Shows
Dakota Research PodcastLPL, RayJay, Infrastructure Search Finalists, Pension Allocations.In this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team expands under Sean Tay. On the RIA front, LPL Financial adds $330M Merrill Lynch advisor Mai Park, Raymond James recruits a $205M team from Janney, and Carson Group fully acquires $365M SRQ Wealth, marking its 25th wholly owned off...2025-05-3007 min
All Things FundraisingLPL, RayJay, Infrastructure Search Finalists, Pension AllocationsIn this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team expands under Sean Tay. On the RIA front, LPL Financial adds $330M Merrill Lynch advisor Mai Park, Raymond James recruits a $205M team from Janney, and Carson Group fully acquires $365M SRQ Wealth, marking its 25th wholly owned off...2025-05-3007 min
Independent ThinkingIs the US dollar losing its dominance? As the IMF Spring Meetings unfold in Washington DC, Bronwen Maddox asks whether we are witnessing the twilight of the US dollar’s global dominance. Amid political shocks and shifting financial allegiances, could the world be inching towards a post-dollar era? Bronwen is joined by Isabelle Mateos y Lago, chief economist at BNP Paribas, and David Lubin from Chatham House’s Global Economy and Finance Programme to explore the dollar’s uncertain future, the rise of digital and alternative currencies, and what it all means for global power and stability. Find out more: The US...2025-04-2529 min
Doubles Only Tennis PodcastDemi Schuurs & Asia Muhammad Interview: WTA Partnerships, Team Chemistry, & Mixed Doubles ReactionDemi Schuurs and Asia Muhammad join the show for their 3rd and 2nd times respectively (listen to the previous episode with Demi | episode with Asia).This team just won the BNP Paribas Open and I chatted with them after their second-round victory at Indian Wells just before practice on their off day. We discussed their impressive run to that point in the tournament, how their partnership formed, what's working so well, and more.Defeating Olympic champions and major finalists Paolini/Errani in round one with clean, aggressive tennisFinding partnership chemistry through shared...2025-03-1715 min
BNP Paribas Wealth ManagementDeepSeek, Implications for Global Technology and China Equities?In this podcast, our Chief Investment Officer in Asia, Prashant Bhayani shares our latest view on DeepSeek development, addressing the following questions: ■ Implications of DeepSeek on global technology sector? ■ Can global investors ignore China equities? ■ What is the upside from here?Hosted by Ausha. See ausha.co/privacy-policy for more information.2025-02-1706 min
Talking HeadsAsia electrifies!Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of AI and the resulting structural change of power market dynamics will be felt across Asia.For more insights, visit Vi...2025-01-3012 min
Investment InsightsTalking Heads – Asia electrifies!Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of AI and the resulting structural change of power market dynamics will be felt across Asia.For more insights, visit Vi...2025-01-3012 min
Bloomberg Daybreak: Asia EditionExamining China's Rate Landscape, Trump Cabinet PicksFeaturing: Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas Mark Matthews, Managing Director and Head of Asia Research at Julius Baer What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.2024-11-1321 minBloomberg Daybreak: Asia EditionAsian Stocks Advance After Tech Lifts Wall StreetFeaturing: Jason Lui, Head of APAC Equity and Derivative Strategy at BNP Paribas Shuli Ren, Bloomberg Opinion Columnist Noel Dixon, Global Markets Macro Strategist at State Street Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.2024-10-0921 min
Squawk Box Europe ExpressMicron Q1 revenue forecasts top estimatesMicron shares are up after the memory chip maker smashes Q1 revenue forecasts. Its bumper outlook pushes tech stocks up in Asia, helping along a regional rebound. Spanish lender BBVA’s head says European banks risk falling behind their U.S. peers if governments block M&A activity. We speak to the BNP Paribas CFO Lars Machenil who urges consolidation among Continental banks. We also hear from OECD chief economist Alvaro Pereira who says that the global economy is showing signs of stabilising but that governments should remain focused on fiscal discipline. See Privacy Policy at https://art1...2024-09-2627 min
Market Wrap by BNP Paribas Asset Management IndonesiaAlasan IHSG dan Rupiah kompak menguat, pengaruh Pasar Sentimen Global?Agustus 2024 kemarin menjadi salah satu bulan yang cukup hectic perkembangannya sepanjang tahun ini. Mulai dari IHSG yang mencapai all time high, Rupiah menguat dan menjadi salah satu mata uang dengan kinerja terbaik di Asia Pasifik, dan ekspektasi The Fed tentang penurunan suku bunga yang diprediksi di bulan September. Apa yang menjadi driver sehingga semua itu bisa terjadi? Penurunan suku bunga menjadi angin segar untuk kinerja pasar obligasi kita? Sektor-sektor apa saja yang akan mendapat benefit dari semua ini? Simak diskusinya dalam episode kali ini.Jika ada pertanyaan atau tanggapan jangan ragu untuk menghubungi kami me...2024-09-1306 min
TExTalkTExTalk #55 | Tecnologia que descomplica Seguros com Ronaldo França da Amazon Web ServicesRonaldo França se descreve como "apaixonado por tecnologia que descomplica e abre novas oportunidades", em um trecho de seu perfil no LinkedIn. Essa característica reflete seus mais de 15 anos de atuação no Mercado de Seguros, liderando iniciativas de transformação digital e inovação no setor.
Atualmente, como responsável pela área de negócios para Seguros na AWS (Amazon Web Services), Ronaldo desenvolve estratégias para Seguradoras, Resseguradoras, Corretoras e Insurtechs, abrangendo não apenas o Brasil, mas toda a América Latina.
