Bloomberg Daybreak: Asia Edition

Bloomberg
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Apr 26, 2024 • 12min

Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives

Gene Munster and Dan Ives discuss the positive earnings results of Microsoft and Alphabet, emphasizing investments in AI and cloud computing. They explore AI's impact on tech giants, Apple's AI strategy, enterprise tech, and stock performance post earnings reports.
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Apr 26, 2024 • 20min

Big Tech Earnings, BOJ Decision

Peiqian Liu discusses BOJ decision and Asia economic outlook. Robert Lea talks about impact of AI on big tech earnings. Jill Disis explores Secretary Blinken's visit to China.
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Apr 25, 2024 • 22min

SK Hynix Earnings, Yen Weakness

Guests discuss SK Hynix earnings and the potential for BOJ intervention. Topics include market attitudes, chip industry recovery, wealth management insights, Bank of Japan's actions, improving capital efficiency, and investment picks in Japan.
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Apr 24, 2024 • 24min

Tesla Earnings, TikTok's Path Forward

Steve Man discusses Tesla's earnings and auto industry attitudes, Jasmine Enberg talks about TikTok's fight against US ban and social media impact, Stash Graham shares perspectives on markets, including Tesla's future plans and TikTok divestment bills.
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Apr 23, 2024 • 23min

TikTok Ban, Asia Real Estate

Bloomberg Tech Reporter discusses TikTok's legal battle in the US and EU. APAC markets insights from JLL's Investor Intelligence Head. Bloomberg Asia Credit Markets Editor talks about South Korea's real estate challenges and exposure issues.
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Apr 22, 2024 • 25min

China Eco Outlook, Asia Markets

Max Bondurri discusses Asia fixed income markets, Vicki Chi provides Asia market insights, Dana D'Auria shares US market views. Topics include inflation challenges, market adaptation, shifting supply chains in Asia Pacific, Japan's diversification strategy, and analyzing AI modeling in stock pricing.
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Apr 19, 2024 • 39min

Daybreak Weekend: Tesla Earnings, European Banks, Auto Show China

A sneak peek at upcoming U.S core PCE and GDP data, Tesla earnings, and European bank earnings. Insights on Auto Show China with a focus on global carmakers, EV market dynamics, and China's dominance in EV battery technology. Exploring the potential impact of Chinese manufacturers setting up operations in Mexico and its implications on global relations.
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Apr 19, 2024 • 23min

Netflix Earnings, Global Monetary Policy

Geetha Ranganathan discusses Netflix earnings, while Herald van der Linde shares insights on APAC markets. David Finnerty talks about rate cut outlook and global perspectives. Topics include Netflix's subscriber growth, revenue strategies, and challenges in Asian equities.
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Apr 18, 2024 • 23min

Asia Eco Outlook, Biden's US Steel Promise

Helen Zhu discusses global economy, China policy, and APAC markets. Laura Davison talks about Biden's US steel promise and higher tariffs on Chinese products. Lillian Li joins to talk about Chinese credit market and economic policy.
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Apr 17, 2024 • 22min

Iran Sanctions, China Credit

Experts Kirsten Fontenrose, Shuli Ren, and Dominic Schnider discuss topics like US sanctions on Iran, China's real estate issues, and APAC market perspectives. They cover defense industry impacts, sanctions enforcement, Chinese property developer challenges, currency analysis, and market outlook discussions.

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