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Artwork for Asia Centric by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence

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

Earnings season is officially underway and Asia's technology giants are setting the early pace. TSMC, Samsung Electronics and SK Hynix have all delivered strong numbers, prompting analysts to significantly raise earnings expectations for South Korea ... more

Singapore's stability and business-friendly environment have long made it the regional hub of choice for tech giants such as Amazon, Google and ByteDance. However, the city-state's traditional role as a bridge between East and West is under pressure.... more

Corporate governance reform has acted as a major catalyst for stock markets in Japan and South Korea. Now, Southeast Asia is eager to get in on the action, with countries from Vietnam to Indonesia rolling out new measures to entice foreign capital ba... more

Taiwan's economy defied all expectations to post a staggering 8.7% real GDP growth in 2025. This unprecedented expansion was driven by a boom in semiconductor sales, with Taiwan Semiconductor Manufacturing Co. (TSMC) fueling a current account surplus... more

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Recent Guests

Sarah Jane Mahmud
Senior analyst covering Southeast Asian banks
Bloomberg Intelligence
Episode: Singapore Bets Big on AI, Equity Market Reforms
Christopher Beselin
CIO and founding partner at Endurance Capital
Endurance Capital
Episode: An Activist Investor’s Playbook for Southeast Asia
Paul Cavey
Independent economist with 29 years in Asia, including nine as Asia Macro Strategist at Wellington Management
Independent economist
Episode: How TSMC Powered Taiwan's Remarkable GDP Growth
Jack Baxter
Global Metals and Mining Analyst at Bloomberg Intelligence
Bloomberg Intelligence
Episode: Iran War Drives New Global Urgency for Rare Earths
Bum Ki Son
Senior regional economist covering Taiwan for Barclays, based in Singapore
Barclays
Episode: Energy Threats Expose Korea and Taiwan Chip Hubs
Dave Dai
Head of APAC Sustainable Investing Research, based in Hong Kong
Bloomberg Intelligence
Episode: Energy Threats Expose Korea and Taiwan Chip Hubs
Louis Kausch
Chief Economist for Asia-Pacific at S&P Global Ratings
S&P Global Ratings
Episode: Central Banks Face a $100 Oil Dilemma
Navin Saigal
Head of global fixed income Asia Pacific at BlackRock
BlackRock
Episode: Fixed Income Enters A Golden Age, Says BlackRock
Audrey Childe-Freeman
Chief FX strategist at Bloomberg Intelligence
Bloomberg Intelligence
Episode: Geopolitical Risks Are Sinking The Dollar Again

Host

John Lee
Host of Asia Centric

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An Activist Investor’s Playbook for Southeast Asia
Q: Could you share one or two successful exits?
One example was a Vietnam car retailer where the fund built about 30% voting power through proxies and appointed a director, while also arranging a strategic advisor with regional experience to drive a shift toward higher-value growth and EV-oriented margins.
An Activist Investor’s Playbook for Southeast Asia
Q: Is Southeast Asia ready for corporate governance reform?
Yes, Southeast Asia is ready; the region has been implementing meaningful governance improvements and stock market upgrades across five of six major economies, with cumulative voting and proactive board governance enabling minority influence.
An Activist Investor’s Playbook for Southeast Asia
Q: Chris, why did you start an activist fund out of Vietnam?
Because the Southeast Asian market shows a tiered structure with many under-researched companies and a realistic, faster path to influence via proxies, particularly in rapidly growing markets like Vietnam where the opportunity set is large and underappreciated.
Singapore Bets Big on AI, Equity Market Reforms
Q: Sarah, outside of finance, like technology or IT, commodities, pharmaceuticals, you name it, Singapore appears to be significantly ahead, right?
Yes, Singapore is leveraging a multi-hub strategy across finance, technology, and digital infrastructure, with strong policies to attract tech giants, support for AI and crypto, and improvements in market liquidity and governance to maintain its regional leadership.
Singapore Bets Big on AI, Equity Market Reforms
Q: Sarah, in your deep dive report, you described Singapore as the poster child for globalization, but now facing a less global era. Can you explain?
Singapore has benefited from globalization for decades, but protectionism and supply-chain decoupling are challenging its traditional role as a bridge between East and West. The authorities are responding with targeted investments in AI, a favorable regulatory framework, and initiatives to keep Singapore attractive to multinationals, while also pursuing reforms to boost domestic growth and job skills.

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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?

Content focuses on the dynamic financial landscape across Asia, discussing trends in investment, economic policies, and market analyses. Various episodes highlight the rapid evolution of sectors such as technology, real estate, finance, and defense, with expert insights from industry leaders and analysts. Notable themes include the impact of geopolitical events like the Russia-Ukraine war, advancements in AI, and the changing landscape of retail trading, particularly in emerging markets such as India and South Korea. This approach of integrating diverse perspectives likely attracts listeners keen on understanding intricate market dynamics and investment opportunities in Asia.

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Which podcasts are similar to Asia Centric by Bloomberg Intelligence?

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

1. Big Take Asia
2. Bloomberg Daybreak: Asia Edition
3. World Business Report
4. FICC Focus
5. Bloomberg Businessweek

How many episodes of Asia Centric by Bloomberg Intelligence are there?

Asia Centric by Bloomberg Intelligence launched 3 years ago and published 129 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. Sarah Jane Mahmud
2. Christopher Beselin
3. Paul Cavey
4. Jack Baxter
5. Bum Ki Son
6. Dave Dai
7. Louis Kausch
8. Navin Saigal

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