• Asia Centric by Bloomberg Intelligence

  • De: Bloomberg
  • Podcast
Asia Centric by Bloomberg Intelligence  Por  arte de portada

Asia Centric by Bloomberg Intelligence

De: Bloomberg
  • Resumen

  • For all its vastness and power, Asia remains a mystery to global investors. John Lee and Tom Corbett, both with Bloomberg Intelligence in Hong Kong talk 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.

    2024 Bloomberg
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Episodios
  • Chris Wood on the China Pain Trade; India's Decade
    May 16 2024

    What will it take to get global investors excited about China again? Is India still the best growth story for the next decade? And will corporate governance reform and inflation continue to power Japanese equities?

    One of Asia's most experienced investment strategists, Christopher Wood, global equity strategist at Jefferies and author of the widely-read "Greed and Fear" newsletter since 1996, remains an insightful and sought-after voice in global investing. He joins co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.

    See omnystudio.com/listener for privacy information.

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    28 m
  • The Bull Case for Defense Stocks Could Be for Real
    May 9 2024

    Chronic conflict in Ukraine and the Middle East, stubborn global inflation, soaring military spending, and persistent tension with China haven’t stopped stocks from marching higher.

    Are stocks ignoring geopolitical risk? Is a new investment narrative emerging? How can investors profit from the remarkable global growth in defense spending?

    Sean Darby, equity strategist at Mizuho Securities shares his ideas and perspectives with co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.

    See omnystudio.com/listener for privacy information.

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    25 m
  • China's New Austerity Worries Luxury Brands
    Apr 25 2024

    China’s property crisis, its stock market swings and falling prices have dealt a body blow to Chinese consumers' confidence, and shock waves from their retrenchment are shaking up some of the world’s biggest luxury brands.

    Is China's new retail frugality here to stay? Or will its once-freewheeling consumer spending roar back with a vengeance? Bloomberg Intelligence's senior consumer analysts Catherine Lim and Deborah Aitken join co-hosts John Lee and Tom Corbett with their insights on how China's new consumer austerity is reshaping expectations for global retailers.

    See omnystudio.com/listener for privacy information.

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    23 m

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