Bloomberg Daybreak: Asia Edition

Shuli Ren, a Bloomberg Opinion columnist from Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, dive into the shifting landscape of U.S.-China trade. They discuss the implications of postponed tariffs and challenges in the Chinese economy compared to a booming U.S. market. The conversation highlights issues like the impact on foreign investments, the job market for recent graduates, and the potential for a trade war. They also explore how artificial intelligence is reshaping market dynamics.

Jun Bei Liu, founder of TenCap and a market expert, discusses the potential long-term impacts of impending Trump tariffs on China's economy, highlighting the fragility of the market. Stuart Thomas, founding partner at Presidian Investments, shares insights on how the strengthening U.S. dollar could provide unique opportunities for investors amid these tariff-driven changes. The conversation also touches on Chinese countermeasures and the evolving dynamics of U.S.-China trade relations, emphasizing the importance of staying alert in these turbulent times.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US: We look ahead to the January Jobs report and preview some big tech earnings we're watching In the UK: We look ahead to the BOE rate decision  In Asia: We detail the future of China's DeepSeek AI  See omnystudio.com/listener for privacy information.

Catherine Thorbecke, an Asia Tech columnist for Bloomberg Opinion, delves into the U.S. investigation surrounding DeepSeek and its suspected acquisition of Nvidia chips. She highlights the implications for global tech innovation and U.S.-China relations. David Aspell shares insights into the macroeconomic landscape, discussing market volatility and investment strategies. Bill Adams, Chief Economist at Comerica Bank, analyzes the U.S. economy, the Federal Reserve's future actions, and the resilience of Asian markets amidst changing economic policies.

George Cipolloni, a Portfolio Manager at Penn Mutual Asset Management, shares insights on recent tech earnings from Microsoft, Meta, and Tesla. He dissects the Federal Reserve's decision to keep interest rates steady and its implications for the market. Cipolloni also discusses the economic landscape in China, highlighting shifts in consumer spending during the Lunar New Year, challenges in manufacturing, and the impact of U.S.-China trade relations. The conversation reveals how these dynamics shape the global economy and influence investment strategies.

Garfield Reynolds, Bloomberg's MLIV Asia Team Lead, discusses the tech stock rebound and its ties to the dollar's influence on the Asia-Pacific region. He delves into how U.S. Federal Reserve decisions are shaping monetary policies, particularly regarding rising interest rates and currency fluctuations. The conversation also touches on the implications of new AI technologies across sectors, including semiconductors, and their effect on market dynamics. Insights into U.S. mega-cap tech earnings highlight the competitive landscape amid economic optimism.

Vlad Savov, Bloomberg Tech Editor in Hong Kong, and Jamie Cox, Managing Partner at Harris Financial Group, discuss the rise of Chinese AI startup DeepSeek and its R1 chatbot. They explore how this innovation has created a stir in the market, erasing nearly $1 trillion from US and European tech stocks. The guests delve into implications for global AI competition, trade sanctions affecting China's tech landscape, and the innovations that could redefine energy technology. This conversation illuminates the friction between emerging AI models and traditional computing.

The rise of DeepSeek, a Chinese AI startup, is shaking up technology stocks, challenging the dominance of U.S. firms. Its low-cost AI model runs on less advanced chips, raising doubts about high valuations in the tech sector. Investors are increasingly anxious about the potential disruption this innovation may cause. As earnings for major tech players slow, the landscape is shifting dramatically, particularly for companies like Nvidia that rely heavily on hyperscalers. This development highlights growing competition and evolving market dynamics.

Adriel Chan, Chair and Executive Director of Hang Lung Properties, shares insights on Hong Kong's commercial real estate challenges, emphasizing cautious asset revaluations. Michael Dyer, Investment Director at M&G Investments, analyzes a significant downturn in the broader APAC market, noting a 25% drop in annual profits. They discuss the impact of Chinese government measures on consumer spending, emerging buyer's market opportunities, and the strategic responses of banks in South Korea amid economic uncertainties.

James McIntyre, a Bloomberg Economist specializing in Australia and New Zealand, offers keen insights into the Australian economy's current state. He discusses the significant challenges of high mortgage rates juxtaposed with strong population growth. The anticipated consumer price index report could influence the Reserve Bank of Australia's policies. McIntyre also touches on how U.S.-China trade relations and global economic uncertainties are poised to impact Australian markets, emphasizing a complex interplay of local and international factors.