Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

2022 has been a roller coaster ride for the markets.  Samuel Rhee, Chairman & CIO, Endowus shares his insights on what drove inflation, and whether traditional investment strategies like the 60/40 portfolio are still relevant in today’s climate. 

Darren Ng, Deputy Disruptive Events Advisory Leader, Deloitte Singapore discusses if the challenging IPO scene in 2022 will continue in 2023, amid rising interest rates, a gloomy economic outlook and high inflation. 

In today's Breakfast Brief, we talk about China's move to further lift Covid travel restrictions with new passports and Hong Kong travel permits, as well as Russia's response to ban oil sales to countries abiding by a price cap imposed by the West. 

A throwback to the biggest news that came out from Southeast Asia over the past year and what to headlines to expect from the region in 2023.  Dr. Felix Tan, Political Observer, Nanyang Technological University shares more. 

Synopsis: Every third Friday of the month, The Straits Times examines various facets of the US-China rivalry and its implications for Asia. Join Charissa Yong and Danson Cheong - ST’s US and China correspondents respectively based in Washington DC and Beijing - as they look back on the year and chat about how the US-China relationship will continue to develop in 2023.  Highlights (click/tap above): 1:00 The seismic ramifications of Nancy Pelosi’s Taiwan visit in 2022 2:43 American tech sanctions on China 6:04 China’s return to the world stage 7:35 Biden’s foreign policy in 2023   Produced by: Charissa Yong (charyong@sph.com.sg), Danson Cheong (dansonc@sph.com.sg), Hadyu Rahim and Fa’izah Sani Edited by: Hadyu Rahim and Fa’izah Sani Follow Power Play Podcast every third Friday of the month on our Asian Insider Podcast channel here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Google Podcasts: https://str.sg/wQsB SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Read Charissa Yong's stories: https://str.sg/3xRa Read Danson Cheong's stories: https://str.sg/3xR2 Follow Danson on Twitter: https://twitter.com/dansoncj Read ST's Power Play articles: https://str.sg/3xRE Register for Asian Insider newsletter: https://str.sg/stnewsletters --- Discover ST's special edition podcasts: The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Singapore's War On Covid: https://str.sg/wuJa Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Green Pulse: https://str.sg/JWaf Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #STAsianInsider

Penang-based testing and certification services company LMS Compliance launched an IPO offer of 14 million placement shares at 26 cents each, raising gross proceeds of $3.64 million. Trading has started on Dec 1.  Dr. Louis Ooi, Founder & CEO, LMS Compliance shares more on the company's plans with the IPO proceeds.

Heng Koon How, Head of Markets Strategy, UOB discusses how much the risk of recession will be next year, even with China's economy reopening - and why the Japanese yen and gold prices are set for significant upside in 2023.

In today's Breakfast Brief, we discuss the high frequency indicators showing the Chinese economy slowing down, as activity slumps amid a spike in Covid-19 cases.

From Hong Kong to reopen its borders with mainland China by mid-January to China expressing anger at a new US defense authorisation law that boosts military assistance for Taiwan.   Dr. Oh Ei Sun, Senior Fellow, Singapore Institute of International shares more. 

The newly rebranded Singaporean luxury leather label Tocco Toscano, which started as a small leather workshop in Florence in 1987, is now helmed by a second generation entrepreneur.  Joseph Lor, CEO, Tocco Toscano gives us an inside look on the brand's revamp and how it pivoted through the Covid-19 pandemic.