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Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition

1,796 episodes — Page 14 of 36

Asia Eco Outlook, Biden's US Steel Promise

Featuring: Helen Zhu, Nan Fung Trinity Managing Director & CIO sits down with us in Hong Kong to discuss global economic outlook, China policy and APAC markets. Laura Davison, Bloomberg Politics Deputy Team Lead to discuss President Biden's speech to US Steelworkers today in Pittsburgh. Plus, we discuss the White House's plans for higher tariffs on Chinese aluminum and steel products. Lillian Li, VP and Senior Credit Officer at Moody’s Ratings, joins us to discuss the Chinese credit market and China economic policy. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Apr 18, 202423 min

Iran Sanctions, China Credit

Featuring: Kirsten Fontenrose, President at Red Six International, joins us to discuss the latest US sanctions against Iran Shuli Ren, Bloomberg Opinion Columnist, sits down with us to discuss China Vanke and China's real estate troubles. Dominic Schnider, Head of Global Commodities & Forex at UBS Global Wealth Management, sits down with us to share his perspective on APAC markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 17, 202422 min

Apple China, Tesla Workforce Cuts

Featuring:Julia Wang, Executive Director and Global Market Strategist at JPMorgan Private Bank joins us in Hong Kong to discuss her perspective on APAC markets.Vlad Savov, Bloomberg Tech Editor, joins us to discuss Apple's China sales.Ed Ludlow, Co-host of Bloomberg Technology, sits down with us to discuss the Tesla workforce cuts. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 16, 202421 min

Iran's Israel Attack, Market Reactions

Featuring:Fleur Hassan-Nahoum, Outgoing Deputy Mayor for Jerusalem and Current Special Envoy for the Foreign Ministry of Jerusalem joins us to discuss Iran's attack on Israel. Joe Mathieu, Co-Host of Balance of Power on Bloomberg TV and Radio, joins us from Washington D.C. To discuss how US leaders will respond to the Iranian attack. George Cipolloni, Portfolio Manager at Penn Mutual Asset Management, sits down with us to discuss his perspectives on US markets and the fiscal implications of geopolitics. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 15, 202424 min

Daybreak Weekend: IMF Meetings, Scholz in China, China Data Dump

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the IMF and World Bank meetings, and U.S Retail sales. In the UK – a look at German Chancellor Olaf Scholz’s visit to China. In Asia - a look at a slew of China economic data, including GDP, Industrial production and retail sales See omnystudio.com/listener for privacy information.

Apr 12, 202438 min

Nippon Steel Latest, Asia Markets

Featuring: Joe Deaux, Bloomberg Metals & Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel.Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. Prashant Bhayani, Asia CIO of BNP Paribas Wealth Management, joins the program from Singapore to discuss his APAC market perspectives. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 12, 202424 min

China Inflation Outlook, US CPI Data

Featuring: Wei Yao, Head of Research & Chief Economist, APAC at Société Générale CIB, sits down with us in Hong Kong to discuss China eco outlook. Stefanie Holtze-Jen, APAC CIO at Deutsche Bank Private Bank, joins the program to discuss APAC markets. Lindsey Piegza, Chief Economist at Stifel, sits down with us to discuss US CPI data. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 11, 202424 min

Kishida's Visit, Asia Market Outlooks

Featuring: Isabel Reynolds, Bloomberg Tokyo Bureau Chief, joins the program from Tokyo to discuss the Japanese Prime Minister's visit to the US. Mark Konyn, CIO of AIA Group, sits down with us to discuss his perspective on APAC markets.Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions, joins us in the Hong Kong studio to talk China markets and Asia market plays. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 10, 202420 min

TSMC's US Grants, Yellen Wraps China Trip

Featuring: Wendy Cutler, Vice President at the Asia Society Policy Institute and former acting deputy U.S. trade representative, on Yellen's China visit. Joshua Crabb, Head of Asia Pacific Equities at Robeco, with his market outlook. Vlad Savov, Bloomberg Tech Editor in Hong Kong, on TSMC receiving $11.6 billion in grants from the US. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 9, 202423 min

Yellen China Visit, APAC Markets

Featuring:Stephanie Leung, CIO at StashAway, sits down with us in Hong Kong to discuss her perspectives on APAC markets. Nancy Davis, Founder and Portfolio Manager at Quadratic Capital Management, sits down with us to talk about US markets and the path forward for the federal reserve. Steven Schoenfeld, CEO of Market Vector Indexes, joins the program to share his perspective on US and emerging markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 8, 202423 min

Daybreak Weekend: U.S CPI Data, ECB Meeting, China Inflation

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI data and bank earnings. In the UK – a look at next week’s ECB meeting and rate decision. In Asia - a preview of China inflation data. See omnystudio.com/listener for privacy information.

