremely qualified and senior international panel of arbitrators, but also that we spotlight or we shine the spotlight rather on groups that may not necessarily have as much access to high-powered arbitration careers. So in some jurisdictions, that might be minority racial groups, and in other jurisdictions, that might be gender-diverse groups like women in arbitration, for example. So those are some things that we're really trying to do to ensure we make a positive difference in the market, but also that we're spotlighting local practitioners as we engage in our efforts in those markets.  J.P.: That's excellent to hear. Now, let me drill down on that a bit because some jurisdictions are obviously very well known in Asia for being thought leaders. And the one in which you sit is an obvious one to me. India is certainly an obvious one, and you see a great deal of thought leadership coming out of China as well. But what are some of the specific ways that you're trying to increase visibility for practitioners in those jurisdictions? Is it through increased speaking opportunities, increased publication opportunities. How are you going about that?  Thara: So you've hit the sort of nail right on the head. Speaking opportunities and publications are the main focus of these committees. We will be bringing really substantive programs that involve genuine thought leadership, not purely sort of anecdotal recollections through to major cities across China as well as India. In China, that's Beijing, Shanghai, Shenzhen, Hong Kong. In India, for a start, that's going to be Bombay, Chennai, Bangalore, and Delhi. And of course, in Singapore, we're fairly small in Singapore. So that's really going to be all over Singapore that we're trying to do these programs. But apart from programs, we do have publications that have always been run by the AAA-ICDR, and we're looking to increase Asian content on those publications. Be that the AAA-ICDR blog for sort of short-form contributions up to about 2,500 words, or the AAA-ICDR dispute resolution journal, which is for slightly longer-form content.  J.P.: Excellent to hear. Excellent to hear. And let me put a very quick plug in for the dispute for the DRJ, which is the journal. I published articles in there. I always encourage our associates at Reed Smith to do so. It's a really excellent publication. It's really wide reaching. And it's a huge, huge benefit to you personally to put something in there in the audience. So definitely submit articles. It's a really top-notch publication and a wonderful way to increase your exposure yourself. So excellent to hear that you're going about that. Now, I'm sure we could talk all day. And what I'm going to do is rather than continue to do that, I'm going to reserve my right to call you guys back. But let me move on before I do that to some of the ICDR's other plans. I don't want to lose sight of those before we conclude this podcast today. So one of the things that's really amazing is the AAA has been very active recently. Luis, you mentioned Bridget McCormack taking over as president about a year and a half ago. You talked about some of the IA initiatives. There's been the recent ODR.com acquisition. With all that and the fact that the AAA is coming up on its centennial anniversary in 2026, which is an incredible achievement, there's a natural opportunity there for the organization to reflect upon its future objectives. What would you like to see the ICDR accomplish in the next five years?  Luis: Well, I really like the direction we're going in with exploring our traditional caseloads. Of course, we always start from the position that we want to make sure our services, the administration of arbitrations and mediations are at the top level that they can be. And we've looked at that and how to improve those mechanisms and the related technology in our administrative platforms. But I think there's so many new opportunities for us. You were discussing some particular caseloads. Certainly, you're aware of all our initiatives in the life sciences sector. We have an advisory committee that focuses on that particular market. We're looking at enhanced arbitrator selections and lists that have high levels of experience for those particular types of disputes. Other markets that I think are important is we're seeing a surge in cases that we administer involving sovereigns, states, state-related entities, for example, in Latin America, in construction and infrastructure projects, where the participating sovereigns actually design the arbitral provision they're going to offer perhaps a potential for an investor. And we've been selected to administer a number of caseloads following that type of mechanism and example. The ODR acquisition, which is relatively new, presents us with a number of opportunities. The ODR platform is incredibly sophisticated. It has some incredible features to be able to customize really on a dime for the needs of a particular sector or a caseload. It has language capabilities. And we're looking now as a team, all of us to explore in our assigned regions, what potential opportunities there are to handle caseloads that we would be hard pressed to bring in because we didn't have a tool such as odr.com. So I think that opens the door for us to explore some emerging markets. So looking at technology, looking at emerging markets, looking at cases with sovereigns and the focus on the sectors are all very promising directions for us. And I should really mention, by the way, that the AAA itself has invested considerably and expanded the ICDR team. We now have three new people working in just the business development side. And I think that expansion will allow us to explore opportunities that there were just not enough hours in the day before to do.  J.P.: Wow, that's a very ambitious program. And that's wonderful to see. Not surprising given the trajectory that the AAA ICDR is on, but wonderful to hear. Now Thara, where would you like to see the ICDR in Asia in the next five years?  Thara: You know, I think apart from innovations in procedure and technology, where I think we've really been leading the charge, what I do want to see is us focusing on a lot more appropriate dispute resolution, as opposed to purely alternative dispute resolution. The AAA ICDR really does have the full suite of dispute resolution services, everything from neutral evaluation, mediation, arbitration, as well as disputes, avoidance boards for construction. So we want to see parties have the information and have the resolve to be able to use the most appropriate mechanism for resolving their disputes across all disputes that they come across.  J.P.: Excellent. That is truly, truly, again, a very ambitious and sage outlook. And I'm quite certain you're going to accomplish it with the efforts that you're putting behind it. Well, one thing I just wanted to circle back on quickly is Luis mentioned ODR.com. We are going to have an episode released in the near future where I speak with Jeff Zaino, who's the vice president of the commercial division for the AAA. And he discusses the ODR acquisition a bit more as well. I definitely recommend that to listeners because it's a truly innovative move by the AAA and a really, really good reflection on how forward-thinking the AAA ICDR is. Well, we've got a pretty good idea of what the ICDR has been doing around the globe and in Asia in particular, and we've got a very good sense of where the ICDR would like to see itself in the next five years. So I would definitely like to reserve my right to bring you both back to hear how that's gone because I'm quite certain with all the forward-thinking and all the effort behind it that the ICDR will be highly successful in all its initiatives. But with that, that will then conclude our update on the ICDR and its Asia initiatives. I want to thank our guests, Luis Martinez and Thara Gopalan from the ICDR for their invaluable insights. And I want to thank you, the listeners, for tuning in. You should feel free to reach out to Luis or Thara with any questions you might have, as I'm sure they'd be happy to speak with you directly. You should also feel free to reach out to Reed Smith about today's podcast with any questions you might have. And we look forward to having you tune in to future episodes in the series. So thank you, Luis. Thank you, Thara. And we do hope to have you back soon.  Luis: Thank you.  Thara: Thanks so much for having us, J.P.  Outro: Arbitral Insights is a Reed Smith production. Our producers are Ali McCardell and Shannon Ryan. For more information about Reed Smith's global international arbitration practice, email arbitralinsights@reedsmith.com. To learn about the Reed Smith Arbitration Pricing Calculator, a first-of-its-kind mobile app that forecasts the cost of arbitration around the world, search Arbitration Pricing Calculator on reedsmith.com or download for free through the Apple and Google Play app stores. You can find our podcast on podcast streaming platforms, reedsmith.com, and our social media accounts at Reed Smith LLP.  Disclaimer: This podcast is provided for educational purposes. It does not constitute legal advice and is not intended to establish an attorney-client relationship, nor is it intended to suggest or establish standards of care applicable to particular lawyers in any given situation. Prior results do not guarantee a similar outcome. Any views, opinions, or comments made by any external guest speaker are not to be attributed to Reed Smith LLP or its individual lawyers.  All rights reserved.  Transcript is auto-generated.