Anteriormente, atuou como líder da...2024-09-111h 39
AI Asia Pacific Institute Podcast#49 : Navigating the Future: Roger Spitz on Techistentialism and Climate Resilience in the Pacific IslandsIn the second episode of Season 6, we sit down with Mr. Roger Spitz, a thought leader in Techistentialism, to explore its application in the Pacific Islands. Roger shares insights on how technology, inseparable from human life, can influence the development of these regions, particularly as they face the existential threat of climate change. We discuss the role of digital technology and AI in both mitigating and exacerbating these challenges. Roger also highlights the importance of foresight over prediction in navigating future uncertainties and sheds light on the AAA Approach—Anticipatory, Antifragile, and Agile—as a strategy to build resilience and...2024-09-0340 min
Signal or NoiseThe 4 investments to buy in the next pullbackThe overwhelming consensus we are hearing from the professional investing community is that the volatility spike on August 5th was not so much a scare, but a gift for patient investors.
Sure, it was the worst day for the ASX 200 in four years and the worst for the Nikkei 225 since 1987. But, to quote from an interview we just completed with Lazard Chief Market Strategist Ronald Temple, it was a "healthy moment" and "a great opportunity to add capital."
But just because there has not been more downside to this story hitherto does not mean there aren...2024-09-0120 min
Asia Centric by Bloomberg IntelligenceHong Kong Could Take Switzerland's Wealth CrownHong Kong's wealth management is booming as rich mainland Chinese investors pour in funds. The city’s offshore wealth-under-management industry now amounts to more than $2.2 trillion, the second largest in the world, and is approaching Switzerland's level. What's driving these rich Chinese to invest overseas, and how will China's economic slump impact future flows? Lemuel Lee, Head of Wealth Management Hong Kong at BNP Paribas, and Sharnie Wong, Senior Financials Analyst at Bloomberg Intelligence, discuss these issues with host John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.2024-08-2822 min
Money TalkBusiness and Market DiscussionTrinh Nguyen, Senior Economist, Emerging Asia, at Natixis, thinks the Fed will start with a 25 bps rate cut and in 2025 there will be a much deeper rate cut. Chi Lo, Senior Market Strategist APAC, at BNP Paribas Asset Management, says China is well pre...2024-08-2717 min
The Quinntesssential Questions Podcast with Paul Quinn#7. Quinntessential Questions with Prashant Bhayani, Inside The Vault, Career Insights From A Private Banking CIO"The Quinntessential Questions Podcast": Paul Quinn, renowned Headhunter and Career Coach, and CEO of Westport Partners, talks to Prashant Bhayani, Chief Investment Officer (CIO) at BNP Paribas Wealth Management Asia about his career across New York, London, and Singapore, and his experiences in seeking mentorship and the importance of communication.
Guest
https://sg.linkedin.com/in/prashant-bhayani
Paul Quinn
Instagram: https://www.instagram.com/taipansg/
Youtube: https://youtu.be/gZg7zHE_yh0
LinkedIn: https://www.linkedin.com/in/paul-quinn-wp1/
Our Socials
Website: https://careercoaching.westport-partners.com
LinkedIn: https://www.linkedin.com/company/westport-partners-career-coaching/
Instagram: https://www.instagram.com/westportpartnerscareercoaching/
Facebook: https://www.f...2024-08-011h 45
Asia Securities Finance Monthly with Matt MacArthurAsia Securities Finance Monthly (May 2024)PASLA is excited to share the latest episode in our 2024 podcast series ASIA SECURITIES FINANCE MONTHLY hosted by Matt MacArthur, exclusively sponsored by EquiLend.In this episode we have an in-depth conversation with Yuka Hasumi (EquiLend, Tokyo) regarding updates and “what’s next” for Asia’s largest securities finance market – Japan. We also talk to Shinya Kato (BNY Mellon, Tokyo) and David Egliskis (BNP Paribas, Tokyo) to get an update on collateral developments in Japan as well as across the wider APAC region.Essential listening for anyone interested in securities finance in Asia.We look fo...2024-05-3122 minBNP Paribas Wealth ManagementChina: Bottom in or will the property sector DragOn?In this podcast, Prashant Bhayani shares with Dannel Low from the Asia CIO team the latest update on China, addressing the following questions: ■ How real is the Chinese economic recovery?■ What are the stimulus measures announced during the recent politburo statement and the implications for the market?■ Have there been more property measures rolled out lately and how effective are they? When will the property sector bottom out?■ How will the recent developments in China impact the equities market? Can t...2024-05-2809 minInvestment InsightsTalking Heads – Getting Asia on board on climate and nature goalsWith Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy voting, issuer engagement and policy advocacy. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am2024-04-2310 minTalking HeadsGetting Asia on board on climate and nature goalsWith Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy voting, issuer engagement and policy advocacy. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am2024-04-2310 minBloomberg Daybreak: Asia EditionNippon Steel Latest, Asia MarketsFeaturing: Joe Deaux, Bloomberg Metals & Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel.Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. Prashant Bhayani, Asia CIO of BNP Paribas Wealth Management, joins the program from Singapore to discuss his APAC market perspectives. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee o...2024-04-1224 min
The Resilient PodcastHelene Li, the Co-Founder & CEO of GOIMPACT CAPITAL PARTNERS !We speak with Helene Li, the Co-Founder & CEO of GOIMPACT
CAPITAL PARTNERS !
