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PODCAST

Asia Centric by Bloomberg Intelligence

Some of the world"s largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.

business investing

All Episodes

26:46

Hong Kong Dollar and Why Hedge Funds Target It

Asia Centric by Bloomberg Intelligence ·

2025/07/23

Investors are once again questioning the sustainability of Hong Kong's foreign exchange regime. Critics argue the Hong Kong currency's peg to the dollar, dating to 1983, no longer makes sense as the city's links with China strengthen. Authorities have already intervened at least five times this year to defend the Hong Kong dollar, spending over $11 billion. Does a peg linking the Hong Kong dollar to the Chinese yuan, or a basket of currencies, make more sense? Could hedge funds attack the currency

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25:20

Trump's Plan To Make US Shipbuilding Great Again

Asia Centric by Bloomberg Intelligence ·

2025/07/16

The decline in US shipbuilding and China's global dominance has Washington worried. Last year, the US built just seven commercial vessels, compared to more than 1,000 for China. This has also become a national security issue, with US shipyards struggling to meet the demands of the navy, facing production delays of up to 36 months. In response, President Donald Trump has proposed levying fees on Chinese built ships entering US ports. These measures likely won't be enough to revive the industry, so

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33:28

Credit Hedge Fund on How Low Spreads Can Go

Asia Centric by Bloomberg Intelligence ·

2025/07/09

Credit spreads, or the difference between yields on corporate debt and government notes, have tightened worldwide. This would usually indicate investors are more confident in the prospects for the private sector but contradicts what's an increasingly risky economic and investment outlook amid erratic US trade policies. Meanwhile, liquidity remains a constraint and defaults – while low – are on the rise in the US. How does that change the game for a hedge fund that sometimes needs to take

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24:06

Investing in the Future of Humanoid Robots

Asia Centric by Bloomberg Intelligence ·

2025/07/02

Once the preserve of science fiction, humanoid robotics is now in the realm of reality. From Elon Musk's Optimus to Boston Dynamics, companies are pouring money and time into developing these robots for business and commercial use. We take an in-depth look into this emerging industry with Sean Darby, equity strategist at Mizuho Securities, who compares it to the rise of EVs – what started small quickly gathered steam among consumers. It's shaping up to be a compelling trade for investors, with

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26:41

Soaring Stocks Backed by Consumer, Tech Strength

Asia Centric by Bloomberg Intelligence ·

2025/06/25

Stock markets have been surprisingly resilient this year. Despite global trade chaos, war in the Middle East, Russia's extended invasion of Ukraine and domestic political strife, major equity markets around the world have rallied near record levels. Investors are finding a lot to like from India to South Korea, where domestic growth stories, technology and AI investment, and diversified supply chains leave plenty of room for growth, says Jessica Tea, JPMorgan emerging markets and APAC equities

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45:57

How to Invest in the New Geopolitical Era

Asia Centric by Bloomberg Intelligence ·

2025/06/18

The huge political and economic shifts taking place amid US President Donald Trump's global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. JPMorgan, for instance, has just launched a Center for Geopolitics, as companies become more reluctant to simply rely on business models and financial experience.Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins

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25:14

South Korea Enters a Post-Election Bull Market

Asia Centric by Bloomberg Intelligence ·

2025/06/11

South Korea's June presidential election ended six months of political uncertainty and policy paralysis in the country. Investors are optimistic that President Lee Jae-myung, with the support of the legislative assembly, can boost the economy with fiscal stimulus and corporate governance reform. The Kospi Index has surged more than 20% this year, surprising many global investors who have until now been hesitant to allocate capital in the country. President Lee faces many challenges, however,

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21:03

De-Dollarization – What It Means for the Region

Asia Centric by Bloomberg Intelligence ·

2025/06/04

The economic impact of US President Donald Trump’s tariffs has led to a rethink over the US dollar. After the “Liberation Day” tariffs were announced on April 2, global investors sold both US equities and the dollar, a rare event that raises concerns about the credibility of US Treasuries and the dollar itself. Moody’s downgrade of the US credit rating and the sharp appreciation of certain currencies, particularly the Taiwan dollar, against the greenback have further

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26:26

US-China Trade Truce Spurs Rush to Beat Tariffs

Asia Centric by Bloomberg Intelligence ·

2025/05/28

A big shift in regional trade is underway following US President Donald Trump's announcement – and temporary pause – of the so called "Liberation Day" tariffs. Exports from Southeast Asia are surging, as companies around the world frontload and reroute shipments of parts and final goods such as toys and smartphones. Which countries are benefiting the most from this demand and the intensifying strategy of "China+1", how long will these high export levels be maintained, and what are the

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29:24

Private Market Investing Goes Mainstream

Asia Centric by Bloomberg Intelligence ·

2025/05/21

Investing in alternative assets such as infrastructure and private equity was once the preserve of large institutions and the uber rich with access to private bankers. But technological advances and product innovation have opened these markets to wealthy retail investors, creating one of the fastest-growing segments in wealth management. Many experts, including BlackRock CEO Larry Fink, refer to this trend as the "democratization" of investing. So what opportunities are out there in the private

