Bloomberg Daybreak: Asia Edition Asia Stock Outlook, A World Split in Two Is Just What China Wants
Jan 9, 2026
Winnie Su is an Asia equities reporter based in Hong Kong, specializing in market trends and technology. She discusses the decline in Asian technology shares and how cheaper valuations could ease bubble fears. Karishma Vaswani, a Bloomberg Opinion columnist focusing on geopolitics, analyzes the split in U.S.-China relations and argues that a world of defined spheres of influence may benefit Beijing. She also highlights China's strategic interests in Venezuela and the potential implications for Taiwan and regional security.
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Asia Tech Looks Cheaper Than US Peers
- Asia's tech valuations look cheaper than US peers, making the region attractive for investors.
- Winnie Su highlights MSCI Asia Tech P/E ~17 versus Nasdaq 100 ~25 and SOX ~39.
Memory-Chip Strength Fuels Regional AI Rally
- Strong memory-chip demand underpins Samsung's record profits and lifts regional AI supply-chain stocks.
- Winnie Su links Samsung's margin gains to higher memory prices and AI-driven demand.
Watch TSMC Earnings For AI Signals
- Monitor TSMC earnings and analyst upgrades as signals for the AI hardware cycle.
- Winnie Su notes rising targets and expects multi-year growth driven by AI demand.