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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
U.S. Economy
Tesla
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.

PublishesWeeklyEpisodes141Founded4 years ago
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Artwork for Asia Centric by Bloomberg Intelligence

Latest Episodes

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

Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding... more

A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to Morgan Stanley. Driven by the demands of AI data centers and a strategic s... more

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

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Recent Guests

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
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

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
#205
Canada/Business/Investing
Apple Podcasts
#214
France/Business/Investing
Apple Podcasts
#35
Hong Kong/Business/Investing
Apple Podcasts
#36
Singapore/Business/Investing
Apple Podcasts
#71
India/Business/Investing
Apple Podcasts
#72
United Arab Emirates/Business/Investing
Apple Podcasts
#94
Singapore/Business
Apple Podcasts
#102
Hong Kong/Business
Apple Podcasts
#165
South Korea/Business/Investing
Apple Podcasts
#194
Russia/Business/Investing
Apple Podcasts
#201
United Arab Emirates/Business
Apple Podcasts
#208
Ireland/Business/Investing
Apple Podcasts
#232
India/Business
Apple Podcasts
#239
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Global Capital Is Pouring Into Japan Stocks
Q: Can you explain where Japan stands in the corporate governance reform journey today?
Since the early reforms, shareholder returns have accelerated broadly since 2010, with a notable shift after COVID; reforms and activist pressure have encouraged higher buybacks, dividends, and M&A, improving minority shareholder protections and overall market re-rating.
Why Global Capital Is Pouring Into Japan Stocks
Q: It sounds like a really great story. When you meet with all the global strategists from Goldman Sachs, where does Japan fit in?
Japan sits right behind Korea in terms of strategic emphasis, as it aims to keep pace with Korea's earnings growth while leveraging a broader AI-enabled, asset-intensive opportunity set and reforms that support shareholder value.
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.

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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1. Big Take Asia
2. Bloomberg Daybreak: Asia Edition
3. Making Sense
4. At Any Rate
5. Exchanges

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Asia Centric by Bloomberg Intelligence launched 4 years ago and published 141 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. Bruce Kirk
2. Jian Chang
3. Dave Dai
4. Leonid Mironov
5. Matt Ingram
6. Samara Cohen
7. Nicholas Peach
8. Rebecca Sin

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