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Artwork for Asia Centric by Bloomberg Intelligence

Asia Centric by Bloomberg Intelligence

Bloomberg
China
India
Chinese Stock Market
U.S. Economy
South Korea
Foreign Demand
Household Debt
Taiwan
United States
Hong Kong
Evergrande
Aging Workforce
Artificial Intelligence
Japan
Red Sea
Suez Canal
Lying Flat Phenomenon
NVIDIA
Luxury Brands
Asia's Financial Markets

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.

PublishesWeeklyEpisodes126Founded3 years ago
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Artwork for Asia Centric by Bloomberg Intelligence

Latest Episodes

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

The Iran war is refocusing global attention on the critical supply chains that power modern military arsenals. Rare earths are essential components in advanced weaponry, from fighter jets to interceptor missiles such as THAAD and Patriot. However, wi... more

Manufacturing the world's most advanced semiconductors demands a massive, uninterrupted supply of electricity. In Taiwan, the technology sector alone accounts for a staggering one-quarter of the economy's total power consumption. However, the war in ... more

The Iran war and the effective closure of the Strait of Hormuz have triggered one of the largest energy supply shocks in modern history, sending Brent crude surging past $100 a barrel. With nearly 80% of the trapped crude and LNG destined for Asia, t... more

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Recent Guests

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
Takeshi Kitaura
Senior industrialist analyst from Bloomberg Intelligence based in Tokyo
Bloomberg Intelligence
Episode: Decoding the Multi-Billion Dollar Humanoid Market
Jayprakash Gupta
Founder of Dhan, an online brokerage in India
Dhan
Episode: Gen Z, Women and Rural India Drive Trading Boom

Host

John Lee
Host of Asia Centric

Chart Rankings

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

Apple Podcasts
#187
United Kingdom/Business/Investing
Apple Podcasts
#246
Canada/Business/Investing
Apple Podcasts
#22
Singapore/Business/Investing
Apple Podcasts
#29
Hong Kong/Business/Investing
Apple Podcasts
#56
Singapore/Business
Apple Podcasts
#58
South Korea/Business/Investing
Apple Podcasts
#80
Taiwan/Business/Investing
Apple Podcasts
#87
Hong Kong/Business
Apple Podcasts
#206
South Korea/Business
Apple Podcasts
#218
Denmark/Business/Investing
Apple Podcasts
#230
Austria/Business/Investing
Apple Podcasts
#247
Russia/Business/Investing
Apple Podcasts
#247
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How TSMC Powered Taiwan's Remarkable GDP Growth
Q: Paul, you mentioned the K-shaped economy, and this term has been used in many cases around the world, especially in the US. How does Taiwan balance growth with wage gains and inflation going forward?
Even with robust growth, wage gains have picked up but inflation remains modest; the key concern is whether continued expansion sustains inflation pressures and whether the economy can avoid overheating, which would require careful policy calibration between rates and exchange-rate policy while considering a large current account surplus.
How TSMC Powered Taiwan's Remarkable GDP Growth
Q: Paul, how was Taiwan able to achieve such a strong real GDP growth of almost 9% last year?
The growth surprised many because forecasts were consistently revised higher as export data beat expectations; it reflects a combination of a booming semiconductor cycle led by TSMC, improvements in labor dynamics, and a supportive macro backdrop that allowed strong investment and consumption to coincide with limited inflation pressures.
Central Banks Face a $100 Oil Dilemma
Q: Why are Asian economies so exposed to high oil prices?
Because many economies in the region are net energy importers, so elevated oil prices raise import bills, weigh on inflation, and create macroeconomic pressures that force policymakers to balance growth with inflation concerns.
Hong Kong's Property Market Roars Back to Life
Q: So who's buying Hong Kong properties?
Rosanna describes a combination of different buyer sectors, including expatriates, parents of non-local students, and mainland investors, contributing to the recovery.
Hong Kong's Property Market Roars Back to Life
Q: Rosanna, for Hong Kong's residential market, are we in a fully-fledged recovery or is this more of a bounce from depressed levels?
Rosanna indicates that after the stamp duty measure was released, there has been a substantial recovery in transaction volume and home prices seem to be stabilizing and increasing.

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?

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. The Markets
4. Exchanges
5. Here's Why

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Asia Centric by Bloomberg Intelligence launched 3 years ago and published 126 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. Paul Cavey
2. Jack Baxter
3. Bum Ki Son
4. Dave Dai
5. Louis Kausch
6. Navin Saigal
7. Audrey Childe-Freeman
8. Takeshi Kitaura

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