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Asia Centric by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence

著者: Bloomberg
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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.

2025 Bloomberg
個人ファイナンス 経済学
エピソード
  • Credit Hedge Fund on How Low Spreads Can Go
    2025/07/09

    Credit spreads, or the difference between yields on corporate debt and government notes, have tightened worldwide. This would usually indicate investors are more confident in the prospects for the private sector but contradicts what's an increasingly risky economic and investment outlook amid erratic US trade policies.

    Meanwhile, liquidity remains a constraint and defaults – while low – are on the rise in the US. How does that change the game for a hedge fund that sometimes needs to take on-the-day bets? What surprising regions or industries hold gain for credit investors, and why is Mongolia one of them? And how much longer can the current “goldilocks” period for credit last? Monica Hsiao, co-founder and Chief Investment Officer of Triada Capital in Hong Kong, discusses investing in today's world of risk and the lessons learned from China's high-yield debacle. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

    See omnystudio.com/listener for privacy information.

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    33 分
  • Investing in the Future of Humanoid Robots
    2025/07/02

    Once the preserve of science fiction, humanoid robotics is now in the realm of reality. From Elon Musk's Optimus to Boston Dynamics, companies are pouring money and time into developing these robots for business and commercial use.

    We take an in-depth look into this emerging industry with Sean Darby, equity strategist at Mizuho Securities, who compares it to the rise of EVs – what started small quickly gathered steam among consumers. It's shaping up to be a compelling trade for investors, with a basket of humanoid-related stocks in Asia up almost 60% this year, according to Bloomberg Intelligence.

    Darby joins John Lee and Katia Dmitrieva in Hong Kong to discuss what exactly is a humanoid robot, what can it actually do given the current technology, and what challenges lie ahead? And will they simply help us with household chores – or take all our jobs?

    See omnystudio.com/listener for privacy information.

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    24 分
  • Soaring Stocks Backed by Consumer, Tech Strength
    2025/06/25

    Stock markets have been surprisingly resilient this year. Despite global trade chaos, war in the Middle East, Russia's extended invasion of Ukraine and domestic political strife, major equity markets around the world have rallied near record levels.

    Investors are finding a lot to like from India to South Korea, where domestic growth stories, technology and AI investment, and diversified supply chains leave plenty of room for growth, says Jessica Tea, JPMorgan emerging markets and APAC equities investment specialist. She joins John Lee and Katia Dmitrieva from Singapore to discuss consumption strength across Asia — highlighted by the popularity of Labubu dolls — investing in the backend of EVs and finding returns amid uncertainty.

    See omnystudio.com/listener for privacy information.

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    27 分

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