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Investing In Asia

26 Episodes

13 minutes | Oct 22, 2019
Why We Must Continue To Invest
In this final episode of Investing In Asia, David Kuo discusses why now is just the beginning and why we must continue to invest.
26 minutes | Sep 30, 2019
How To Invest In The Singapore Stock Market
In this week's episode, David Kuo talks about investing in Singapore.
14 minutes | Sep 23, 2019
What Do Interest Rate Cuts In The U.S. Mean For Asia?
David Kuo finds out in the week's episode of Investing In Asia.
21 minutes | Sep 16, 2019
Hong Kong and its Worst Crisis in 150 Years
This week David heads back to Hong Kong to catch up with Motley Fool Hong Kong analyst Hayes Chan to talk politics and financial markets; namely what’s happening in Hong Kong now after over three months of protests against a controversial extradition bill and what is the impact on Hong Kong’s status as the “Gateway to China”? They touch on the downgrade of Hong Kong’s sovereign rating, capital flight, the local stock market and a human rights bill working its way through the US Congress. Join David and Hayes as they take a closer look at the many implications of these ongoing protests.
22 minutes | Sep 8, 2019
A Trip Around ASEAN
This week David looks at the exciting prospects of Emerging Asia from the Singapore Exchange (SGX), through the lens of the Association of Southeast Asian Nations (ASEAN); a group that includes fast-growing countries such as Thailand, Indonesia, the Philippines, Malaysia, and more. He’s joined by Geoff Howie, Market Strategist at SGX as they discuss the remarkable structural growth story of the region – ASEAN is home to over 640 million people and would be the world’s fifth-largest economy if it were a single country. Join David and Geoff as they also delve deeper to see which companies listed on the Singapore stock market have exposure to these dynamic economies.
24 minutes | Sep 1, 2019
The Other Trade War in Asia
This week David is in Tokyo, speaking to Motley Fool Japan analyst Akihiro Kaga on the less well-known trade dispute that is taking place in Asia: the one between Japan and South Korea. They speak about the ongoing spat and how this will affect both the Japanese and Korean economies - from the semiconductor and robotic sectors to inbound tourism. However, amid uncertainty there are still opportunities as David and Akihiro also explore some of the most interesting stock ideas within Japan.  
30 minutes | Aug 26, 2019
Where to Find Growth in Asia
David this week broadcasts from Alexandria, Virginia – the home of the Motley Fool. He’s joined by Bill Mann, who heads up the US-based Motley Fool’s “Discovery” services. Bill has just returned from a whistle-stop tour of Asia, taking in Singapore, Malaysia and Australia. He shares his investment insights on exciting growth companies in those countries and what they can offer investors who are looking to geographically diversify their holdings.  
26 minutes | Aug 18, 2019
Investing Amid Uncertainty
Staying in London but broadcasting from 55 Bishopsgate in the City of London this week, David speaks to renowned British investment manager Justin Urquhart Stewart on the vast range of obstacles facing the global economy. Negative-yielding bonds, the US-China trade war, currency manipulation in China, the Hong Kong protests, and Brexit; the uncertainty investors have to navigate today can at times seem endless. So where should people be putting their money in order to generate a respectable return? David and Justin dive right in to discuss this and more.
21 minutes | Aug 11, 2019
UK Property for Asian Investors
This week David broadcasts from 33 Soho Square in London, UK. The reason? He speak to Miles Shipside, Commercial Director of Rightmove – a UK property firm – about the enduring appeal of property in London. This is even more true given the weakness in British sterling on the back of Brexit. Are there still opportunities for investors amid the Brexit uncertainty? And what should they know about buying property in a global city such as London? David and Miles discuss this and more.
25 minutes | Aug 4, 2019
How to Find Value in Asia
This week David is joined by former Motley Fool Singapore analyst Stanley Lim, who has written the book “Value Investing in Asia”, as the duo discuss what “value investing” actually means. Stanley takes listeners through his own interpretation of what value investing is, how it differs from the traditional understanding of the term and how it can applied to Asian markets. Diving deeper, he touches on one large value stock in Hong Kong he thinks is cheap as well as Singapore and Malaysia companies that appear interesting opportunities. Finally, two lucky listeners will also be in with a chance to win signed copies of Stanley’s book.  
21 minutes | Jul 28, 2019
Ethical Investing: Does it Pay Off?
This week, David welcomes back previous guest Morten Strange, author of “The Ethical Investor’s Handbook”, as they discuss the challenges Morten encountered when writing his book. Investing ethically tends to be a subjective, personal matter but Morton sheds light on the various types of ethical investing, the rise of the strategy among institutional investors and how it’s increasingly attracting more money. They also take a look at the other side of the coin – what are the potential obstacles? And how do you make money by excluding specific companies from your portfolio? Join David and Morton as they delve into whether you can do good for the world and generate a profit at the same time.  
