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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

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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25:45

Global Cities Battle to Attract Family Offices

Asia Centric by Bloomberg Intelligence ·

2025/03/05

The world’s multi-billionaires, from Elon Musk to Sergey Brin, are increasingly using family offices to manage their wealth – and it’s big business. With more than 8,000 family offices globally managing an estimated $3.1 trillion in assets, it’s set to rival the hedge fund industry in size. Major financial hubs -- from London to Dubai, Hong Kong to Singapore -- are actively competing to capture a slice of this booming market, offering enticing incentives to attract family

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33:51

StanChart CIO Sticks With US Exceptionalism, Gold

Asia Centric by Bloomberg Intelligence ·

2025/02/26

The US economy appears indestructible. Since the Great Financial Crisis in 2008-09 and throughout the following downturns including the pandemic, consumption quickly bounced back, the labor market tightened and equity markets outperformed peers. This strength had investors coining the term “US exceptionalism” as it increasingly seemed that the greenback and other assets were the best game in town. But risks are building, from China’s DeepSeek cooling demand for AI stocks in the US

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35:38

Aircraft Leasing Companies Are Having Their Moment

Asia Centric by Bloomberg Intelligence ·

2025/02/19

The aviation industry has suffered numerous setbacks recently, from tragic accidents to production delays and quality issues at manufacturer Boeing. There are also looming challenges including slower economic growth globally that may curb spending and demand. But one corner of the industry has been thriving since the pandemic – aircraft leasing. Tim Bacchus, a veteran analyst with more than 30 years of experience in the aviation space, believes that profits in the aircraft leasing industry

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24:35

China's Shrinking Population Weighs on Economy

Asia Centric by Bloomberg Intelligence ·

2025/02/12

China, the world's second-largest economy, is facing a demographics crisis. Its population fell in 2024 for the third straight year and is projected to halve by the end of the century, while marriages – tightly linked to childbirth in the country – plunged to a record low. The trend of declining birthrates and an aging population, which threatens the labor market and growth, comes even after the government lifted its one-child policy and added a raft of measures to support

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40:59

Trade War Begins With Tariffs Set to Slam China

Asia Centric by Bloomberg Intelligence ·

2025/02/05

After many months of threats, the US has imposed 10% tariffs on all Chinese goods coming into the country and China retaliated immediately, launching an investigation into Google and putting its own levies on a range of American goods including LNG. Thus begins a new era of protectionism. The tariffs and any additional moves are set to slow economic growth in China, which is already struggling to boost consumer spending, reboot its property sector and lure more foreign investment. This is likely

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26:11

Starting an Asia Fund in an Era of US Preeminence

Asia Centric by Bloomberg Intelligence ·

2025/01/22

Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 – at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why

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28:25

Trump 2.0 Set to Upend Regional Trade

Asia Centric by Bloomberg Intelligence ·

2025/01/15

Donald Trump is set to disrupt trade across Asia in a repeat of his previous administration, but things are different this time around. He’s expanding his focus beyond China, targeting countries he says pose national security threats or have large trade deficits with the US. Many countries across Asia that benefited from the last trade war may find themselves in the crosshairs. In other words, it's set to be a lot more complicated this time. Sonal Varma, chief economist Asia ex-Japan at Nomura

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30:34

Investing in Startups During the Era of AI 2.0

Asia Centric by Bloomberg Intelligence ·

2025/01/08

Financial markets have been captivated by AI's opportunities since the launch of ChatGPT two years ago. Huge investments have flowed into established chip companies and the hyperscalers that make the infrastructure supporting AI – from Nvidia and TSMC to Alphabet, Microsoft and Amazon. But what about the frontier companies that could flourish as AI enters a new era? And why is Asia an ideal petri dish for this activity? Esther Wong, founder of 3C AGI Partners, one of Asia's first AI-focused

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23:57

What Impeachment Means for South Korea's Economy

Asia Centric by Bloomberg Intelligence ·

2024/12/18

South Korea's short-lived martial law and impeachment of President Yoon Suk Yeol has shocked the world and crushed confidence in Asia's fourth-largest economy. Even before these events, the country was suffering from sluggish economic growth combined with the worst-performing stock market and currency in the region throughout 2024. What's next for South Korea's political process and what will it take to revive its financial markets? Hyosung Kwon, an economist at Bloomberg Economics in Seoul, joins

