North Asia
RegionWikipedia
80
MENTIONS
67
EPISODES
59
PODCASTS
Search complete. 80 mentions across 67 episodes found for "North Asia".
Nov 3, 2026
Shruti HebliHOST
So would you say, were there any positive demand signals elsewhere in the east of Suez region, particularly for the LR2s?
HimaniHOST
Yeah, so North Asian backhaul activity offered selective support to the LR2 demand, where several LR2s were placed on subjects for regional loading.
HimaniHOST
This indicated that, you know, there was improving cargo opportunities in the backhaul market.
HimaniHOST
But however, the wider east of Suez market, that market essentially remained cautious.
HimaniHOST
these
Shruti HebliHOST
additional export allocations, as you just mentioned, along with South Korea's easing of export restrictions, influence the MR market in North Asia?
HimaniHOST
So North Asian MR demand is, you know, positioned to strengthen as South Korea is relaxing some export restrictions and China, like I mentioned, is increasing the clean product export quotas.
HimaniHOST
So these additional Chinese allocations could support these backhaul demand.
Rick MillerGUEST
And unfortunately, when the visceral fat gets to a certain level, and actually it depends at which point, depending on your ethnic background, the risk for visceral fat levels can be quite small in terms of, you know, for instance, individuals who come from a Caucasian background predominantly, they often don't present, even if they're quite overweight and quite obese, they might have quite low levels of visceral fat because most of the fat's being stored around in their subcutaneous tissues under their skin.
Rick MillerGUEST
Whereas individuals who are Southeast Asian, Central African, and sometimes in Northern Asian territories, Their subcutaneous fat levels might be quite low, but their visceral fat is extremely high.
Rick MillerGUEST
And this is what Professor David Reed, who's our rheumatologist, who looks at all of our DEXA scans, he would call a toffee, thin on the outside, fat on the inside, as he says.
Rick MillerGUEST
So they might present with a normal weight, but have a large amount of body fat around the organs.
Gary GerstleGUEST
The US, of course, would be one of these hegemons, supreme in the northern half of the Western Hemisphere.
Gary GerstleGUEST
Russia would be a second hegemon, supreme in portions of Eastern Europe and Northern Asia.
Gary GerstleGUEST
China would be a third hegemon, supreme in East Asia.
Gary GerstleGUEST
And the EU would be a fourth, controlling Western and Central Europe.
Thomas777GUEST
Nobody thought that way.
Thomas777GUEST
And nobody in the developed world in North Asia thought that way.
Thomas777GUEST
people who did think that way were in sub-Saharan Africa, in Latin America, in the Middle East, you know, and in the global South, this was still very much an animating principle.
Thomas777GUEST
Okay.
Mun YiGUEST
It is still a large diversified credit, and it has Singapore providing operating resilience.
Mun YiGUEST
But we think spreads are relatively tight, given it's still negative rating outlook, software operating performance, and still the North Asian asset overhang.
Seng YeowHOST
We are cautious on
Mun YiGUEST
ESR REIT's firm callable next year in June 2027.
ThomasGUEST
Nobody thought that way.
ThomasGUEST
And nobody in the developed world in North Asia thought that way.
ThomasGUEST
people who did think that way were in sub-Saharan Africa, in Latin America, in the Middle East, you know, and in the global South, this was still very much an animating principle.
ThomasGUEST
Okay.
Harriet KamekHOST
We cry out to you today for the people in Nepal, for the people all around the earth.
Harriet KamekHOST
the people in Africa, the people in Europe, the people in South America, the people in South Asia, the people in West Asia, East Asia, North Asia, the people in every part of this earth right now, South America, Central America, the Caribbean.
Harriet KamekHOST
We cry out to you, O God, because our hearts are overwhelmed with high gas prices, high food costs.
Harriet KamekHOST
Tariffs are killing us, Lord God.
Charlotte GoldstoneHOST
So do you think that port congestion is currently one of the biggest factors in carriers' minds when deploying capacity? And are we now seeing any sort of improvement in port congestion as we kind of leave typhoon season?
Peter SandGUEST
Yeah, we fortunately do see some improvement in port congestion and it's mainly driven by the North Asian port congestion.
Peter SandGUEST
So, of course, once, in particular, China gets through the backlog here, we should also see some improvements not only on port congestion, but clearly also on performance schedules, on reliability, on actually meeting the announced transit times in the end and the announced departures, of course.
Peter SandGUEST
So clearly still some work to do.
Michael EveryGUEST
But there's more than people think.
Michael EveryGUEST
And they range from, you know, South Asia to Southeast Asia to East Asia to North Asia.
Michael EveryGUEST
um and one cannot be complacent about any of them whilst not panicking that doesn't help but it's also something that one needs to consider alongside the broader framing of these issues which i've been putting forward for a while now saying that it's another reason why we can only expect further investment in defence capacity, for example, why we'll see more attempt at supply chain manufacturing resilience, for example, more need for tech sovereignty, for example, all of which are themselves exacerbating factors in geopolitics, because you're either you're decoupling from some and moving closer to others.
Michael EveryGUEST
So the very act of picking up a shield If two people have a sword, each of them has a sword and one of them picks up a shield, you are immediately threatening the person who doesn't have a shield, even though it's actually defensive, because they now have a far better position to attack you in if they want to.
William PangGUEST
We have a A slogan, this is Asia rooted, globally connected, and exactly that's how you want the world or this region to see us, that we are in Asia, our business is in Asia for now.
William PangGUEST
Asia means, you know, of course, Southeast Asia, beyond that, North Asia and parts of Asia, which is, of course, the ambition for ARB to go forwards in the future.
Joana NguyenPANELIST
So given that the renewal season is coming, how is your discussion with citizens at the moment? And do you see the soft market deepening across the markets that you are in?
William PangGUEST
We have just come out from the 1st October renewal in Indonesia.
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