Asia Centric by Bloomberg Intelligence

Follow Asia Centric by Bloomberg Intelligence
Share on
Copy link to clipboard

For all its vastness and power, Asia remains a mystery to global investors. John Lee and Tom Corbett, both with Bloomberg Intelligence in Hong Kong talk with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

Bloomberg


    • Jun 18, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 25m AVG DURATION
    • 88 EPISODES


    More podcasts from Bloomberg

    Search for episodes from Asia Centric by Bloomberg Intelligence with a specific topic:

    Latest episodes from Asia Centric by Bloomberg Intelligence

    How to Invest in the New Geopolitical Era

    Play Episode Listen Later Jun 18, 2025 45:57 Transcription Available


    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 John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.See omnystudio.com/listener for privacy information.

    South Korea Enters a Post-Election Bull Market

    Play Episode Listen Later Jun 11, 2025 25:14 Transcription Available


    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, including the threat of US tariffs, increasing competition from Chinese exports and a sluggish economy. And what does a return to democratic party policies mean for the chaebols, the scions of Korean industry? Peter Kim, investment strategist and managing director for KB Securities, discusses the outlook for Asia's fourth-largest economy with John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    De-Dollarization – What It Means for the Region

    Play Episode Listen Later Jun 4, 2025 21:03 Transcription Available


    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 intensified the situation. Are we entering a period of de-dollarization? What are the implications for the regions' central banks, corporations and financial institutions – many of which are major holders of US Treasuries? And which Asian currencies could outperform following this paradigm shift? Stephen Chiu, chief Asia FX and rates strategist for Bloomberg Intelligence discusses these issues with John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    US-China Trade Truce Spurs Rush to Beat Tariffs

    Play Episode Listen Later May 28, 2025 26:26 Transcription Available


    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 risks for consumers and companies? Katia Dmitrieva speaks with Robert Subbaraman, head of global macro research at Nomura, about the latest on the trade front. Read our story here: https://www.bloomberg.com/news/articles/2025-05-21/china-us-trade-soars-as-exporters-race-to-hit-trade-truce-window?utm_source=website&utm_medium=share&utm_campaign=copy See omnystudio.com/listener for privacy information.

    Private Market Investing Goes Mainstream

    Play Episode Listen Later May 21, 2025 29:24 Transcription Available


    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 market for wealthy investors? And what are some of the risks, especially overinvestment? Steffanie Yuen, Head of Hong Kong for Endowus, breaks down the sector as she joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Xiaomi Made a Big Bet on Electric Vehicles and Won

    Play Episode Listen Later May 14, 2025 25:10 Transcription Available


    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 a manufacturer of cheap smartphones and budget appliances create one of the most desirable vehicles in China in just three years? And can Xiaomi continue to deliver on high investor expectations and stand out from its competitors with the launch of its new YU7 model this summer? Bloomberg Intelligence analysts Joanna Chen and Steven Tseng join John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later May 7, 2025 35:40 Transcription Available


    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 whack-a-mole, according to Ebehi Iyoha, a trade economist and an assistant professor at Harvard Business School. Iyoha also highlights how small US businesses are disproportionately affected by tariffs compared with large corporations. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Apr 29, 2025 34:08 Transcription Available


    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 cities such as Shenzhen. And now we have the onset of US tariffs. What will it take for Hong Kong to recapture its reputation as Asia's vibrant, international city? Benjamin Quinlan, CEO of Quinlan & Associates and conference ambassador at the Hong Kong Tourism Board, says the city needs to double down on mega events. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    World Economy Meeting Casts Spotlight on Trade War

    Play Episode Listen Later Apr 23, 2025 29:01 Transcription Available


    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 of China's Economy: What Everyone Needs to Know, joins Katia Dmitrieva in Washington for a discussion about the new trade era, China's economic travails and how the trade stalemate with the US could end.See omnystudio.com/listener for privacy information.

