Bloomberg Daybreak: Asia Edition Tech-Led Selloff Hits Asia as Fed Watch Intensifies
Aug 20, 2025
Join Ritesh Ganeriwal, Head of Investment & Advisory at Syfe, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, as they navigate the turbulence in Asian markets caused by a U.S. tech selloff. They discuss the contrasting economic landscapes of Japan and China, spotlighting India’s rising potential amid challenges. The duo dives into the Federal Reserve's policy outlook, examining inflation risks and the importance of a conservative investment approach. Their insights offer a valuable roadmap through current market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Tech Selloff Ripples Through Asia
- A U.S. big-tech selloff pushed Asia-Pacific markets lower and weighed on futures.
- Global risk sentiment now hinges on U.S. tech earnings and Fed guidance.
Labor Weakness May Trump Sticky Inflation
- Labor market weakness is becoming more prominent and could dominate Fed decisions.
- That weakness has increased expectations the Fed will begin cutting rates in September.
Add Asia/EM When Dollar Weakens
- Consider shifting new money into Asia Pacific and emerging markets during dollar weakness.
- Diversified global exposure improved net returns versus U.S.-only positions in H1.