From Hormuz to Hong Kong: How the Iran War is Redirecting Capital to Asia | Milken Symposium Hong Kong | Tank Talks Asia
In this episode of Tank Talks Asia, Manisha Tank is joined by colleagues Andrew Clark and Yeen Chong for a debrief from the Milken Global Investors’ Symposium in Hong Kong. The symposium’s theme this year was “Capital in a Changing World”.
Drawing on their conversations with policymakers, investors and entrepreneurs, they explore Asia’s economic resilience, China’s accelerating digital transformation, and the long-term growth story emerging across Southeast Asia.
Featured Voices
Hosts: Manisha Tank, Andrew Clark and Yeen Chong
Guests: Dr. Rania Al-Mashat [https://milkeninstitute.org/events/global-investors-symposium-hong-kong-2026/speakers/rania-al-mashat], Former Minister of Planning, Economic Development and International Cooperation, Egypt
Professor Ben Shenglin [https://milkeninstitute.org/events/global-investors-symposium-hong-kong-2026/speakers/shenglin-ben], Dean, International Business School, Zhejiang University
Perry Wong [https://milkeninstitute.org/experts/perry-wong], Managing Director and Senior Fellow, Milken Institute International
Christopher Ganis [https://milkeninstitute.org/events/global-investors-symposium-hong-kong-2026/speakers/christopher-ganis], Chief Investment Officer, Indonesia Investment Authority
Adrian Li, [https://acv.vc/ac_team/adrian-li/] Founder and Managing Partner, ACV Capital
Zabrina Lo [https://www.tatlerasia.com/authors/zabrina-lo], Senior Editor, Tatler
KEY TAKEAWAYS
* We discuss how geopolitical tensions in the Middle East are helping to accelerate capital flows into Asia, with cities like Hong Kong and Singapore seen as stable investment hubs.
* We talk about how China’s rapid digital transformation, especially in payments and infrastructure, is reshaping how capital moves and how economies function.
* We explore how Southeast Asia, particularly Indonesia, is emerging as a major long-term investment opportunity, driven by demographics and domestic consumption.
* We look at how deglobalization is creating both uncertainty and opportunity, and is pushing countries to build resilience through regional collaborations like ASEAN.
* We consider how social and cultural perceptions in Asia are shifting, with younger generations increasingly choosing to pursue careers in the arts and creative industries.
CHAPTER HEADS
00:20
Setting the Scene
Manisha introduces Andrew and Yeen and asks them to unpack their experience at the Milken Institute Global Investors’ Symposium in Hong Kong.
02:15
The Elephant in the Room: Geopolitics
They discuss the impact of events in the Middle East and how global uncertainty is shaping investor sentiment.
03:35
Capital Flows in Asia
Dr. Rania Al-Mashat talks about how capital is shifting across Asia, driven by a growing demand for stability and predictability.
09:09
China’s Digital Leap
Professor Ben Shenglin explains how digital payments and infrastructure are transforming China’s economy and capital movement.
11:46
Rethinking Growth in China
Perry Wong evaluates China’s approach to market correction, government intervention and long-term economic resilience.
16:00
Indonesia’s Moment
Christopher Ganis outlines how deglobalization and domestic strength are positioning Indonesia as a key investment destination.
20:21
Southeast Asia’s Growth Story
Adrian Li shares why the region’s demographics and economic fundamentals make it one of the world’s most compelling opportunities.
25:50
Hong Kong’s Cultural Evolution
Zabrina Lo reflects on the growing viability of careers in the arts and creative industries.
Useful links
https://milkeninstitute.org/ [https://milkeninstitute.org/]
https://www.zju.edu.cn/english/ [https://www.zju.edu.cn/english/]
https://www.britannica.com/biography/Adam-Smith [https://www.britannica.com/biography/Adam-Smith]
https://asean.org/ [https://asean.org/]
https://www.ina.go.id/ [https://www.ina.go.id/]
https://hyrox.com/ [https://hyrox.com/]
https://acv.vc/ [https://acv.vc/]
https://www.tatlerasia.com/ [https://www.tatlerasia.com/]
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