    Trump Tariffs Paused, But Economies Still on Edge

    Play Episode Listen Later Apr 16, 2025 34:00 Transcription Available


    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 region is on trade. Economic growth, company profits and labor markets will take a hit – even without the tariffs in place, uncertainty alone is curbing investment. But there is a longer-term silver lining: the protectionist policies have pushed officials to consider a world in which they rely less on the US and more on domestic growth drivers. HSBC chief Asia economist Frederic Neumann sits down with Katia Dmitrieva to discuss tariffs, the countries that may be hit hardest and what this new world of trade looks like.See omnystudio.com/listener for privacy information.

    Green Energy Boom Driven by Trade War Supply Shift

    Play Episode Listen Later Apr 9, 2025 25:47 Transcription Available


    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 billion in assets, expects a big chunk of this energy demand will be met with renewable sources. Adda also sees Asian countries deregulating energy markets, opening up avenues for investments in solar and wind. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Navigating Art Market Pitfalls With a Citi Adviser

    Play Episode Listen Later Apr 2, 2025 29:02 Transcription Available


    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 are the wealthy buying these days, how safe are these investments, and what should they expect in terms of return? John Lee and Katia Dmitrieva sit down with Betsy Bickar, senior art adviser at Citi Wealth’s art advisory unit. The episode was recorded on March 25, prior to Art Basel Hong Kong, part of the city’s Art Week.See omnystudio.com/listener for privacy information.

    China Stock Rally Calls for Caution, Says BofA

    Play Episode Listen Later Mar 26, 2025 27:20 Transcription Available


    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 to invest in China equities? If the 2015 market rally and pullback is any guide, investors should brace for a near-term correction, even though equities have entered a bull market in the next 3-5 years, according to Winnie Wu, chief China strategist and co-head of China equity research at Bank of America. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Trump Tariffs Could Break Global Auto Industry

    Play Episode Listen Later Mar 19, 2025 29:47 Transcription Available


    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 industrials research manager at Bloomberg Intelligence. He joins John Lee and Katia Dmitrieva to discuss the game-changing impact. Read Bloomberg News on how auto tariffs could shake up the industry (https://blinks.bloomberg.com/news/stories/ST2QSBT0G1KW) and Steve's full research (https://blinks.bloomberg.com/news/stories/SSJQKHDWRGG0) on the Bloomberg Terminal.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Mar 12, 2025 29:13 Transcription Available


    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 discusses the outlook for China's economy this year, his favorite and least favorite equities and why running his fund out of Hong Kong rather than New York or London provides an edge as Asia's influence on financial markets grows.See omnystudio.com/listener for privacy information.

    Global Cities Battle to Attract Family Offices

    Play Episode Listen Later Mar 5, 2025 25:45 Transcription Available


    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 offices. Dubai-based Ali-Abbas Merali, a partner at Azura Partners, discusses how and where the super-rich are investing their billions. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    StanChart CIO Sticks With US Exceptionalism, Gold

    Play Episode Listen Later Feb 26, 2025 33:51 Transcription Available


    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 to President Donald Trump’s tariffs that threaten inflation, spending and growth. Could these risks unseat the US exceptionalism trade? Is that era potentially behind us? Steve Brice, Global Chief Investment Officer of Standard Chartered Bank, doesn’t think so, and explains why he believes the trade is here to stay – at least for now. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast. See omnystudio.com/listener for privacy information.

    Aircraft Leasing Companies Are Having Their Moment

    Play Episode Listen Later Feb 19, 2025 35:38 Transcription Available


    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 – the companies that purchase and rent these planes – could jump by more than 70% over the next three years. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    China's Shrinking Population Weighs on Economy

    Play Episode Listen Later Feb 12, 2025 24:35 Transcription Available


    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 families.Bloomberg Intelligence analyst Ada Li spent more than a year gathering data from local governments and uncovering the cultural and social reasons behind the trends – with some startling conclusions. She speaks with John Lee and Katia Dmitrieva about why the government is unable to reverse the decline, how the cost of childcare is just one part of the problem, and why – surprisingly – it may not be so bad for consumer companies.Read Ada’s full research (https://blinks.bloomberg.com/news/stories/SN47X8T0AFB7) and related news stories about Asia's baby shortage (https://blinks.bloomberg.com/news/stories/SM8W0PDWLU68) on the Bloomberg Terminal.See omnystudio.com/listener for privacy information.