Apr 5, 202438 min

Japan Rates, APAC Markets

Featuring: George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets.Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. Garfield Reynolds, Bloomberg MLIV Team Lead, joins us from Sydney to break down the various comments from US Fed officials. Plus, the latest from the BOJ. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 5, 202425 min

APAC Markets, Disney Vote

Featuring: Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, sits down with us to discuss Disney’s proxy vote and the potential deal between Shari Redstone and Skydance Media. Mark Cranfield, Bloomberg MLIV Strategist, sits down with us from Singapore to share his perspective on markets and global economic outlook. Belita Ong, Chairman of Dalton Investments, joins us to share her perspective on global markets and the Fed's path ahead on interest rate cuts. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 4, 202423 min

Biden and Xi Talk, APAC Markets

Featuring:Michelle Jamrisko, Bloomberg White House Correspondent, joins us from Washington DC to discuss President Biden's conversation with China's President Xi Jinping. Mark Cudmore, Bloomberg MLIV Macro Strategist joins us from Singapore to discuss global rates as Fed officials in the US discuss the path forward on interest rates. Michael Liang, Chief Investment Officer at Foundation Asset Management, sits down with us in Hong Kong to discuss APAC market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 3, 202421 min

China Economic Data, Japan Chips Aid

Featuring:Michelle Lam, Greater China Economist, Societe Generale, joins the program from Hong Kong to discuss the latest economic data out of China and how it influences China's economic recovery. Peter Elstrom, Bloomberg Executive Editor for Asia technology, joins us from Tokyo to discuss Japan's plan to onshore contact chipmaking and the subsidies program it is using to boost production.David Finnerty, Bloomberg FX and Rates Strategist, joins the program to discuss how global markets are reacting to economic data out of the US and China. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 2, 202423 min

China Factory Activity, APAC Markets

Featuring: Jill Disis, Bloomberg China EcoGov Editor joins us in Hong Kong to discuss China's economy and Beijing's approach to economic stimulus. Paul Dobson, Bloomberg Executive Editor for Asia Markets joins us from Singapore to discuss how both US PCE data and China eco data are influencing market perspectives. Bloomberg Television's Paul Allen joins Bryan Curtis to speak with Derek Izuel, Portfolio Manager and Chief Investment Manager at Shelton Capital Management, about his perspective on global markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Apr 1, 202424 min

Daybreak Weekend: U.S Jobs, European Core Inflation, China PMIs

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney’s annual meeting of shareholders. In the UK - a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information.

Mar 29, 202437 min

Instant Reaction: Jay Powell Speaks

Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.See omnystudio.com/listener for privacy information.

Mar 29, 202415 min

Instant Reaction: Inflation Data

Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.See omnystudio.com/listener for privacy information.

Mar 29, 202429 min

President Xi meets CEOS, Yellen China Comments

Featuring: Jenni Marsh, Bloomberg Team Leader for Greater China Eco-Gov, sits down with us in Hong Kong to discuss President Xi's meeting with top US CEOS. Margie Patel, Senior portfolio manager, Multi-Asset Solutions, Allspring Global Investments, joins us to discuss her perspective on global markets. Joe Mathieu, Host of Bloomberg Balance of Power on Bloomberg Television and Radio, joins us to discuss the legacy of former US senator and vice presidential nominee. Plus, the latest on the collapse of the Key Bridge in Baltimore. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 28, 202421 min

BYD Earnings, Alibaba Pulls IPO

Featuring: Linda Lew, Bloomberg China Cars Reporter, sits down with us in Hong Kong top discuss BYD's earnings, and its path to growth throughout the APAC region. Sarah Zheng, Bloomberg China Technology Reporter, joins us to talk Alibaba's decision to cancel its IPO of Cainiao. Shujin Chen, Head of China Financial & Property Research at Jefferies joins us to break down how major Chinese banks are fairing in the wake of a real estate crisis. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 27, 202424 min

