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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.

PublishesWeeklyEpisodes135Founded3 years ago
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Artwork for Asia Centric by Bloomberg Intelligence

Latest Episodes

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

Australia is emerging as a surprising beneficiary of new technological shifts, even as the country faces a growth hit from the Middle East war. Rapidly accelerating data construction is driving an unprecedented demand for copper, while battery soluti... more

South Korea remains the world's hottest stock market, surging more than 250% over the past 18 months led by semiconductor giants Samsung Electronics and SK Hynix, which together account for over half of the entire Kospi index.

Fueled by the global ... more

Exchange-traded funds are fundamentally reshaping how capital is allocated, skyrocketing to a $22 trillion global industry that Bloomberg Intelligence estimates will surpass $50 trillion by 2035. Investors no longer view them simply as vehicles for b... more

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Recent Guests

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
Marvin Chen
Asia Equity Strategist for Bloomberg Intelligence
Bloomberg Intelligence
Episode: Asia's Tech Giants Are Now Challenging the Mag 7
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

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
#20
Singapore/Business/Investing
Apple Podcasts
#55
Singapore/Business
Apple Podcasts
#100
Japan/Business/Investing
Apple Podcasts
#129
Norway/Business/Investing
Apple Podcasts
#176
Hong Kong/Business/Investing
Apple Podcasts
#179
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Asia's Tech Giants Are Now Challenging the Mag 7
Q: Why are Korea and Taiwan outperforming, and what signals suggest the momentum could be sustainable?
Korea and Taiwan have delivered strong earnings revisions and growth, with Taiwan moving to the top of the EM scorecard as tech trends improve; this is reinforced by a rising correlation with the US Mag 7 and expectations that earnings momentum will support prices even as valuations remain more attractive in these markets.
Asia's Tech Giants Are Now Challenging the Mag 7
Q: What has been the main takeaway from the initial wave of earnings season for the region's tech giants?
Fundamentals remain solid despite geopolitical tensions, with robust earnings from Korea and Taiwan underpinning a broader memory and hardware cycle tied to AI infrastructure investment, supporting a cautious but optimistic view for Asia within the EM complex.
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.

Audience Metrics

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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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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. At Any Rate
4. Exchanges
5. Trumponomics

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Asia Centric by Bloomberg Intelligence launched 3 years ago and published 135 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. Samara Cohen
2. Nicholas Peach
3. Rebecca Sin
4. Steve Smith
5. Michael Dean
6. Joanna Chen
7. Marvin Chen
8. Sarah Jane Mahmud

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