Prior to founding GoImpact platform developed to accelerate the adoption of Sustainable Finance, Helene was Managing Director
and Head of Strategic Planning, Brand and Communications Asia Pacific for BNP Paribas Wealth Management, a role she has held for 5 years. She also held similar roles at J.P. Morgan Private Bank and Swiss wealth management firm Lombard Odier. In these capacities, she was instrumental in advancing the agenda of Sustainable Finance and Investments across a broad client base of family offices and asset owners. 2024-03-0722 minBloomberg Daybreak: Asia EditionMainland China Markets ReopenFeaturing: James Mayger, Bloomberg Senior Reporter in Beijing, joins the show to break down the high frequency data and financial conditions influencing mainland China markets as they reopen this week. Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas, discusses his perspective on APAC markets. Paul Dobson, Bloomberg Executive Editor for Asia Markets, joins the program to discuss China's MLF rate hold and to take a look ahead at potential decisions from The People's Bank of China.Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us...2024-02-1921 min
Markets 360Climate adaptation readiness: A world of greater macro uncertaintyTrevor Allen, Head of Sustainability Research Jeffrey Schultz, Chief CEEMEA Economist Sumati Semavoine-Jain, Sustainability Research Analyst Niccolo Carrara, Emerging Markets EconomistBNP Paribas London Branch | Global Markets (Recorded 04 January 2024) • There are significant pockets of vulnerability in countries’ ability to respond to physical risks related to climate change, according to our new BNP Paribas climate adaptation readiness scores. • Some of the weakest scores are in south Asia, as well as in...2024-01-0425 min
Asia Securities Finance Monthly with Matt MacArthurAsia Securities Finance Monthly (December 2023)PASLA is excited to share the final episode in our 2023 podcast series ASIA SECURITIES FINANCE MONTHLY hosted by Matt MacArthur with Gold Sponsor EquiLend.In this episode, we provide a review of 2023 and look forward to 2024. Phian Cheung (BNY Mellon, Hong Kong) and Namrata Mashru (BNP Paribas, Hong Kong) join us to review trends, hurdles and themes that impacted securities finance in Asia in 2023 and how they may continue to influence 2024. David Charlton (Equilend, Hong Kong) helps provide insight into the move to T+1 in global markets. We also enjoy talking to multiple members at a Hong...2023-12-1933 min
Sustainable Ambassador PodcastRedirecting Capital Towards Sustainable Business ModelsIn this episode, Lisa Genasci of ADM Climate Fund shares insights on redirecting capital towards sustainable businesses.Through our conversation, we speak about ADM Capital's 15-year journey, the nuances of managing a foundation vs raising a fund, and the role of partnerships in promoting sustainability in finance;It is an incredibly informative conversation on sustainability and finance, and the power of Sustainability Ambassadors to support that transition.Timestamps:00:15 - Welcome to Sustainable Ambassador Podcast00:55 - Lisa Genasci & ADM Climate Fund introduction02:05 - ADM Climate...2023-12-1218 minInvestment InsightsTalking Heads – Investment opportunities in Asian environmental marketsAs elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am Hosted by Ausha. See ausha.co/privacy-policy for more information.2023-11-2711 minTalking HeadsInvestment opportunities in Asian environmental marketsAs elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am Hosted by Ausha. See ausha.co/privacy-policy for more information.2023-11-2711 min
The Greener WayDriving the just transition in Asia Pacific: Jane HoIn this episode, brought to you by BNP Paribas Asset Management, we’ll be talking about stewardship and how issues that are specific to the APAC region impact on investment considerations.Joining us for this conversation is BNP Paribas Asset Management head of stewardship, Asia Pacific, Jane Ho. Jane discusses how she implements the global aims of energy transition, environmental sustainability and equality and inclusive growth in the APAC region and why stewardship is not only a fiduciary obligation but also an investment opportunity.Marketing Communication – For Wholesale Investors OnlyThis podcast uses...2023-11-1321 min
Hablemos de Inversiones con Edgar Flores RosalesReporte Diario - 26 de Octubre de 2023El Producto Interno Bruto (PIB) de EE.UU. y el balance financiero de Amazon son los datos más destacados del día. Tal como esperaba el mercado el Banco Central Europeo (BCE) ha mantenido sin cambios los tipos de interés de referencia en el 4,50%. El panorama geopolítico sigue en el punto de mira tras la breve incursión terrestre de Israel en el norte de Gaza en busca de rehenes capturados por Hamás. El presidente estadounidense, Joe Biden, pidió al país que pospusiera la invasión terrestre total que el primer ministro israelí, Benjamin Netanyahu...2023-10-2604 min
Squawk Box Europe ExpressSQUAWK BOX, THURSDAY 26TH OCTOBER, 2023U.S. markets are in the red with the Nasdaq suffering its worst one-day drop since February and the S&P 500 falling below the 4,200-point mark. Meta beats Q3 expectations but the result is overshadowed by an uncertain revenue outlook for the social media giant. Asia-focused lender Standard Chartered misses Q3 pre-tax profit expectations by 2 per cent and is hit with $294m of credit impairment charges. BNP Paribas chalks up a third-quarter beat with net income hitting €2.7bn but CFO Lars Machenil tells CNBC he is concerned about the oil and gas price outlook. Ford strikes a tentative deal wi...2023-10-2641 min
AsianInvestor - Knowledge HubSteering a sustainable growth path for Asia’s asset owners and investorsAnchored in a commitment to sustainability as a driver of long term, responsible business growth, BNP Paribas is focused on innovative asset management, asset servicing and custody solutions for asset owners in Asia – in turn helping the firm win multiple awards from AsianInvestor.
