Fiona Yang

speaker

268 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Fiona Yang’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Is Asia's AI Boom Creating the Next Investment Bubble? · 20 Jul 2026 podcast

I understand the growth.

I can appreciate the growth that they have, the vast amount of opportunities that they can cater into.

But the valuation is still quite demanding.

Then the next layer that I look at, who are the supply chain company or related company catering to that growth?

This is a portfolio company that we own for a while as well.

It's called Delivery.

It's one of the logistics company that deliver the parcels for Misho.

They have about 50% of the market share into Misho's parcels and they also cater to the other digital e-commerce company across India.

On top of that, they also do marketing.

food truck load services catering to the small as well as medium enterprises to help them moving from their products from one place to the other place.

And they are one of the biggest logistics operators in the country.

If you think about India logistics, it's really amazing the pace of improvement that we have seen over the past year, thanks to Modi, his investment in the logistics space, in the country's infrastructure.

really helps companies like Delivery to grow, to improve their services at lower cost, at higher efficiency, so they can take over market share of some of their competitors, as well as really enjoying this growth of consumers wanting more products, they want cheaper products, they want products that are doorstep.

So this is something that we have been investing for quite a while and we are really glad to see them seeing acceleration in growth for exactly these topics that we talked about.

And at the same time, with that growth compounding the valuation, the leverage, the operational leverage that they are seeing in the business is a beautiful small business that we hold in India.

Absolutely.

This is a topic in every single meeting.

When I was in India, people talk about, but I think the government has done a fantastic job.

They have shielded a lot of that energy price volatility away from the end customers and consumers.

Of course, it's questionable how long they can do that.

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