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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 speaks with experts and newsmakers about the big ideas and trends moving money across the region.

2026 Bloomberg
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  • Inside Quantedge's 49% Surge and 20-Year Run
    2026/10/07

    Surviving the cutthroat world of hedge funds is notoriously difficult, with firms facing an average lifespan of just five years. Yet Singapore-based systematic quantitative fund Quantedge has defied those odds, recently celebrating its 20th anniversary and growing its assets under management from less than $3 million to $7.6 billion. Boasting an annualized return of 20.8% over two decades and a massive 49% gain year to date, the firm stands apart from multi-manager "pod shops" that prioritize stable, low-volatility returns.

    Suhaimi Zainul-Abidin, CEO of Quantedge, joins John Lee on the Asia Centric podcast to demystify the "black box" of quantitative investing. He discusses the advantages of running a major hedge fund out of Singapore versus New York or London, and what it really takes for job applicants to stand out at the firm.

    See omnystudio.com/listener for privacy information.

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    20 分
  • Goldman Pushes Back on ‘Short-AI’ India Narrative
    2026/09/30

    While global equities have surged on the AI boom, India's stock markets have languished. With concerns that the nation's large IT services sector is vulnerable to automation and job losses, critics have increasingly labeled India an "anti-AI" or "short-AI" trade.

    Santanu Sengupta, chief India economist at Goldman Sachs, joins John Lee on the Asia Centric podcast to challenge this bearish narrative. He explains why robust hiring at smaller tech firms and global capability centers is offsetting traditional software job losses. Sengupta also breaks down the drivers behind India's resilient economic growth despite higher energy prices and explains why the central bank may soon pivot to a hawkish tightening stance.

    See omnystudio.com/listener for privacy information.

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    16 分
  • Private Wealth Boom Defies China's Capital Curbs
    2026/09/23

    Asia's private wealth industry continues to flourish. A Bloomberg Intelligence survey of 100 senior private bankers reveals widespread optimism for double-digit net new money growth, supported by mainland investors seeking diversification and emerging wealth from Southeast Asia and the Middle East. This comes despite new regulatory headwinds from Beijing, including tighter capital outflows and taxes on offshore trusts and insurance policies, which most surveyed expected will have only a mild impact on flows.

    Sharnie Wong, senior analyst covering Asia-Pacific diversified financials, and Sarah Jane Mahmud, senior analyst covering Southeast Asian and Indian banks at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast.

    See omnystudio.com/listener for privacy information.

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    15 分
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