    Trade War Begins With Tariffs Set to Slam China

    Play Episode Listen Later Feb 5, 2025 40:59 Transcription Available


    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 just the beginning, with higher levies to come in a repeat of the 2018-19 trade war. Despite the headwinds, Chinese President Xi Jinping still has a lot of tools at his disposal. Helen Qiao, chief economist for Greater China at Bank of America, joins John Lee and Katia Dmitrieva to gauge the impact in the world's second largest economy and what could lay ahead.See omnystudio.com/listener for privacy information.

    Starting an Asia Fund in an Era of US Preeminence

    Play Episode Listen Later Jan 22, 2025 26:11 Transcription Available


    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 active rather than passive management might make more sense in Asia than the US.See omnystudio.com/listener for privacy information.

    Trump 2.0 Set to Upend Regional Trade

    Play Episode Listen Later Jan 15, 2025 28:25 Transcription Available


    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 Singapore, joins Katia Dmitrieva and John Lee to unpack what the next four years may look like for Asia.See omnystudio.com/listener for privacy information.

    Investing in Startups During the Era of AI 2.0

    Play Episode Listen Later Jan 8, 2025 30:34 Transcription Available


    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 venture capital funds, and formerly a managing director at SenseTime, discusses the next phase of this technology and shares her outlook on the industry – data centers in space may not be as far-fetched as you think. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    What Impeachment Means for South Korea's Economy

    Play Episode Listen Later Dec 18, 2024 23:57 Transcription Available


    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 John Lee and Katia Dmitrieva to discuss the political and economic risks that lie ahead for South Korea.See omnystudio.com/listener for privacy information.

    2025 Lookahead for Currencies, Stocks, Credit

    Play Episode Listen Later Dec 11, 2024 30:39 Transcription Available


    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 of Bloomberg Intelligence analysts to preview 2025. Joining hosts John Lee and Katia Dmitrieva this week are Stephen Chiu, chief Asia FX and rates strategist, Marvin Chen, senior equity strategist, and senior credit strategist Timothy Tan.See omnystudio.com/listener for privacy information.

    Father of Hong Kong Nightlife Upbeat on New Era

    Play Episode Listen Later Dec 4, 2024 36:50 Transcription Available


    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 Zeman, Hong Kong is far from over. He joins hosts John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss Hong Kong's changing landscape. Patrick Wong, senior property analyst at Bloomberg Intelligence, also outlines the challenges facing office landlords and luxury retailers – and reveals who stands to gain.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Nov 27, 2024 33:47 Transcription Available


    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 "Hong Kong is over" as ties with the mainland strengthen and the economy remains weak. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Nov 20, 2024 32:28 Transcription Available


    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.

    China Could Call Donald Trump's 60% Tariff Bluff

    Play Episode Listen Later Nov 13, 2024 19:51 Transcription Available


    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 next four years may bring for the global economy and US-China relations -- and the potential risks.See omnystudio.com/listener for privacy information.

    How Climate Change Is Reshaping Agriculture

    Play Episode Listen Later Nov 6, 2024 19:58 Transcription Available


    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 come.See omnystudio.com/listener for privacy information.

    PAG's Shan on China Stimulus, Private Consumption

    Play Episode Listen Later Oct 30, 2024 48:11 Transcription Available


    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 his PhD adviser in the US, shares his thoughts on the world's second-largest economy and investment opportunities in Japan. He also discusses some of his biggest deals, including the $8 billion investment into one of the world's largest shopping mall managers. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Listen Now: Inside Active by Bloomberg Intelligence

    Play Episode Listen Later Oct 26, 2024 1:00 Transcription Available


    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.

    KKR on 'Enormous' AI-Driven Data Center Demand

    Play Episode Listen Later Oct 23, 2024 24:05 Transcription Available


    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.

