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    Podzept is a podcast which addresses the current issues driving the world of economics and finance.
    Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

    83 Podcasts
        
    March 1, 2021
    (15:20 min)

    National People's Congress Preview

    Analyst:
    Luke Templeman, Yi Xiong
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    This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook.
    January 28, 2021
    (19:56 min)

    Post Covid-19: What executives are thinking and doing

    Analyst:
    Luke Templeman, Marion Laboure
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    Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation.
    January 20, 2021
    (44:11 min)

    BtH 4: Nigel Wilson, Legal & General - A bright future if we seize the opportunities

    Analyst:
    Jim Reid
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    Nigel Wilson, CEO, Legal & General and Jim discuss how the future is in our own hands and that there are huge opportunities out there in new technologies and strategic investments that can overcome many of the secular negative forces we are all familiar with (debt, demographics, low productivity etc.). However Nigel believes we need to shed our old fashion attitude to the type of assets we invest long-term money into and urges Governments to provide the infrastructure and regulatory regime to make the future as bright as he thinks it can be.
    January 4, 2021
    (09:08 min)

    The delivery dilemma

    Analyst:
    Nizla Naizer
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    Even prior to the pandemic, there was an inevitable shift to online purchasing. But how do we ensure this widening acceptance of online buying does not backfire on the planet in the form of unsustainable delivery levels? We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.
    November 16, 2020
    (14:26 min)

    The fundamental right to connectivity

    Analyst:
    Apjit Walia, Luke Templeman
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    The pandemic has shown how the ‘haves’ are more resilient than the ‘have-nots’. Much of this is based on the gap between the two groups based on their access to technology. The divide in the US runs deepest along race and location (urban versus rural). To narrow this gap, we lay out our vision to develop an initiative that covers the more than half of households without proper broadband connection and a computer.
    October 28, 2020
    (15:17 min)

    Election could bring sweeping changes to the economic outlook

    Analyst:
    Matthew Barnard, Matthew Luzzetti
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    The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on essentially all important aspects of economic policy. In this podcast, we consider the implications for the economic outlook of the possible combinations of president and Senate.
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