Asia Market Outlook, US Charges Hackers

Featuring:Katy Kaminski, Chief Research Strategist and Portfolio Manager, AlphaSimplex Group shares her perspective on APAC and US markets. Jamie Tarabay, Bloomberg Cybersecurity reporter, joins us from Washington to discuss US charges against a group of alleged hackers backed by the Chinese government. Stefanie Holtze-Jen, APAC CIO at Deutsche Bank International Private Bank, joins us from Singapore to discuss Asia market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 26, 202421 min

Asia Markets React to Central Banks

Featuring: Steve Sosnick, Chief Strategist at Interactive Brokers, joins the program to discuss how central bank decisions are influencing global markets. Mark Heppenstall, President and CIO of Penn Mutual Asset Management, shares his perspective on APAC market outlook. Mahjabeen Zaman, Head of FX Research at ANZ, sits down with us to talk about the Bank of Japan, The Fed, and APAC markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 25, 202424 min

Daybreak Weekend: U.S Inflation Data, Europe Chocolate Prices, BYD Preview

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S PCE and GDP data, and a look ahead to Carnival earnings. In the UK - a look at challenges for Europe’s chocolate industry ahead of Easter. In Asia - a preview of BYD and China bank earnings. See omnystudio.com/listener for privacy information.

Mar 22, 202438 min

DOJ Sues Apple, Reddit Shares Soar

Featuring: Anna Edgerton, Bloomberg Seattle Bureau Chief, covering Tech and national security with Eco-gov joins the program to discuss the US department of Justice's antitrust suit against Apple. Amy Or, Bloomberg equity capital markets reporter, sits down with us to breakdown Reddit's IPO today and how its success fits into the larger IPO landscape this year. Mary Nicola, Bloomberg M-LIV strategist, joins us from Singapore to reflect on the week's central bank decisions and their impact on global economic outlook. See omnystudio.com/listener for privacy information.

Mar 22, 202424 min

Fed Holds Rates, Tencent Doubles Buyback

Featuring: Lydia Boussour, Senior Economist at EY, joins us to breakdown the Fed's decision to hold interest rates steady, plus how that move will impact global economic outlook. Oriano Lizza, CMC Markets Sales Trader, joins us to share his perspective on the Fed decision and the implications it may have on APAC markets. Vlad Savov, Bloomberg tech editor, sits down with us in Hong Kong to discuss Tencents earnings and their decision to double share buybacks. See omnystudio.com/listener for privacy information.

Mar 21, 202426 min

Central Bank Decisions, Hong Kong Security Law

Featuring: Lucy Baldwin, Global Head of Research and Equity Advisory at Citigroup, joins the program to talk about The Federal Reserve and global economic outlook. Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, joins us in Hong Kong to talk about Hong Kong's security law. Enda Curran, Bloomberg News Global Economy Reporter, sits down with us to share his thoughts on the Bank of Japan's decision, the Federal Reserve, and global sentiment on inflation. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 20, 202424 min

BOJ Raises Rates, Scraps Yield Curve Control

Featuring:Ed Rogers, CEO and CIO at Rogers Investment AdvisorsMartin Schulz, Chief Economist at FujitsuNicholas Smith, Japan Strategist, CLSADavid Ingles, Host, Bloomberg TelevisionApple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 19, 202424 min

Nvidia's New Chip, China Evergrande

Featuring: Nick Turner, Bloomberg Senior editor for the tech team, joins the program to discuss Nvidia's announcement of a new processor. Plus, how it will impact the AI revolution. Kari Soo Lindberg, Bloomberg Private credit and loans reporter, joins the show to break down the accusations that China Evergrande falsely inflated revenue by around $78 billion. See omnystudio.com/listener for privacy information.

Mar 19, 202417 min

BOJ Decision Speculation, APAC Markets

Featuring:Paul Dobson, Bloomberg Executive Editor for Asia Markets, sits down with us in Hong Kong to discuss how markets will react to the BOJ's upcoming announcement. Jeanette Garretty, Managing Director and Chief Economist at Robertson Stephens, sits down with us to discuss her market perspective and how The Fed in the US will act later this week. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, joins the program to talk about his market positions, and how he see's markets acting in the coming weeks. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 18, 202423 min

Daybreak Weekend: Fed Preview, UK Rate Decision, Tencent Earnings

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US - a preview of next week’s Fed decision and Nike earnings. In the UK - a preview of the UK’s next rate decision. In Asia - a look ahead at the RBA’s next monetary policy decision & Tencent earnings. See omnystudio.com/listener for privacy information.

