John Lee

John Authers, a Bloomberg Opinion columnist and author, dissects the forces that have disrupted capitalism, exploring AI's impact on jobs and the need for wealth redistribution. John Lee, a research content manager, shares insights on the 2026 outlook for Asian equity markets, highlighting strong performances from Korea and Taiwan driven by AI. He also discusses China's export growth despite weak domestic demand and the potential of India's market amidst its AI challenges. The conversation unpacks complex interactions between markets, state roles, and emerging themes.

John Authers, a Bloomberg Opinion columnist, dives deep into capitalism's historical shifts and how AI could spark a new industrial revolution. Tim Craighead, Director of Equity Research, shares insights on European stocks set to shine in 2026, highlighting key catalysts in various sectors. Meanwhile, John Lee, a research content manager, outlines the Asian equity landscape, discussing China’s export reliance and India’s growth story. The conversation is packed with thought-provoking ideas on the future of finance and market dynamics!

John Authers, a Bloomberg Opinion columnist, dives into the forces that have reshaped capitalism, discussing its historical transformations and the tensions between AI-driven change and state intervention. Tim Craighead, Director of Equity Research, shares insights on European stocks set to shine in 2026, including key industrials and biotech opportunities. John Lee, focusing on Asian markets, analyzes the impact of AI, China’s mixed economic outlook, and opportunities in robotics and space. Get ready for a deep dive into the future of global markets!