Falling interest rates could spark a return to real estate M&A deals across the Asia-Pacific region, according to Ivy Ng, APAC Chief Investment Officer at DWS Group. Ng joins John Lee and Katia Dmitrieva on the Asia Centric podcast to break down where she sees the biggest opportunities and risks, and argues the worst may be over for the sector. See omnystudio.com/listener for privacy information.

President-elect Donald Trump's sweeping election victory and cabinet appointments point to more protectionist policies and market volatility, with broad implications for Asia. China is firmly in the crosshairs, but previous US efforts to contain its advance -- particularly in technology -- have largely faltered, according to Bloomberg Economics and Bloomberg Intelligence.  Tom Orlik, chief economist at Bloomberg Economics in Washington, D.C., joins John Lee and Katia Dmitrieva to outline...

Food trends across Asia are shifting rapidly with declining populations, wealthier consumers eating more meat and climate change upending supply and prices. China is set to be overtaken by India as the world's number one driver of food demand, according to the UN, further shifting the picture. Darin Friedrichs, co-founder of Sitonia Consulting, speaks with Bloomberg Intelligence's John Lee and Bloomberg News' Asia economics correspondent Katia Dmitrieva about how best to navigate the changes...

China could deploy more stimulus -- and officials have more policy space and tools to do so than many other major economies, according to Weijian Shan, Executive Chairman of PAG, an Asia-based investment firm with more than $55 billion in assets under management. Despite being bullish on China's growth prospects, Shan says the nation still needs to find a way to pivot toward the consumer. Shan, who grew up in China during the Cultural Revolution and later counted Treasury Secretary Janet...

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence.  See omnystudio.com/listener for privacy information.

Artificial intelligence is fueling demand for data centers across Asia, with capacity set to double in the next four years, according to Moody’s. Projesh Banerjea, KKR director and Southeast Asia infrastructure lead, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to discuss how investors can best tap into that growth – and how it can get complicated. See omnystudio.com/listener for privacy information.

Taiwan's president Lai Ching-te gave his first National Day address last week, vowing he'd stand up to mainland China while maintaining the status quo of peace and stability. The speech elicited a swift response from Beijing, reminding investors of the ongoing geopolitical risks in the region. David Sacks, Asia Studies Fellow at the Council on Foreign Relations, speaks with John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News about key takeaways from the speech and...

People love their pets, so much in fact that the industry is set for serious growth as owners purchase higher-end goods and services. Not only are they upgrading the food they buy but are also embracing services such as healthcare and even elderly care for their beloved cats and dogs. Ada Li and Diana Rosero-Pena from Bloomberg Intelligence speak with Bloomberg News' Katia Dmitrieva to discuss where the industry is heading.  See omnystudio.com/listener for privacy information.

The world's population is likely to peak in the next 60 years and nowhere is this trend felt more than Asia, with countries such as South Korea and Japan registering some of the lowest birth rates and oldest populations. Wei Li, Global Chief Investment Strategist at BlackRock, discusses the role demographics plays in investing and why it may be the most important megatrend. She joins John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News on the Asia Centric podcast. See...

Central banks got the green light to begin easing policy last week after the US Federal Reserve cut interest rates by more than expected. Officials across Asia have perhaps been the most eager to move lower, but in this new era, each country faces a different path forward for monetary policy. John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News speak with Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis SA, about what the Fed cut means for the...

Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX. See omnystudio.com/listener for privacy information.

AI has been hailed as a transformative technology with McKinsey estimating it could add $26 trillion to the global economy. While many investors have already jumped on the AI bandwagon, not everyone agrees. Daron Acemoglu, Institute Professor at MIT and author of books including Why Nations Fail, takes a critical look at AI and explains why the economic and social benefits may have been overstated. He joins John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News on the Asia...

Shareholder activism is gaining traction in Japan, with the number of new campaigns surging by 70% in the first half of 2024. At the same time, homegrown activist funds are becoming more prominent in Japan’s corporate circles. Shuhei Furukawa, managing director and portfolio manager at Misaki Capital, and James Han, managing partner at Prodigies Group, join John Lee of Bloomberg Intelligence to discuss this growing trend and how it differs to what’s happening in the US. See...

India's economy is the darling of emerging markets, with a burgeoning middle class, a rising population and rapid growth set to outperform all large peers this year. But recent data suggest cracks are forming, with less government spending and a slowdown in factory output. Miguel Chanco, chief emerging Asia economist at Pantheon Macroeconomics and a long-time critic of India's growth story, joins hosts John Lee of Bloomberg Intelligence and Katia Dmitrieva of Bloomberg News to explain why he...

