Explorez tous les épisodes du podcast Asia Centric by Bloomberg Intelligence

China could deploy more stimulus -- and officials have more policy space and tools to do so than many other major economies, according to Weijian Shan, Executive Chairman of PAG, an Asia-based investment firm with more than $55 billion in assets under management. Despite being bullish on China's growth prospects, Shan says the nation still needs to find a way to pivot toward the consumer.

Shan, who grew up in China during the Cultural Revolution and later counted Treasury Secretary Janet Yellen as his PhD adviser in the US, shares his thoughts on the world's second-largest economy and investment opportunities in Japan. He also discusses some of his biggest deals, including the $8 billion investment into one of the world's largest shopping mall managers. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. 

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Hong Kong's wealth management is booming as rich mainland Chinese investors pour in funds. The city’s offshore wealth-under-management industry now amounts to more than $2.2 trillion, the second largest in the world, and is approaching Switzerland's level. What's driving these rich Chinese to invest overseas, and how will China's economic slump impact future flows?

Lemuel Lee, Head of Wealth Management Hong Kong at BNP Paribas, and Sharnie Wong, Senior Financials Analyst at Bloomberg Intelligence, discuss these issues with host John Lee on the Asia Centric podcast.

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A rate hike from the Bank of Japan combined with weak US economic data coalesced to cause the biggest one-day sell off in stocks since 1987. What does this mean for monetary policy in Japan and the US? And how could investors position themselves for the uncertainty ahead?

Gareth Nicholson, Chief Investment Officer and Head of Managed Investments at Nomura International Wealth Management, joins co-hosts John Lee and Katia Dmitrieva on the Asia Centric podcast. 

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Uranium prices have skyrocketed as demand surges for nuclear power globally and traders fret about a potential shortage. China is Asia’s biggest user of nuclear energy, while countries such as Australia are still debating whether to embrace it. Investors have been piling into mining companies and uranium ETFs, but is this the best way to capitalize on the demand? And what are the risks to the seemingly bright outlook?

Asia Centric hosts John Lee and Katia Dmitrieva discuss these issues with Mohsen Crofts, senior metals and mining analyst at Bloomberg Intelligence, and Leonard Quong, head of Australia research at BloombergNEF.

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We're about halfway through the year and China's economy is still struggling to regain momentum after the housing bubble burst and consumers pulled back. A major policy meeting in China that wrapped last week did little to assuage concerns, with officials focused more on the long term. The US presidential election could have big implications for trade and tariffs.

Andrew Tilton, chief economist for the APAC region at Goldman Sachs, joins host Katia Dmitrieva for a check-in on the world's second-largest economy.

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Global investors are piling into Japan, betting the economy has finally broken out of its economic stagnation. How will the return of inflation transform the country’s economy and is it sustainable? Can Japan's efforts to improve its corporate governance meet high investor expectations? And what are the key industries investors should watch out for?

Taro Kimura, Senior Japan Economist and former Bank of Japan veteran, and Takeshi Kitaura, Senior Industrials Analyst at Bloomberg Intelligence, join John Lee on the Asia Centric podcast.

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China is building closer economic ties with the Gulf countries, with Saudi Arabian companies announcing deals to acquire stakes in Chinese firms including Lenovo and Hengli Petrochemical, while China is promising to build factories in the region. So how will this create investment opportunities? Can China help transform Saudi Arabia’s economy through its ambitious 2030 vision? And how will US-China tension impact the relationship? Ziad Daoud, Chief Emerging Markets Economist at Bloomberg Economics, and Edmond Christou, Senior Financials Analyst at Bloomberg Intelligence, join host John Lee on the Asia Centric podcast.

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Hong Kong's economy is under attack from all sides -- from a $270 billion residential and office property price slump in the past five years to a retail sector reeling under pressure from mainland China competition. What will it take for the city to regain its gusto? Gary Ng, senior economist at Natixis Corporate and Investment Banking, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to share his take on where Hong Kong is heading.

