Kristie Neo
speaker
1,145 appearances
3 recordings
1 series
first heard Aug 2025
last heard 7 May
Kristie Neo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
And going back to what you said about the public markets, yeah, obviously this year has been
I mean they've killed it, right?
Like the public markets have done incredibly well.
So there's a bit of a need to rotate some of their allocations into other markets.
But if even if you were to track some of their sovereign wealth funds, like including Tamasik, right?
We've always been very much allocated to China.
But now they're like thinking about okay, can we look at some other some other markets that we can allocate to?
So these are really, really big allocators and you have to kind of think very carefully about what kind of r return profile can we have for if we want to allocate into some of these more emerging markets, whether it's like Africa or Middle East or Latin America, you know, obviously it comes with a certain kind of risk profile that are we able to stomach that kind of volatility or or risk markets that we may not be as familiar with.
So I think it's very much consistent with a lot of the large allocators in in the minds of some of these guys.
hedge some of these risks and yet at the same time still generate returns that we promise to our stakeholders.
Yeah.
I mean India's interesting, right?
I think the the markets have also performed incredibly well.
IPO markets in India have done really, really well this year.
I think we see seen quite a number of IPOs happen this year.
I'm wouldn't be surprised if next year is gonna be another, you know, big year for them.
So yeah, I think the
From a Southeast Asia perspective, I think it's I'm sure you you can see this on your side as well, right?
A lot of
investors that have traditionally had a bit of a India South East Asia mandate.
Showing 501–520 of 1,145 · page 26 of 58
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