Podcasts about group chief economist

Barnabas Gan, Group Chief Economist & Head of Market Research, RHB Bank discusses Singapore keeping its economic growth forecast for 2025 at zero per cent to 2 per cent, while noting that the external demand outlook for the rest of the year has “improved slightly”, given the tariff truces that have de-escalated global trade tensions. See omnystudio.com/listener for privacy information.

The outlook for fixed income markets in the 2nd quarter of 2025 may just present a cautiously optimistic view, driven by a combination of factors. Global interest rates are expected to follow a downward bias, supported by a likely 75bps Fed Fund Rate cut starting in June, as the Federal Reserve aims to balance its mandate with economic conditions. In fact, a risk-off sentiment continues to dominate investor behavior, with flows directed toward safe-haven assets like government bonds and investment-grade credits. So what’s the outlook like for fixed income markets? Should investors stay overweight in this market? On The Wealth Tracker, Nadiah Koh speaks with Barnabas Gan, Group Chief Economist & Head of Market Research, RHB Bank.See omnystudio.com/listener for privacy information.

Neil Shearing has been in back-to-back meetings with global institutions who – like everyone – are trying to make sense of Trump's chaotic trade policy roll-out, not least the recent decision to pause "reciprocal" tariffs for 90 days. The Group Chief Economist at Capital Economics joins the latest episode of The Weekly Briefing to address some of the questions that have kept coming up in those sit-downs with clients, including:What the global trading picture might look like when the 90-day tariffs “pause” endsWhy we think US growth risks have risen but we still don't expect a recession How the Federal Reserve will play slower growth with higher inflationWhat curbs on Nvidia chips tells us about decision-making amid Trumpian uncertainty If there's a US-China trade deal to be doneAnalysis referenced in this episode:Read: Will tariffs drive a flood of Chinese exports elsewhere?https://www.capitaleconomics.com/publications/global-economics-focus/will-tariffs-drive-flood-chinese-exports-elsewhereRead: Is China offloading its dollar assets?https://www.capitaleconomics.com/publications/china-economics-focus/china-offloading-its-dollar-assetsData: Tariff Impact Model (TIM)https://www.capitaleconomics.com/data-and-charts/tariff-impact-modelRead: US Outlook - Scaled-back tariffs not an existential threathttps://www.capitaleconomics.com/publications/us-economic-outlook/scaled-back-tariffs-not-existential-threatRead: ECB Policy Announcement (April 2025)https://www.capitaleconomics.com/publications/europe-rapid-response/ecb-policy-announcement-april-2025

Stephen Grootes discusses the recent downturn in the JSE All Share Index with Goolam Ballim, Chief Economist at Standard Bank, and Johann Els, Group Chief Economist at Old Mutual, highlighting uncertainty surrounding the Government of National Unity (GNU) and the impact of US President Trump's 30% tariff on South African goods as key factors contributing to the decline. In other interviews: Marina Willrich, FO Candlelight Senior Team Lead, chats about the Candlelight Concerts, a magical musical experience that will transform iconic Johannesburg venues into breathtaking spaces of classical and modern music, illuminated solely by candlelight. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Stephen Grootes discusses the recent downturn in the JSE All Share Index with Goolam Ballim, Chief Economist at Standard Bank & Johann Els, Group Chief Economist at Old Mutual, attributing the decline to uncertainty surrounding the Government of National Unity (GNU) and the impact of US President Trump's 30% tariff on South African goods. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Conall McCoille, Group Chief Economist with Bank of Ireland discusses continued house price inflation, after another jump of 8.4% in asking prices in quarter four of last year.

Group Chief Economist at BNP Paribas, Isabelle Mateos y Lago joins Sara Murray and Maria Demertzis, The Conference Board's new ESF Center Leader, for a special end-of-year edition of "Let's Talk Global Business". They take a look back at 2024, and the elections that have shaped Europe's economic outlook. Is Europe in a better position after this festival of democracy? Despite the doom mongers, they end on an upbeat note. Listen in to find out more. 

