Bloomberg Daybreak: Asia Edition

On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments.See omnystudio.com/listener for privacy information.

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 U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations. See omnystudio.com/listener for privacy information.

On today's episode, we wrap up the trading week in the Asia-Pacific with Paul Dobson, Bloomberg News Executive Editor for Asia Markets. He shares his reaction to US President Donald Trump's remarks at the World Economic Forum's annual meeting in Davos, Switzerland. Plus - Hong Kong Financial Secretary Paul Chan sits down with Bloomberg's Haslinda Amin in Davos to share his outlook for Hong Kong, China, tariffs, and more.See omnystudio.com/listener for privacy information.

On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.See omnystudio.com/listener for privacy information.

On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx.See omnystudio.com/listener for privacy information.

Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month. Featuring: Mary Nicola, Bloomberg MLIV Strategist in SingaporeDaniel Drezner, Tufts University Professor of International PoliticsApple: 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.

On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital Management.See omnystudio.com/listener for privacy information.

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 what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia -  a preview on whether Donald Trump will make good on his threats toward China. See omnystudio.com/listener for privacy information.

On today's episode, a look at reported merger talks between mining giants Rio Tinto and Glencore with Bloomberg's Paul Allen in Sydney. Plus - a look at the regulatory landscape for crypto in both Asia and the United States, ahead of Donald Trump's inauguration next week. We speak with Katherine Dowling, Chief Compliance Officer at Bitwise Asset Management.See omnystudio.com/listener for privacy information.

On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo.  Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an Israel-Hamas ceasefire in Gaza. Plus, a look at how recent US economic data has rippled through markets with Ross Mayfield, Investment Strategist at Baird Private Wealth Management.See omnystudio.com/listener for privacy information.

On today's episode, we explore where opportunities lie in emerging markets with Rahul Chadha, Founder and Chief Investment Officer at Shikhara Investment Management. Plus, a look at how the week's US eco data will play into the Fed's policy path with Rob Haworth, Senior Investment Strategist at US Bank Wealth Management.See omnystudio.com/listener for privacy information.

Featuring: Annabelle Droulers, Bloomberg Tech Reporter in Hong Kong David Waddell, CEO and Chief Investment Strategist at Waddell & Associates 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.

Featuring: James Abate, Managing Director and Chief Investment Officer at Centre Asset Management Rahm Emanuel, Outgoing US Ambassador to 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-es See omnystudio.com/listener for privacy information.

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 look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV sector and what comes next in the U.S, Nippon Steel saga. See omnystudio.com/listener for privacy information.

Featuring: Mary Nicola, Bloomberg MLIV Strategist in Singapore Gearoid Reidy, Bloomberg Opinion Columnist in Tokyo 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.

Featuring: Mark Konyn, Chief Investment Officer at AIA Group Gene Goldman, Chief Investment Officer at Cetera Financial Group 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.

Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Peter Chung, Head of Research at Presto Research 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.

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management 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.

Featuring: Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Hilary Kramer, Chief Investment Officer at Kramer Capital Research 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.

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 December jobs report and Delta Airlines earnings. In the UK – a preview of the food and culture scene in the UK next year. In Asia – a preview of what to expect from China’s economy and the automobile sector in 2025. See omnystudio.com/listener for privacy information.

Featuring: Eva Lee, Head of Greater China Equities at UBS Global Wealth Management Jay Hatfield, CEO and CIO at Infrastructure Capital ManagementApple: 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.

Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.

Featuring: Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank Ed Rogers, CEO and Chief Investment Officer at Rogers Investment Advisors 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.

Featuring: Danny Lee, Bloomberg News Asia Transport Reporter Xiao Feng, Co-Head of China Industrial Research at CLSA David Westin, Host of 'Bloomberg Wall Street Week' 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.

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 look at what the Federal Reserve accomplished in 2024 and what to expect in 2025. In the UK – a look at what's on the horizon for Europe's stock market. In Asia – a look at some of the potential themes for Asian markets in the year ahead.  See omnystudio.com/listener for privacy information.

In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager:  Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investment Officer at NewEdge Wealth, break down what we can expect in equities  Burt Flickinger, the Managing Director at Strategic Resource Group, brings us the winners and losers of the 2024 holiday retail season.  See omnystudio.com/listener for privacy information.

