Bloomberg Daybreak: Asia Edition

Bloomberg
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Jul 2, 2024 • 22min

Examining Chinese Auto Sales

Danny Lee, Elfreda Jonker, and Chuck Cumello discuss the Chinese auto sales industry, focusing on BYD's sales performance and competition, the growth of EV players, and factors impacting stock highs. They also delve into global equity returns, luxury goods sales, market focus on earnings, inflation, and rates, and the influence of consumer sentiment and industry dynamics on companies like Walgreens and Nike.
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Jul 1, 2024 • 13min

Hong Kong's Establishment Day

Former Chairperson of Hong Kong's Democratic Party Emily Lau discusses challenges in Hong Kong, including media closures and political restrictions. The conversation covers the extradition bill, national security law, erosion of civil society, brain drain, Beijing's influence, and promoting plurality and diversity in the city.
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Jul 1, 2024 • 24min

China's Factory Activity Read, Previewing US Eco Data

Shehzad Qazi from China Beige Book discusses China's economic growth prospects. The podcast explores China's economic challenges, potential stimulus measures, and geopolitical factors. It also analyzes the resilience of China's economy, market projections, and the need for consolidation in the banking industry.
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Jun 28, 2024 • 39min

Daybreak Weekend: U.S Jobs, UK Elections, Hong Kong Handover

This podcast discusses the impact of U.S. jobs data on interest rates and the economy, upcoming UK elections, and the anniversary of Hong Kong's handover to China. It covers topics such as the influence of election outcomes on fiscal policies, labor policies debate, and the challenges faced by Hong Kong amidst uncertainties about its future.
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Jun 27, 2024 • 22min

The Yen’s Tumble to 1986 Low Boosts Intervention Risk

Stephanie Leung, Charu Chanana, and Terri Spath discuss the weakening Japanese yen and potential interventions, impact on Japanese consumers, AI and computing boom, and analysis of the yen's impact on Japan's equity story and US equity markets. The conversation also covers the Federal Reserve's rate cut decision, economic indicators, and strategies for hedging and diversification in the market.
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Jun 26, 2024 • 23min

Examining China's Eco Growth

Three financial experts discuss China's booming manufacturing sector, challenges in real estate, decoupling concerns, market trends in Asia, geopolitical risks, asset allocation, comparing European debt to US tech stocks, and predictions for the US economy.
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Jun 25, 2024 • 23min

Latest Moves on China EVs, A Focus on Economic Data

Bloomberg China correspondent discusses Canada's potential tariffs on Chinese EVs and global trade implications. Market performance, economic outlook, and investment strategies are covered, including shifts in market ratings for developed markets and analysis of Nvidia stock performance in the AI sector.
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Jun 24, 2024 • 22min

China, EU EV Tariff Talks, Markets Lookahead

Bloomberg podcast featuring Minmin Low, Thomas Taw & Steve Sosnick discusses China-EU talks on EV tariffs, impact on German auto industry, Japanese equity rally, Japan's currency chief's warning, US equities performance, market insights on trading volume & options expiration
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Jun 21, 2024 • 38min

Daybreak Weekend: US Eco Preview, Iran Election, US-China Relations

Upcoming US economic data releases and Iran's Presidential election impact on US foreign policy, US-China relationship gaining attention in the context of upcoming 2024 US Presidential debate.
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Jun 21, 2024 • 24min

Macro Markets Insights and Outlook

Guests Christy Tan, Selena Ling, and Mary Nicola discuss insights on equity market shifts, analysis of US Fed rate cuts, and Japan's inflation data impact. They also explore China's loan prime rates, currency stability, and AI-related companies in the equity market trends.

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