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

So Indonesia, Malaysia, as well as Australia, they are really not so dependent on energy importing.

They are the net exporters.

But then again, when you have the resources, it doesn't necessarily mean you can have a great hand on cards, but you might not play that very well.

So the stock market performance of all the three countries still varies quite a bit.

I didn't know that you invested in Australia, actually.

Yeah, so for my team, we do have Asia Pacific products as well, extra prime products as well.

So Australia, being sitting in Singapore, it's a place that I love to travel to and see companies as well.

Who doesn't like Australia, right?

Just think about Sydney, Melbourne, and Hawaii, Perth.

I think Australia is an amazing market.

If you rank a kind of capital return, shareholder return, this kind of stuff, corporate governance, Australia definitely ranked the number one out of the countries that I cover today.

So structurally, it's just a very favorable environment for active stock pickers to work with the company and really enjoying the shareholder return.

And then if we look at the resources, which we talked about earlier, Australia being the energy as well as the resources net exporter in the region, it definitely has a critical role to play in the Asia market.

So that's definitely the go-to place for us if we do want to own some iron ore producers or if we do want to have more oil and gas in the portfolio, that's a go-to place we would invest.

And then if we look at the short term, there are a couple of uncertainty in the market, especially what the government is trying to address, the housing market issue over there that brought some uncertainty because household wealth is quite concentrated in housing.

But the government has introduced a few measures

sort of anti-negative gearing policies to address what they perceived as affordability for the younger generation.

That's a housing problem that they do want to address that brought some market uncertainty because banks in Australia are hugely leveraged into the housing market in the country.

And then as a result of that, the other issue is consumer confidence.

As I mentioned, wealth is linked to property price in Australia because of the expectation that housing price is going to be soft.

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