GREEK ECONOMY: Prospects & Outlook Post Investment Upgrade Moderator: Mr. Dimitrios Lambropoulos, Partner, Deal Advisory - KPMG in Greece Panelists: Mr. Lefteris Farmakis, Senior FX Strategist – Barclays Dr. Tasos Anastasatos, Group Chief Economist, Deputy General Manager - Eurobank Mr. Filippo Taddei, Managing Director - Goldman Sachs International Dr. Ilias Lekkos, Group Chief Economist and Head of Investment Strategy - Piraeus Bank 26th Annual Capital Link Invest in Greece Forum Greece- Speeding Ahead Post Investment Upgrade Metropolitan Club, NYC | December 9, 2024

Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election?Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to David Wilder about the big issues in global macro and markets in a wide-ranging chat that takes in:How quickly the Fed will unwind its restrictive policy and where it will stop cutting rates;What's holding European equities back from outperforming the US; Why escalating conflict in the Middle East hasn't had a big impact on markets so far, and what could change that.Further readingRaymond James Letter from the CIO: The Great American Road Triphttps://www.raymondjames.com/trimaranadvisors/resources/2024/10/01/the-great-american-road-tripCE Group Chief Economist Note: How Trump could erode the US economic advantage in a fractured worldhttps://www.capitaleconomics.com/blog/how-trump-could-erode-us-economic-advantage-fractured-worldCE: US Macro Scenarios dashboardhttps://www.capitaleconomics.com/data-and-charts/scenariosCE: China stimulus - Your questions answeredhttps://www.capitaleconomics.com/publications/china-economics-update/china-stimulus-your-questions-answeredCE: Latest thoughts on r* and where rates end this cyclehttps://www.capitaleconomics.com/publications/global-economics-update/latest-thoughts-r-and-where-rates-end-cycleAbout Larry AdamLarry Adam joined Raymond James in 2018 as the chief investment officer for Private Client Group. Prior to joining Raymond James, Larry, as a managing director, held the dual roles of CIO of the Americas and global chief investment strategist for Deutsche Bank private wealth management. He sat on the U.S. investment committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank's global investment committee that formalizes and establishes the global house view. Prior to being named Deutsche Bank's global chief investment strategist, Larry was the head of the asset allocation and quantitative analysis group, the group responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank in 1992.Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master's degree in business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst designation in 1996, the Certified Investment Management AnalystSM certification in 2001 and the Certified Financial Planner® designation in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron's and the International Herald Tribune.About Neil Shearing Neil Shearing is Group Chief Economist at Capital Economics. He has overall responsibility for managing our team of economists and leading our research, as well as developing the firm's products and its relationship with clients. He is also a director of the company. Neil is the first point of contact for many clients and presents regularly on the global economic and financial market outlook. He is a well-known voice within the investment community and has written articles in the Financial Times and a number of other newspapers, as well as appearing regularly on TV and radio.Prior to becoming Group Chief Economist, Neil was Chief Emerging Markets Economist, managing a team that won several awards for forecast accuracy. He also managed our New York office. Neil joined Capital Economics from HM Treasury where he worked as an Economic Adviser in various areas, including fiscal policy and global economics. He holds degrees in Economics from the University of York and the University of London and is a Fellow of the Royal Society of Arts. 

Nosipho Radebe speaks to Johann Els, Group Chief Economist at Old MutualSee omnystudio.com/listener for privacy information.

Greek Economy: Prospects & Outlook Post Investment Upgrade Brief Presentation & Roundtable Discussion Moderator: Mr. Georgios Papadimitriou, Partner, Accounts & Markets Leader, Central, Eastern & Southeastern Europe & Central Asia - EY Panelists: Mr. Michael Arghyrou, Head of the Council of Economic Advisers - Hellenic Republic Dr. Tasos Anastasatos, Group Chief Economist, Deputy General Manager - Eurobank Dr. Ilias Lekkos, Chief Economist - Piraeus Bank Mr. Frank Gill, Managing Director, EMEA Lead Sovereign Analyst - S&P Global Ratings Tuesday, June 18, 2024 Capital Link Invest in Greece Webinar Series 2024 | Linking Greece with the International Business & Investment Community A series of webinars to update the international investment community on developments in Greece and to raise the profile of Greece as a business and investment destination. Hosted with the support of the Hellenic Fund & Asset Management Association. These webinars will be organized on a regular basis, culminating with the Annual "Capital Link Invest in Greece Forum" which will take place in New York on Monday, December 9, 2024. Follow this link below for more information on the event: https://webinars.capitallink.com/2024/invest_in_greece/

NAB's latest business survey showed falling conditions across categories as economic headwinds grow.See omnystudio.com/listener for privacy information.

