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Artwork for Asia Centric by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence

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

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.

PublishesWeeklyEpisodes144Founded4 years ago
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Artwork for Asia Centric by Bloomberg Intelligence

Latest Episodes

Global fixed income markets are facing fresh turbulence as 30-year US Treasury yields spike to 5.2% – their highest level since before the global financial crisis – amid policy uncertainty under Fed Chairman Kevin Warsh. At the same time, FX markets ... more

Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return on hundreds of billions in data-center spending. Market jitters deepened... more

Prediction markets are rapidly emerging as one of the fastest-growing asset classes in global finance. Driven by market leaders such as Kalshi and Polymarket, annual trading volume on real-world outcomes — from political elections to major sporting e... more

The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20 million barrels of oil and products flowed through the maritime chokepoint eve... more

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Recent Guests

Jake Silverman
Semiconductor analyst at Bloomberg Intelligence
Bloomberg Intelligence
Episode: Can CXMT and Kimi K3 Break the Memory Supercycle?
Brian Egger
Senior Gaming and Lodging Analyst
Bloomberg Intelligence
Episode: Rise of the $300 Billion Prediction Market
Salih Yilmaz
Senior Equity Research Analyst covering energy, oil and gas
Bloomberg Intelligence
Episode: Peak Hormuz and the New Oil Order
Mayank Maheshwari
Energy Equity Analyst at Morgan Stanley
Morgan Stanley
Episode: How AI and Energy Security Fuel a New Supercycle
Bruce Kirk
Chief Japan Equity Strategist at Goldman Sachs
Goldman Sachs
Episode: Why Global Capital Is Pouring Into Japan Stocks
Jian Chang
Chief China Economist
Barclays
Episode: China’s Rise as the World’s First Electrostate
Dave Dai
Head of Sustainable Investing Research
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

Host

John Lee
Host of Asia Centric on Bloomberg Intelligence

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#174
Italy/Business/Investing
Apple Podcasts
#32
Hong Kong/Business/Investing
Apple Podcasts
#94
Hong Kong/Business
Apple Podcasts
#112
Singapore/Business/Investing
Apple Podcasts
#118
Japan/Business/Investing
Apple Podcasts
#144
India/Business/Investing
Apple Podcasts
#157
South Korea/Business/Investing
Apple Podcasts
#160
Brazil/Business/Investing
Apple Podcasts
#170
Russia/Business/Investing
Apple Podcasts
#210
Switzerland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Can CXMT and Kimi K3 Break the Memory Supercycle?
Q: Do you think Apple sourcing memory from CXMT or other Chinese suppliers is likely given policy tensions, and how would that affect the market if it happened?
Given US pushback, it seems unlikely in the near term that Apple would extensively source Chinese memory for iPhones, and policy tensions limit the likelihood of a large disruption, though market dynamics and competitive pressure from CXMT persist.
Can CXMT and Kimi K3 Break the Memory Supercycle?
Q: Why were investors so concerned when Kimi 3 came out? Do they expect memory use to drop, or is there a broader worry about AI capex and the data-center spend unwinding?
Investors feared a broader unwind of AI capex, but in practice memory is still essential for both training and inference, and even if Kimi reduces costs, the need for memory in large models remains significant.
Can CXMT and Kimi K3 Break the Memory Supercycle?
Q: Jake, there seems to be this big debate going on in investment circles about whether we're in a memory super cycle or a normal cycle. Are we in a true supercycle given AI demand and capacity expansions?
The cycle will remain somewhat cyclic, but it's a supercycle in the sense that AI demand has led to sustained capacity additions and higher utilization, with pricing likely to decelerate yet still remain elevated for longer than a typical cycle.
Rise of the $300 Billion Prediction Market
Q: What would be the potential impact on sports betting companies like DraftKings and FanDuel?
If federal status is affirmed, these companies could expand their prediction market offerings beyond current state limits, potentially increasing their participation in event contracts overall.
Rise of the $300 Billion Prediction Market
Q: How big can this industry become going forward?
Trading volume could reach around $300 billion this year and potentially grow to $1 trillion annually by 2030, contingent on the resolution of legal uncertainties and broader regulatory clarity.

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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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These podcasts share a similar audience with Asia Centric by Bloomberg Intelligence:

1. Big Take Asia
2. Bloomberg Daybreak: Asia Edition
3. Odd Lots
4. Here's Why
5. Bloomberg Surveillance

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Asia Centric by Bloomberg Intelligence launched 4 years ago and published 144 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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What guests have appeared on Asia Centric by Bloomberg Intelligence?

Recent guests on Asia Centric by Bloomberg Intelligence include:

1. Jake Silverman
2. Brian Egger
3. Salih Yilmaz
4. Mayank Maheshwari
5. Bruce Kirk
6. Jian Chang
7. Dave Dai
8. Leonid Mironov

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