Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

A proposed merger between Mapletree Commercial Trust and Mapletree North Asia Commercial Trustwill see their combined portfolio comprising of 18 commercial assets across Singapore, China, Hong Kong, Japan and South Korea, with assets under management of approximately $17.1 billion. Chua Su Tye, Head of REITs Research, Maybank Securities sharesthe possible strategic merits from increased AUM diversification and why shareholders are reacting differently to this merger. 

In this morning's The Breakfast Brief, we discuss the sell off of tech stocks overnight in response to the US Fed's aggressive raise in interest rates, Samsung TVs' support for NFT Art, Sony's step into the metaverse, and more. 

Synopsis: The Straits Times analyses South-east Asia's top news developments in this weekly podcast. Leslie Lopez, The Straits Times' Regional Correspondent, gives an analysis of floods in seven Malaysian states that have forced thousands of people to be evacuated, the Philippines' expansion of Covid-19 restrictions outside its capital, Indonesia pause on coal exports, and more.  Highlights (click/tap above): 00:49 Updates on the floods in Malaysia and how its government is addressing the situation 03:19 Malaysian glove manufacturer Supermax Corp's new foreign worker policies 04:46 Covid-19 restrictions expanding outside of Philippines' capital due to surge in cases 06:16 Indonesia bans export of coal 07:46 Vietnam's trade ministry urges authorities in Guangxi, China, to ease congestion at border crossings Produced by: Leslie Lopez (ljlopez@sph.com.sg), The Breakfast Huddle, Money FM 89.3, Hadyu Rahim Edited by: Dan Koh Subscribe to our Asian Insider Podcast channel to follow our various shows each week and rate us on your favourite audio apps: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Google Podcasts: https://str.sg/wQsB  Spotify: https://str.sg/JWaX SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Read Leslie Lopez's stories: https://str.sg/3xRX Register for Asian Insider newsletter: https://str.sg/stnewsletters --- Discover more ST podcast series: Green Pulse Podcast: https://str.sg/JWaf Health Check Podcast: https://str.sg/JWaN ST Sports Talk Podcast: https://str.sg/JWRE #PopVultures Podcast: https://str.sg/JWad Bookmark This! Podcast: https://str.sg/JWas Lunch With Sumiko Podcast: https://str.sg/J6hQ Discover BT Podcasts:  http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts!

Carmen Lee, Head of OCBC Investment Research shares her outlook for Singapore markets and how investors should reposition themselves around emerging themes.

Sky-high valuations in ASEAN in recent years have led to a few unicorns emerging from the region. Post-Covid, the forced digitisation of various industries - namely automation for SMEs and a beefed-up gig economy - has thrust venture capitalists into the limelight once again. Arya Setiadharma, CEO, Prasetia Dwidharma how they decide which startup to invest in and his outlook on the region’s angel investors. 

Sustenir Agriculture has garnered global attention by being the first indoor farm to present at the United Nations Food and Agriculture Organization. In 2017, it was also the first vertical farm in the world to receive the prestigious ISO 22000 certification for its innovative food management and farming processes. Jack Moy, CEO, Sustenir Agriculture shares more about the evolution of agri food sector over the years and how vegetables grown with high tech methods are more nutritious.

Leslie Lopez, Regional Correspondent, Straits Times gives an analysis of floods in seven Malaysian states that have forced thousands of people to be evacuated, Philippines' expansion of Covid-19 restrictions outside its capital, Indonesia pause on coal exports, and more.    Follow The Straits Times' Asian Insider Podcast channel - co-produced with Money FM 89.3 - like us and rate us: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Google Podcasts: https://str.sg/Ju4h  Spotify: https://str.sg/JWaX Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Asian Insider newsletter.   Asian Insider videos: https://str.sg/JoVb SPH Awedio app: https://www.awedio.sg/

In this morning's The Breakfast Brief, we discuss the U.S. Centers for Disease Control and Prevention's reclassification of its Covid-19 travel advisory for Singapore, the effectiveness of China’s zero-Covid policy, a crowdfund for badminton world champion Loh Kean Yew, and more. 

Synopsis: Each month, The Straits Times' US Bureau Chief Nirmal Ghosh presents an Asian perspective of the week's global talking points with expert guests. In this special episode, Nirmal Ghosh speaks with author Amitav Ghosh, a prolific writer who has written such classics as The Hungry Tide, The Glass Palace, and In An Antique Land, among others, that have been translated into dozens of languages and read across the planet. His most recent is The Nutmeg’s Curse: Parables for a Planet in Crisis. Highlights (click/tap above): 03:45 The framing of the planetary crisis and especially in relation to climate change, tends to be within the Western discourse, as a bureaucratic business best left to technocrats and the diplomats  05:00 How climate has destabilised countries, from Britain, to India, Myanmar and even Egypt 08:15 We are seeing a revolution, not from the poor, but from the right    12:00 On China, the US, and why human beings are perfectly capable of ending their own existence long before the climate does 16:20 Advice, words of wisdom to the 10-to-15-year-olds growing up in this bleaker-looking world Produced by: Nirmal Ghosh (nirmal@sph.com.sg), Ernest Luis, Hadyu Rahim & Fa'izah Sani Edited by: Hadyu Rahim  Subscribe to the Asian Insider Podcast channel and rate us on your favourite audio apps: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Google Podcasts: https://str.sg/wQsB  Spotify: https://str.sg/JWaX SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Follow Nirmal Ghosh on Twitter: https://str.sg/JD7r Read Nirmal Ghosh's stories: https://str.sg/JbxG Register for Asian Insider newsletter: https://str.sg/stnewsletters Asian Insider videos: https://www.youtube.com/playlist?list=PLnK3VE4BKduMSOntUoS6ALNp21jMmgfBX --- Discover more ST podcast series: Asian Insider Podcast: https://str.sg/JWa7 Green Pulse Podcast: https://str.sg/JWaf Health Check Podcast: https://str.sg/JWaN ST Sports Talk Podcast: https://str.sg/JWRE #PopVultures Podcast: https://str.sg/JWad Bookmark This! Podcast: https://str.sg/JWas Lunch With Sumiko Podcast: https://str.sg/J6hQ Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #STAsianInsider

Vicki Chi, Portfolio Manager - Asia Pacific Equities & Sustainable Asian Stars, Robeco, discusses her outlook for 2022, why she is optimistic around China and how investors should reposition themselves.