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.

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 complexity, yet teeming with ambition and potential.

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 complexity, yet teeming with ambition and potential.

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

Hong Kong nightlife isn't what it used to be, with fewer revelers spending less than in the pre-pandemic boom – indicative, perhaps, of wider political and demographic changes taking place in the city. Yet entertainment and property mogul Allan Zeman – known as the “father of Lan Kwai Fong” after the bar area he established in the 1980s – remains upbeat and optimistic. Despite business being slower and rents lower, he welcomes the influx of mainland visitors as new tenants adapt to the changes. For Zeman, Hong Kong is far from over.

He joins hosts John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss Hong Kong’s changing landscape. Patrick Wong, senior property analyst at Bloomberg Intelligence, also outlines the challenges facing office landlords and luxury retailers – and reveals who stands to gain.

Hong Kong nightlife isn't what it used to be, with fewer revelers spending less than in the pre-pandemic boom – indicative, perhaps, of wider political and demographic changes taking place in the city. Yet entertainment and property mogul Allan Zeman – known as the “father of Lan Kwai Fong” after the bar area he established in the 1980s – remains upbeat and optimistic. Despite business being slower and rents lower, he welcomes the influx of mainland visitors as new tenants adapt to the changes. For Zeman, Hong Kong is far from over.
He joins hosts John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss Hong Kong’s changing landscape. Patrick Wong, senior property analyst at Bloomberg Intelligence, also outlines the challenges facing office landlords and luxury retailers – and reveals who stands to gain.

Father of Hong Kong Nightlife Upbeat on New Era

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f46d70ef-21b3-4d01-bd12-b23c0105ade4/transcript

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 the world should take Trump at his word over tariff threats and that it signals his second term could be more contentious than the first.

Roach also defends his controversial comments earlier this year that "Hong Kong is over" as ties with the mainland strengthen and the economy remains weak. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

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 the world should take Trump at his word over tariff threats and that it signals his second term could be more contentious than the first. Roach also defends his controversial comments earlier this year that "Hong Kong is over" as ties with the mainland strengthen and the economy remains weak. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

Roach on Hong Kong's 'Demise', China Tariffs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49fee6fb-c2f6-45b2-b752-b23500b49ed5/transcript

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, and argues the worst may be over for the sector.

Falling interest rates could spark a return to real estate M&amp;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, and argues the worst may be over for the sector.

Worst May Be Over for Property, Says Ivy Ng of DWS

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/38f06367-5925-40e4-a372-b22e007e2498/transcript

KKR on 'Enormous' AI-Driven Data Center Demand

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