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Indian Prime Minister Narendra Modi was forecast to win his country’s election by a landslide, but was instead forced to form a coalition government and share power with allies for the first time since coming to power in 2014.

So how will the shock election result affect India’s growth trajectory? And what does it mean for its red-hot equity markets? Abhishek Gupta, India Economist at Bloomberg Economics, and Nitin Chanduka, India Strategist at Bloomberg Intelligence, join John Lee and Ishika Mookerjee on the Asia Centric podcast.

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The 2024 US election is set to be a rematch between Joe Biden and Donald Trump, setting the stage for a heated several months. So why should investors across Asia start tuning into the election run-up? And is there any hope of salvaging the US-China relationship with either candidate?

David Chao, Global Market Strategist (Asia Pacific) at Invesco, joins co-hosts John Lee and Katia Dmitrieva with his insights on what the US election could mean for Asian markets. 

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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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Artificial intelligence is fueling demand for data centers across Asia, with capacity set to double in the next four years, according to Moody’s. Projesh Banerjea, KKR director and Southeast Asia infrastructure lead, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss how investors can best tap into that growth – and how it can get complicated.

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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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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 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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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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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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The rush to board the AI bandwagon has powered America’s Magnificent Seven stocks to a level of investor excitement not seen since the 1990s dot-com bubble. Is artificial intelligence for real? How does the Magnificent Seven rank in terms of AI monetization? Can Asia tech stocks keep pace with their American counterparts?

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence and Robert Lea, Senior Asia Technology Analyst join co-hosts John Lee and Tom Corbett for an insightful glimpse at what the future holds for AI, and how investors might profit from its progress.

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A sea change is afoot in South Korea, where a new corporate governance code promises to overhaul the country’s business dynamics. Some believe that could help its stocks shake off the so-called “Korea Discount” as it tears a page from Japan’s playbook in a bid to mimic the Nikkei 225’s rejuvenation. 

Investors have taken notice and have channelled more than $8 billion into Korean stocks during January and February 2024 as they seek to cash in. 

Can South Korea’s new boldness shake up its rigid corporate culture and reinvigorate its equity markets? Are companies even ready for American style shareholder activism? 

Activist investor Changhwan Lee, Founder & CEO of Align Partners, discusses his proxy fight over SM Entertainment and Korea’s changing investment landscape with co-hosts John Lee and Tom Corbett.

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China's challenges are snowballing. From its slumping stock market to its property crisis, to a generation lying flat, the outlook is daunting, and easy fixes are unlikely.

The world's second largest economy also faces structural problems, including a shrinking population, high household debt and low consumer confidence.

How will China's tough choices shape the road ahead, and what are the implications for the rest of the global economy? Hao Hong, Chief Economist at Grow Investment Group joins co-hosts John Lee and Tom Corbett on Asia Centric from Bloomberg Intelligence.

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Evergrande has become the mother of all casualties in China’s real estate crisis, crumbling under the weight of its own debt, and leaving homebuyers and investors reeling.

The latest twist in the Evergrande saga came this week when a Hong Kong judge ordered the property giant liquidated. The ruling comes more than two years after the developer first defaulted on a bond payment.

Can Evergrande’s bondholders ever be made whole? What will it take to restore confidence in China’s property market? And why might the worst not yet be over? Bloomberg Intelligence senior analysts Kristy Hung and Daniel Fan join hosts John Lee and Tom Corbett to assess the ruling's impact and what lies ahead.

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The attacks on cargo vessels plying the Red Sea have delivered the biggest blow to global trade since the Covid-19 pandemic. Drones, missiles, and gunfire from Houthi rebels are sending ships on costly and time consuming detours around Africa.

Container ships are bearing the brunt of the impact, and the ensuing delays and soaring costs threaten to upend supply chains and rekindle the fires of inflation. China might also have the most at stake. 

How bad could the crisis get? How are global shipping companies benefiting? Bloomberg Intelligence’s transportation & logistics analysts Lee Klaskow and Kenneth Loh join co-hosts John Lee and Tom Corbett to reveal how they see the shipping industry.