2023-07-1207 minMarkets 360Real estate amid rising rates: Still correctingNiccolo Carrara, Emerging Markets Economist
BNP Paribas | Global Markets (Recorded 07 June 2023)
Our property update suggests there are still downside risks to house prices globally, especially in a scenario of tighter-than-expected financial conditions.
Residential housing prices remain elevated in level terms, hurting affordability and investor sentiment.
Our indicator suggests housing unaffordability is particularly acute in Southeast Asia, with a potential knock-on political and socio-economic effect.
Economies with high levels of household debt and a large share of it issued at floating rates, such as in Sou...2023-06-0805 minMarkets 360EM food inflation: Menu of unappetising policy choicesWith:
Jeffrey Schultz, Chief Middle East and Africa Economist | BNP Paribas South Africa Branch
Niccolo Carrara, Economist, Emerging Markets | BNP Paribas London Branch
This podcast was recorded 2 May 2023
EM food prices look set to remain well above levels consistent with inflation targets even as base effects suppress year-on-year rates of price growth.
We expect inelastic food demand, supported by post-pandemic recoveries, to combine with supply risks, including export restrictions from large producers and constraints on energy-dependent agricultural inputs.
As food prices matter a great deal for...2023-05-0310 minMarket Wrap by BNP Paribas Asset Management IndonesiaIndikasi The Fed Masih Hawkish, Bagaimana Respon PasarBaru-baru ini, Jerome Powell Gubernur The Fed memberikan sinyal-sinyal baru adanya kenaikan suku bunga lagi, dan tak lama setelah itu bursa di Asia dan global pun ikut melemah. Seperti apa kondisi di pasar saham dan obligasi lokal? Simak diskusinya dalam episode ini.
Jika ada pertanyaan atau tanggapan jangan ragu untuk menghubungi kami melalui
Twitter/Instagram @BNPPAM_ID atau melalui website kami. Hosted by Ausha. See ausha.co/privacy-policy for more information.2023-03-1306 minInvestment InsightsTalking heads – Bold stewardship to achieve ESG objectivesAs elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and governance objectives. Listen to this Talking heads podcast with Jane Ho, head of stewardship at BNP Paribas Asset Management for the Asia Pacific region (APAC), and chief market strategist Daniel Morris as they discuss the evolving role of our stewardship in Asia.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk...2023-02-2011 minTalking HeadsBold stewardship to achieve ESG objectivesAs elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and governance objectives. Listen to this Talking heads podcast with Jane Ho, head of stewardship at BNP Paribas Asset Management for the Asia Pacific region (APAC), and chief market strategist Daniel Morris as they discuss the evolving role of our stewardship in Asia.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk...2023-02-2011 minBNP Paribas Wealth ManagementBOJ Policy Matters for Global Yields…..Last Central Bank StandingListen our markets news from Asia.
As the first central bank that lead the move to
negative rates, QE, and central bank intervention under BOJ governor Kuroda is impending retirement is truly an end of an era. With his coming retirement the appointment of Professor Kazuo Ueda was a surprise. Keep in BOJ policy matters as they are the last bastion of the carry trade, Japan is the largest investor in US treasuries (how fast will Japanese money be repatriated if the Yen strengthens with any potential change in policy?), and what impact would it have on...2023-02-2005 min
The Asia Climate Finance PodcastEp27 Carbon markets and trading: where are we headed? what about China? ft Julien HageEmail comments or guest ideas (to reply, include your email address)The global carbon markets are an important source for funding the decarbonisation needed to mitigate the climate crisis. The compliance and the voluntary global carbon markets amount to almost US$1 trillion or so. They are set to grow dramatically. The smaller of the two, the voluntary one, will grow five-fold by 2030 from US$2 billion in 2022, Shell and BCG expect. China will be a key player in the growth given it has the world’s largest carbon market. Julien Hage from CICC Asset Management first shares his th...2023-02-1447 min
ARENI Global: In ConversationWhat the Future Holds for Fine Wine Secondary Market: In Conversation with James Miles and Justin GibbsWelcome to the Areni Global podcast. Today’s episode What the Future Holds for Fine Wine Secondary Market: In Conversation with James Miles and Justin Gibbs explores the world of fine wine through the lens of Liv-ex—the London International Vintners Exchange. ARENI Global hosts’ Pauline Vicard and Felicity Carter sit down in conversation with Miles and Gibbs, discussing the growth of Liv-ex, the logistics, hurdles, technology, the expected growth of the Exchange, and so much more.
More about Liv-ex
Liv-ex was founded by two stockbrokers, James Miles and Justin Gibbs, who had the idea to bui...2023-02-0948 min
Euromoney PodcastsThe Benchmark – Episode 1: The PivotThe Benchmark is a new podcast from the editorial team at Euromoney. In this episode we discuss the pivot trade, busy capital markets, China and NPLs in Asia. We also go behind the scenes on research for our recent feature on DeFi and FTX and speak to Agnes Gourc, head of sustainable capital markets at BNP Paribas, about the outlook for green bonds in 2023. 2023-02-0333 min
Outside In with Jon LukomnikSara E. Murphy of The Shareholder Commons: Challenging Capitalism to Work to Its Optimum.Sara E. Murphy is Chief Strategy Officer at The Shareholder Commons which she joined in 2020 after 22 years working in sustainable investing and environmental and social advocacy. Sara began her career working for NGOs in the international development and disaster response fields. In 2001, she transitioned into Sustainable and Responsible Investment (SRI) research for the Investor Responsibility Research Center (IRRC), where she specialized in bioengineering and defense contracting research. After leaving IRRC, she spent several years at The Cadmus Group, an environmental consultancy. In 2005, Sara moved to Frankfurt, Germany to work as a senior sustainability analyst for Fortis Investments’ SRI fund ma...2023-01-3131 minMarkets 360ESG bond market in 2023Trevor Allen, Head of Sustainability Research
Sumati Semavoine-Jain, Sustainability Research Analyst
In 2023, we expect global green bond supply to recover and potentially exceed 2021 volumes as transition remains a priority, and as investors return to bond markets. The 2023 increase will mostly come from Europe and Asia we think. ESG investing is becoming more thematic. For green bonds, this means investors will look for more diversity in the use of proceeds, and apply more scrutiny on the issuer’s transition strategy.
