In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities – from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities – according to Daniel Rupp, CIO and founder of Parkway Capital.

Rupp joins John Lee on the Asia Centric podcast to unpack his value-oriented, fundamental approach to pan-Asian equities. He also shares his experience of leaving a multibillion-dollar firm to build a long-only fund from scratch.

In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities &ndash; from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities &ndash; according to Daniel Rupp, CIO and founder of Parkway Capital.
Rupp joins John Lee on the Asia Centric podcast to unpack his value-oriented, fundamental approach to pan-Asian equities. He also shares his experience of leaving a multibillion-dollar firm to build a long-only fund from scratch.

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

The Contrarian Edge in Pan-Asian Equities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c6ba9939-fd9e-4d21-a8ff-b4e30091cd69/transcript

The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy transition and AI data center demand. Meanwhile, traditional commodity markets are facing a shifting landscape as China's steel consumption pivots away from a slumping property market toward advanced manufacturing.

Vandita Pant, Chief Financial Officer of BHP, joins John Lee and Bloomberg Intelligence senior analyst Alon Olsha on the Asia Centric podcast. Pant unpacks the compelling economics of organic growth versus M&A and the structural bull case for India's massive infrastructure runway. She also discusses her career journey from banking to becoming the CFO of the world's largest mining company.

The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy transition and AI data center demand. Meanwhile, traditional commodity markets are facing a shifting landscape as China's steel consumption pivots away from a slumping property market toward advanced manufacturing.
Vandita Pant, Chief Financial Officer of BHP, joins John Lee and Bloomberg Intelligence senior analyst Alon Olsha on the Asia Centric podcast. Pant unpacks the compelling economics of organic growth versus M&amp;A and the structural bull case for India's massive infrastructure runway. She also discusses her career journey from banking to becoming the CFO of the world's largest mining company.

BHP CFO on Copper, AI and Mining's New Era

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a67a1374-9f5e-4874-a06e-b4f100ddfecf/transcript

China's share of global exports continues to rise despite US import restrictions. Rather than pulling back, the country is evolving from a "Made in China" to a "Made by China" model, supplying critical capital goods and high-value components to emerging markets such as Vietnam, Mexico and India. And after dominating the electric vehicle supply chain, China is now aggressively targeting humanoids and robotics as its next frontier.

Chetan Ahya, Chief Asia Economist at Morgan Stanley, joins host John Lee on the Asia Centric podcast to break down the five distinct factors driving this industrial strategy. He also discusses how policymakers have been effective in anticipating global demand trends, but also the investor risks tied to manufacturing overcapacity.

China's share of global exports continues to rise despite US import restrictions. Rather than pulling back, the country is evolving from a "Made in China" to a "Made by China" model, supplying critical capital goods and high-value components to emerging markets such as Vietnam, Mexico and India. And after dominating the electric vehicle supply chain, China is now aggressively targeting humanoids and robotics as its next frontier.
Chetan Ahya, Chief Asia Economist at Morgan Stanley, joins host John Lee on the Asia Centric podcast to break down the five distinct factors driving this industrial strategy. He also discusses how policymakers have been effective in anticipating global demand trends, but also the investor risks tied to manufacturing overcapacity.

Morgan Stanley on Beijing's 'Made by China' Shift

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec455dcc-9e2e-413b-92c5-b4ea004bcb3b/transcript

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

The Contrarian Edge in Pan-Asian Equities

Asia Centric by Bloomberg Intelligence

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