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...
Mar 20, 2024•25 min
Featuring: Ed Rogers, CEO and CIO at Rogers Investment Advisors Martin Schulz, Chief Economist at Fujitsu Nicholas Smith, Japan Strategist, CLSA David Ingles, Host, Bloomberg Television 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....
Mar 19, 2024•24 min
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, 2024•18 min
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 ...
Mar 18, 2024•23 min
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, 2024•38 min
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/id1663863437 Spotify: https://open.spotify.com/show...
Mar 15, 2024•24 min
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. ...
Mar 14, 2024•24 min
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/id16...
Mar 13, 2024•21 min
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. App...
Mar 12, 2024•25 min
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 ec...
Mar 11, 2024•26 min
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 08, 2024•39 min
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/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....
Mar 08, 2024•8 min
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...
Mar 07, 2024•22 min
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 mar...
Mar 05, 2024•22 min
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'...
Mar 04, 2024•26 min
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 01, 2024•37 min
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://podcas...
Mar 01, 2024•23 min
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 pers...
Feb 29, 2024•34 min
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 m...
Feb 28, 2024•19 min
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: h...
Feb 27, 2024•25 min
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/u...
Feb 26, 2024•25 min
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, 2024•38 min
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://p...
Feb 23, 2024•21 min
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, 2024•21 min
David Qu, Bloomberg China economist joins the program to talk about the mark response to China's LPR changes. Shuli Ren, Bloomberg Opinion Columnist, sits down with us to take a look a how the Japanese economy compares to China's. Adam Haigh, Bloomberg Finance Editor, joins the program to discuss Capital One's plan to buy Discover. See omnystudio.com/listener for privacy information.
Feb 21, 2024•24 min
Featuring: Bloomberg Markets Live Strategist Mark Cranfield joins the program to discuss China's loan prime rate changes and their implications for APAC markets. Eric Zhu, Bloomberg Economist covering China and Hong Kong, sits down to dissect how the loan prime rates will influence other economic movement in China. Thu Ha Chow, Head of Fixed Income Asia at Robeco, joins the show to share her perspectives on Asia macro outlook and fixed income investment strategy. Subscribe and rate our podcast h...
Feb 20, 2024•25 min
Featuring: James Mayger, Bloomberg Senior Reporter in Beijing, joins the show to break down the high frequency data and financial conditions influencing mainland China markets as they reopen this week. Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas, discusses his perspective on APAC markets. Paul Dobson, Bloomberg Executive Editor for Asia Markets, joins the program to discuss China's MLF rate hold and to take a look ahead at potential decisions from The People's Bank of...
Feb 19, 2024•22 min
Listen to todays top stories Featuring: Jill Disis, Bloomberg China EcoGov Editor, joins the show to discuss China central bank monetary policy. Gareth Nicholson, CIO & Head of Discretionary Portfolio Management at Nomura International Wealth Management, sits down with us to discuss his outlook on APAC market positions. Helen Zhu, Managing Director & CIO at NF Trinity, joins the program to discuss Asia markets. Subscribe and rate our podcast here: Apple: https://podcasts.apple.com/us/pod...
Feb 16, 2024•22 min
Listen to todays top stories featuring: Jing Liu, Chief Economist, Greater China at HSBC joins the program to discuss Asia Markets. Danny Lee, Bloomberg Asia Transport reporter sits down to talk about Ford's push into affordable EVs, as China's BYD becomes the worlds largest electric automaker. Haslinda Amin, Bloomberg Chief south east Asia correspondent and anchor for Bloomberg Markets Asia, breaks down the stakes in Indonesia's presidential election. Subscribe and rate our podcast here: Apple:...
Feb 15, 2024•22 min
Listen to today's top stories, with context, in just 15 minutes. Daniel Hornung, Deputy Director of the White House National Economic Council joins the program to discuss the latest CPI data. Hebe Chen, Market Analyst at IG, sits down with us to share her perspective on Asia markets. Jenni Marsh, Bloomberg Team Leader for Greater China Eco-Gov joins the program to discuss the European Union's proposed trade restrictions on Chinese firms. Subscribe and rate our podcast here: Apple: https://podcas...
Feb 14, 2024•24 min