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Taiwan's president Lai Ching-te gave his first National Day address last week, vowing he'd stand up to mainland China while maintaining the status quo of peace and stability. The speech elicited a swift response from Beijing, reminding investors of the ongoing geopolitical risks in the region.

David Sacks, Asia Studies Fellow at the Council on Foreign Relations, speaks with John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News about key takeaways from the speech and what it means for Taiwan's red hot equity market.

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Taiwan’s hotly contested presidential election was cast as a stark choice between two different destinies, but for the island’s voters, relations with mainland China are just part of the picture.

Economic growth, jobs, and a path to prosperity are big issues for Taiwan’s more than 23 million people, especially its young adults, who’ve come of age facing the risk of conflict, a changing identity, and an uncertain future.

How likely is Taiwan to find itself at the center of a wider conflict? How much damage would an invasion inflict? How would the US respond? Can such a scenario be prevented? And what will the next four years look like?

Jennifer Welch, Chief Geo-Economics Analyst at Bloomberg Economics and Maeva Cousin, Senior Global Economist for Bloomberg Economics join co-hosts John Lee and Tom Corbett for a look at the precarious road ahead for Taiwan and the world.

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Asia’s investors are staring at a potential watershed year in 2024, which promises turning points, stumbling blocks, opportunities, and more than a few surprises.

Falling rates appear likely, but when, how fast and how far the U.S. central bank will cut has investors guessing, with implications for Asian currencies, bonds and equities.

Can China recapture the animal spirits that once made it the darling of western investors? Or will Japan and Southeast Asia continue to steal the spotlight? And what could go wrong?

Bloomberg Intelligence’s Senior Asia Equity Strategist Marvin Chen, Chief Asia FX and Rates Strategist Stephen Chiu, and Senior Asia Credit Strategist Timothy Tan join Asia Centric’s co-costs John Lee and Tom Corbett for a look at what 2024 might bring.

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Family offices -- they’re the secretive, go-anywhere asset managers that quietly steward fortunes for the ultra-rich. In Asia, Singapore has emerged as the new family office hot spot, wooing captains of industry, crypto whales, and Chinese billionaires with low taxes, favorable regulations, a business-friendly environment, and safety and security. The island has become home to more than 1,100 family offices, which manage more than $4 trillion in assets.

Why is Singapore such a draw for the world’s billionaires? Is the growth sustainable? And what are the risks? Venture capitalist and family office CEO Sharon Sim joins co-hosts John Lee and Tom Corbett for a look under the hood at this insular but fast-growing corner of the high net-worth world.

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India has emerged as the hot, new growth opportunity for global investors.

It's the world’s most populous country, and largest democracy. It’s home to a demographic swath of 600 million people younger than 30, and a booming economy growing by 7-8% a year.

India’s energy and opportunity have made it a magnet for foreign capital, leaving many convinced that the highest-quality growth is yet to come.

But is India's growth story the real deal? Is it at a tipping point too promising to ignore? Or is it just a diversification play for investors seeking to hedge their stakes in China?

Veteran emerging markets investor Mark Mobius, founder of Mobius Capital Partners, talks to Asia Centric’s John Lee and Tom Corbett from Chennai, and he reveals why he’s excited enough about India to make a big bet on its economic future.

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Global real estate investors have been navigating a treacherous path, with many wondering where the markets will go next. In Hong Kong, interest rates have crushed home prices, sending some mortgages under water while its once jam-packed commercial real estate market struggles to fill space.

When might the real estate winds shift? Will rates carry property values higher or lower? Where are the risks and opportunities? And is it really different this time?

Veteran Hong Kong property consultant Peter Churchouse of Portwood Capital and senior property analyst Patrick Wong share their insights with co-hosts John Lee and Tom Corbett on Asia Centric from Bloomberg Intelligence.

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So-called weight-loss drugs are generating waves of hope and hype. Names such as Wegovy, Ozempic and Mounjaro fall breathlessly from the lips of social media influencers, bringing promise and possibility to the one billion people the World Health Organization says suffer from obesity.