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

    Play Episode Listen Later Oct 16, 2024 28:13 Transcription Available


    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 means for Taiwan's red hot equity market.See omnystudio.com/listener for privacy information.

    Pet Economy Set to Surpass $500 Billion by 2030

    Play Episode Listen Later Oct 9, 2024 20:52 Transcription Available


    People love their pets, so much in fact that the industry is set for serious growth as owners purchase higher-end goods and services. Not only are they upgrading the food they buy but are also embracing services such as healthcare and even elderly care for their beloved cats and dogs. Ada Li and Diana Rosero-Pena from Bloomberg Intelligence speak with Bloomberg News' Katia Dmitrieva to discuss where the industry is heading. See omnystudio.com/listener for privacy information.

    BlackRock's Wei Li on the Demographic Megatrend

    Play Episode Listen Later Oct 2, 2024 27:01 Transcription Available


    The world's population is likely to peak in the next 60 years and nowhere is this trend felt more than Asia, with countries such as South Korea and Japan registering some of the lowest birth rates and oldest populations. Wei Li, Global Chief Investment Strategist at BlackRock, discusses the role demographics plays in investing and why it may be the most important megatrend. She joins John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    The Fed Cut Felt Around the World

    Play Episode Listen Later Sep 25, 2024 26:54 Transcription Available


    Central banks got the green light to begin easing policy last week after the US Federal Reserve cut interest rates by more than expected. Officials across Asia have perhaps been the most eager to move lower, but in this new era, each country faces a different path forward for monetary policy. John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis SA, about what the Fed cut means for the region.See omnystudio.com/listener for privacy information.

    Tiger Money (Sponsored Content)

    Play Episode Listen Later Sep 22, 2024 0:58 Transcription Available


    Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.See omnystudio.com/listener for privacy information.

    AI Economic Impact Overstated, Says MIT's Acemoglu

    Play Episode Listen Later Sep 18, 2024 25:40 Transcription Available


    AI has been hailed as a transformative technology with McKinsey estimating it could add $26 trillion to the global economy. While many investors have already jumped on the AI bandwagon, not everyone agrees. Daron Acemoglu, Institute Professor at MIT and author of books including Why Nations Fail, takes a critical look at AI and explains why the economic and social benefits may have been overstated. He joins John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Explosive Growth in Japan Shareholder Activism

    Play Episode Listen Later Sep 11, 2024 21:11 Transcription Available


    Shareholder activism is gaining traction in Japan, with the number of new campaigns surging by 70% in the first half of 2024. At the same time, homegrown activist funds are becoming more prominent in Japan's corporate circles. Shuhei Furukawa, managing director and portfolio manager at Misaki Capital, and James Han, managing partner at Prodigies Group, join John Lee of Bloomberg Intelligence to discuss this growing trend and how it differs to what's happening in the US.See omnystudio.com/listener for privacy information.

    India Bear Explains Why Growth Story is 'Inflated'

    Play Episode Listen Later Sep 4, 2024 23:43 Transcription Available


    India's economy is the darling of emerging markets, with a burgeoning middle class, a rising population and rapid growth set to outperform all large peers this year. But recent data suggest cracks are forming, with less government spending and a slowdown in factory output. Miguel Chanco, chief emerging Asia economist at Pantheon Macroeconomics and a long-time critic of India's growth story, joins hosts John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News to explain why he believes investors are underestimating the slowdown to come.See omnystudio.com/listener for privacy information.

    Hong Kong Could Take Switzerland's Wealth Crown

    Play Episode Listen Later Aug 28, 2024 22:59 Transcription Available


    Hong Kong's wealth management is booming as rich mainland Chinese investors pour in funds. The city's offshore wealth-under-management industry now amounts to more than $2.2 trillion, the second largest in the world, and is approaching Switzerland's level. What's driving these rich Chinese to invest overseas, and how will China's economic slump impact future flows? Lemuel Lee, Head of Wealth Management Hong Kong at BNP Paribas, and Sharnie Wong, Senior Financials Analyst at Bloomberg Intelligence, discuss these issues with host John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

    Claim Asia Centric by Bloomberg Intelligence

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel