Bloomberg Daybreak: Asia Edition Asia Stocks Fall as Fed Rate Cut Doubts Emerge, Citi CEO Jane Fraser
Nov 14, 2025
In this discussion, Jane Fraser, CEO of Citi, shares insights on the bank's growth in China, emphasizing their strategy of innovation and client navigation amid US-China tensions. Michael Green, Chief Strategist at Simplify Asset Management, analyzes the recent tech stock sell-off and inflation dynamics, cautioning about risks in private credit and AI financing. They delve into the importance of a strong balance sheet and the impact of Federal Reserve policies, while exploring the future potential of AI in financial services.
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Citi Shifts To Global-China Connectivity
- Jane Fraser says Citi is shifting from a "China for China" story to serving global clients coming to China and Chinese firms going global.
- She highlights rapid growth driven by focused strategy and renewed purpose in the firm.
New Trade Corridors Are Reshaping Deal Flow
- Jane Fraser sees new cross-border corridors forming, especially Middle East–Asia and Brazil–Asia trade connections.
- She expects scale and new flows to drive deal activity and international expansion.
Train Staff To Use AI Tools
- Jane Fraser urges investing in talent to use AI tools so bankers focus on client solutions rather than chores.
- She says train staff now because productivity gains and new jobs will emerge even as roles shift.
