Bloomberg Daybreak: Asia Edition

Bloomberg
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Mar 1, 2024 • 23min

PCE Data, NPC Meeting

Topics covered include PCE data and US economy, US probe into cybersecurity risks of Chinese vehicles, China's NPC meeting and PMI data analysis, economic trends, US-China trade relations, data security challenges in automotive industry, impact of China's economic slowdown on Southeast Asia and South Korea, and deflation challenges in China
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Feb 29, 2024 • 34min

Baidu Plunges as AI Costs Hurt

The podcast discusses Baidu's earnings and the future of AI development in China. They also explore challenges in monetizing AI for search engines. Additionally, they cover economic challenges in China, success in wealth management, and the AI revolution in tech stocks.
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Feb 28, 2024 • 19min

China's Country Garden Gets Winding Up Petition

A discussion on the challenges facing China's property sector, Apple's decision to cancel their electric vehicle project, Alibaba's investment in AI, and insights on APAC markets from Catherine Yeung of Fidelity International.
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Feb 27, 2024 • 25min

US-China Economic ties, Asia Markets

Exploring US-China economic ties, quant clampdown in China, and perspective on APAC markets. Tech export controls, challenges faced by American firms, and evolving dynamics of US-China relations. Impact of quants in Chinese market, recent market meltdown, and influence on market weaknesses. Insights on Asian investments, real estate, Warren Buffet's investment strategy, and perspectives on passive investing and value stocks.
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Feb 26, 2024 • 25min

BYD's New Supercar, Disney Implements New India Strategy

BYD introduces a new high-performance EV supercar aiming to challenge Ferrari and Lamborghini. South Korea's doctor walkout enters its second week, protesting government plans to increase physicians. Essex Financial Services CEO discusses global market trends on Bloomberg Daybreak: Asia Edition.
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Feb 23, 2024 • 38min

Daybreak Weekend: Fresh Data, Mobile World Congress, Baidu Earnings

The podcast discusses Lowe's earnings and fresh economic data in the US, the Mobile World Congress in the UK, and Baidu earnings in Asia. Topics covered include housing market trends, AI's role in the tech industry, regulatory challenges in the telco sector, and upcoming events in the Asia Pacific markets.
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Feb 23, 2024 • 21min

Nippon Steel Scrutiny, Asia Markets

Topics discussed include Nippon Steel's scrutiny in China, APAC markets, data leaks revealing China's cyberattacks, intricacies of steel production, evolving dynamics in the mining industry, impact of AI on Asia's economy, Fed rate cuts, equity market liquidity, and China's alleged state-sponsored cyber attacks.
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Feb 22, 2024 • 21min

Nvidia Earnings, China Net Selling Ban

The podcast discusses Nvidia's impressive financial milestones and future in Asia, China's market regulations impact, protecting Taiwan from a Trump presidency, and China's influence on Taiwan's sovereignty and decision-making processes.
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Feb 21, 2024 • 24min

China Rate Changes, Capital One

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.
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Feb 20, 2024 • 25min

Chinese Banks Cut Key Reference Rate

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.

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