Bloomberg Daybreak: Asia Edition

Bloomberg China economist discusses LPR changes, Japan-China stock comparison, and Capital One's purchase of Discover in a $35 billion deal. Insights on China's economy, COVID's impact on consumer behavior, and stock price movements in the credit card industry.

Mark Cranfield, Eric Zhu, and Thu Ha Chow discuss China's loan prime rate changes and their impact on APAC markets. They delve into the influence of rate policy on the Chinese market, the implications for the housing industry, and potential growth engines like electric vehicles. The conversation also covers liquidity concerns, challenges in restructuring, and the potential for the Japanese market to receive more attention as a diversification trade.

Bloomberg's guests James Mayger, Jason Lui, and Paul Dobson discuss mainland China markets reopening, APAC markets, and China's MLF rate hold. Topics include high frequency data, investor sentiment in China, PBOC policy rates, and potential beneficiaries in Chinese equity markets. They also touch on shorting Chinese stocks and market risks.

The podcast discusses China's central bank monetary policy, APAC market positions, and Asia markets. They explore travel and spending trends in China during the lunar New Year, investment recommendations, market expectations for rate cuts, and potential investment opportunities in AI and semiconductor recovery in Asia. They also touch on China's recovery from the COVID-19 pandemic and potential policy actions, as well as the role of media in addressing societal tensions and the impact of Chinese New Year on consumer behavior.

Jing Liu of HSBC discusses Asia Markets. Danny Lee talks about Ford's push into affordable EVs. Haslinda Amin breaks down the stakes in Indonesia's presidential election.

Daniel Hornung discusses latest US CPI data; Hebe Chen shares perspective on Asia markets; Jenni Marsh talks about European Union's proposed trade restrictions on Chinese firms.

China's future impacted by US election, APAC market insights, end of 'Japan passing' era

Katrina Ell, Senior Economist at Moody's Analytics, discusses Asia economic data. Garfield Reynolds, Bloomberg Chief Correspondent for Rates, talks about his view on APAC markets. Michael Heath, Bloomberg Eco-gov editor, covers Israel's debt rating and the latest on the war.

Upcoming inflation data and Coca-Cola earnings in the US; Geopolitics and the Munich Security Conference in the UK; BOJ considering ending interest rate policy in Asia

President Biden addresses special counsel report, contrasting opinions on his mental acuity. Risks of non-bank mortgage lenders, decrease in jobless claims, state of the economy. Huawei's troubles with investigations. New national security risk test for visa applicants in Hong Kong.