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30:39

2025 Lookahead for Currencies, Stocks, Credit

Asia Centric by Bloomberg Intelligence ·

2024/12/11

It's that time of year when we look to what the next 12 months have in store. Currencies are set to weaken against a strong dollar, so which ones may provide a degree of safety? Equities outperformed in 2024 but tariffs hang over trade-sensitive countries and the tech and AI sectors may have peaked. Where can investors find the most value? And geopolitical risk and a new US-China trade war have yet to be fully priced into the market, so what does that mean for credit? Asia Centric convenes a panel

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36:50

Father of Hong Kong Nightlife Upbeat on New Era

Asia Centric by Bloomberg Intelligence ·

2024/12/04

Hong Kong nightlife isn't what it used to be, with fewer revelers spending less than in the pre-pandemic boom – indicative, perhaps, of wider political and demographic changes taking place in the city. Yet entertainment and property mogul Allan Zeman – known as the “father of Lan Kwai Fong” after the bar area he established in the 1980s – remains upbeat and optimistic. Despite business being slower and rents lower, he welcomes the influx of mainland visitors as new tenants adapt to the changes. For

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33:47

Roach on Hong Kong's 'Demise', China Tariffs

Asia Centric by Bloomberg Intelligence ·

2024/11/27

US President-elect Donald Trump is already providing a preview of what's to come for US-China relations when he enters the White House, appointing several China hawks to his team and vowing to impose additional tariffs. Stephen Roach, economist and former chairman of Morgan Stanley Asia, believes the world should take Trump at his word over tariff threats and that it signals his second term could be more contentious than the first.Roach also defends his controversial comments earlier this year that

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32:28

Worst May Be Over for Property, Says Ivy Ng of DWS

Asia Centric by Bloomberg Intelligence ·

2024/11/20

Falling interest rates could spark a return to real estate M&A deals across the Asia-Pacific region, according to Ivy Ng, APAC Chief Investment Officer at DWS Group. Ng joins John Lee and Katia Dmitrieva on the Asia Centric podcast to break down where she sees the biggest opportunities and risks, and argues the worst may be over for the sector.See omnystudio.com/listener for privacy information.

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19:51

China Could Call Donald Trump's 60% Tariff Bluff

Asia Centric by Bloomberg Intelligence ·

2024/11/13

President-elect Donald Trump's sweeping election victory and cabinet appointments point to more protectionist policies and market volatility, with broad implications for Asia. China is firmly in the crosshairs, but previous US efforts to contain its advance -- particularly in technology -- have largely faltered, according to Bloomberg Economics and Bloomberg Intelligence. Tom Orlik, chief economist at Bloomberg Economics in Washington, D.C., joins John Lee and Katia Dmitrieva to outline what the

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19:58

How Climate Change Is Reshaping Agriculture

Asia Centric by Bloomberg Intelligence ·

2024/11/06

Food trends across Asia are shifting rapidly with declining populations, wealthier consumers eating more meat and climate change upending supply and prices. China is set to be overtaken by India as the world's number one driver of food demand, according to the UN, further shifting the picture. Darin Friedrichs, co-founder of Sitonia Consulting, speaks with Bloomberg Intelligence's John Lee and Bloomberg News' Asia economics correspondent Katia Dmitrieva about how best to navigate the changes to

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48:11

PAG's Shan on China Stimulus, Private Consumption

Asia Centric by Bloomberg Intelligence ·

2024/10/30

China could deploy more stimulus -- and officials have more policy space and tools to do so than many other major economies, according to Weijian Shan, Executive Chairman of PAG, an Asia-based investment firm with more than $55 billion in assets under management. Despite being bullish on China's growth prospects, Shan says the nation still needs to find a way to pivot toward the consumer. Shan, who grew up in China during the Cultural Revolution and later counted Treasury Secretary Janet Yellen as

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1:00

Listen Now: Inside Active by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence ·

2024/10/26

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

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24:05

KKR on 'Enormous' AI-Driven Data Center Demand

Asia Centric by Bloomberg Intelligence ·

2024/10/23

Artificial intelligence is fueling demand for data centers across Asia, with capacity set to double in the next four years, according to Moody’s. Projesh Banerjea, KKR director and Southeast Asia infrastructure lead, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss how investors can best tap into that growth – and how it can get complicated.See omnystudio.com/listener for privacy information.

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28:13

Taiwan Speech Shows US-China Risk Can't Be Ignored

Asia Centric by Bloomberg Intelligence ·

2024/10/16

Taiwan's president Lai Ching-te gave his first National Day address last week, vowing he'd stand up to mainland China while maintaining the status quo of peace and stability. The speech elicited a swift response from Beijing, reminding investors of the ongoing geopolitical risks in the region. David Sacks, Asia Studies Fellow at the Council on Foreign Relations, speaks with John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News about key takeaways from the speech and what it

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114 results

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