Marker 01

Marker 03

Marker 02

Featuring:

Leland Miller, Co-Founder and CEO of China Beige Book

Richard Harris, CEO of Port Shelter Investment Management

Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor

Derek Wallbank, Bloomberg South Asia Managing Editor for Breaking News  

 Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es

Featuring:
Leland Miller, Co-Founder and CEO of China Beige Book
Richard Harris, CEO of Port Shelter Investment Management
Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor
Derek Wallbank, Bloomberg South Asia Managing Editor for Breaking News  
 Apple: <a href="https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437" data-destination="rte:bind">https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437</a> Spotify: <a href="https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b" data-destination="rte:bind">https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b</a> TuneIn: <a href="https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es" data-destination="rte:bind">https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es</a>

Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.

Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.

Bloomberg Daybreak: Asia Edition

Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.

China Stocks Extend Stimulus-Fueled Gains, UN General Assembly Underway

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ee8e3b28-66e0-4428-b35a-b1f6001d7faf/transcript

Treasuries fell across the curve and stocks retreated as President Donald Trump’s tariff threats over Greenland reignited trade tensions. In China, the economy lost more momentum last quarter even as it met the government’s target in 2025, in another year of lopsided growth that will be hard to sustain in an era of protectionism around the world. For more the latest market moves in the Asia-Pacific, we turn to Winnie Hsu, Bloomberg's Asia Equities Reporter.

Plus - The world-beating rally in South Korean stocks is poised to extend as the nation presses ahead with efforts to improve shareholder returns and lure global capital. Korea Exchange (KRX) CEO Jeong Eun Bo made the prediction in an exclusive interview with Bloomberg News reporter Youkyung Lee in Seoul on January 16, as the Kospi extended its record-breaking surge in the first weeks of 2026. Jeong also touched on ETFs, how to tackle Korea’s so-called “zombie” companies, and expanding trading hours at the Korea Exchange.

Treasuries fell across the curve and stocks retreated as President Donald Trump&rsquo;s tariff threats over Greenland reignited trade tensions. In China, the economy lost more momentum last quarter even as it met the government&rsquo;s target in 2025, in another year of lopsided growth that will be hard to sustain in an era of protectionism around the world. For more the latest market moves in the Asia-Pacific, we turn to Winnie Hsu, Bloomberg's Asia Equities Reporter. Plus - The world-beating rally in South Korean stocks is poised to extend as the nation presses ahead with efforts to improve shareholder returns and lure global capital. Korea Exchange (KRX) CEO Jeong Eun Bo made the prediction in an exclusive interview with Bloomberg News reporter Youkyung Lee in Seoul on January 16, as the Kospi extended its record-breaking surge in the first weeks of 2026. Jeong also touched on ETFs, how to tackle Korea&rsquo;s so-called &ldquo;zombie&rdquo; companies, and expanding trading hours at the Korea Exchange.

Stocks Fall on Greenland Tariff Angst, Korea Exchange CEO Jeong Eun Bo

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7f4c5c46-e616-46cc-802a-b3d8001d8777/transcript

President Donald Trump's fixation on Greenland offers an ice-cold reminder to leaders in Europe and abroad: No deal is ever final. Trump announced a 10% tariff, rising to 25% in June, on eight European nations, including Denmark, for saying they would undertake token NATO military exercises in Greenland in response to US saber-rattling. While the tariffs aren't certain to take effect, the threat was a brazen escalation and insult to close US allies, trampling over the US-EU trade deal reached only six months earlier at Trump's Turnberry resort in Scotland. Trump's targets in Europe pushed back quickly. UK Prime Minister Keir Starmer blasted his tariff threat as "completely wrong," France's Emmanuel Macron called it "unacceptable" and Swedish Prime Minister Ulf Kristersson said his country wouldn't be "blackmailed." For more on how geopolitics is moving the markets, we heard from Julia Wang, North Asia Chief Investment Officer at Nomura. She spoke to Bloomberg's Shery Ahn and Avril Hong.

White House economic adviser Kevin Hassett said President Donald Trump may well keep him in his current job, which would eliminate him from contention for the next Federal Reserve chair. Trump expressed reluctance about nominating Hassett as the successor to current Fed Chair Jerome Powell, saying "I actually want to keep you where you are, if you want to know the truth." Hassett once was considered the frontrunner, along with Fed Governor Christopher Waller, former governor Kevin Warsh and BlackRock Inc. executive Rick Rieder. It's now seen as a four-man race, while Rieder's candidacy has recently gained late momentum, according to people familiar with the matter, as some view him as potentially better placed to win US Senate confirmation. For more perspective, we heard from Bill Campbell, Global Bond Portfolio Manager at DoubleLine.

