Asia’s investors are staring at a potential watershed year in 2024, which promises turning points, stumbling blocks, opportunities, and more than a few surprises.

Falling rates appear likely, but when, how fast and how far the U.S. central bank will cut has investors guessing, with implications for Asian currencies, bonds and equities.

Can China recapture the animal spirits that once made it the darling of western investors? Or will Japan and Southeast Asia continue to steal the spotlight? And what could go wrong?

Bloomberg Intelligence’s Senior Asia Equity Strategist Marvin Chen, Chief Asia FX and Rates Strategist Stephen Chiu, and Senior Asia Credit Strategist Timothy Tan join Asia Centric’s co-costs John Lee and Tom Corbett for a look at what 2024 might bring.

Asia’s investors are staring at a potential watershed year in 2024, which promises turning points, stumbling blocks, opportunities, and more than a few surprises.
Falling rates appear likely, but when, how fast and how far the U.S. central bank will cut has investors guessing, with implications for Asian currencies, bonds and equities.
Can China recapture the animal spirits that once made it the darling of western investors? Or will Japan and Southeast Asia continue to steal the spotlight? And what could go wrong?
Bloomberg Intelligence’s Senior Asia Equity Strategist Marvin Chen, Chief Asia FX and Rates Strategist Stephen Chiu, and Senior Asia Credit Strategist Timothy Tan join Asia Centric’s co-costs John Lee and Tom Corbett for a look at what 2024 might bring.

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.

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.

Asia Centric by Bloomberg Intelligence

Can Asia Regain Its Investment Mojo? 2024 Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c0e78cd-c36e-4fce-9cf4-b0de009612aa/transcript

Advertisement