Mar 15, 202437 min

BOJ Expectations, Asia Markets

Featuring: Gregory Daco, EY Chief Economist joins to break down US PPI data and to talk global macro markets. Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, to share his perspective on APAC markets. Taro Kimura, Bloomberg Japan Economist, sits down with us from Tokyo to talk about the upcoming BOJ decision and how inflation is impacting daily life in Japan. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 15, 202423 min

House TikTok Vote, Nippon Steel Deal

Featuring:Alex Barinka, Bloomberg Tech Reporter, joins us to talk about the US House vote on TikTok, the path forward in congress, and how China may respond. Joe Deaux, Bloomberg Metals & Mining Reporter, sits down with us to give an update on Nippon Steel's endeavor to buy US Steel and how United Steel Workers is negotiating. Sarah Zheng, Bloomberg China Technology Reporter, joins us in Hong Kong to share how Chinese lawmakers are thinking about artificial intelligence and semiconductors. Plus, how technology was discussed at China's National People's Congress. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 14, 202423 min

Vanke Debt, APAC Markets

Featuring:Shuli Ren, Bloomberg Opinion Columnist joins us to talk about Vanke, the Chinese developer that recently had its credit rating cut to junk. Mark Cranfield, Bloomberg M-LIV Strategist, sits down with us from Singapore to discuss how global markets are reacting to the US CPI data. Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Management, joins us in Hong Kong to share his perspective on markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 13, 202420 min

Bank of Japan, Asia Markets

Featuring:Paul Jackson, Bloomberg Economy Editor, joins us from Tokyo to talk about the Bank of Japan's upcoming rate decision and how markets are pricing different outcomes in. Helen Qiao, Chief Greater China Economist at BofA Global Research, sits down with us to talk about APAC market outlooks. David Finnerty, Bloomberg FX and Rates Strategist, joins us from Singapore to discuss the yen, the US dollar, and how the BOJ's decision + US CPI numbers will influence markets in the coming days. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 12, 202424 min

China Chips Fund, Asia Markets

Featuring: Peter Elstrom, Bloomberg Executive Editor for Asia Technology, joins the show to talk about potential US sanctions on Chinese tech firms, China's new chip fund, and TSMC's plans to build a new plant in Arizona. Stephanie Leung, CIO at StashAway, sits down with us to talk about Asia markets and how the Chinese economy is impacting global outlook. Joy Yang, Head of Product Management at MarketVector Indexes, joins the program to share her perspective on US and Asia markets and global economic outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 11, 202426 min

Daybreak Weekend: US CPI, UK Real Estate, Asia Tech Earnings

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and Retail sales data, and a look ahead to earnings from Adobe and Oracle. In the UK - a look ahead to a major real estate conference on the French riveria In Asia – a preview of Hon Hai and CATL earnings.See omnystudio.com/listener for privacy information.

Mar 8, 202438 min

Broadcom Earnings, China Eco Policy

Featuring:Peiqian Liu, Asia Economist at Fidelity International, joins the program to discuss China economic policy, Bank of Japan rate cuts, and more. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 8, 20248 min

JD.com Earnings, Asia Markets

Featuring:Catherine Lim, Bloomberg Intelligence Senior Analyst on Asia Consumer and Technology joins the program to discuss JD.com earnings. Plus, we get an update on other top tech firms in Asia. Shuli Ren, Bloomberg Opinion Columnist, sits down with us to talk about China's steps to boost urbanization.Ecaterina Bigos, Chief Investment Officer, Core Investments & AXA Investment Managers shares her perspective on APAC Markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Mar 7, 202422 min

China Sets Growth Target

Featuring: Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, joins the program to discuss China's growth target and other announcements coming out of the National People's Congress. Robert Lea, Bloomberg Intelligence Senior Analyst, takes a look how AI and technology will be ruled on at China's NPC meeting, and how it will influence China's economy. Ron Temple, Chief Market Strategist at Lazard Asset Management, sits down with us to share his perspective on APAC markets and China's market outlook. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Mar 5, 202422 min

What To Expect From China's NPC

Featuring:Jill Disis, Bloomberg China EcoGov Editor, joins the show to break down what will be talked about during China's CPPCC and NPC meetings. Ben Sharples, Bloomberg Energy and Commodities Editor, sits down with us to talk about how new legislation in the US could impact China's ability to purchase oil from the US emergency stockpile. Minxin Pei, political scientist, Fellow at Claremont McKenna College and a Bloomberg Opinion Columnist joins the program to share his expectations for China's CPPCC and NPC meetings. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Mar 4, 202425 min

Daybreak Weekend: Jobs Report, Jay Powell Speaks, Government Spending

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US - Jobs Report, Jay Powell on Capitol Hill and Target earnings In the UK - the government is preparing to present its tax and spending plans for the coming year In Asia - China's top political advisory body and legislature will be gathering for their annual two sessions See omnystudio.com/listener for privacy information.