President Donald Trump's fixation on Greenland offers an ice-cold reminder to leaders in Europe and abroad: No deal is ever final. Trump announced a 10% tariff, rising to 25% in June, on eight European nations, including Denmark, for saying they would undertake token NATO military exercises in Greenland in response to US saber-rattling. While the tariffs aren't certain to take effect, the threat was a brazen escalation and insult to close US allies, trampling over the US-EU trade deal reached only six months earlier at Trump's Turnberry resort in Scotland. Trump's targets in Europe pushed back quickly. UK Prime Minister Keir Starmer blasted his tariff threat as "completely wrong," France's Emmanuel Macron called it "unacceptable" and Swedish Prime Minister Ulf Kristersson said his country wouldn't be "blackmailed." For more on how geopolitics is moving the markets, we heard from Julia Wang, North Asia Chief Investment Officer at Nomura. She spoke to Bloomberg's Shery Ahn and Avril Hong.
White House economic adviser Kevin Hassett said President Donald Trump may well keep him in his current job, which would eliminate him from contention for the next Federal Reserve chair. Trump expressed reluctance about nominating Hassett as the successor to current Fed Chair Jerome Powell, saying "I actually want to keep you where you are, if you want to know the truth." Hassett once was considered the frontrunner, along with Fed Governor Christopher Waller, former governor Kevin Warsh and BlackRock Inc. executive Rick Rieder. It's now seen as a four-man race, while Rieder's candidacy has recently gained late momentum, according to people familiar with the matter, as some view him as potentially better placed to win US Senate confirmation. For more perspective, we heard from Bill Campbell, Global Bond Portfolio Manager at DoubleLine.

Trump Tariffs Over Greenland, Fed Chair Pick Chatter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/71dfecde-2cba-471c-a54f-b3d70020614f/transcript

The US and Taiwan agreed to a trade pact that would lower tariffs on goods from Taiwan to 15% and see Taiwanese semiconductor companies increase financing for American operations by $500 billion.

Taiwan Semiconductor Manufacturing Co. shares climb as much as 2.7% in Taipei after the chipmaker’s strong results and outlook underscored the strength of demand trends related to AI. The shares ended 4.4% higher overnight in the US. Rob Haworth, Senior Investment Strategy Director at U.S. Bank Asset Management Group, talks TSMC, the day's eco data, and what's next for the Fed.

After reporting huge profits in Q4, Wendell Huang, the CFO of Taiwan Semiconductor Manufacturing Co. affirmed the company’s strong conviction in the “mega trend of AI demand.” Huang mentions that the company is eyeing smaller tech gap between US and Taiwan chipmaking fabrication plants. While addressing the challenges, Huang says that the key to managing forex exposure is to keep it simple.

The US and Taiwan agreed to a trade pact that would lower tariffs on goods from Taiwan to 15% and see Taiwanese semiconductor companies increase financing for American operations by $500 billion.
Taiwan Semiconductor Manufacturing Co. shares climb as much as 2.7% in Taipei after the chipmaker&rsquo;s strong results and outlook underscored the strength of demand trends related to AI. The shares ended 4.4% higher overnight in the US. Rob Haworth, Senior Investment Strategy Director at U.S. Bank Asset Management Group, talks TSMC, the day's eco data, and what's next for the Fed.
After reporting huge profits in Q4, Wendell Huang, the CFO of Taiwan Semiconductor Manufacturing Co. affirmed the company&rsquo;s strong conviction in the &ldquo;mega trend of AI demand.&rdquo; Huang mentions that the company is eyeing smaller tech gap between US and Taiwan chipmaking fabrication plants. While addressing the challenges, Huang says that the key to managing forex exposure is to keep it simple.

US-Taiwan Trade Deal, TSMC's Wendell Huang on Q4 Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfe3091b-0331-4987-bf16-b3d4001a0ba4/transcript

China Stocks Extend Stimulus-Fueled Gains, UN General Assembly Underway

In 1 playlist(s)

Bloomberg Daybreak: Asia Edition

Social links

Follow podcast

Recent clips