In this episode, we explore the surprising predictions made by Citigroup's chief economist regarding the US economy. Tune in to hear a detailed discussion on the implications of potential rate cuts, the contrasting impacts on renters and homeowners, and the latest market trends. Our expert insights will help you navigate these uncertain times with informed perspectives. (0:00) Introduction (0:24) Memorial Day Tribute (1:14) Citigroup's Deep Recession Prediction (2:36) Labor Market Weakening and Rate Cuts (3:01) Rolling Recession Concept (4:18) Real Estate Insights from Bali (5:07) Baby Boomers and Gen X Content Creation (5:56) US Treasury's Liquidity Moves (7:21) Renters vs. Homeowners Economic Impact (9:22) Silicon Valley's Housing Market Spike

The Budget will be in surplus over the next financial year, but with deficits forecast in the future, has the government bet it all to win the next election?See omnystudio.com/listener for privacy information.

Small businesses are suffering increased insolvencies, so will a national fight over the minimum wage send more to the wall?See omnystudio.com/listener for privacy information.

Hot Topic Interest rates in 2024 Johann Els Old Mutual Ltd's Group Chief Economist

Business conditions eased further in the latest NAB Business Survey, and while confidence may be rising, we're still in pessimistic territory.See omnystudio.com/listener for privacy information.

In two podcasts Daniel Morris, Chief Market Strategist of BNP Paribas Asset Management discusses with William De Vijlder, Group Chief Economist of BNP Paribas the impact of geopolitical uncertainty on the economy. In this first podcast, they look at economic and geopolitical uncertainty, why it matters and how it can be measured.Clic here to consult the graphic

Business confidence and conditions have sunk across the month of November, reacting to the worsening outlook for 2024.See omnystudio.com/listener for privacy information.

Business confidence has dropped after another rate rise by the Reserve Bank last week, but will retailers survive the Christmas period?See omnystudio.com/listener for privacy information.

This Highlight is on Maybank's expectations of Malaysia Budget 2024. Winson Phoon gets the details from Suhaimi Ilias, our Group Chief Economist. For the full conversation with other analysts at Maybank, go to the latest Weekly Briefing episode on ASEAN Speaks.

We're only halfway through the year and we've already had extreme floods in places like India, wildfires in Canada, Switzerland, and Greece, and tornadoes in the United States. They've not only put lives at risk but have also meant homeowners having to deal with damage to their homes. And that is where insurance plays a vital role. According to the Swiss Re Institute, the research arm of the insurance giant, global economic losses tied to natural disasters reached $270 billion last year, of which less than half was covered by insurance. Joining Julia to discuss is Swiss Re Group Chief Economist Jérôme Haegeli. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Central banks' use of monetary policy to fight inflation is working, but in New Zealand we need to look at evidence demand and prices are being impacted rather than current inflation data, says ANZ Banking Group Chief Economist Richard Yetsenga.Speaking in the Of Interest podcast, Yetsenga says news of an inflation fall in the United States suggests the Federal Reserve is close to an extended pause having increased its Federal Funds Rate to between 5% and 5.25% from 0% to 0.25% since March 2022.US consumer price index (CPI) inflation rose 3% in the June year, down from 9.1% a year earlier. Yetsenga expects another 25 basis points increase from the Fed, after which he expects a period of pause."It's not obvious that pause will be followed by further hikes, but neither is it obvious that that pause will be followed by cuts. And I think that's a good signal," says Yetsenga.In New Zealand, where March quarter CPI was 6.7% and June quarter CPI, due out July 19, is expected to be about 6%, Yetsenga says the current inflation rate isn't necessarily the key thing to look at in the inflation fight. On Thursday Statistics NZ said food prices rose 12.5% in the June year, a 35 year high."When you've hiked [interest rates] by 400 or 450 basis points, the current inflation rate, yes it's still important, but it's less additive to your information set. What is more additive is can we see the signs that demand and price pass through is being crimped by the policy moves that we have done? And the answer is unambiguously yes," Yetsenga says.He acknowledges higher interest rates are a blunt tool and may not impact the economy the way we'd ideally like."Certainly there are other policy tools available. But in the absence of somebody else stepping up and delivering those other policy tools, it's up to our central banks that have their inflation mandates. And so far I think they're doing a good job at trying to balance getting inflation back to target without crimping the economy too much."In the podcast Yetsenga also talks about the Reserve Bank of Australia's approach to the inflation fight in comparison to the Reserve Bank of New Zealand, evidence central bank monetary policy is working, whether central banks need more inflation fighting tools, China's "remarkable" 0.0% CPI, and the impact of a higher frequency of extreme weather events on inflation."We are talking about deflation there [China]. We need to separate our expectations for China, I think, in the next 20 years [from] what China has looked like in the last 20 years. I don't think those two things will be in any way comparable," says Yetsenga.Climate challenges, meanwhile, are "a supply side shock which will tend to boost inflation and will tend to worsen incomes. And so it hits productivity as well, and it reduces standards of living."*You can find all episodes of the Of Interest podcast here.

