Eric Zhu

Bloomberg Daybreak: Asia Edition features Kunjan Sobhani discussing Arm's revenue forecast and AI impact. Eric Zhu previews China's trade data, expecting positive growth in exports and imports. Julia Wang shares market outlook with insights on global equity markets and China-Japan trade relations.

Mark Cranfield, Eric Zhu, and Thu Ha Chow discuss China's loan prime rate changes and their impact on APAC markets. They delve into the influence of rate policy on the Chinese market, the implications for the housing industry, and potential growth engines like electric vehicles. The conversation also covers liquidity concerns, challenges in restructuring, and the potential for the Japanese market to receive more attention as a diversification trade.