BNP Pa...2023-01-1210 minBloomberg Daybreak: Asia EditionPrashant Bhayani on the Markets (Radio)Prashant Bhayani, Asia CIO at BNP Paribas Wealth Management, discusses the latest on the markets. He spoke with hosts Doug Krizner and Kathleen Hays on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.2022-12-0809 minBloomberg Daybreak: Asia EditionManishi Raychaudhuri on the Markets (Radio)Manishi Raychaudhuri, Head of Equity Research APAC at BNP Paribas, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Juliette Saly on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.2022-11-2808 min
The Morning BriefIndia vs Europe: Regulatory RiftA European regulatory authority has decided to derecognize as many as six Indian clearing houses that settle trade for European banks like Deutsche Bank and BNP Paribas in India. The regulator, European Securities and Markets Authority (ESMA), wants to inspect Indian trade clearing bodies. RBI and SEBI have said it has no jurisdiction over the clearing houses. At stake are the businesses of all European banks operating in India. Ministries of finance in India and European countries are trying to convince their regulators to come to a middle ground, given India and the EU’s improving relations. Sebi is wi...2022-11-2429 min
Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo Japan127: Dan Kerrigan Country Head Interactive Brokers JapanDan Kerrigan spent nearly six years with Citibank in Tokyo as Managing Direrctor, Head of Execution Services from 2009 until 2015. For the next seven years he had a number of roles in Hong Kong with Ohara Capital Partners Limited as Principal, then Managing Director, Head of Sales Trading and Execution Asia Paciific for BNP Paribas, later as CEO at SBI Securities, and finally at CEO Woodlands Investment Partners, before returning to Japan in his current role.2022-11-1850 min
Sharekhan PodcastSep 6 - Sharekhan Daily 3R Research Calls - Devyani International and Restaurant Brands AsiaWelcome to Sharekhan’s 3R Research Actionable Update series, wherein the Sharekhan Fundamental Research team shares daily opportunities in the capital markets with you to stay on track with your goals!
These daily 3R Research Actionable Updates are investment ideas with a minimum holding period of 12 months.
Today, we cover the following companies:
· Devyani International
· Restaurant Brands Asia
Ensure you subscribe to our YouTube channel to stay up-to-date with our daily updates and to make sure you don’t miss out on opportunities.
Sharekhan, which flies the 𝗙𝘂𝗹𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗕𝗿𝗼𝗸𝗲𝗿 flag, was founded in 2000 and is a subsidiary of BNP Pari...2022-09-0603 min
The Inner Game of ChangeE31 - UNMUTE your change practice voice - Podcast with Heather HansenWelcome and thank you for checking in at the Inner Game of Change Podcast where I focus on exploring the multi layers of managing organisational change.My guest today is Heather Hansen; A TEDx Speaker, an author, and a global communication expert. Through her passionate work, Heather helps leaders show up, speak up, and inspire action in a changing world with a particular focus on fostering unmuted communication cultures.In this episode, as well as chatting about her book Unmuted, Heather and I chat about how and why it is important...2022-08-2427 minBNP Paribas Wealth ManagementBear Rally or is it a Baby Bull?Prashant Bhayani, Chief Investment Officer, Asia at BNP Paribas Wealth Management
CIO Weekly Podcast:
Connect every Monday morning to stay updated on what happened in the global and Asian markets last week and what to expect next. Hosted by Ausha. See ausha.co/privacy-policy for more information.2022-08-2302 min
Morning GalloMorning Gallo #0125: Futuros em Wall Street operam em alta e Europa se prepara para seu melhor mês desde novembro de 2020As ações asiáticas tiveram uma sexta-feira de perdas (exceção ao índice Kospi, em Seul), enquanto os futuros em Wall Street seguem em firmes altas, após os ganhos divulgados pelas gigantes de tecnologia, Amazon.com e Apple, criando assim expectativas por um aperto monetário menos agressivo por parte do Federal Reserve em seu próximo encontro.
Na Europa, as ações tiveram seu maior avanço mensal desde novembro de 2020. O setor bancário liderou os ganhos após uma série de resultados acima do esperado do Banco Bilbao Vizcaya e BNP Paribas SA ....2022-07-2913 min
Inner City Press SDNY & UN PodcastMay 20-2: After BitMEX Arthur Hayes sentenced to six months home confinement then international travel for not having an anti-money laundering program, stand-up in front of @SDNYLIVE courthouse,VLOG: After BitMEX Arthur Hayes sentenced to six months home confinement then international travel for not having an anti-money laundering program, stand-up in front of
@SDNYLIVE
courthouse: BitMEX Arthur Hayes Gets 6 Months At Home Then Travel In 2 Years Probation For No AML
By Matthew Russell Lee, Patreon
BBC - Guardian UK - Honduras - ESPN
SDNY COURTHOUSE, May 20 – Four executives of the Bitcoin Mercantile Exchange or BitMEX were criminal defendants for violations of the Bank Secrecy Act. On February 24, with no notice, a guilty plea.