The highlight from our Weekly Briefing is whether the US dollar would end its dominance by the end of this decade, and the emerging beneficiary as central banks re-balance their currencies portfolio. Chua Hak Bin, Co-Head of Macro, speaks to Suhaimi Ilias, Group Chief Economist. For the full conversation with other analysts, go to the latest Weekly Briefing episode on ASEAN Speaks.

Sailesh Jha, Group Chief Economist & Head of Market Research, RHB Banking discusses why the MSCI China is due for downside of 10-15% in 1H23.See omnystudio.com/listener for privacy information.

It's been a long, hard struggle for emerging-market equities. Since peaking in late 2010, emerging markets have underperformed global developed equities amid a confluence of macroeconomic and market headwinds. But, in the beginning of this year -  emerging market equities have rallied more than a fifth from their October trough. So could this emerging-market equities' rebound rally extend throughout the rest of the year? On Money in the Market, The Afternoon Update's Hongbin Jeong speaks to Dr Sailesh Jha, Group Chief Economist and Head of Market Research at RHB to find out more. See omnystudio.com/listener for privacy information.

Say what you want about 2022, but it wasn't a dull year. After 12 months of geopolitical upheaval, the biggest inflationary spike in decades, central bankers going full Volcker and giant swings in financial markets, what will 2023 bring? In this special end-of-2022 episode, Neil Shearing, our Group Chief Economist, and Chief Markets Economist John Higgins discuss what to expect in the coming year for economies and markets, talking recession, China and zero-COVID and why equities may have yet to bottom out. See our guide to The World in 2023 for more key calls for the coming year. 

GREEK ECONOMY ROUNDTABLE Greece At The Doorstep Of Investment Grade - Implications For The Business & Investment Landscape Moderator: Mr. Pavlos Masouros, Managing Partner - Masouros & Partners Attorneys Panelists: Mr. Thomas Torgerson, Co-Head Sovereign Ratings - DBRS Morningstar Dr. Tasos Anastasatos, Group Chief Economist, Deputy General Manager - EUROBANK Mr. Michael Arghyrou, Chairman of Council of Economic Advisοrs - Hellenic Republic Capital Link's 24th Annual Invest in Greece Forum Friday, December 9, 2022 in New York City For more information please visit: https://forums.capitallink.com/greece...

Neil Shearing, Group Chief Economist for Capital Economics, joins the AFIRE Podcast with Gunnar Branson to talk about how global economics are “resetting” CRE markets. https://www.afire.org/podcast/202220cast/ The most recent quarter of 2022 has been a constant process of downgraded expectations for commercial real estate investors and managers. War in Europe, persistent inflation, and supply chain challenges are only part of a perfect storm that is totally disrupting the global balance of the past 3 decades. If the volatility of the present continues, what global forces will investment leaders need to track for the months ahead? Neil Shearing, Group Chief Economist for Capital Economics, an independent economic research business based in London, sat down in November 2022 with AFIRE CEO and podcast host Gunnar Branson to discuss his latest insights on how global economics are forcing a reset of CRE markets.

