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.

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.

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.

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.

Asia Centric by Bloomberg Intelligence

Green Energy Boom Driven by Trade War Supply Shift

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Surviving the cutthroat world of hedge funds is notoriously difficult, with firms facing an average lifespan of just five years. Yet Singapore-based systematic quantitative fund Quantedge has defied those odds, recently celebrating its 20th anniversary and growing its assets under management from less than $3 million to $7.6 billion. Boasting an annualized return of 20.8% over two decades and a massive 49% gain year to date, the firm stands apart from multi-manager "pod shops" that prioritize stable, low-volatility returns.

Suhaimi Zainul-Abidin, CEO of Quantedge, joins John Lee on the Asia Centric podcast to demystify the "black box" of quantitative investing. He discusses the advantages of running a major hedge fund out of Singapore versus New York or London, and what it really takes for job applicants to stand out at the firm.

Surviving the cutthroat world of hedge funds is notoriously difficult, with firms facing an average lifespan of just five years. Yet Singapore-based systematic quantitative fund Quantedge has defied those odds, recently celebrating its 20th anniversary and growing its assets under management from less than $3 million to $7.6 billion. Boasting an annualized return of 20.8% over two decades and a massive 49% gain year to date, the firm stands apart from multi-manager "pod shops" that prioritize stable, low-volatility returns.
Suhaimi Zainul-Abidin, CEO of Quantedge, joins John Lee on the Asia Centric podcast to demystify the "black box" of quantitative investing. He discusses the advantages of running a major hedge fund out of Singapore versus New York or London, and what it really takes for job applicants to stand out at the firm.

Inside Quantedge's 49% Surge and 20-Year Run

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/36f1f611-76a8-4a67-ae0d-b4dc0085bbe4/transcript

While global equities have surged on the AI boom, India's stock markets have languished. With concerns that the nation's large IT services sector is vulnerable to automation and job losses, critics have increasingly labeled India an "anti-AI" or "short-AI" trade.

Santanu Sengupta, chief India economist at Goldman Sachs, joins John Lee on the Asia Centric podcast to challenge this bearish narrative. He explains why robust hiring at smaller tech firms and global capability centers is offsetting traditional software job losses. Sengupta also breaks down the drivers behind India's resilient economic growth despite higher energy prices and explains why the central bank may soon pivot to a hawkish tightening stance.

While global equities have surged on the AI boom, India's stock markets have languished. With concerns that the nation's large IT services sector is vulnerable to automation and job losses, critics have increasingly labeled India an "anti-AI" or "short-AI" trade.
Santanu Sengupta, chief India economist at Goldman Sachs, joins John Lee on the Asia Centric podcast to challenge this bearish narrative. He explains why robust hiring at smaller tech firms and global capability centers is offsetting traditional software job losses. Sengupta also breaks down the drivers behind India's resilient economic growth despite higher energy prices and explains why the central bank may soon pivot to a hawkish tightening stance.

Goldman Pushes Back on ‘Short-AI’ India Narrative

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/10cb7e00-5ebd-45b7-9ff6-b4d5007f943e/transcript

Asia's private wealth industry continues to flourish. A Bloomberg Intelligence survey of 100 senior private bankers reveals widespread optimism for double-digit net new money growth, supported by mainland investors seeking diversification and emerging wealth from Southeast Asia and the Middle East. This comes despite new regulatory headwinds from Beijing, including tighter capital outflows and taxes on offshore trusts and insurance policies, which most surveyed expected will have only a mild impact on flows.

Sharnie Wong, senior analyst covering Asia-Pacific diversified financials, and Sarah Jane Mahmud, senior analyst covering Southeast Asian and Indian banks at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast.

Asia's private wealth industry continues to flourish. A Bloomberg Intelligence survey of 100 senior private bankers reveals widespread optimism for double-digit net new money growth, supported by mainland investors seeking diversification and emerging wealth from Southeast Asia and the Middle East. This comes despite new regulatory headwinds from Beijing, including tighter capital outflows and taxes on offshore trusts and insurance policies, which most surveyed expected will have only a mild impact on flows. Sharnie Wong, senior analyst covering Asia-Pacific diversified financials, and Sarah Jane Mahmud, senior analyst covering Southeast Asian and Indian banks at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast.

Private Wealth Boom Defies China's Capital Curbs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/28f60a0d-65a7-4e8f-8814-b4ce00a1a007/transcript

Green Energy Boom Driven by Trade War Supply Shift

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