22 minutes | Jul 21, 2019
A Conversation With Jeff Fischer
This week David hands the mic off to Motley Fool Singapore analysts Chin Hui Leong and Chong Ser Jing as they chat to Jeff Fischer, founder of 1623 Capital – sister company of The Motley Fool US – where he manages the Motley Fool PRO fund. In preparation for Jeff’s appearance next month at Singapore’s INVEST Fair, they get his valuable insights on a range of issues on investors’ minds at the moment. These include key technology trends, risks to the world economy, how the US-China trade war will pan out, what ways investors can best position their portfolios, and much more.   Jeff Fischer is a portfolio manager for 1623 Capital LLC, an affiliate of The Motley Fool, which is a separate entity, and all investment advisory services are provided only to 1623 clients. The views expressed are Jeff’s and do not necessarily reflect the views of 1623or any of its affiliates. These comments, including opinions on securities,  may not be relied upon as recommendations or investment advice.
26 minutes | Jul 14, 2019
This Bud's For You
Global brewing powerhouse Anheuser-Busch InBev NV, or AB InBev, is making headlines as it looks to list its Asian operations in a blockbuster IPO in Hong Kong. This week David speaks to Motley Fool Hong Kong contributor Johnnie Chan about the growth potential and challenges for the Asian division – Budweiser Brewing Company APAC – among a hyper-competitive market in the region. Given its expected size after listing, could it attempt to buy regional beer players in an attempt to gain market share? And how does its business look in the all-important market of China? David and Johnnie discuss this and more.
27 minutes | Jul 7, 2019
Coffee Talk
Starbucks and Luckin Coffee are battling it out in China for a slice of the nation’s increasingly lucrative coffee market. The former is a household name globally, the latter an innovative and fast-growing Chinese start-up. This week David speaks to Motley Fool analyst Sudhan Purushothuman and Motley Fool contributor Lawrence Nga about the companies’ business models, their strengths as well as weaknesses, and which stock offers the best opportunities for investors.
23 minutes | Jun 30, 2019
What Chinese Consumers Like
The Chinese consumer market is one of the world’s most exciting growth stories today. This week David speaks to CMC Markets’ Margaret Yang, who’s based in Singapore but hails from Wuhan in China, about the very nuanced and less well-known characteristics of the Chinese consumer. What drives them to shopping malls, do they prefer foreign or local brands, and how big is online shopping? David and Margaret discuss this and more.  
30 minutes | Jun 23, 2019
Four Malaysian Shares To Watch
This week, David speaks to Motley Fool contributor, and Malaysian resident, Lawrence Nga about some of the more interesting stocks in the Malaysian market. Join David and Lawrence as they discuss the potential of companies such as Karex, the world’s largest condom manufacturer, and leading general insurance provider Allianz Malaysia.    
19 minutes | Jun 16, 2019
What's Next For Hong Kong?
Hong Kong has seen widespread protests against a proposed extradition bill by the government. David catches up with Motley Fool Hong Kong’s Hayes Chan on how the controversial legislation could affect the local business environment. How would this extradition law potentially impact investor confidence in Hong Kong’s unique capital markets and its place as an international financial center? David and Hayes discuss these risk scenarios and more, including bond ratings, short-selling, property and currency trading in the Chinese Renminbi.
17 minutes | Jun 9, 2019
Being Financially Free
David catches up with Singapore-based investing analyst and author, Morten Strange. Morten discusses the move from Denmark to Singapore, how he managed to retire at the age of 33, and how to embrace retirement at an early age. You'll also have the chance to win a copy of Morten’s book: "Be Financially Free." Remember to use email address investinginasia@fool.hk
25 minutes | Jun 2, 2019
Taking Stock of Australia
Download Episode David catches up with Scott Phillips, Chief Investment Officer for Motley Fool Australia to get the latest on Australia’s recent election. After 15 years of great economic growth, how is the government planning to address weak inflation and falling house prices? What impact is the US-China trade war having on the Australian economy? Lastly, you’ve heard of FAANG stocks, but do you know about the Australian WAAAX stocks? Scott gives us a rundown of these 5 Aussie tech companies you should keep an eye on.
24 minutes | May 26, 2019
Trade Wars
The trade war between the US and China is boiling up again. David takes a closer look at what’s happening between these two economic powerhouses with Tony Nash, founder of “Complete Intelligence.” David and Tony discuss ongoing government subsidies to Chinese companies and if the US has a “Plan B” for imports. Get more acquainted with the trade war and find out what it means for your portfolio.
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