นักกีฬาที่ชื่อว่า ‘ประเทศไทย' กำลังแก่ชราลง และไม่ได้โดดเด่นเหมือนเช่นอดีต หากเปรียบประเทศไทยเป็นนักกีฬาสักคน นักกีฬาคนนี้เคยเพียบพร้อมไปทั้งความโดดเด่นทางด้านฟอร์มการเล่น และศักยภาพในการเติบโต แต่ในปัจจุบันกลับไม่เป็นเช่นนั้น เพราะนักกีฬาคนนี้ได้แก่ตัวลง และไม่ได้เป็นตัวเลือกอันดับต้นๆ ในสายตาของนักลงทุนทั่วโลกอีกต่อไป เคน นครินทร์ และ ดร.สันติธาร เสถียรไทย Group Chief Economist หนึ่งในผู้บริหารของบริษัท Sea Group จะมาเผยให้เห็นภาพรวมการแข่งขันของเศรษฐกิจโลก พร้อมเสนอแนะ ‘แผนการเล่น' ที่เหมาะสมกับไทยในปัจจุบัน

US tech earnings will likely continue to drive market action with major players such as Apple and Amazon reporting later in the week. Over in Europe, former British finance minister Rishi Sunak will succeed Liz Truss as the next UK Prime Minister after his rivals quit the race. But can investors there heave a sigh of relief just yet? Closer to home, Hong Kong's shares took a beating earlier in the week while China's third quarter growth beat expectations, but what implications would these have on the world's second largest economy?  On Market View, Prime Time's finance presenter Chua Tian Tian unpacked the key happenings of the week with  Dr. Sailesh Kumar Jha, Group Chief Economist and Head of Market Research at RHB Bank Berhad.See omnystudio.com/listener for privacy information.

India's Gross Domestic Product grew 13.5% in the first quarter of FY22-23 compared to a year ago helped by the base effect, thereby registering the fastest growth in four quarters.   But the numbers came in below the 15.2% forecast by economists, and much lower than the Monetary Policy Committee's projection of 16.2%. The last time India's economy grew faster was in Q1 FY21, when it gained 20.1% from the pandemic-depressed level a year earlier. With rising interest rates, uneven monsoon and slowing global demand, analysts fear the economy may fall short of the 7.2 per cent annual growth target for FY23 projected by the Reserve Bank of India.   The GDP during April-June 2022 stood at Rs 36.85 trillion, compared to Rs 35.49 lakh crore in the corresponding quarter of the pre-pandemic year 2019-20. This means, the country's economy has grown at an average of 1.26% a year in real terms over the past three years. On a sequential basis, GDP in the first quarter contracted 9.6% from the preceding three-month period. According to Sachchidanand Shukla, Group Chief Economist at Mahindra and Mahindra, this is three times the average sequential contraction of 3.2% witnessed in the first quarter of each of the last five years before the pandemic. But, the year-over-year growth in GDP was led by consumption and investments, which grew 25.9% and 20.1%, respectively. The growth in government expenditure was a weak 1.3%. Looking at the sectoral trends, the GVA growth in manufacturing was 6.5, while the construction sector grew 16.8%. The labour-intensive trade, hotels and transport segment showed a strong 25.7% growth. The data released by the National Statistical Office showed while the services sector lifted growth during the quarter, activity in the trade, hotels, and transport segment, despite heightened betterment in hospitality, was below the pre-pandemic level of the June quarter of FY20. Aditi Nayar, Chief Economist at ICRA however said that relative to the pre-Covid level, this stood out as the only sub-sector reporting a contraction in Q1, in line with the robust but incomplete recovery in contact-intensive sectors. Madan Sabnavis, Chief Economist, Bank of Baroda says, coming off a low base, one shouldn't reach much in the 13.5% number. Agri, real estate, finance and govt sectors contributed to the growth. Pvt investment and consumption should sustain for 7.2% annual growth. Pent-up demand could get diluted due to high inflation.  Inflation remains one of the biggest risks as it impacts consumer spending, which accounts for about 60% of India's nominal GDP. There is also a possibility of slippages in terms of rice and pulses production if the area under cultivation is lower than normal. This can result in further price shocks if sowing doesn't see a recovery. On the fiscal side, buoyancy in tax collection will give enough comfort to the government in terms of budget management.  Aurodeep Nandi, India economist and vice president at Nomura said even if one were to discount the low base, this marks a stellar rise in sequential momentum with post pandemic tailwinds lifting GDP growth in June quarter.   As the year progresses, experts say that that slowing global growth, higher inflation, and tightening financial conditions will impact the pace of growth.