Hong Kong's wealth management is booming as rich mainland Chinese investors pour in funds. The city’s offshore wealth-under-management industry now amounts to more than $2.2 trillion, the second largest in the world, and is approaching Switzerland's level. What's driving these rich Chinese to invest overseas, and how will China's economic slump impact future flows? Lemuel Lee, Head of Wealth Management Hong Kong at BNP Paribas, and Sharnie Wong, Senior Financials Analyst at Bloomberg...

A rate hike from the Bank of Japan combined with weak US economic data coalesced to cause the biggest one-day sell off in stocks since 1987. What does this mean for monetary policy in Japan and the US? And how could investors position themselves for the uncertainty ahead? Gareth Nicholson, Chief Investment Officer and Head of Managed Investments at Nomura International Wealth Management, joins co-hosts John Lee and Katia Dmitrieva on the Asia Centric podcast.  See omnystudio.com/listener for...

Uranium prices have skyrocketed as demand surges for nuclear power globally and traders fret about a potential shortage. China is Asia’s biggest user of nuclear energy, while countries such as Australia are still debating whether to embrace it. Investors have been piling into mining companies and uranium ETFs, but is this the best way to capitalize on the demand? And what are the risks to the seemingly bright outlook? Asia Centric hosts John Lee and Katia Dmitrieva discuss these issues with...

We're about halfway through the year and China's economy is still struggling to regain momentum after the housing bubble burst and consumers pulled back. A major policy meeting in China that wrapped last week did little to assuage concerns, with officials focused more on the long term. The US presidential election could have big implications for trade and tariffs.   Andrew Tilton, chief economist for the APAC region at Goldman Sachs, joins host Katia Dmitrieva for a check-in on the world's...

Global investors are piling into Japan, betting the economy has finally broken out of its economic stagnation. How will the return of inflation transform the country’s economy and is it sustainable? Can Japan's efforts to improve its corporate governance meet high investor expectations? And what are the key industries investors should watch out for? Taro Kimura, Senior Japan Economist and former Bank of Japan veteran, and Takeshi Kitaura, Senior Industrials Analyst at Bloomberg Intelligence,...

China is building closer economic ties with the Gulf countries, with Saudi Arabian companies announcing deals to acquire stakes in Chinese firms including Lenovo and Hengli Petrochemical, while China is promising to build factories in the region. So how will this create investment opportunities? Can China help transform Saudi Arabia’s economy through its ambitious 2030 vision? And how will US-China tension impact the relationship? Ziad Daoud, Chief Emerging Markets Economist at Bloomberg...

Hong Kong's economy is under attack from all sides -- from a $270 billion residential and office property price slump in the past five years to a retail sector reeling under pressure from mainland China competition. What will it take for the city to regain its gusto? Gary Ng, senior economist at Natixis Corporate and Investment Banking, joins John Lee and Katia Dmitrieva on the Asia Centric podcast to share his take on where Hong Kong is heading. See omnystudio.com/listener for privacy...

Indian Prime Minister Narendra Modi was forecast to win his country’s election by a landslide, but was instead forced to form a coalition government and share power with allies for the first time since coming to power in 2014. So how will the shock election result affect India’s growth trajectory? And what does it mean for its red-hot equity markets? Abhishek Gupta, India Economist at Bloomberg Economics, and Nitin Chanduka, India Strategist at Bloomberg Intelligence, join John Lee and...

The 2024 US election is set to be a rematch between Joe Biden and Donald Trump, setting the stage for a heated several months. So why should investors across Asia start tuning into the election run-up? And is there any hope of salvaging the US-China relationship with either candidate? David Chao, Global Market Strategist (Asia Pacific) at Invesco, joins co-hosts John Lee and Katia Dmitrieva with his insights on what the US election could mean for Asian markets.  See omnystudio.com/listener...

Success-hungry finance professionals have been gorging on India's boom, which shimmers with stories of multi-million dollar trading jobs, and private bankers demanding jackpot pay increases as they sell their talents to the highest bidder. Is India's moment really here? What are the challenges finance companies face in expanding into the subcontinent? Anil Sharma, Managing Partner of recruitment firm Options Group, calls in from Mumbai, joining co-hosts John Lee and Ishika Mookerjee on the...