Asia Centric by Bloomberg Intelligence Bloomberg
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- Business
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For all its vastness and power, Asia remains a mystery to global investors. John Lee and Tom Corbett, both with Bloomberg Intelligence in Hong Kong talk with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.
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Wall Street Wants India's Million-Dollar Traders
Success-hungry finance professionals have been gorging on India's boom, which shimmers with stories of multi-million dollar trading jobs, and private bankers demanding jackpot pay increases as they sell their talents to the highest bidder.
Is India's moment really here? What are the challenges finance companies face in expanding into the subcontinent? Anil Sharma, Managing Partner of recruitment firm Options Group, calls in from Mumbai, joining co-hosts John Lee and Ishika Mookerjee on the latest episode of Asia Centric to discuss India's scramble for talent.
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Chris Wood on the China Pain Trade; India's Decade
What will it take to get global investors excited about China again? Is India still the best growth story for the next decade? And will corporate governance reform and inflation continue to power Japanese equities?
One of Asia's most experienced investment strategists, Christopher Wood, global equity strategist at Jefferies and author of the widely-read "Greed and Fear" newsletter since 1996, remains an insightful and sought-after voice in global investing. He joins co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.
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The Bull Case for Defense Stocks Could Be for Real
Chronic conflict in Ukraine and the Middle East, stubborn global inflation, soaring military spending, and persistent tension with China haven’t stopped stocks from marching higher.
Are stocks ignoring geopolitical risk? Is a new investment narrative emerging? How can investors profit from the remarkable global growth in defense spending?
Sean Darby, equity strategist at Mizuho Securities shares his ideas and perspectives with co-hosts John Lee and Tom Corbett on the latest episode of Asia Centric.
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China's New Austerity Worries Luxury Brands
China’s property crisis, its stock market swings and falling prices have dealt a body blow to Chinese consumers' confidence, and shock waves from their retrenchment are shaking up some of the world’s biggest luxury brands.
Is China's new retail frugality here to stay? Or will its once-freewheeling consumer spending roar back with a vengeance? Bloomberg Intelligence's senior consumer analysts Catherine Lim and Deborah Aitken join co-hosts John Lee and Tom Corbett with their insights on how China's new consumer austerity is reshaping expectations for global retailers.
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Are EVs or Hybrids the Answer?
A chill has overcome the once-red hot electric-vehicle market. Demand is slowing, competition is growing, cash-strapped consumers are skeptical, and the EV market outlook is uncertain.
Tesla has become the poster child for the industry’s ordeals, with slowing sales, a tumbling stock price, and China’s economic woes all converging into a grim picture. But other EV makers are also struggling, and the road ahead could be rough.
What will it take to bring back the thrill to EVs? How is BYD -- China’s EV juggernaut – rewriting the rules for Tesla and other rivals? Or could Toyota's hybrid vehicles be the answer?
Steve Man, global director of industrials and automotive research at Bloomberg Intelligence weighs in on the road ahead for EVs, which he says are here to stay despite the risks and challenges.
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Could Global Markets Be In an ‘Icarus Scenario’?
The world’s stock markets have made a routine of breaking records, with the Nikkei 225, the S&P 500 and the Nasdaq all spending 2024’s first quarter soaring into uncharted territory.
Exuberance is abundant, but so are the risks. Are the world’s equity markets rising too far too fast? Is it time to revisit safe-haven assets? And is the classic 60/40 asset allocation model still relevant today?
From Paris, Jean-Charles Bertrand, Global Multi-Asset Chief Investment Officer at HSBC Asset Management joins co-hosts John Lee and Tom Corbett with his insights on the investment road ahead.
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