Asia Centric by Bloomberg Intelligence

Bloomberg•www.iheart.com

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with experts and newsmakers about the big ideas and trends moving money across the region.

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Episodes

China’s Electric Vehicles a Reckoning for Tesla

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 ...

May 25, 2023•24 min

Southeast Asia’s Stars Align for Growth

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 Cor...

May 11, 2023•26 min

Fur Babies Over Kids? The Pet Economy’s Rapid Rise

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 bu...

Apr 19, 2023•22 min

Hong Kong Commercial Property’s Road Ahead

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, T...

Mar 31, 2023•31 min

A New Era Emerges at the Bank of Japan

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, an...

Mar 22, 2023•22 min

Adani Group's Hindenburg Moment

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 th...

Mar 10, 2023•21 min

China's Housing Crisis Has a Long Road to Recovery

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...

Feb 21, 2023•19 min

Consumers Are Turning Away From Traditional Banks

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 Bloom...

Feb 03, 2023•18 min

China's Revenge Travel Could Shake Global Tourism

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 Bloomber...

Jan 05, 2023•15 min

"Crazy Rich" Asians Prefer Singapore or Hong Kong?

Two of Asia’s biggest money hubs are in a tug-of-war to woo the wealthy. And while "crazy rich" Asians are giving Singapore new bragging rights, others say Hong Kong still has an edge as the go-to city for tycoons to stash their cash. Hong Kong has typically been Chinese billionaires’ better bet, but its pandemic woes and political strife have spooked some fortunes enough to set up shop further south. Is Singapore the flashy new hub for Asia’s well-to-do? Or do the big bucks still stop in Hong K...

Jan 05, 2023•14 min

Can Apple Hit Reset on Its China Production?

Apple’s relationship with China evokes a parade of superlatives. The world’s largest company by market cap produces 98% of its iPhones in the world’s most populated country and largest consumer market. Now, Apple’s China ties feel more like shackles as fundamental shifts in political and economic winds rewrite the rules of engagement between American business, and an emboldened Beijing. Virus lockdowns, swelling nationalism, trade conflicts and the threat of war are prompting western businesses ...

Dec 19, 2022•12 min

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