Asia Centric by Bloomberg Intelligence

Nov 20 2024 60 ep. 23 mins 175

Asia Centric by Bloomberg Intelligence Podcast artwork

For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

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Worst May Be Over for Property, Says Ivy Ng of DWS

Nov 20 2024 32 mins

Falling interest rates could spark a return to real estate M&A deals across the Asia-Pacific region, according to Ivy Ng, APAC Chief Investment Officer at DWS Group. Ng joins John Lee and Katia Dmitrieva on the Asia Centric podcast to break down where she sees the biggest opportunities and risks, and argues the worst may be over for the sector.See omnystudio.com/listener for pr

China Could Call Donald Trump's 60% Tariff Bluff

Nov 13 2024 19 mins

President-elect Donald Trump's sweeping election victory and cabinet appointments point to more protectionist policies and market volatility, with broad implications for Asia. China is firmly in the crosshairs, but previous US efforts to contain its advance -- particularly in technology -- have largely faltered, according to Bloomberg Economics and Bloomberg Intelligence. Tom Orli

How Climate Change Is Reshaping Agriculture

Nov 06 2024 19 mins

Food trends across Asia are shifting rapidly with declining populations, wealthier consumers eating more meat and climate change upending supply and prices. China is set to be overtaken by India as the world's number one driver of food demand, according to the UN, further shifting the picture. Darin Friedrichs, co-founder of Sitonia Consulting, speaks with Bloomberg Intelligence's

PAG's Shan on China Stimulus, Private Consumption

Oct 30 2024 48 mins

China could deploy more stimulus -- and officials have more policy space and tools to do so than many other major economies, according to Weijian Shan, Executive Chairman of PAG, an Asia-based investment firm with more than $55 billion in assets under management. Despite being bullish on China's growth prospects, Shan says the nation still needs to find a way to pivot toward the co

Listen Now: Inside Active by Bloomberg Intelligence

Oct 26 2024 1 mins

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. See omnystudio.com/listener

KKR on 'Enormous' AI-Driven Data Center Demand

Oct 23 2024 24 mins

Artificial intelligence is fueling demand for data centers across Asia, with capacity set to double in the next four years, according to Moody’s. Projesh Banerjea, KKR director and Southeast Asia infrastructure lead, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss how investors can best tap into that growth – and how it can get complicated.See omnystud

Taiwan Speech Shows US-China Risk Can't Be Ignored

Oct 16 2024 28 mins

Taiwan's president Lai Ching-te gave his first National Day address last week, vowing he'd stand up to mainland China while maintaining the status quo of peace and stability. The speech elicited a swift response from Beijing, reminding investors of the ongoing geopolitical risks in the region. David Sacks, Asia Studies Fellow at the Council on Foreign Relations, speaks with John Le

Pet Economy Set to Surpass $500 Billion by 2030

Oct 09 2024 20 mins

People love their pets, so much in fact that the industry is set for serious growth as owners purchase higher-end goods and services. Not only are they upgrading the food they buy but are also embracing services such as healthcare and even elderly care for their beloved cats and dogs. Ada Li and Diana Rosero-Pena from Bloomberg Intelligence speak with Bloomberg News' Katia Dmitriev

BlackRock's Wei Li on the Demographic Megatrend

Oct 02 2024 27 mins

The world's population is likely to peak in the next 60 years and nowhere is this trend felt more than Asia, with countries such as South Korea and Japan registering some of the lowest birth rates and oldest populations. Wei Li, Global Chief Investment Strategist at BlackRock, discusses the role demographics plays in investing and why it may be the most important megatrend. She joi

The Fed Cut Felt Around the World

Sep 25 2024 26 mins

Central banks got the green light to begin easing policy last week after the US Federal Reserve cut interest rates by more than expected. Officials across Asia have perhaps been the most eager to move lower, but in this new era, each country faces a different path forward for monetary policy. John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with Al