Asia Centric by Bloomberg Intelligence

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Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

  1. An Activist Investor’s Playbook for Southeast Asia

    2日前

    An Activist Investor’s Playbook for Southeast Asia

    Corporate governance reform has acted as a major catalyst for stock markets in Japan and South Korea. Now, Southeast Asia is eager to get in on the action, with countries from Vietnam to Indonesia rolling out new measures to entice foreign capital back to the region. But is Southeast Asia – a market historically saddled with a perception of poor corporate governance – truly ready to embrace shareholder activism? Christopher Beselin, CIO and founding partner at Endurance Capital, a shareholder activist fund based in Ho Chi Minh City, joins John Lee on the Asia Centric podcast. Beselin unpacks why the region's $3 trillion market is ripe for a collaborative style of activism. He also explains why Vietnam's export-driven growth model makes it a regional standout, and how lower tax regimes give Southeast Asia a unique advantage over Japan and South Korea in realizing shareholder value. See omnystudio.com/listener for privacy information.

    31分
  2. How TSMC Powered Taiwan's Remarkable GDP Growth

    4月8日

    How TSMC Powered Taiwan's Remarkable GDP Growth

    Taiwan's economy defied all expectations to post a staggering 8.7% real GDP growth in 2025. This unprecedented expansion was driven by a boom in semiconductor sales, with Taiwan Semiconductor Manufacturing Co. (TSMC) fueling a current account surplus of nearly 20% of GDP. The tech giant is so dominant that it now accounts for more than 44% of Taiwan's stock exchange weighted index. But can this extraordinary, semiconductor-led growth continue? The heavy reliance on TSMC is creating a K-shaped recovery, which poses a headache for the central bank. With inflation relatively low despite the headline growth, policymakers face a dilemma: how to manage interest rates without stifling the broader domestic economy, and whether the Taiwan dollar should be allowed to appreciate beyond the tight trading range it’s maintained for 30 years. Paul Cavey, an independent economist, founder of East Asia Econ, and former Asia macro strategist at Wellington Management, joins host John Lee from Taipei to unpack these macroeconomic challenges. Cavey discusses Taiwan’s unique re-industrialization story, its strategic pivot away from mainland China, and why demographic constraints and labor shortages are finally pushing domestic wages higher. See omnystudio.com/listener for privacy information.

    22分
  3. Iran War Drives New Global Urgency for Rare Earths

    4月1日

    Iran War Drives New Global Urgency for Rare Earths

    The Iran war is refocusing global attention on the critical supply chains that power modern military arsenals. Rare earths are essential components in advanced weaponry, from fighter jets to interceptor missiles such as THAAD and Patriot. However, with Chinese export restrictions increasingly targeting equipment with military end-uses, Western nations are facing a critical shortage of the materials needed to rearm. How long will it take for countries to counter China's near-monopoly and achieve true supply independence? And beyond the defense sector, what is the long-term growth potential for the industry as demand accelerates for electric vehicles, AI data centers, and advanced humanoid robotics? Jack Baxter, Global Metals and Mining Analyst at Bloomberg Intelligence, joins host John Lee on the Asia Centric podcast. Together, they unpack the unprecedented deals reshaping the market and explore how Western miners – including MP Materials and Lynas Rare Earths – are positioned to capitalize on this shift. See omnystudio.com/listener for privacy information.

    20分
  4. Energy Threats Expose Korea and Taiwan Chip Hubs

    3月25日

    Energy Threats Expose Korea and Taiwan Chip Hubs

    Manufacturing the world's most advanced semiconductors demands a massive, uninterrupted supply of electricity. In Taiwan, the technology sector alone accounts for a staggering one-quarter of the economy's total power consumption. However, the war in the Middle East is exposing deep vulnerabilities for both South Korea and Taiwan, as these vital chipmaking hubs rely heavily on oil, LNG and chemical gases flowing through the region. If the conflict drags on, exactly how long can strategic energy reserves last in Seoul and Taipei? Could sudden power shortages during the high-demand summer peak season derail the global rollout of AI infrastructure? And what emergency measures can policymakers implement to secure their grids, such as shifting generation mixes or pivoting back to nuclear power? Bum Ki Son, Barclays’ senior regional economist covering South Korea and Taiwan, and Dave Dai, its head of APAC sustainable investing research, join John Lee on the Asia Centric podcast. They unpack the energy choke points threatening the region's tech dominance and explore the viable alternatives for sourcing power. See omnystudio.com/listener for privacy information.

