Asia Centric by Bloomberg Intelligence cover image

Asia Centric by Bloomberg Intelligence

Latest episodes

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Jul 20, 2023 • 23min

Asian Currencies Navigate Global Challenges

Asia’s currency markets are struggling to make sense of a global economy in transition. Rising US interest rates stir risks of recession while falling rates in China reflect growing urgency to give its recovery greater traction. Meanwhile, investors are treading cautiously, ever-wary of pitfalls ranging from China’s beleaguered property sector to South Korea’s household debt. Where does this leave the currency outlook for Southeast Asia and emerging markets? Where are the opportunities? Do the risks outweigh the rewards? Alvin Tan, head of Asian currency strategy at RBC Capital Markets, and Rena Kwok, Asia financials credit analyst at Bloomberg Intelligence join hosts John Lee and Tom Corbett for a closer look at how prevailing trends are impacting Asia's major currencies.See omnystudio.com/listener for privacy information.
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Jul 6, 2023 • 25min

Lessons From the Russia-Ukraine War

The Russia-Ukraine War is forcing governments to rethink their conceptions of conflict, the role of technology and military spending. Will AI and technology reshape the global balance of power? Can the US and China make the hard choices to keep global business prosperous? Kevin Brand, Bloomberg Intelligence aerospace and defence analyst and 30-year US Navy veteran, joins hosts John Lee and Tom Corbett for a discussion on the future of war.See omnystudio.com/listener for privacy information.
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Jun 21, 2023 • 29min

Can Japan Satisfy Wide-Eyed Foreign Investors?

Japan is back on money managers' radar screens, with Warren Buffett leading a wave of resurgent investor interest in its growth prospects. But some say investing in Japan carries risks. Years of zero interest rates and an aging population are just a few of the barriers standing between the world's third largest economy, and a new era of growth and prosperity, powered by new ideas and structural reform. Can Japan deliver on investors' expectations? Or is the rest of the world expecting too much too soon? Bloomberg's senior Japan economist and Bank of Japan veteran Taro Kimura joins hosts John Lee and Tom Corbett for a look at Japan's appeal, and whether it can deliver for investors.See omnystudio.com/listener for privacy information.
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Jun 8, 2023 • 27min

The AI Genie Could Deliver on the Hype

Artificial Intelligence (AI) has shaken up the tech world with eye popping potential to change the way we work, live and do business. Some estimate AI's business opportunity as high as the billions, even trillions of dollars. But can the AI genie deliver on the hype? What are the potential environmental risks? And could China mount a challenge for supremacy? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence senior technology analyst Woo Jin Ho for an engaging tour of AI's remarkable potential, and an unvarnished assessment of its drawbacks.See omnystudio.com/listener for privacy information.
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May 25, 2023 • 24min

China’s Electric Vehicles a Reckoning for Tesla

China has become a global automotive powerhouse, with groundbreaking fleets of electric vehicles rewriting the rules of the road. Its automakers have developed their own EV models with remarkable speed, catapulting brands such as BYD and Nio to unprecedented prominence, and raising the stakes for Tesla. Its progress holds promise, but speed bumps lie ahead. How will China reshape the world’s driving experience? And will Americans ever drive Chinese cars? Steve Man, director of industry research and senior automotive analyst with Bloomberg Intelligence, joins hosts John Lee and Tom Corbett for a look at what’s next for China’s automotive juggernaut.See omnystudio.com/listener for privacy information.
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May 11, 2023 • 26min

Southeast Asia’s Stars Align for Growth

Southeast Asia is one of the world’s underrated growth stories. Its sprawling expanse stretches from China’s southern border to Australia's doorstep, comprising 11 countries, and a young, digitally savvy population of more than 670 million. Trade, tech, and energy power its growth. But what are the risks? And how can investors play it? James Cheo, Chief Investment Officer at HSBC Private Bank, and Rena Kwok, Asia Financials Credit Analyst at Bloomberg Intelligence join hosts John Lee and Tom Corbett for a closer look at Southeast Asia's investment prospects.See omnystudio.com/listener for privacy information.
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Apr 19, 2023 • 22min

Fur Babies Over Kids? The Pet Economy’s Rapid Rise

The global pet economy is one of the world's hottest and fastest-growing consumer trends, with China leading the way. Changing cultural values, shifting demographics, burgeoning wealth, and an online-savvy consumer culture are turning our love of pets into a profit machine, with $500 billion in annual sales possible by 2030. Join hosts John Lee, Tom Corbett and guest analysts Ann-Hunter van Kirk, Diana Rosero-Pena and Ada Li as they look at what's driving the spending splurge on pets, and the business opportunity behind it.See omnystudio.com/listener for privacy information.
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Mar 31, 2023 • 31min

Hong Kong Commercial Property’s Road Ahead

The shimmering glass towers of Hong Kong's commercial property market radiate wealth, power, and prestige, beckoning investors seeking a gateway to China. But since 2019, protests, pandemic, and a shifting world order have left the city's property market reeling. The worst may be past, but challenges remain, including high interest rates, geopolitical tensions, and rivalry from Singapore. How quickly can Hong Kong restore its swagger as a global business and financial hub? Join hosts John Lee, Tom Corbett and guests Nigel Smith and Patrick Wong for a look at what's next for Hong Kong's commercial property market.See omnystudio.com/listener for privacy information.
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Mar 22, 2023 • 22min

A New Era Emerges at the Bank of Japan

Japan's bold, two-decade long experiment with zero interest rates could be at an inflection point. Kazuo Ueda's surprise nomination to lead its central bank opens the door to new possibilities. Does this changing of the guard signal a new course for the Bank of Japan's monetary policy? How will Ueda guide its economy through demographic challenges at home while navigating geopolitical hazards abroad? Could the BOJ finally raise rates? What would that mean for the yen, global banks, investors, and trade? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence analysts Audrey Childe-Freeman, Pri de Silva and Steven Lam as they explore what lies ahead for Japan and the rest of the world.See omnystudio.com/listener for privacy information.
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Mar 10, 2023 • 21min

Adani Group's Hindenburg Moment

India’s homegrown tycoon, billionaire Gautam Adani, went from an Asian business success story to an embattled corporate titan almost overnight, shaken by a bombshell research report that thrust his sprawling conglomerate, Adani Group, into full damage-control mode. The stunner from New York-based short seller Hindenburg Research accused Adani Group of playing fast and loose with its accounting, engaging in stock manipulation, and slack corporate governance. Panicked shareholders scrambled for the exits, wiping out more than $130 billion in Adani Group’s market value. Adani shot back with strongly worded denials, but the dust has yet to settle. Does it have enough cash to get it through the crisis? Can it restore investors’ confidence? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence analysts Sharon Chen, Kumar Gautam and Nitin Chanduka as they discuss what’s next for Adani, India and emerging markets.See omnystudio.com/listener for privacy information.

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