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25:10

Xiaomi Made a Big Bet on Electric Vehicles and Won

Asia Centric by Bloomberg Intelligence ·

2025/05/14

In early 2021, smartphone and electronics maker Xiaomi was blacklisted by Washington, restricting its access to US technology and investors. Although this decision was later reversed, it motivated CEO and founder Lei Jun to enter China's ultra-competitive electric vehicle market, pledging to invest $10 billion over a decade. The bold move has paid off: in China, buyers are waiting up to 10 months to purchase Xiaomi's SU7, and the company's shares have surged more than 150% in the past year. How did

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35:40

Evading US Tariffs Becomes a Game of Whack-a-Mole

Asia Centric by Bloomberg Intelligence ·

2025/05/07

Southeast Asian countries such as Vietnam, Thailand and Malaysia benefited from US President Donald Trump's first administration, as Chinese companies re-routed shipments to these regions to avoid US tariffs. In his current term, President Trump's reciprocal tariffs aim to eliminate this arbitrage, but the significant tariff rate differentials between countries are creating an even greater incentive for Chinese companies to use transshipments. US efforts to enforce tariffs have become a game of

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34:08

Rebuilding Hong Kong's Image as Asia's World City

Asia Centric by Bloomberg Intelligence ·

2025/04/29

Hong Kong is starting to look up. The Hang Seng Index has rebounded from last year’s lows and tourists are flocking to major musical and sporting events in the city's new stadium. Even expats – many of whom left for Singapore, London and elsewhere during the pandemic – appear to be returning. But structural challenges remain. The commercial property market is beset by record-high vacancy rates while retailers are reeling as residents find significant cost savings over the border in

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29:01

World Economy Meeting Casts Spotlight on Trade War

Asia Centric by Bloomberg Intelligence ·

2025/04/23

The world's top economic and financial authorities descend on Washington this week for the IMF/World Bank Spring Meetings. The focus this year is overwhelmingly on trade, as US President Donald Trump's reciprocal tariffs hang over the event. And nowhere are levies more painful than in China, where the highest rates threaten economic growth. Arthur Kroeber, founding partner of research consultancy Gavekal Dragonomics and author ofChina's Economy: What Everyone Needs to Know, joins Katia Dmitrieva in

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34:00

Trump Tariffs Paused, But Economies Still on Edge

Asia Centric by Bloomberg Intelligence ·

2025/04/16

It's been a wild few weeks in trade and markets. After unleashing reciprocal tariffs on the world, US President Donald Trump then walked them back, pausing the additional levies for every nation except China. Some exemptions were also carved out, including for iPhones. Negotiations have since ramped up with countries including Vietnam, which hope to scale down or remove the threat of tariffs altogether. Asia is perhaps the hardest hit region, given the scope of tariffs on China and how dependent the

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25:47

Green Energy Boom Driven by Trade War Supply Shift

Asia Centric by Bloomberg Intelligence ·

2025/04/09

Global supply chains have reconfigured since the 2018-19 trade war, leading to a surge in renewable-energy demand in countries such as Vietnam, Indonesia and Malaysia as Nike and Samsung set up operations. This trend, coupled with population growth and the proliferation of AI-driven data centers, is projected to triple the demand for power in the next five years, according to Gavin Adda, CEO of Peak Energy. The subsidiary of Stonepeak, an infrastructure investment firm which manages more than $70

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29:02

Navigating Art Market Pitfalls With a Citi Adviser

Asia Centric by Bloomberg Intelligence ·

2025/04/02

A duct-taped banana, a glass-encased tiger shark, a three-meter balloon dog – all selling for millions of dollars. For centuries, people have invested in art and their creators, with modern investors adding these “alternative assets” to portfolios. But global art auction turnover fell by about a third to $9.9 billion last year, according to Artmarket. It's also an increasingly tricky industry to navigate, with many sales private and some high risk, and scams not uncommon. So what

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27:20

China Stock Rally Calls for Caution, Says BofA

Asia Centric by Bloomberg Intelligence ·

2025/03/26

After underperforming for years, Chinese stocks are on a tear, rising more than 16% so far this year and outpacing many regional and global markets. The advance is led by growing optimism that technological breakthroughs like DeepSeek and a sustained pivot to consumption by Chinese officials will help boost demand. But there are questions about the sustainability of the rally. Have fundamentals for China really improved? And are investors ready to ditch US exceptionalism and Europe’s revival

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29:47

Trump Tariffs Could Break Global Auto Industry

Asia Centric by Bloomberg Intelligence ·

2025/03/19

Looming US auto tariffs are forcing tough decisions for the world’s biggest automakers, with firms already reeling from high borrowing costs and slower sales. Tesla’s been rocked by a political backlash and plunging sales, while Chinese EV manufacturers gain global market share and make big strides in autonomous driving. The levies – which could raise costs for companies and customers – present an existential threat to the industry, according to Steve Man, global autos and

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29:13

Fund With 76% Gain Says Market Wrong on Fed, China

Asia Centric by Bloomberg Intelligence ·

2025/03/12

Investors are pricing in several interest rate cuts from the Federal Reserve this year as growth slows and risks of a recession rise, but Gao Bin says they may be getting ahead of themselves. The CEO of Kaifeng Investment Management says the cuts will likely come -- but not until 2026. He's also taking a counter-narrative view on China, believing that consumer and tech companies will drive growth in 2025. Gao's macro hedge fund netted returns of more than 70% last year on these calls. He also

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113 results

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