    20分
  5. Central Banks Face a $100 Oil Dilemma

    3月18日

    Central Banks Face a $100 Oil Dilemma

    The Iran war and the effective closure of the Strait of Hormuz have triggered one of the largest energy supply shocks in modern history, sending Brent crude surging past $100 a barrel. With nearly 80% of the trapped crude and LNG destined for Asia, the region is exceptionally vulnerable to these bottlenecks. But the crisis extends well beyond energy – crippled supplies of critical inputs such as helium, aluminum and fertilizers threaten a broader inflationary spike across regional manufacturing and agriculture sectors. This creates a complex dilemma for monetary policymakers. Central banks must navigate the sudden inflationary jolt of $100 oil against the structural headwinds of slowing growth and the threat of AI-related job losses. The balancing act is proving especially tricky for the Reserve Bank of Australia and the Bank of Japan. Louis Kuijs, Chief Economist for Asia-Pacific at S&P Global Ratings, joins John Lee on the Asia Centric podcast to unpack the vulnerabilities of Asia's net energy importers, the outlook for regional currencies, and why central bankers face an unenviable trade-off. See omnystudio.com/listener for privacy information.

    24分
  6. Can China Pivot to Consumption-Led Growth?

    3月11日

    Can China Pivot to Consumption-Led Growth?

    China has long relied on massive infrastructure spending and an unstoppable export engine, leading to a record $1.2 trillion trade surplus last year. However, this investment-heavy strategy is testing its limits as global trading partners increasingly push back, making Beijing's transition toward a consumption-based economy more critical than ever. But how achievable is this transition, and how long will it take? Hao Hong, Chief Economist and Chief Investment Officer at Lotus Asset Management, joins John Lee on the Asia Centric podcast to weigh in. He also breaks down the current regime shift in raw materials, explaining why the global economy is entering a new commodity supercycle driven by Western supply chain investments, AI infrastructure demands and a decade of severe industry underinvestment. See omnystudio.com/listener for privacy information.

    27分
  7. Fixed Income Enters A Golden Age, Says BlackRock

    3月4日

    Fixed Income Enters A Golden Age, Says BlackRock

    Opportunities in fixed income are the best in over a decade, according to BlackRock. Investors can now build a 6% yielding portfolio without taking on the substantial credit or long-duration risks required in the past. Meanwhile, central bank policies have become desynchronized globally, creating a unique environment where Asian local bonds are negatively correlated to US debt. This wide dispersion in rates is creating unprecedented opportunities for investors to diversify portfolios and differentiate returns. Navin Saigal, head of global fixed income, Asia Pacific at BlackRock, joins John Lee on the Asia Centric podcast. He discusses how the AI and tech revolution is driving productivity gains and high GDP growth alongside a net-negative job environment — a dynamic that could put a dampener on global inflation. Saigal also explains why Asian local bonds remain among the most compelling, yet under-owned, diversification opportunities in the market today. See omnystudio.com/listener for privacy information.

    27分
  8. Geopolitical Risks Are Sinking The Dollar Again

    2月25日

    Geopolitical Risks Are Sinking The Dollar Again

    The US dollar is under pressure again as shifting geopolitical risks – from uncertain tariff policies to the Greenland controversy – drive a renewed case for currency diversification and weigh heavily on the greenback. This is being compounded by a widening global policy rift: the Federal Reserve remains on track for multiple rate cuts this year, while other central banks, including Australia and Japan, move in the opposite direction. Is the 15-year dollar bull market officially over? Audrey Childe-Freeman, Chief FX Strategist at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast to unpack the dollar’s recent trajectory. She also discusses why the Swiss franc, euro, Australian dollar, and gold have strong tailwinds in 2026. See omnystudio.com/listener for privacy information.

    23分
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番組について

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

情報

  • クリエイター
    Bloomberg
  • 配信期間
    22年 - 26年
  • エピソード
    127
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © 2026 Bloomberg
  • 番組のWebサイト
    Asia Centric by Bloomberg Intelligence

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