Back on October 13, 2021 U.S. District Court for the Sou...2022-05-2001 min
All in the GameMónica Rueda: Directora de Análisis y Selección de Fondos de Inversión en Singular BankMónica Rueda es licenciada en Administración y Dirección de Empresas por la Universidad San Pablo CEU. Se incorpora al equipo de Singular Bank en 2019. Antes pasa por Novo Banco, BNP Paribas y da algún paso por una de las big four: ¡reconoce que la consultoría nunca le enganchó!
Le apasiona la nieve, cuenta que la engancharon al esquí sus compañeros de BNP Paribas. Le tira también el mar, tiene el título de patrón de barco de recreo. Le gusta correr, montar en bici y pasear con sus dos perros, dos labradores, que la tiene...2022-05-1645 min
All in the GameMónica Rueda: Directora de Análisis y Selección de Fondos de Inversión en Singular Bank "Nunca he sentido que mi condición de mujer influyera en mi trayectoria"Mónica Rueda es licenciada en Administración y Dirección de Empresas por la Universidad San Pablo CEU. Se incorpora al equipo de Singular Bank en 2019. Antes pasa por Novo Banco, BNP Paribas y da algún paso por una de las big four: ¡reconoce que la consultoría nunca le enganchó!
Le apasiona la nieve, cuenta que la engancharon al esquí sus compañeros de BNP Paribas. Le tira también el mar, tiene el título de patrón de barco de recreo. Le gusta correr, montar en bici y pasear con sus dos perros, dos...2022-05-1645 minMarkets 360China: Impact of RMB weakness on equitiesWith
Jason Lui, Head of East Asia Strategy
Ju Wang, Head of Greater China FX & Rates Strategy
BNP Paribas | Global Markets (Recorded 13 May 2022)
While the recent RMB weakness bears some resemblance to the H2 2015 devaluation cycle, we believe the Chinese equities should fare better than previous RMB depreciation cycles. We expect the RMB to act as a shock-absorber rather than constrain macro policy, with a weaker RMB eventually helping to loosen monetary conditions.
For more information, please ref...2022-05-1305 minThe Asia Climate Finance PodcastEp7 Real and high impact environmental financing, ft Jean-Marc ChampagneEmail comments or guest ideas (to reply, include your email address)Summary. The conversation started with a discussion on bankable nature solutions. These are financially viable projects which support the development of more climate resilient and sustainable landscapes and economies. Their bankability enables projects to accelerate scaling and replication, realizing large-scale positive impact on nature and communities (WWF). We then took a deep dive into public and / or private financing examples and track record, as well as going through several examples of successful proof of concept projects, About. Jean-Marc. Jean-Marc is th...2022-05-101h 03BNP Paribas Wealth ManagementIS THE RALLY IN CHINESE EQUITIES SUSTAINABLE?What is key to stabilising growth in China?
Are there any signs of the Chinese property market bottoming out?
Is regulatory risk still high in the technology sector?
How will the recent surge in Covid-19 cases in Asia affect the economy,
given China’s “zero-Covid” policy stance?
How will the global supply chain be impacted?
In view of the recent rally in Chinese equities, is it a good time to accumulate? Hosted by Ausha. See ausha.co/privacy-policy for more information.2022-04-2708 min
The Last Supper - Art in AsiaEp.8 | SHOUT: fun, easy and happy art for the Asian consumer with Christopher TangChristopher Tang is my next guest on The Last Supper. We talk through his personal perspectives of market demand and his preference for happy, entry-level and approachable works. Christopher explains his ideas behind his art supermarket idea, a hybrid between shop and gallery that he hopes will transform how people purchase art in Asia. Chris also speaks about how Hong Kong’s lockdown and living circumstances are informing the desire for art.
Christopher Tang started his career in professional services with Ernst & Young, and has over 20 years experience in the field of private banking spanning a number of...2022-04-2326 minMarkets 360Bank of Japan: How to deal with a very weak yenWith
Jason Lui, Head of East Asia Strategy
Hiroshi Shiraishi, Senior Economist, Japan
BNP Paribas | Global Markets (Recorded 31 March 2022)
Under the risk scenario of persistent downward pressure on the JPY and upward pressure on interest rates, we would expect the Bank of Japan to widen its yield curve control (YCC) on the 10y JGB yield to +/-0.5%. However, we do not expect such a move unless USDJPY rises above 125 and threatens to challenge 130.
For more information, please refe...2022-04-0104 minMarkets 360Navigating China’s macro uncertainties (2): FX and rates outlookWith
Jason Lui, Head of East Asia Strategy
Ju Wang, Head of Greater China FX & Rates Strategy
BNP Paribas Hong Kong Branch | Global Markets (Recorded 24 March 2022)
Diverging monetary policy between China and US is the dominant theme for China’s FX and rates. We expect the RMB to be resilient in Q1, but weaken to 6.60 into year-end on carry compression, slower exports and rising outbound investments into HK. China rates remain a rare shelter in a world of high inflation.
2022-03-2905 minMarkets 360Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwindsWith
Xingdong (XD) Chen, Head of GM Economic Research, China
Jason Lui, Head of East Asia Strategy
BNP Paribas | Global Markets (Recorded 24 March 2022)
The China economy is facing headwinds from both domestic (Covid outbreaks) and external (Russia-Ukraine conflict) factors. We discuss how the Chinese policymakers may introduce new policy measures to maintaining their commitment of regaining
growth momentum in 2022.
