Asia Centric by Bloomberg Intelligence

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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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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China is about to unleash its vacation-starved masses upon the domestic and international travel scene, a shift that signals the end of nearly three years of draconian, Covid-induced lockdowns and social restrictions. Will this be a case of revenge travel on steroids? Will their sheer numbers overwhelm? Do warm welcomes await at their destinations? Or will Covid concerns give Chinese tourists the cold shoulder at the border? Join host John Lee and Tim Bacchus, Senior Aviation Analyst at Bloomberg Intelligence, as they assess the business impact of China’s resurgent tourism on Asia’s major airlines. 

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