Asia Centric by Bloomberg Intelligence
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 speaks with experts and newsmakers about the big ideas and trends moving money across the region.Social links:
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China's AI Firms Locked in Race to the Bottom
While US tech giants such as Anthropic and OpenAI are monetizing at an unprecedented scale, Chinese developers are struggling to turn their technical progress into revenue growth. Despite narrowing the performance gap with US frontier models to just 5%, they face a domestic market flooded with near…
26:26
Navigating US Treasury Selloff and Yen Intervention
Global fixed income markets are facing fresh turbulence as 30-year US Treasury yields spike to 5.2% – their highest level since before the global financial crisis – amid policy uncertainty under Fed Chairman Kevin Warsh. At the same time, FX markets are on high alert following coordinated intervent…
26:59
Can CXMT and Kimi K3 Break the Memory Supercycle?
Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return on hundreds of billions in data-center spending. Market jitters deepened after Chinese startup Moonshot released its open…
30:59
Rise of the $300 Billion Prediction Market
Prediction markets are rapidly emerging as one of the fastest-growing asset classes in global finance. Driven by market leaders such as Kalshi and Polymarket, annual trading volume on real-world outcomes — from political elections to major sporting events — is projected to surge to $300 billion thi…
21:44
Peak Hormuz and the New Oil Order
The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20 million barrels of oil and products flowed through the maritime chokepoint every day. Due to regional bypass pipelines, strateg…
17:32
China's Shoppers Still Buy Luxury, But Selectively
Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding ground, particularly cosmetics, luxury, and prem…
16:24
How AI and Energy Security Fuel a New Supercycle
A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to Morgan Stanley. Driven by the demands of AI data centers and a strategic shift from "just-in-time" cost efficiency to "just…
16:47
Why Global Capital Is Pouring Into Japan Stocks
What's driving Japan's historic bull market? And why are global investors finally returning to Tokyo after years on the sidelines? According to Goldman Sachs, it’s a rare convergence of factors including the global AI trade, inflation, corporate governance reform and an evolving macroeconomic lands…
20:30
How Leverage ETFs Are Shaking Up Asian Markets
The rise of single-stock ETFs, especially CSOP's 2x leveraged SK Hynix ETF listed in Hong Kong, is reshaping market dynamics. The daily rebalancing of these massive funds is contributing to higher volatility in equity markets, creating new challenges for investors. At the same time, high concentrat…
37:14
China’s Rise as the World’s First Electrostate
China is rewriting the global energy playbook, rapidly transforming into a clean energy powerhouse and emerging as the world's first "electrostate". While the Iran war has rattled global commodity markets, Beijing has successfully absorbed the shock due to a decade-long pivot toward domestic renewa…
21:09