
 Bloomberg Daybreak: Asia Edition US Recession Fears Fade, Alibaba and JD.com Earnings
 Aug 16, 2024 
 Tim Moe, Chief APAC Regional Equity Strategist at Goldman Sachs, Vance Howard, CEO & Portfolio Manager at Howard Capital Management, and Terri Spath, Founder of Zuma Wealth, dive into the evolving economic landscape. They analyze the potential soft landing for the US economy while discussing shrinking recession fears. The conversation shifts to the latest earnings from Alibaba and JD.com, exploring market reactions and investment strategies amid China’s consumer challenges. They also forecast promising growth for the S&P 500 and emphasize resilience in dividend stocks. 
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 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Intro 
 00:00 • 2min 
 Navigating China's Equity Market Trends 
 01:44 • 7min 
 Economic Data Insights and E-Commerce Earnings Analysis 
 08:26 • 2min 
 Navigating Economic Shifts 
 10:15 • 7min 
 Bullish Outlook for S&P 500 and Business Tech Support 
 17:13 • 2min 
 Navigating Japan's Economic Landscape 
 18:56 • 6min 
 Collaboration for Success: Lenovo and Stiefel's Impact on Business 
 24:55 • 2min 