Is stagflation back? In this series of podcasts, William De Vijlder, Group Chief Economist of BNP Paribas, discusses the issue of stagflation, a term that has been increasingly used in the media in recent months. Stagflation, a multi-year phenomenon combining rising unemployment and high inflation, brings us back to the dark days of the 1970s and 1980s, when inflation levels were unprecedented and mass unemployment began.

รับชมทาง YouTube วิกฤตโควิดทำให้ผู้คนเร่ิมปรับตัวให้อยู่รอด ได้หัดประชุมออนไลน์ ได้ใช้พร้อมเพย์ เกิดเป็นวิถีชีวิตที่เรียกว่า ‘ความปกติใหม่' แต่ความปกติใหม่ที่ว่ากำลังจะเก่าไปเสียแล้ว เมื่อเกิดสงครามรัสเซีย-ยูเครน เหตุการณ์ที่ปรับฉากทัศน์ในโลกอีกครั้ง จนทำให้โลกตอนนี้อยู่ในสถานะที่เรียกว่า ‘ไร้สมดุล' ถึงเวลาที่ต้องจัดระเบียบความวุ่นวายทั้งหมด เพื่อให้พร้อมเดินต่อไปข้างหน้า เคน นครินทร์ คุยกับ ดร.สันติธาร เสถียรไทย Group Chief Economist และกรรมการผู้จัดการ บริษัท Sea Limited สรุปเนื้อหา THE GREAT REBALANCING การปรับสมดุลครั้งใหญ่ของโลกทั้ง 6 มิติ พร้อมคำแนะนำแก่ผู้ประกอบการและผู้บริหาร เพื่อวางแผนอนาคตหลังจากนี้

วิกฤตโควิดทำให้ผู้คนเร่ิมปรับตัวให้อยู่รอด ได้หัดประชุมออนไลน์ ได้ใช้พร้อมเพย์ เกิดเป็นวิถีชีวิตที่เรียกว่า ‘ความปกติใหม่' แต่ความปกติใหม่ที่ว่ากำลังจะเก่าไปเสียแล้ว เมื่อเกิดสงครามรัสเซีย-ยูเครน เหตุการณ์ที่ปรับฉากทัศน์ในโลกอีกครั้ง จนทำให้โลกตอนนี้อยู่ในสถานะที่เรียกว่า ‘ไร้สมดุล' ถึงเวลาที่ต้องจัดระเบียบความวุ่นวายทั้งหมด เพื่อให้พร้อมเดินต่อไปข้างหน้า เคน นครินทร์ คุยกับ ดร.สันติธาร เสถียรไทย Group Chief Economist และกรรมการผู้จัดการ บริษัท Sea Limited สรุปเนื้อหา THE GREAT REBALANCING การปรับสมดุลครั้งใหญ่ของโลกทั้ง 6 มิติ พร้อมคำแนะนำแก่ผู้ประกอบการและผู้บริหาร เพื่อวางแผนอนาคตหลังจากนี้

Today we are tackling an issue that is on the minds of every African policy maker, and one that has captured international discussions for several years: African Debt. Debt can be an incredibly useful tool for governments when managed transparently and correctly, and when it is used to fund investments that pay off in the long term. It can fill important funding gaps that development assistance and domestic resource mobilization cannot. But several countries have found themselves in a vicious cycle of debt, effectively mortgaging their people's futures by agreeing to riskier and less transparent terms that hold their fiscal space hostage. Civil society groups in many places have rightly become increasingly vocal in opposition to borrowing for large projects, advocating for more prudent spending and greater transparency. Host Albert Zeufack, Chief Economist for Africa at the World Bank, discusses this and more with Carmen Reinhart, the World Bank Group's Chief Economist and an expert on global debt.