For more information, please refer to https://markets360.bnpparibas.com
For coun...2022-03-2505 minMarkets 360Sanctions on Russia: Impacts on the globeWith:
Marcelo Carvalho, Head of Global Emerging Markets Research
Luiz Eduardo Peixoto, Economist, Emerging Markets
Burak Baskurt, CFA, Chief Emerging Markets Strategist
BNP Paribas | Global Markets (Recorded 02 March 2022)
Significant sanctions were introduced on Russia in recent days, and more could come– suggesting the country may be cut off completely from much of the world economy and financial system.
Impacts to the Russian economy will be substantial, and include double digit inflation and a sharp recession. The country has also reacted with counter-s...2022-03-0305 minMarkets 360Covid-19: Omicron solidifies move away from lockdownsWith:
Marcelo Carvalho, Head of Global Emerging Markets Research
Luiz Eduardo Peixoto, Economist, Emerging Markets
BNP Paribas | Global Markets (Recorded 1 February 2022)
After western Europe, central and eastern parts of the continent and Latin America are fast becoming the epicentres of Covid-19 infection, to be followed by Asia.
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
For more information, please...2022-02-0206 min
Citywire ForecastPrashant Bhayani Talks ThematicsGoing into 2022, which thematic trends will be the winners and losers? How can we ride on changing consumption trends globally and in China? And should we be betting on India right now? Prashant Bhayani from BNP Paribas Wealth Management gives his take.
The chief investment officer for Asia is recommending investors to watch out for traditional and technology infrastructure themes in the US, Europe, and China as they increase spending.
Travel is also starting to pick up, along with luxury goods expenditure, and telemedicine won’t go away, Bhayani said. ‘There’s going to be compan...2021-11-3009 min
BlueNotesSDG6 – Clean Water & Sanitation – how innovation can lift us out of water povertyWe are on our third attempt since the 1980s to provide universal access to water. SDG 6 – achieving clean water & sanitation for all by 2030, was not on track even before the pandemic. According to the UN, the rate of progress needs to quadruple if we are to get there by 2030.One of the fundamental challenges we face is that the UN’s sustainable development goals use outdated assumptions of water availability; water scarcity is not adequately taken into account and if we were to roll out the established Victorian system of piped water to every home, to an...2021-07-2123 min
BookClubSDG6 – Clean Water & Sanitation – how innovation can lift us out of water povertyWe are on our third attempt since the 1980s to provide universal access to water.SDG 6 – achieving clean water & sanitation for all by 2030, was not on track even before the pandemic. According to the UN, the rate of progress needs to quadruple if we are to get there by 2030.One of the fundamental challenges we face is that the UN’s sustainable development goals use outdated assumptions of water availability; water scarcity is not adequately taken into account and if we were to roll out the established Victorian system of piped water to every home, to a...2021-06-2123 min
Investment InsightsMarket weekly – Asia: A good place to change climate changeOn account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately, exposed to its effects. That makes engaging with companies and working with the authorities all the more important for investors such as BNP Paribas Asset Management. Paul Milon, Head of stewardship Asia Pacific, explains.Hosted by Ausha. See ausha.co/privacy-policy for more information.2021-06-0416 minTalking HeadsMarket weekly – Asia: A good place to change climate changeOn account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately, exposed to its effects. That makes engaging with companies and working with the authorities all the more important for investors such as BNP Paribas Asset Management. Paul Milon, Head of stewardship Asia Pacific, explains. Hosted by Ausha. See ausha.co/privacy-policy for more information.2021-06-0416 min
Investment InsightsMarket weekly – Asia’s central role make it a hub for flowsAsian equities rode high early in the year amid optimism over the recovery in China, the new US administration and improved relations with China, and the advent of vaccines. The outlook for investor flows into much of the region has remained positive, even after a valuation-related setback. Four questions for Zhikai Chen, head of Asian equities.Hosted by Ausha. See ausha.co/privacy-policy for more information.2021-03-2913 min
The Smartkarma PodcastJardine Matheson Acquires Jardine Strategic with David Blennerhassett, Brian Freitas, and Angus MackintoshIn this episode, we welcome Insight Providers Angus Mackintosh, Brian Freitas, and David Blennerhassett for a flash discussion to go over the recently announced acquisition of Jardine Strategic Holdings (JS SP) by Jardine Matheson Holdings (JM SP). Follow the continuing coverage by Smartkarma Insight Providers: https://skr.ma/8DX1XfpGJsLHqk3p9
Angus Mackintosh has over 25 years in equity research and sales looking at Asian markets. An ASEAN specialist, Angus was previously with BAML, BNP Paribas, Indosuez WI Carr, Dresdner Kleinwort Benson, Sun Hung Kai Securities and Cazenove & Co. Follow his work at: https://skr.m...2021-03-0916 min
Treasury Talks podcast seriesThe future of payments, nowThe COVID-19 pandemic has been testing the skills of treasurers across the globe, and nowhere is this more evident than in how payments are sent and received. Mahesh Kini, Managing Director, Head – Cash Management, Asia Pacific at BNP Paribas explains how adopting options available now to ease the immediate strain can futureproof businesses.2021-03-0101 min
Stand Van ZakenEconomisch herstel: de rol van de groeilandenMarc Faber, Tomorrow’s God: Asia’s age of discovery (2002)2021-02-2628 min
HEC AlumniHEC UK Governance: In Conversation with Non-Executive Board Member Catherine Bradley CBE (HEC.81)Join in for the 1st event of the newly created HEC UK Governance Club, led by UK Alumni Nathalie Romang & Alexis Grabar to support the international development of HEC Gouvernance in Paris:
A rare opportunity to hear Catherine Bradley CBE (H.81) share insights into her diverse and international non-executive career (EasyJet, FCA - 2 terms just now ended, Kingfisher starting Jan. 2021, Peugeot) following 30-years in investment banking based in the US, the UK and Asia (Société Générale, Credit Suisse, Dresdner Kleinwort Wasserstein, BNP Paribas, UBS, Merrill Lynch).