Featuring: Ecaterina Bigos, CIO, Asia Ex-Japan Core Investments at AXA Investment Managers Rebecca Walser, President at Walser Wealth Management 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.

Featuring: Adam Coons, Chief Investment Officer at Winthrop Capital Management Carlos Ghosn, Former President and CEO of Nissan Motor Company 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.

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 new home sales and retail outlook. In the UK – a look at what’s on the horizon for the European stock markets. In Asia – a look at Softbank’s pledge to invest $100 billion in the U-S over the next four years, and a look at a potential merger between Honda and Nissan. See omnystudio.com/listener for privacy information.

Featuring: David Finnerty, Bloomberg F/X and Rates Strategist in Singapore Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment ManagementApple: 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.

Featuring:Paul Dobson, Bloomberg Executive Editor for Asia MarketsPatrick Kennedy, Founding Partner at AllSource Investment ManagementApple: 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.

Featuring: David Chao, Global Market Strategist at Invesco Asia Pacific Mark Heppenstall, President and Chief Investment Officer at Penn Mutual Asset Management 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.

Featuring: Joe Ngai, Greater China Chairman at McKinsey and Company Chuck Cumello, President and CEO at Essex Financial Services 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.

Featuring: Sam Kim, Bloomberg News Asia EcoGov Reporter Eric Sterner, Chief Investment Officer at Apollon Wealth Management 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.

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 earnings from Nike. In the UK – a preview of the Bank of England’s monetary policy decision. In Asia – a look ahead to upcoming economic data in China. See omnystudio.com/listener for privacy information.

Featuring:Shana Sissel, Founder and CEO at Banrion Capital Management. Mary Nicola, Bloomberg M-LIV Strategist in SingaporeApple: 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.

Featuring:Robert Schein, Chief Investment Officer, Blanke Schein Wealth ManagementDavid Mann, Chief Economist, APAC, Mastercard Economics Institute 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.

Featuring:Stephanie Leung, Chief Investment Officer at StashAwayApple: 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.

Featuring:Josh Wingrove, Bloomberg's White House ReporterWilliam (Bill) Lee is Chief Economist at the Milken InstituteApple: 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.

Featuring: Jill Disis, Bloomberg News Desk Editor Lawrence Gillum, Chief Fixed Income Strategist at LPL Financial 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.

Featuring:Greg Barton, Professor of Global Islamic Politics, Alfred Deakin Institute, Deakin UniversityLorraine Tan, Morningstar Director of Asia Equity ResearchApple: 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.

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 look at U.S CPI data and a preview of the earnings report from Oracle.• In the UK – a look ahead to the upcoming ECB decision.• In Asia – a look ahead to the upcoming RBA decision and Australia’s social media ban for teens.See omnystudio.com/listener for privacy information.

Featuring: Victoria Fernandez, Chief Market Strategist at Crossmark Global InvestmentsGareth Nicholson, Nomura CIO and Head of Discretionary Portfolio ManagementApple: 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.

Featuring: Seok Gil Park, JPMorgan Chief Korea Economist Jeff Grills, Aegon Head of US Cross Markets and Emerging Markets DebtApple: 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.

Featuring:Rory Green, Chief China Economist - Head of Asia Research at TS LombardElfreda Jonker, Alphinity Investment Management Client Portfolio ManagerApple: 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.

Featuring:Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management GroupDanny Lee, Bloomberg News Aviation Reporter in Hong KongApple: 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.

Featuring: Alicia Garcia Herrero, Chief APAC Economist at Natixis Vikas Pershad, Asian Equities Portfolio Manager at M&G InvestmentsApple: 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.

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 November jobs report and oil outlook. In the UK - a preview of Poland’s Presidential election. In Asia – a look at the impact of Donald Trump tariffs on China, and Bitcoin outlook. See omnystudio.com/listener for privacy information.

Featuring: Mark Cranfield, Bloomberg MLIV Strategist in Singapore Naomi Fink, Chief Global Strategist at Nikko Asset Management 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.

Featuring: Ben Luk, Senior Multi Asset Strategist at State Street Global Markets Steven Quattry, EM Equity Portfolio Manager at Morgan Stanley Investment Management 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.