In the last monetary policy review, the Reserve Bank of India left key interest rates unchanged as widely expected. The monetary policy stance remains accommodative, and the tone is explicitly dovish. It is quite evident that growth remains the policy priority for the central bank. The RBI has also reiterated its stance of keeping liquidity ample and borrowing costs low. The question is in order to ensure a faster recovery do we require more support from fiscal authorities? RBI has ensured that systemic liquidity conditions will remain ample, but what about distribution? To discuss that Mint's Nasrin Sultana is in conversation with Rupa Rege Nitsure, Group Chief Economist at L&T Financial Services.

The overarching theme of the Online Tylösand Summit 2020 is Climate Change. This session focuses on the financial sector as a tool for decarbonization, and on climate change as a financial and macroeconomic risk. Speakers Keynote Sarah Breeden Executive Director for UK Deposit Takers Supervision at the Bank of England, responsible for the supervision of the UK’s banks, building societies and credit unions. Breeden has oversight of the Bank of England’s work enhancing the financial system’s resilience to climate change. Furthermore, Breeden chairs the Workstream on Macro-financial issues within NGFS, the Central Banks and Supervisors Network for Greening the Financial System. Panelists Magnus Billing CEO of Alecta and Chairman of Stockholm Sustainable Finance Center’s Advisory Board. Billing is a former Member of the European Commission High Level Expert Group on Sustainable Finance. He has previously served as the CEO of Nasdaq Stockholm and Nasdaq Nordics. Anna Breman Deputy Governor at the Swedish Riksbank. Breman was previously the Group Chief Economist and Global Head of Macro Research at Swedbank and has also worked at the Swedish Ministry of Finance. She holds a PhD in Economics from Stockholm School of Economics and has worked as an Assistant Professor at the Department of Economics at the University of Arizona. Moderator: Mia Horn af Rantzien, CEO, SNS.

Sea Research and Public Policy unit recently launched a report titled ‘Singapore Youth Report: Transformation for the post-pandemic world: Turning crisis into opportunity’ which highlights the role of digitalisation in Singapore’s journey to recovery. So what kind of a role will digitalisation have for economic recovery and transformation in Singapore? Santitarn Sathirathai, Group Chief Economist, Sea shares more. See omnystudio.com/listener for privacy information.

เมื่อวิกฤตโควิด-19 ในประเทศไทยดูเหมือนจะสิ้นสุดลง เหลือไว้เพียงวิกฤตเศรษฐกิจที่หลายฝ่ายประเมินว่าจะใช้เวลาในการกลับมาฟื้นไม่ได้เร็วอย่างที่คิด นโยบายทางการเงินจะมีหน้าตาที่เปลี่ยนแปลงไปอย่างไร อะไรคือโจทย์ใหญ่ของประเทศต่างๆ และประเทศไทยหลังจากนี้   เคน นครินทร์ คุยกับ ต้นสน-ดร.สันติธาร เสถียรไทย นักเศรษฐศาสตร์ภาคเทคโนโลยีแห่งเอเชีย และ Group Chief Economist แห่ง Sea Group

Economic forecast and the impact of the lockdown Nicky Weimar, Group Chief Economist at Nedbank discusses the implementation of the national lockdown and the impact on the economy. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.

Our conversation with Nicky Weimar, Group Chief Economist for Nedbank, focuses on what to expect from the global and SA economy given the Covid-19 pandemic. We also ask Nicky what measures she would implement as the Minister of Finance. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the Covid-19 pandemic. These are unedited and may only be relevant at the time of the recording.

ถอดบทเรียนสิงคโปร์อัดบาซูก้าการคลังเยียวยาผลกระทบจากโควิด-19    ฝั่งของไทยแม้ออกมาตรการมาแล้ว 2 ชุด แต่ถึงเวลาหรือยังที่จะยิงกระสุนชุดใหญ่ทางการคลังเพื่อบรรเทาความเดือดร้อนของคนทุกหมู่เหล่าอย่างแท้จริง   เคน นครินทร์ คุยกับ ต้นสน-ดร.สันติธาร เสถียรไทย นักเศรษฐศาสตร์ภาคเทคโนโลยีแห่งเอเชีย, Group Chief Economist และหนึ่งในผู้บริหารของ Sea Group (Garena, Shopee และ AirPay) ที่ทำงานอยู่ ณ ประเทศสิงคโปร์ในขณะนี้

In this month's podcast, Themis Themistocleous, Head EMEA Office at UBS GWM, is in discussion with Gilles Moec, Group Chief Economist at Axa, to exchange views on trade tensions and the impact of Phase 1 Deal on global markets.