Goodwin Gaw is the Founder and Managing Principal of Gaw Capital Partners, a real estate private equity fund management company focusing on markets in Greater China and other high-barrier-to-entry markets globally. Established in 2005, Gaw Capital Partners has raised equity in excess of USD$22 billion as of 2022 Q3 and currently manages assets of over USD$33.6 billion, encompassing residential developments, retail centers, hotels, commercial, IDC, and logistic properties.Links:Gaw Capital Partners - https://www.gawcapital.com/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:18) - Goodwin's background and career(00:16:57) - Opportunities for cross-border capital when Asia opened up in the ‘90s(00:20:00) - What were the most investable assets in China for US institutions?(00:24:21) - What does Gaw capital look like today?(00:27:08) - How do you think about entering new markets?(00:29:48) - Where are you seeing opportunity when others run for the exits?(00:34:18) - Thoughts on San Francisco(00:37:27 - What's the investor appetite for China(00:41:23) - What other global markets are you in?(00:42:06) - What is the big opportunity in Japan?(00:45:15) - Where is the Outbound Asian capital going?(00:48:28) - Where are you spending your time over the next 12-24 months?(00:49:49) - Does private credit function similarly in Asian markets?(00:53:34) - What advice would you give to folks aspiring to become entrepreneurs?

S&P futures are relatively stable, indicating a flat open as markets digest a mix of corporate earnings, macro data, and geopolitical developments. Asian equities mostly traded higher today, except for Greater China. European markets are broadly higher today following a positive US close, with the STOXX 600 nearing an all-time high. For today's highlight, China's market selloff intensified, with the Hang Seng index dropping almost (4%) due to weak economic data and uncertainty over fiscal stimulus plans, which disappointed investors. Key sectors like consumption, internet, and IT, along with mainland property indexes, also saw significant declines. Companies Mentioned: Frontier Communications, AMD, NVIDIA, Intel

S&P futures are pointing to a flat open today, down (0.02%). In Asia, Greater China markets recorded historical gains, with the Shanghai Composite up +8%, while Japan's Nikkei 225 plummeted close to (5%) . European equity markets are broadly lower in early trades. Chinese stocks have rallied for nine consecutive days as the CSI 300 surged +8.5%, its largest jump since 2008. Having lost over (45%) from its 2021 peak, the index has rebounded over +20%. Despite the rally, the MSCI China forward P/E remains at 10.8x. UBS has increased its target for MSCI China to $70. Morgan Stanley predicts an additional +10% upside for the CSI 300. HSBC notes that new measures from China's central bank may boost corporate buybacks. Companies Mentioned: TPG, Boeing, OpenAI, Devon Energy

US futures are pointing to a flat open. European equity markets are slightly higher and Asian equities mostly finished higher, led by sharp gains in Greater China and Japan's Nikkei. Risk appetite continues to lean positive, boosted by optimism around the technology sector and AI growth prospects. Market sentiment is also supported by encouraging US macroeconomic data and additional stimulus measures from China. The soft-landing narrative has gained traction, lowering expectations of a large Fed rate cut. In Europe, weaker economic data has increased the likelihood of a rate cut by the ECB in October, and the Bank of England may also ease policy by November. Meanwhile, the ongoing oil price selloff is attracting attention, with reports suggesting that Saudi Arabia may back away from its unofficial $100 price target.Companies Mentioned: Intel, Arm, Amazon, EchoStar, AT&T, TPG