Mar 1, 202437 min

PCE Data, NPC Meeting

Featuring:Gene Sperling, Senior Advisor to the President of the United States, joins the show to talk PCE data and the state of the US economy. Ed Ludlow, Hot of Bloomberg Technology on Bloomberg Television sits down with us to break down the US' probe into "cybersecurity risks" surrounding Chinese vehicles with Wi-Fi connectivity. David Qu, Bloomberg China Economist, joins us to look ahead on China's NPC meeting and to review PMI data. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Mar 1, 202422 min

Baidu Plunges as AI Costs Hurt

Featuring: Robert Lea, Senior Analyst at Bloomberg Intelligence, joins the program to discuss Baidu's earnings. Plus, the future of AI development for Baidu and other top China tech firms. John Liu, Bloomberg Executor Editor in Beijing, sits down with us to discuss China's Chinese regulators are taking steps to gradually shrink "Direct Market Access” products for quantitative funds.Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, joins the program to discuss his perspective on APAC markets Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Feb 29, 202434 min

China's Country Garden Gets Winding Up Petition

Featuring: Lulu Chen, Bloomberg Asia Investing and Real Estate Team Leader joins the program to discuss how Country Garden's winding up petition fits into the larger picture of China's property crisis.Vlad Savov, Bloomberg Tech Editor, sits down to discuss Apple's decision to cancel development of the apple electric vehicle. Plus, what Alibaba's AI investment means for its future.Catherine Yeung, Investment Director at Fidelity International, joins the show to discuss her perspective on APAC markets. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Feb 28, 202419 min

US-China Economic ties, Asia Markets

Featuring:Jill Disis, Bloomberg China Eco-gov Editor, joins the program to discuss the US delegation traveling to Beijing to discuss US/China economic relations. Lulu Chen, Bloomberg Asia Investing and Real Estate Team Leader sits down to discuss China's quant clampdown and the impact it's having on markets in the APAC region. Cole Smead, CEO and Portfolio Manager at Smead Capital Management joins the show to discuss his perspective on APAC markets. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Feb 27, 202424 min

BYD's New Supercar, Disney Implements New India Strategy

Featuring: Chuck Cumello, President and CEO at Essex Financial Services, joins DBA to discuss the latest on the global markets. Danny Lee, Bloomberg Asia Transport reporter, joins to discuss BYD's new EV high-performance supercar that looks to take aim at Ferrari and Lamborghini. Jon Herskovitz, Bloomberg East Asia Government Editor, joins the program to discuss South Korea's doctor walkout that is entering its second week. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Feb 26, 202425 min

Daybreak Weekend: Fresh Data, Mobile World Congress, Baidu Earnings

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US - Lowes earnings and fresh economic data In the UK - Its the Mobile World Congress in Barcelona In Asia - Baidu earnings are on tap See omnystudio.com/listener for privacy information.

Feb 23, 202438 min

Nippon Steel Scrutiny, Asia Markets

Featuring: Joe Deaux, Bloomberg Metals & Mining Reporter to discuss Nippon Steel's China assets and the scrutiny the company faces from the White House. Fred Neumann, Chief Asia Economist & Co-Head of Global Research Asia at HSBC joins the program to discuss APAC markets and the Fed. Sarah Zheng, Bloomberg China Technology Reporter sits down with us to discuss data leaks that reveal China's role in a series of high-level cyberattacks. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Feb 23, 202421 min

Nvidia Earnings, China Net Selling Ban

Vlad Savov, Bloomberg Tech editor, on Nvidia's earnings and what the future of their Asia business might look like. Jill Disis, Bloomberg China Eco-Gov Editor, joins the show to break down China's latest market regulations and how they'll impact the economy. Karishma Vaswani, Bloomberg Opinion Columnist sits down with us to talk about her column "How to Protect Taiwan From a Trump Presidency." See omnystudio.com/listener for privacy information.

Feb 22, 202420 min