Investors are already buying in, sending the market caps of Novo Nordisk and Eli Lilly soaring into the ranks of the world’s most valuable companies.

Are these obesity drugs a fat-fighting panacea? Could they make junk food cravings a thing of the past? What’s their sales potential in Asia? Can makers of salty snacks lean in to a potential shift in eating habits?

Bloomberg Intelligence healthcare analysts Michael Shah and Leslie Yang join hosts John Lee and Tom Corbett to discuss whether these so-called "wonder drugs" can live up to their hype.

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Chinese shopping apps are shaking up online retail, with fast-fashion leader Shein and viral sensation discounter Temu setting the pace.

Both are powering China’s exports by letting overseas consumers buy everything from clothing to digital gadgets directly from manufacturers, and at bargain prices few brick-and-mortar retailers can beat. Their flashy websites, aggressive marketing, and social media know-how help drive their breakneck growth.

Could Shein be the future of fast-fashion retail? Is Temu a potential “Amazon killer” with its vast array of offerings, millions of downloads, and super-cheap prices? Bloomberg Intelligence’s retail experts Catherine Lim and Tatiana Lisitsina join co-hosts John Lee and Tom Corbett for a closer look at the forces that are reshaping the way the world shops. 

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US-led sanctions on Chinese tech firms were meant to put a barrier between China and the cutting-edge of smartphone know-how. Little wonder, then, that Huawei drew a collective gasp when it revealed its new smartphone -- the Mate 60 Pro -- is powered by a homegrown, China-made processor.

Almost overnight, the world woke up to the reality that China’s tech savvy was more advanced than many believed, giving global tensions a new sense of urgency.

Where does the U.S.-China relationship go from here? And how might it shape fortunes at Apple, which has an outsized investment stake in China?

Dan Hutcheson, Vice Chair of TechInsights joins co-hosts John Lee and Tom Corbett for a wide-ranging discussion of how recent events are reshaping the relationship between China, the U.S., and the high-stakes quest for tech supremacy.

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Hong Kong’s niche as a social and economic crossroads has framed its legend for decades. Now, a new generation of eager, young professionals from mainland China is rushing to Hong Kong to pursue similar dreams, filling the gap left behind by the city’s dwindling ranks of western expats. Their presence signals a seismic shift toward the city’s “mainlandization” and heralds the emergence of a compelling new chapter in Hong Kong’s history.

What’s driving this watershed change? What will it mean for Hong Kong’s economy? Its job market? Its business prospects? Mark Tibbatts of PageGroup, and Francis Chan and Peter Lau of Bloomberg Intelligence join hosts John Lee and Tom Corbett for a glimpse into Hong Kong’s future, and what it means for the world.

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The drumbeat of headlines about China resembles a litany of gloom and pessimism. A crisis in its property sector, high youth unemployment, faltering economic growth and soaring local government debt have raised questions about the future of the once-unstoppable Chinese juggernaut.

Are China’s days as an economic powerhouse a thing of the past? Louis Kuijs, Asia-Pacific chief economist at S&P Global Ratings and a veteran China observer shines a light on what he believes lies ahead as he shares insights with hosts John Lee and Tom Corbett.

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People love their pets, so much in fact that the industry is set for serious growth as owners purchase higher-end goods and services. Not only are they upgrading the food they buy but are also embracing services such as healthcare and even elderly care for their beloved cats and dogs. Ada Li and Diana Rosero-Pena from Bloomberg Intelligence speak with Bloomberg News' Katia Dmitrieva to discuss where the industry is heading. 

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Country Garden was once considered a leader among China's property developers. Now, a missed bond payment has turned it into the latest poster child for all that's wrong with the country's housing market. 

Developers saddled with too much debt, not enough cash, faltering sales, nervous buyers and anxious creditors all add up to a renewed crisis of confidence. The ripple effect could reverberate beyond China's borders, bearing strong echoes of the crisis that engulfed its rival, Evergrande, in 2021.

