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Artwork for Asia Centric by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence

Bloomberg
China
Hong Kong
India
United States
Asia
South Korea
Artificial Intelligence
Japan
Tariffs
Taiwan
Donald Trump
US Dollar
Inflation
Electric Vehicles
Humanoid Robots
Tesla
U.S. Economy
Investment Strategies
Hedge Funds
Corporate Governance

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.

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Artwork for Asia Centric by Bloomberg Intelligence

Latest Episodes

What's driving Japan's historic bull market? And why are global investors finally returning to Tokyo after years on the sidelines? According to Goldman Sachs, it’s a rare convergence of factors including the global AI trade, inflation, corporate gove... more

The rise of single-stock ETFs, especially CSOP's 2x leveraged SK Hynix ETF listed in Hong Kong, is reshaping market dynamics. The daily rebalancing of these massive funds is contributing to higher volatility in equity markets, creating new challenges... more

China is rewriting the global energy playbook, rapidly transforming into a clean energy powerhouse and emerging as the world's first "electrostate". While the Iran war has rattled global commodity markets, Beijing has successfully absorbed the shock ... more

China's property market is showing signs of life after a five-year slump, prompting some analysts to call for a long-awaited rebound. Price declines for newly built homes are narrowing, while transaction volumes are finally ticking up, particularly i... more

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Recent Guests

Jian Chang
Chief China Economist
Barclays
Episode: China’s Rise as the World’s First Electrostate
Leonid Mironov
Fund manager at Gavekal Capital, launching a China Long Equity Fund
Gavekal Capital
Episode: Is China's Property Market Finally Recovering?
Matt Ingram
Senior Analyst, Bloomberg Intelligence (Sydney)
Bloomberg Intelligence
Episode: AI to Make Australia the Lucky Country Once Again
Samara Cohen
Global Head of Market Development at BlackRock
BlackRock
Episode: BlackRock on Crypto, Tokenization and Future ETFs
Nicholas Peach
Head of APAC iShares
BlackRock
Episode: BlackRock on Crypto, Tokenization and Future ETFs
Rebecca Sin
Head of APAC Funds Research
Bloomberg Intelligence
Episode: BlackRock on Crypto, Tokenization and Future ETFs
Steve Smith
Co-founder of Maybole Capital, a family office
Maybole Capital
Episode: A Veteran's Warning on Asia's Private Credit Risks
Michael Dean
Head of Global Autos Research, Bloomberg Intelligence
Bloomberg Intelligence
Episode: Beijing Auto Show Heralds a Brutal EV War
Joanna Chen
Asia Autos Analyst, Bloomberg Intelligence
Bloomberg Intelligence
Episode: Beijing Auto Show Heralds a Brutal EV War

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John Lee
Host of Asia Centric on Bloomberg Intelligence

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China’s Rise as the World’s First Electrostate
Q: What does it mean for China to become an electrostate?
It means China is increasingly using electricity as the final energy carrier, with a renewable-first energy system, high electrification of the economy, and a policy push to secure energy through green technologies and infrastructure to maintain competitiveness.
Is China's Property Market Finally Recovering?
Q: How do you reconcile competing themes like a two-speed economy, a real estate bottoming process, and policy-driven opportunities in China?
The core approach is policy alignment first, then a bottom-up focus on high-quality earnings in sectors that benefit from the Five-Year Plan and industrial upgrades, while avoiding broad property exposure for speculation and instead targeting productive sectors with durable demand.
AI to Make Australia the Lucky Country Once Again
Q: Can you explain to the listener what the term 'lucky country' means in the context of Australia and how it relates to the current AI and minerals boom?
The term started as a derogatory label suggesting Australia was lazy and merely extracted resources; the guest argues the country can redefine it by moving up the value chain—processing, refining, and integrating minerals into AI and energy infrastructure—so that the 'lucky' aspect comes from strategic, high-value outputs rather than raw exports.
Korea's AI Boom and the Rise of Leveraged Trading
Q: Why are leveraged ETFs and potential regulatory changes a concern for the market, and how might regulators respond?
Leverage products amplify moves and can distort risk if not managed; regulators are watching closely and have started allowing 2x single-stock ETFs to compete with overseas products to keep capital at home, signaling a cautious but proactive stance.
Asia's Tech Giants Are Now Challenging the Mag 7
Q: What challenges loom for China, and how might the reflation narrative influence downstream sectors?
China faces challenges from consumer fragility and pricing pressure, but policy reform and upstream reflation in materials and industrials could lift earnings in those areas; downstream consumer segments may still struggle without broader property stabilization to improve sentiment.

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Frequently Asked Questions About Asia Centric by Bloomberg Intelligence

What is Asia Centric by Bloomberg Intelligence about and what kind of topics does it cover?

This show consistently centers on Asia's capital markets, tech supply chains, and macro dynamics, featuring deep-dive conversations with Bloomberg Intelligence analysts and seasoned guests. Episodes frequently explore risk and opportunity in private credit, the tech and semiconductor landscape, energy transitions, and the policy-and-growth tensions shaping markets across Taiwan, Korea, Singapore, and China. A distinctive pattern is the blend of granular, data-driven analysis with on-the-ground implications for investment strategies, corporate strategy, and regional geopolitics, making it valuable for listeners who want to understand how macro shifts translate into Asia-Pacific opportunities and risks. Noteworthy traits include a recurring e... more

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1. Big Take Asia
2. Bloomberg Daybreak: Asia Edition
3. Exchanges
4. Bloomberg Businessweek
5. Thoughts on the Market

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Asia Centric by Bloomberg Intelligence launched 4 years ago and published 138 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on Asia Centric by Bloomberg Intelligence include:

1. Jian Chang
2. Leonid Mironov
3. Matt Ingram
4. Samara Cohen
5. Nicholas Peach
6. Rebecca Sin
7. Steve Smith
8. Michael Dean

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