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

but how they managed it, how they managed inflation and how they do coordinated monetary policies and communication with the market definitely brought a lot of reassurance to invest in the market.

And I think the other angle to look at is not just about the price of oil for any of this country, Asia or India in particular, it's also about trying to build this energy independence.

So that's another topic that, you know, as a team, we just really like to

delve into how Asia can be more independent from global geopolitics or energy crisis for the next decade.

I think a lot of things have happened, not just about the Iran crisis, but what has happened in Russia, what has happened during COVID time.

It is five years, a lot of things have happened.

And all that taught all the nations around the world is maybe over the past 30 years, all we care about is operational efficiency or getting the cheapest fuel possible.

From this point on, we should look at independence.

We should look at having more of this stuff onshore.

So we want to invest in companies that really cater to that theme.

The services company, the infrastructure construction company, design companies that help resources, infrastructure build out across the region.

So some of the stocks that we look at, we talk about, that's one of the

They don't just cater to the Samsung CapEx, but they also involve a lot of energy resources, build out construction type of work.

So that could definitely benefit.

Another one we look at is in Australia.

It's called Woolly.

This is a design company, EPC company, to really help the global oil and the resources majors to build out new projects.

So we do see...

that in the future there will be acceleration in this capital spending cycle in energy as well as resources space across the region.

Yeah, absolutely.

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