• India Bear Explains Why Growth Story is 'Inflated'
    Sep 4 2024

    India's economy is the darling of emerging markets, with a burgeoning middle class, a rising population and rapid growth set to outperform all large peers this year. But recent data suggest cracks are forming, with less government spending and a slowdown in factory output.

    Miguel Chanco, chief emerging Asia economist at Pantheon Macroeconomics and a long-time critic of India's growth story, joins hosts John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News to explain why he believes investors are underestimating the slowdown to come.

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    24 mins
  • Hong Kong Could Take Switzerland's Wealth Crown
    Aug 28 2024

    Hong Kong's wealth management is booming as rich mainland Chinese investors pour in funds. The city’s offshore wealth-under-management industry now amounts to more than $2.2 trillion, the second largest in the world, and is approaching Switzerland's level. What's driving these rich Chinese to invest overseas, and how will China's economic slump impact future flows?

    Lemuel Lee, Head of Wealth Management Hong Kong at BNP Paribas, and Sharnie Wong, Senior Financials Analyst at Bloomberg Intelligence, discuss these issues with host John Lee on the Asia Centric podcast.

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    23 mins
  • Nomura on the BOJ and the Yen Carry Trade
    Aug 21 2024

    A rate hike from the Bank of Japan combined with weak US economic data coalesced to cause the biggest one-day sell off in stocks since 1987. What does this mean for monetary policy in Japan and the US? And how could investors position themselves for the uncertainty ahead?

    Gareth Nicholson, Chief Investment Officer and Head of Managed Investments at Nomura International Wealth Management, joins co-hosts John Lee and Katia Dmitrieva on the Asia Centric podcast.

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    26 mins
  • Investors Anticipate a Nuclear Energy Renaissance
    Aug 7 2024

    Uranium prices have skyrocketed as demand surges for nuclear power globally and traders fret about a potential shortage. China is Asia’s biggest user of nuclear energy, while countries such as Australia are still debating whether to embrace it. Investors have been piling into mining companies and uranium ETFs, but is this the best way to capitalize on the demand? And what are the risks to the seemingly bright outlook?

    Asia Centric hosts John Lee and Katia Dmitrieva discuss these issues with Mohsen Crofts, senior metals and mining analyst at Bloomberg Intelligence, and Leonard Quong, head of Australia research at BloombergNEF.

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    28 mins
  • Goldman Sees Slower Growth for China's Economy
    Jul 25 2024

    We're about halfway through the year and China's economy is still struggling to regain momentum after the housing bubble burst and consumers pulled back. A major policy meeting in China that wrapped last week did little to assuage concerns, with officials focused more on the long term. The US presidential election could have big implications for trade and tariffs.

    Andrew Tilton, chief economist for the APAC region at Goldman Sachs, joins host Katia Dmitrieva for a check-in on the world's second-largest economy.

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    19 mins
  • Has Japan Really Escaped the 'Lost Decades'?
    Jul 17 2024

    Global investors are piling into Japan, betting the economy has finally broken out of its economic stagnation. How will the return of inflation transform the country’s economy and is it sustainable? Can Japan's efforts to improve its corporate governance meet high investor expectations? And what are the key industries investors should watch out for?

    Taro Kimura, Senior Japan Economist and former Bank of Japan veteran, and Takeshi Kitaura, Senior Industrials Analyst at Bloomberg Intelligence, join John Lee on the Asia Centric podcast.

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    21 mins
  • China, Saudi Arabia and the GCC Forge Closer Ties
    Jul 11 2024

    China is building closer economic ties with the Gulf countries, with Saudi Arabian companies announcing deals to acquire stakes in Chinese firms including Lenovo and Hengli Petrochemical, while China is promising to build factories in the region. So how will this create investment opportunities? Can China help transform Saudi Arabia’s economy through its ambitious 2030 vision? And how will US-China tension impact the relationship? Ziad Daoud, Chief Emerging Markets Economist at Bloomberg Economics, and Edmond Christou, Senior Financials Analyst at Bloomberg Intelligence, join host John Lee on the Asia Centric podcast.

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    26 mins
  • Fixing Hong Kong's Crisis of Confidence
    Jun 25 2024

    Hong Kong's economy is under attack from all sides -- from a $270 billion residential and office property price slump in the past five years to a retail sector reeling under pressure from mainland China competition. What will it take for the city to regain its gusto? Gary Ng, senior economist at Natixis Corporate and Investment Banking, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to share his take on where Hong Kong is heading.

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    20 mins