Whether you are already a seasoned govern...2021-01-261h 01
The Smartkarma PodcastAsia and the Era of Activism with David LepperInsight Provider David Lepper joins us to talk about the rise of investor activism in Asia. David shares insights from his recent Smartkarma Original series, which explores activism in-depth, including the impact of COVID-19, the roadmap for 2021, and defence strategies for corporates. The series starts with Asia and the Era of Activism Part 1: Activism Trends, the Identification of Targets & Returns (https://skr.ma/toA3d9jDsHtSbvo2A)
David Lepper is Managing Partner and Founder of SR Services, a firm focusing on Strategic Knowledge and Solution provision to Global Family Offices and Corporate Business. Prior to founding SR...2021-01-1943 min
#vxinsightAsset Servicing Innovation: The View from Asia-PacificOur 2020 industry wide survey highlighted the need and desire for change across the entire corporate action lifecycle. But, with the highest levels of errors and payouts of any region in the world, what does that mean for Asia-Pacific?Join Barnaby Nelson as he discusses corporate action automation with the real Asia experts: Mike Thrower (from Broadridge); Maria Leung (HKEX); and Gary O'Brien (BNP Paribas).2021-01-0736 min
Driving ChangeHow Public is your Country's Wealth? Take our quiz.Oliver Cromwell once described English land law as “an ungodly jumble”. More than 350 years later, Dag Detter has a similar view of the way cities and countries value what they own. Their property and assets represent two times global GDP – almost twice the size of equity capital markets. Grouped in public wealth funds, they could release capital equal to 3% of annual GDP – $600bn in the US – for vital infrastructure spending.The fundamental problem, according to Detter, is that the public sector globally still uses cash accounting. This is a medieval method long left behind in the private sector by...2020-12-2810 min
Craft A Life You LoveBecoming Time Rich With Steve GlaveskiA lot of people are frugal with their money. But have you ever considered being frugal with your time? In this episode, I was joined by Steve Glaveski, an entrepreneur, podcast host and author. Steve talked about this idea of how you can invest your time and become more time rich. We discussed time containers, his tips for working remotely and the importance of communicating your needs and boundaries with others. He also shared how to make the most of your life and the lessons he’s learned during the pandemic. (This episode was recorded on October 6, 2020). ...2020-10-1347 min
CEO Roundtable bridging AsiaEp #1 - From a banker to a startup warrior, to make an impact in agriculture in Africa (Kenya). Sandra Locoh Donou of Finlo.Hi everyone and welcome to the podcast, CEO roundtable bridging Asia.
My name is David Kim, your host.
In this episode, my guest is Sandra Locoh Donou from Kenya.
Sandra is the founder and CEO of Finlo, trade financing company for SMEs in agriculture sector in Africa. Prior to founding Finlo, Sandra worked as the Head of Originations for Lendable, a wholesale lendtech company. Before Lendable, she led business development in efforts in Southern Africa at the African Guarantee Fund where she structured financial guarantees to increase lending in regional SMEs. Sandra has 12 years of...2020-10-111h 03
Agile Ideas#055 | Steve Glaveski - Being Time Rich, Entrepreneurship Lessons, Innovating in a Pandemic & the Reverse Side HustleSteve Glaveski is an entrepreneur, author, and podcaster, providing services of management consulting, business consulting, and Human Resources consulting. He runs Collective Campus, recognised in 2018 as one of Australia's fastest-growing new companies by the AFR. Collective Campus is a corporate innovation and startup accelerator based in Australia and Singapore that’s been home to over 100 startups that have raised more than US$25M and has worked with the likes of Village Roadshow, BNP Paribas, Clifford Chance, Microsoft, MetLife, KWM, NAB Sportsbet, Australian Unity, Mills Oakley, and others on their corporate innovation programs. Steve hosts the Futur...2020-10-0553 min
Beginner's Mind#22: How Is China Managing the Coronavirus Situation in 2020?We are in the 7th month of the SARS-CoV-2 Pandemic in Europe.Governments are doing what’s necessary to deal with the situation. More and more governments are initiating strong measures to control the infection rate with SARS-CoV-2. Israel has announced a second lockdown from September 18 for about three weeks.There is a lot of coverage of European measures in the local news. Also, a lot of information is published about actions taken in the United States. I rarely read anything about the situation in Asia. Is life back to normal in Asia? Ho...2020-09-271h 56
Beginner's Mind#22: How Is China Managing the Coronavirus Situation in 2020?We are in the 7th month of the SARS-CoV-2 Pandemic in Europe.Governments are doing what’s necessary to deal with the situation. More and more governments are initiating strong measures to control the infection rate with SARS-CoV-2. Israel has announced a second lockdown from September 18 for about three weeks.There is a lot of coverage of European measures in the local news. Also, a lot of information is published about actions taken in the United States. I rarely read anything about the situation in Asia. Is life back to normal in Asia? Ho...2020-09-271h 56