Kopi Time podcast with Taimur Baig

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Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

54:55
Kopi Time E026: Accenture’s Sonia Gupta on changing consumer trends
Views   42

Sonia Gupta, Managing Director, Growth and Innovation, Accenture Growth Markets, joins Kopi Time to talk about the new and lasting trends in consumer behaviour through the ongoing pandemic and accelerating digitisation. She draws on the findings from a series of large sample surveys carried out by Accenture across the world to shed light on consumers’ sense of security, comfort with working from home, preference toward sustainable and local products, and the extent of trust vis-a-vis their employers and governments. Sonia gives a series of insightful examples on how companies are reacting to these seismic changes.   See omnystudio.com/policies/listener for privacy information.

24 days ago
27:21
Kopi Time E025: World Gold Council’s Shaokai Fan on gold supply, demand, and market structure
Views   41

Shaokai Fan, head of Central Bank Relationships, World Gold Council, joins Kopi Time to talk about the precious metal that has rallied around 25% in the past year. Without getting into the outlook for the asset’s price, he lays out many useful insights related to gold production (geography, cost, storage), demand (safe haven, low yield, usage, liquidity, positioning), market structure (OTC, funds, ETF), and industry standards (data, education, ESG).  

about 1 month ago
27:21
Kopi Time E025: World Gold Council’s Shaokai Fan on gold supply, demand, and market structure
Views   18

Shaokai Fan, head of Central Bank Relationships, World Gold Council, joins Kopi Time to talk about the precious metal that has rallied around 25% in the past year. Without getting into the outlook for the asset’s price, he lays out many useful insights related to gold production (geography, cost, storage), demand (safe haven, low yield, usage, liquidity, positioning), market structure (OTC, funds, ETF), and industry standards (data, education, ESG).  

about 1 month ago
46:18
Kopi Time E24: GIC’s Prakash Kannan on global macro and asset price outlook
Views   21

Prakash Kannan, GIC’s Chief Economist and Head of Total Portfolio Management, joins Kopi Time to talk about the sovereign wealth fund’s long-term investment outlook. We discuss pockets of sovereign risk, headwinds to globalisation, implication of rapid debt buildup, paradigm shifts in central banking, unintended consequence of massive liquidity injection and exceptionally low interest rates, froth in the global equity markets (especially big tech), China’s crisis response, both with respect to the pandemic and economic lockdown, and outlook for USD and EUR. Prakash also touches on GIC’s three pillars of ESG investment approach—offence (seizing opportunities in clean energy and technology), defence (screening its portfolio and engaging comapnies that form large holdings), and excellence (internal commitment to sustainability). GIC believes that companies with stronger sustainability credentials will deliver superior long-term risk adjusted returns. We share their belief whole-heartedly.

about 1 month ago
46:18
Kopi Time E24: GIC’s Prakash Kannan on global macro and asset price outlook
Views   20

Prakash Kannan, GIC’s Chief Economist and Head of Total Portfolio Management, joins Kopi Time to talk about the sovereign wealth fund’s long-term investment outlook. We discuss pockets of sovereign risk, headwinds to globalisation, implication of rapid debt buildup, paradigm shifts in central banking, unintended consequence of massive liquidity injection and exceptionally low interest rates, froth in the global equity markets (especially big tech), China’s crisis response, both with respect to the pandemic and economic lockdown, and outlook for USD and EUR. Prakash also touches on GIC’s three pillars of ESG investment approach—offence (seizing opportunities in clean energy and technology), defence (screening its portfolio and engaging comapnies that form large holdings), and excellence (internal commitment to sustainability). GIC believes that companies with stronger sustainability credentials will deliver superior long-term risk adjusted returns. We share their belief whole-heartedly.

about 1 month ago