Bloomberg Daybreak: Asia Edition Asian Stocks Edge Up, Crypto World Shaken
32 snips
Dec 2, 2025 Joy Yang, Head of Product Management and Marketing at MarketVector Indexes, discusses the rebound of Asian stocks and the importance of AI and sector selection, particularly in China. Tim Pagliara, Founder of CapWealth, analyzes the recent cryptocurrency sell-off, which liquidated nearly $1 billion in leveraged positions, linking it to broader market volatility. They explore the rising Japanese yields, the implications for global markets, and the critical investment needed for AI infrastructure.
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EM Gains Hide Wide Dispersion
- Emerging market gains in 2024 mask wide dispersion across countries and sectors.
- Investors should focus on themes like AI exposure rather than blanket country bets.
Tilt EM Portfolios Toward Thematic Winners
- Do tilt EM exposure toward companies tied to AI, robotics and digital themes.
- Avoid heavy exposures to sectors tied to domestic demand and a weak housing market.
Tariff Noise Helped Supply-Chain Winners
- Countries once written off have adapted to tariff noise and captured supply-chain shifts.
- Taiwan and Korea have become significant beneficiaries of the AI hardware and semiconductor pivot.