Asia Centric by Bloomberg Intelligence

Apr 09 2025 77 ep. 25 mins 289

Asia Centric by Bloomberg Intelligence Podcast artwork

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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Green Energy Boom Driven by Trade War Supply Shift

Apr 09 2025 25 mins

Global supply chains have reconfigured since the 2018-19 trade war, leading to a surge in renewable-energy demand in countries such as Vietnam, Indonesia and Malaysia as Nike and Samsung set up operations. This trend, coupled with population growth and the proliferation of AI-driven data centers, is projected to triple the demand for power in the next five years, according to Gavin

Navigating Art Market Pitfalls With a Citi Adviser

Apr 02 2025 29 mins

A duct-taped banana, a glass-encased tiger shark, a three-meter balloon dog – all selling for millions of dollars. For centuries, people have invested in art and their creators, with modern investors adding these “alternative assets” to portfolios. But global art auction turnover fell by about a third to $9.9 billion last year, according to Artmarket. It's also an

China Stock Rally Calls for Caution, Says BofA

Mar 26 2025 27 mins

After underperforming for years, Chinese stocks are on a tear, rising more than 16% so far this year and outpacing many regional and global markets. The advance is led by growing optimism that technological breakthroughs like DeepSeek and a sustained pivot to consumption by Chinese officials will help boost demand. But there are questions about the sustainability of the rally

Trump Tariffs Could Break Global Auto Industry

Mar 19 2025 29 mins

Looming US auto tariffs are forcing tough decisions for the world’s biggest automakers, with firms already reeling from high borrowing costs and slower sales. Tesla’s been rocked by a political backlash and plunging sales, while Chinese EV manufacturers gain global market share and make big strides in autonomous driving. The levies – which could raise costs for co

Fund With 76% Gain Says Market Wrong on Fed, China

Mar 12 2025 29 mins

Investors are pricing in several interest rate cuts from the Federal Reserve this year as growth slows and risks of a recession rise, but Gao Bin says they may be getting ahead of themselves. The CEO of Kaifeng Investment Management says the cuts will likely come -- but not until 2026. He's also taking a counter-narrative view on China, believing that consumer and tech companies wi

Global Cities Battle to Attract Family Offices

Mar 05 2025 25 mins

The world’s multi-billionaires, from Elon Musk to Sergey Brin, are increasingly using family offices to manage their wealth – and it’s big business. With more than 8,000 family offices globally managing an estimated $3.1 trillion in assets, it’s set to rival the hedge fund industry in size. Major financial hubs -- from London to Dubai, Hong Kong to Singapore

StanChart CIO Sticks With US Exceptionalism, Gold

Feb 26 2025 33 mins

The US economy appears indestructible. Since the Great Financial Crisis in 2008-09 and throughout the following downturns including the pandemic, consumption quickly bounced back, the labor market tightened and equity markets outperformed peers. This strength had investors coining the term “US exceptionalism” as it increasingly seemed that the greenback and other assets

Aircraft Leasing Companies Are Having Their Moment

Feb 19 2025 35 mins

The aviation industry has suffered numerous setbacks recently, from tragic accidents to production delays and quality issues at manufacturer Boeing. There are also looming challenges including slower economic growth globally that may curb spending and demand. But one corner of the industry has been thriving since the pandemic – aircraft leasing. Tim Bacchus, a veteran analyst

China's Shrinking Population Weighs on Economy

Feb 12 2025 24 mins

China, the world's second-largest economy, is facing a demographics crisis. Its population fell in 2024 for the third straight year and is projected to halve by the end of the century, while marriages – tightly linked to childbirth in the country – plunged to a record low. The trend of declining birthrates and an aging population, which threatens the labor market and gr

Trade War Begins With Tariffs Set to Slam China

Feb 05 2025 40 mins

After many months of threats, the US has imposed 10% tariffs on all Chinese goods coming into the country and China retaliated immediately, launching an investigation into Google and putting its own levies on a range of American goods including LNG. Thus begins a new era of protectionism. The tariffs and any additional moves are set to slow economic growth in China, which is alread