Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

This week on Stocks to Watch, Willie Keng, Founder, Dividend Titan joins us to discuss the sustainability of Elite Commercial Reit as Singapore's first UK-focused REIT, how much potential upside there is to CapitaLand Investment Management as an 'asset-light' property investment firm, and how much more  consumers are willing to pay for coffee at Starbucks, especially in the face of rising inflation. 

In this morning's The Breakfast Brief, we discuss the overnight rally in the US market after corporate earnings season kicked off with mostly positive earnings, expectations for MAS to tighten its monetary policy stance today, TraceTogether token maker iWOW Technology's market debut today, and more. 

Aninda Mitra, Head of Asia Macro & Investment Strategy, BNY Mellon Investment Management, discusses what are the likely scenarios to pan out from the Ukraine war that will impact markets, and whether inflation has peaked, going by the US CPI reading showing a moderation in March's month-on-month reading.

The global supply chain crisis has been centre stage for the past two years, with no signs of slowing down as one of the biggest focuses for companies around the world. But as we move forward, can technology be the answer to tackle the world’s supply chain issues? Ryan Petersen, Founder & CEO, Flexport shares how the Ukraine/Russia conflict and China lockdown have affected the supply chain globally and regionally in Asia, and how Flexport's software can help the world address this issue. Highlights of the conversation:  02:19 - Helping business make strategic supply chain decisions  04:23 - Challenges Flexport faced due to Covid-19 07:32 - How Flexport is managing the Russia-Ukraine conflict 09:44 - Addressing the issue of supply chain disruption 13:01 - Singapore's position in the global supply chain

The Insurance Culture and Conduct Steering Committee (ICCSC) recently released its first two papers entailing some of the best practice guidelines and recommended initiatives to elevate the culture and conduct standards of insurance companies, intermediaries, employees, and the insurance ecosystem. Dr Khoo Kah Siang, Chairperson, Insurance Culture and Conduct Steering Committee shares why there is an urgent need to strengthen public trust and confidence in the insurance industry, and tools companies can apply to elevate culture and conduct in their organisation.

This week on Regional Roundup, Leslie Lopez, Regional Correspondent, The Straits Times discuss the arrest of one of Malaysia's most wanted men who pleaded not guilty to 26 charges, another delay in the enactment of Malaysia's anti-party hopping law, Philippines government and the Moro Islamic Liberation Front (MILF)'s first step towards normalisation, and more.  Follow The Straits Times' Asian Insider Podcast channel - co-produced with Money FM 89.3 - like us and rate us: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Google Podcasts: https://str.sg/Ju4h  Spotify: https://str.sg/JWaX Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Asian Insider newsletter.   Asian Insider videos: https://str.sg/JoVb SPH Awedio app: https://www.awedio.sg/

In this morning's The Breakfast Brief, we discuss the rise in US consumer prices in March and the effects ofUkraine crisis which pushed US inflation to new four-decade high, what to expect from New Zealand's upcoming monetary policy announcement, large-cap banks earnings preview, and more. 

Jeff Halley, Senior Market Analyst, OANDA, shares his view on GoTo's successful market debut on the Indonesia Stock Exchange, Chinese videogame companies getting a reprieve, and Elon Musk making a U-turn on joining Twitter's board.