Asia Centric by Bloomberg Intelligence

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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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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