Can China's property crisis get much worse? Who's most at risk? What will it take to turn it around? Bloomberg Intelligence senior analysts Kristy Hung and Daniel Fan join hosts John Lee and Tom Corbett for a compelling look at how Country Garden stumbled, and what it means for China's housing market and its broader economy.

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Asia's ETF industry continues to shake up the investment landscape, attracting $65 billion in inflows so far in 2023 to an impressive $1.3 trillion in assets under management. Asia's retail investors are giddy about artificial intelligence, but other themes such as K-Pop and the Metaverse give Asia's ETFs an entertaining twist with a dash of FOMO. Rebecca Sin, senior ETF analyst at Bloomberg Intelligence joins hosts John Lee and Tom Corbett to discuss all things ETFs, including her take about the new opportunities they create for investors.

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Asia’s currency markets are struggling to make sense of a global economy in transition. Rising US interest rates stir risks of recession while falling rates in China reflect growing urgency to give its recovery greater traction. Meanwhile, investors are treading cautiously, ever-wary of pitfalls ranging from China’s beleaguered property sector to South Korea’s household debt.

Where does this leave the currency outlook for Southeast Asia and emerging markets? Where are the opportunities? Do the risks outweigh the rewards? Alvin Tan, head of Asian currency strategy at RBC Capital Markets, and Rena Kwok, Asia financials credit analyst at Bloomberg Intelligence join hosts John Lee and Tom Corbett for a closer look at how prevailing trends are impacting Asia's major currencies.

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The Russia-Ukraine War is forcing governments to rethink their conceptions of conflict, the role of technology and military spending. Will AI and technology reshape the global balance of power? Can the US and China make the hard choices to keep global business prosperous?

Kevin Brand, Bloomberg Intelligence aerospace and defence analyst and 30-year US Navy veteran, joins hosts John Lee and Tom Corbett for a discussion on the future of war.

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Japan is back on money managers' radar screens, with Warren Buffett leading a wave of resurgent investor interest in its growth prospects.

But some say investing in Japan carries risks. Years of zero interest rates and an aging population are just a few of the barriers standing between the world's third largest economy, and a new era of growth and prosperity, powered by new ideas and structural reform.

Can Japan deliver on investors' expectations? Or is the rest of the world expecting too much too soon? Bloomberg's senior Japan economist and Bank of Japan veteran Taro Kimura joins hosts John Lee and Tom Corbett for a look at Japan's appeal, and whether it can deliver for investors.

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Artificial Intelligence (AI) has shaken up the tech world with eye popping potential to change the way we work, live and do business. Some estimate AI's business opportunity as high as the billions, even trillions of dollars. But can the AI genie deliver on the hype? What are the potential environmental risks? And could China mount a challenge for supremacy? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence senior technology analyst Woo Jin Ho for an engaging tour of AI's remarkable potential, and an unvarnished assessment of its drawbacks.

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China has become a global automotive powerhouse, with groundbreaking fleets of electric vehicles rewriting the rules of the road.

Its automakers have developed their own EV models with remarkable speed, catapulting brands such as BYD and Nio to unprecedented prominence, and raising the stakes for Tesla.

Its progress holds promise, but speed bumps lie ahead. How will China reshape the world’s driving experience? And will Americans ever drive Chinese cars?

Steve Man, director of industry research and senior automotive analyst with Bloomberg Intelligence, joins hosts John Lee and Tom Corbett for a look at what’s next for China’s automotive juggernaut.

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Southeast Asia is one of the world’s underrated growth stories. Its sprawling expanse stretches from China’s southern border to Australia's doorstep, comprising 11 countries, and a young, digitally savvy population of more than 670 million. Trade, tech, and energy power its growth. But what are the risks? And how can investors play it? James Cheo, Chief Investment Officer at HSBC Private Bank, and Rena Kwok, Asia Financials Credit Analyst at Bloomberg Intelligence join hosts John Lee and Tom Corbett for a closer look at Southeast Asia's investment prospects.

