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 · last 12 months

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 the consumer segment is not doing very well.

The spending continues, but the expectation is that it's set to soften from this point on.

So we can see structurally, there are definitely merit of investing in Australia, but it's just temporarily because of the housing crisis the country sees.

They want to address it for the longer term benefits of the country's healthy growth that might have set back some of the near term growth potential for Australia.

Yeah, definitely.

We think if the data center is going to be built out as planned, they need a lot of copper, where Australia do have quite a couple of names that have exposure in that space.

And then the energy security, we invest in Wally, that's in Australia.

They don't just cater to Asia to do the resources and energy build out.

They do have 50% of the revenue coming from the US.

That's a market that just

have a huge plan to expand the gas producing capability.

So all of that just give us a lot of options to invest in Australia.

I am already on holiday, but because of the show, so I fly to here to London to be on the podcast.

Oh my goodness, I'm so sorry.

Thank you so much for doing that.

It's great to be here.

So I was in Sweden with my family.

I brought my two kids and then together with a bigger family.

So we have, we rented out a beautiful house by Swedish Lake.

It's just a tradition that people go to the lakes and

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