Asia Centric by Bloomberg Intelligence
Asia Centric by Bloomberg Intelligence
For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks 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 compl…Social links:
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Roach on Hong Kong's 'Demise', China Tariffs
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 t…
33:46
Worst May Be Over for Property, Says Ivy Ng of DWS
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, a…
32:27
China Could Call Donald Trump's 60% Tariff Bluff
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 lar…
19:50
How Climate Change Is Reshaping Agriculture
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. Dar…
19:57
PAG's Shan on China Stimulus, Private Consumption
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 gr…
48:11
Listen Now: Inside Active by Bloomberg Intelligence
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 ind…
01:00
KKR on 'Enormous' AI-Driven Data Center Demand
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 inve…
24:04
Taiwan Speech Shows US-China Risk Can't Be Ignored
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. Dav…
28:13
Pet Economy Set to Surpass $500 Billion by 2030
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 Di…
20:51
BlackRock's Wei Li on the Demographic Megatrend
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 d…
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