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The global pet economy is one of the world's hottest and fastest-growing consumer trends, with China leading the way. Changing cultural values, shifting demographics, burgeoning wealth, and an online-savvy consumer culture are turning our love of pets into a profit machine, with $500 billion in annual sales possible by 2030. Join hosts John Lee, Tom Corbett and guest analysts Ann-Hunter van Kirk, Diana Rosero-Pena and Ada Li as they look at what's driving the spending splurge on pets, and the business opportunity behind it.

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The shimmering glass towers of Hong Kong's commercial property market radiate wealth, power, and prestige, beckoning investors seeking a gateway to China. But since 2019, protests, pandemic, and a shifting world order have left the city's property market reeling. The worst may be past, but challenges remain, including high interest rates, geopolitical tensions, and rivalry from Singapore. How quickly can Hong Kong restore its swagger as a global business and financial hub? Join hosts John Lee, Tom Corbett and guests Nigel Smith and Patrick Wong for a look at what's next for Hong Kong's commercial property market.

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The world's population is likely to peak in the next 60 years and nowhere is this trend felt more than Asia, with countries such as South Korea and Japan registering some of the lowest birth rates and oldest populations.

Wei Li, Global Chief Investment Strategist at BlackRock, discusses the role demographics plays in investing and why it may be the most important megatrend. She joins John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News on the Asia Centric podcast.

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Japan's bold, two-decade long experiment with zero interest rates could be at an inflection point. Kazuo Ueda's surprise nomination to lead its central bank opens the door to new possibilities. Does this changing of the guard signal a new course for the Bank of Japan's monetary policy? How will Ueda guide its economy through demographic challenges at home while navigating geopolitical hazards abroad? Could the BOJ finally raise rates? What would that mean for the yen, global banks, investors, and trade? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence analysts Audrey Childe-Freeman, Pri de Silva and Steven Lam as they explore what lies ahead for Japan and the rest of the world.

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India’s homegrown tycoon, billionaire Gautam Adani, went from an Asian business success story to an embattled corporate titan almost overnight, shaken by a bombshell research report that thrust his sprawling conglomerate, Adani Group, into full damage-control mode. The stunner from New York-based short seller Hindenburg Research accused Adani Group of playing fast and loose with its accounting, engaging in stock manipulation, and slack corporate governance. Panicked shareholders scrambled for the exits, wiping out more than $130 billion in Adani Group’s market value. Adani shot back with strongly worded denials, but the dust has yet to settle. Does it have enough cash to get it through the crisis? Can it restore investors’ confidence? Join hosts John Lee, Tom Corbett and Bloomberg Intelligence analysts Sharon Chen, Kumar Gautam and Nitin Chanduka as they discuss what’s next for Adani, India and emerging markets.

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China's freewheeling real estate market has been the powerful engine of its economic growth. But a parade of missteps -- including a debt binge and a lack of oversight -- has turned that growth story upside down. Across China, swaths of unfinished homes gather dust. Cash-strapped developers remain mired in default while millions of middle-class home buyers cope with lost fortunes and dashed hopes. Would tighter regulation have staved off such a debacle? How does China's housing crisis compare to the US crash of 2007? Can its residential real estate market ever recover? Join hosts John Lee, Tom Corbett and Kristy Hung, senior property analyst at Bloomberg Intelligence as they discuss what's next for China's housing market.

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Banks face a reckoning as technology shakes up their payments businesses. Digital wallets such as Apple and Google Pay have muscled their way onto banks’ turf, powered by pandemic-driven shifts in consumer purchasing and payment patterns, threatening their once-mighty margins. Younger consumers are bypassing credit cards, opting instead for “Buy-Now, Pay-Later” (BNPL) services. Can legacy banks adapt, or will they lose their customer relationships? Matt Ingram, Senior Financials Analyst at Bloomberg Intelligence joins hosts John Lee and Tom Corbett as they look at how this trend is rewriting the rules of retail in Australia.

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