Hosts Jonathan Ferro and Guy Johnson spoke with Erik Nielsen, Group Chief Economist at UniCredit and Marcus Ashworth, Bloomberg Opinion Columnist, about Brexit and the ECB. Jon and Guy also spoke with Luke Kawa, Cross-asset reporter at Bloomberg News, for the latest on markets.

ดร.สันติธาร เสถียรไทย Group Chief Economist ที่ Sea Limited หรือที่หลายคุ้นเคยในบริการต่างๆ อย่าง Shopee Garena และ AirPay ทั้งยังสวมบทบาทคุณพ่อที่ใส่ใจในด้านการศึกษาของลูกๆ จะมาชวนคิดต่อถึงทักษะที่จำเป็นในอนาคต เมื่ออายุของมนุษย์จะยืนยาวขึ้น แต่ความรู้กำลังจะมีอายุสั้นลง Life long learning จะจำเป็นแค่ไหน การ Re-skill Up-skill ทำอย่างไร แล้ว Specialist กับ Generalist อันไหนสำคัญกว่ากัน หาคำตอบทั้งหมดใน Episode นี้

เราจำเป็นต้องมีทักษะรับมือกับความล้มเหลวไหม อายุของความรู้ที่สั้นลงหมายความว่าอย่างไร   เคน นครินทร์ พูดคุยกับ ต้นสน-ดร.สันติธาร เสถียรไทย นักเศรษฐศาสตร์ภาคเทคโนโลยีแห่งเอเชีย, Group Chief Economist และหนึ่งในผู้บริหารของ Sea Group (Garena, Shopee และ AirPay) ที่มาแชร์ความรู้จากงานวิจัยรวมถึงทักษะการทำงานแห่งอนาคต

This is the global investor forum where every month we invite global investment leaders from the fund management industry to challenge our UBS House View. We address global financial questions and take an in-depth look at the broader investment industry. In this episode, Mark Haefele, Chief Investment Officer at UBS Wealth Management, was joined by Larry Hatheway, Group Head of Investment Solutions and Group Chief Economist at GAM Investments, to discuss the growing expectations that US Federal Reserve will cut interest rates. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

David Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna Edwards discusses the U.K. Parliament's next steps. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there's slower demand for copper and other base metals in China. Kristina Hooper, Invesco Chief Global Market Strategist, expects global economic data to hold up.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

David Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna Edwards discusses the U.K. Parliament's next steps. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there's slower demand for copper and other base metals in China. Kristina Hooper, Invesco Chief Global Market Strategist, expects global economic data to hold up. 

Let's get down to business, folks! Today we're tackling the past, present and future of Australia's economy… And who better to help us out than Alan Oster, Group Chief Economist of the National Australia Bank (NAB)! Alan sure knows his [...] CONTINUE READING The post Episode 169 | Alan Oster – NAB's Group Chief Economist – on Interest-Rate Rise, Tax Cut and The Future of Residential Property appeared first on The Property Couch.

Property is Australia's number one obsession! What is the special sauce that drives demand and interest in a particular suburb or market? REA Group chief economist, Nerida Conisbee, shares her passion for property and how data from millions of daily searches on realestate.com.au can help predict the next property  hot spot

As the energy landscape continues to transform--from the rapid growth rates of low-carbon fuels to questions about the future of oil demand to a more integrated global gas market--it is important to understand the trends and developments driving this change. The Center on Global Energy Policy hosted a presentation on BP's Statistical Review of World Energy 2017 with Spencer Dale, Group Chief Economist. After the presentation, CGEP Director Jason Bordoff moderated a conversation where Mr. Dale was joined by Antoine Halff, Sr. Research Scholar at the Center on Global Energy Policy, and Amy Myers Jaffe, Executive Director of Energy and Sustainability at the UC Davis Graduate School of Management.