Featuring:

Rob Haworth, Senior Investment Strategist at US Bank Asset Management Group

Zachary Hill, Head of Portfolio Management at Horizon Investments

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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:
Rob Haworth, Senior Investment Strategist at US Bank Asset Management Group
Zachary Hill, Head of Portfolio Management at Horizon Investments
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg <a href="https://bit.ly/48b5Rdn" data-destination="https://bit.ly/48b5Rdn">audience survey</a>.
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>

Listen for business and finance news centered in the Asia-Pacific region. 

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Listen for business and finance news centered in the Asia-Pacific region. Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

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

The Risk of Trump Tariff Policy on Global Equities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/037d6ed9-7cc9-4961-bda9-b22d0027bbe9/transcript

Business and finance news from the Asia-Pacific.

A selloff in global semiconductor stocks deepened, as investor sentiment continued to worsen over the sustainability of the artificial intelligence boom. The losses point to deepening concerns over crowded equity positioning and rising corporate debt levels as the AI buildout progresses, with Nvidia Corp.'s fresh round of deals and technological advances from Chinese peers adding pressure. We speak to Lauren Cassidy, Founder & Chief Investment Officer of Founder ETFs.

Plus -  Oil extended a steep decline after President Donald Trump said that the US and Iran were engaged in talks to try to end the Middle East conflict, with the two sides continuing to hold off on attacks. Bloomberg TV host Haidi Stroud-Watts spoke to S​​ara Vakhshouri, SVB Energy International Founder and President.

Business and finance news from the Asia-Pacific.
A selloff in global semiconductor stocks deepened, as investor sentiment continued to worsen over the sustainability of the artificial intelligence boom. The losses point to deepening concerns over crowded equity positioning and rising corporate debt levels as the AI buildout progresses, with Nvidia Corp.'s fresh round of deals and technological advances from Chinese peers adding pressure. We speak to Lauren Cassidy, Founder &amp; Chief Investment Officer of Founder ETFs.
Plus - &nbsp;Oil extended a steep decline after President Donald Trump said that the US and Iran were engaged in talks to try to end the Middle East conflict, with the two sides continuing to hold off on attacks. Bloomberg TV host Haidi Stroud-Watts spoke to S​​ara Vakhshouri, SVB Energy International Founder and President.

Selloff in Chipmakers Deepens, Oil Extends Decline As Iran Talks Gain Traction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9596043b-5c83-467d-a076-b49500389978/transcript

Business and finance news from the Asia-Pacific.

Oil dropped, stocks and bonds rose as the US and Iran refrained from retaliatory strikes, easing concerns over potential disruptions to Middle East energy supplies after a recent escalation in the conflict.

Three days of Group-of-Seven central bank decisions begin with the Fed on Wednesday, followed by the Bank of England and the Bank of Japan. While no changes are expected in interest rate policy, officials are likely to emphasize vigilance over the inflationary impact of higher energy prices. Bloomberg TV host Haidi Stroud-Watts spoke to Diana Mousina, Deputy Chief Economist at AMP.

Plus - Investors are looking to Monday's trading debut of CXMT Corp. to help renew a rally in Chinese semiconductor stocks that has been on pause ahead of the memory giant's initial public offering. The chip-heavy Star 50 Index fell into a bear market this month as funds repositioned for the IPO, which values CXMT at $86 billion, making it China's largest-ever chip offering. Still, the valuation at about one‑tenth that of larger rival SK Hynix Inc. is seen leaving ample room for CXMT to run. It's expected to perform well given an IPO that was hundreds of times oversubscribed and that listings on the STAR Board face no daily percentage limit for the first five trading sessions. Given CXMT's heavy state backing as a key component of China's drive for tech self-sufficiency, a big jump could provide a halo effect for other local chip stocks. Bloomberg TV host Haidi Stroud-Watts spoke to Rolf Bulk, Head of Semiconductors & Infrastructure at Futurum Equities.

Business and finance news from the Asia-Pacific.
Oil dropped, stocks and bonds rose as the US and Iran refrained from retaliatory strikes, easing concerns over potential disruptions to Middle East energy supplies after a recent escalation in the conflict.
Three days of Group-of-Seven central bank decisions begin with the Fed on Wednesday, followed by the Bank of England and the Bank of Japan. While no changes are expected in interest rate policy, officials are likely to emphasize vigilance over the inflationary impact of higher energy prices. Bloomberg TV host Haidi Stroud-Watts spoke to Diana Mousina, Deputy Chief Economist at AMP.
Plus - Investors are looking to Monday's trading debut of CXMT Corp. to help renew a rally in Chinese semiconductor stocks that has been on pause ahead of the memory giant's initial public offering. The chip-heavy Star 50 Index fell into a bear market this month as funds repositioned for the IPO, which values CXMT at $86 billion, making it China's largest-ever chip offering. Still, the valuation at about one‑tenth that of larger rival SK Hynix Inc. is seen leaving ample room for CXMT to run. It's expected to perform well given an IPO that was hundreds of times oversubscribed and that listings on the STAR Board face no daily percentage limit for the first five trading sessions. Given CXMT's heavy state backing as a key component of China's drive for tech self-sufficiency, a big jump could provide a halo effect for other local chip stocks. Bloomberg TV host Haidi Stroud-Watts spoke to Rolf Bulk, Head of Semiconductors &amp; Infrastructure at Futurum Equities.

Oil Falls as Iran Tensions Ease, Traders Eye Central Bank Decisions, CXMT Trading Debut

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/93955a5c-e02e-4fbd-9c0f-b4940014a8e6/transcript

Business and finance news from the Asia-Pacific.

Intel Corp. delivered a revenue forecast that shattered Wall Street estimates as booming data center spending fuels a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday. Even the low end of that range would easily clear the $15.1 billion average analyst estimate. Meantime, Stocks and bonds fell as doubts over returns from billions of dollars spent on artificial intelligence coincided with a surge in oil prices that rekindled inflation concerns. For more on the tech story, Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Dan Ives, Partner and Senior Managing Director at Yorkville Ives.

Plus - Energy is the biggest constraint of the global AI build out. Many countries are turning to nuclear power to address it. Perhaps nowhere better reflects the global nuclear push than Asia. Bloomberg TV host Shery Ahn spoke to  Nobuo Tanaka, International Energy Agency Executive Director Emeritus.

Business and finance news from the Asia-Pacific.
Intel Corp. delivered a revenue forecast that shattered Wall Street estimates as booming data center spending fuels a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday. Even the low end of that range would easily clear the $15.1 billion average analyst estimate. Meantime, Stocks and bonds fell as doubts over returns from billions of dollars spent on artificial intelligence coincided with a surge in oil prices that rekindled inflation concerns. For more on the tech story, Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Dan Ives, Partner and Senior Managing Director at Yorkville Ives.
Plus - Energy is the biggest constraint of the global AI build out. Many countries are turning to nuclear power to address it. Perhaps nowhere better reflects the global nuclear push than Asia. Bloomberg TV host Shery Ahn spoke to &nbsp;Nobuo Tanaka, International Energy Agency Executive Director Emeritus.

Intel Jumps on AI Demand Forecast, Asia's Nuclear Power Renaissance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/339ac99f-0a6b-4679-bd85-b49100271548/transcript

The Risk of Trump Tariff Policy on Global Equities

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