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.

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.

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

KKR on 'Enormous' AI-Driven Data Center Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/97157a09-7af9-4db1-a3e0-b21200145a53/transcript

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 concentration risk and narrow market leadership are fundamentally changing how investors think about hedging.

In this special episode, featuring an excerpt recorded at the Singapore Volatility Forum on June 3, Oliver Chan, portfolio manager at Capula Investment Management; Stephane Martin, APAC head of derivatives institutional sales at Optiver; and Ivan Nurminsky, portfolio manager at Dymon, join Bloomberg News' Lianting Tu to discuss the hidden risks and opportunities in today's derivatives markets, including the surging popularity of the dispersion trade.

To listen to the full recording of the Forum beyond this excerpt, including the opening speech by Bloomberg Intelligence chief global derivatives strategist Tanvir Sandhu on multi-asset volatility strategy and more, please click on the link to our sister podcast, FICC Focus. We hope you enjoy this episode.

Apple Podcasts: https://podcasts.apple.com/us/podcast/all-options-considered-volatility-forum-singapore-2026/id1589459799?i=1000773012810

Spotify: https://open.spotify.com/episode/4bRLGabkpuzCdg1xxCCUGP

Bloomberg Terminal: {NSN TGQJMKKJH6V8 <GO>}

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 concentration risk and narrow market leadership are fundamentally changing how investors think about hedging.
In this special episode, featuring an excerpt recorded at the Singapore Volatility Forum on June 3, Oliver Chan, portfolio manager at Capula Investment Management; Stephane Martin, APAC head of derivatives institutional sales at Optiver; and Ivan Nurminsky, portfolio manager at Dymon, join Bloomberg News' Lianting Tu to discuss the hidden risks and opportunities in today's derivatives markets, including the surging popularity of the dispersion trade.
To listen to the full recording of the Forum beyond this excerpt, including the opening speech by Bloomberg Intelligence chief global derivatives strategist Tanvir Sandhu on multi-asset volatility strategy and more, please click on the link to our sister podcast, FICC Focus. We hope you enjoy this episode. Apple Podcasts:&nbsp;<a href="https://podcasts.apple.com/us/podcast/all-options-considered-volatility-forum-singapore-2026/id1589459799?i=1000773012810" data-destination="rte:bind">https://podcasts.apple.com/us/podcast/all-options-considered-volatility-forum-singapore-2026/id1589459799?i=1000773012810</a> Spotify: <a href="https://open.spotify.com/episode/4bRLGabkpuzCdg1xxCCUGP" data-destination="rte:bind">https://open.spotify.com/episode/4bRLGabkpuzCdg1xxCCUGP</a>
Bloomberg Terminal: {NSN TGQJMKKJH6V8 &lt;GO&gt;}

How Leverage ETFs Are Shaking Up Asian Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f38cedeb-c8a3-4d9f-bf8a-b473007fae8d/transcript

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 renewable energy. Now, it's positioning itself to reap economic rewards by exporting its green infrastructure to the rest of the world.

Jian Chang, Chief China Economist, and Dave Dai, APAC Head of Sustainable Investing Research, both from Barclays, join John Lee on the Asia Centric podcast. Together they unpack the economics behind China's green infrastructure exports and, with the US doubling down on fossil fuels, debate who will ultimately win the global energy race.

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 renewable energy. Now, it's positioning itself to reap economic rewards by exporting its green infrastructure to the rest of the world.
Jian Chang, Chief China Economist, and Dave Dai, APAC Head of Sustainable Investing Research, both from Barclays, join John Lee on the Asia Centric podcast. Together they unpack the economics behind China's green infrastructure exports and, with the US doubling down on fossil fuels, debate who will ultimately win the global energy race.

China’s Rise as the World’s First Electrostate

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/570c7682-d82a-4689-95cf-b46c007ccfc6/transcript

China's property market is showing signs of life after a five-year slump, prompting some analysts to call for a long-awaited rebound. Price declines for newly built homes are narrowing, while transaction volumes are finally ticking up, particularly in top-tier cities. But is this a significant turnaround or just a dead cat bounce?

Leonid Mironov, a fund manager at Gavekal Capital, joins host John Lee on the Asia Centric podcast. He breaks down why he believes the real estate sector is bottoming out rather than roaring back and explains why markets might be too bearish on China's consumption narrative. Mironov also discusses Beijing's "anti-involution" measures to curb cutthroat competition and details where investors can still find high-quality opportunities aligned with the government's 15th Five-Year Plan.

China's property market is showing signs of life after a five-year slump, prompting some analysts to call for a long-awaited rebound. Price declines for newly built homes are narrowing, while transaction volumes are finally ticking up, particularly in top-tier cities. But is this a significant turnaround or just a dead cat bounce?
Leonid Mironov, a fund manager at Gavekal Capital, joins host John Lee on the Asia Centric podcast. He breaks down why he believes the real estate sector is bottoming out rather than roaring back and explains why markets might be too bearish on China's consumption narrative. Mironov also discusses Beijing's "anti-involution" measures to curb cutthroat competition and details where investors can still find high-quality opportunities aligned with the government's 15th Five-Year Plan.

Is China's Property Market Finally Recovering?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e04893d9-a6d6-4d91-a364-b46500aa83b9/transcript

KKR on 'Enormous' AI-Driven Data Center Demand

In 1 playlist(s)

Asia Centric by Bloomberg Intelligence

Social links

Follow podcast

Recent clips