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Asia Centric by Bloomberg Intelligence

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Latest episodes

  • Inside Quantedge's 49% Surge and 20-Year Run

    October 7, 2026 · 20 min

    Surviving the cutthroat world of hedge funds is notoriously difficult, with firms facing an average lifespan of just five years. Yet Singapore-based systematic quantitative fund Quantedge has defied those odds, recently celebrating its…

  • Goldman Pushes Back on ‘Short-AI’ India Narrative

    September 30, 2026 · 16 min

    While global equities have surged on the AI boom, India's stock markets have languished. With concerns that the nation's large IT services sector is vulnerable to automation and job losses, critics have increasingly labeled India an…

  • Private Wealth Boom Defies China's Capital Curbs

    September 23, 2026 · 15 min

    Asia's private wealth industry continues to flourish. A Bloomberg Intelligence survey of 100 senior private bankers reveals widespread optimism for double-digit net new money growth, supported by mainland investors seeking diversification…

  • Why Investors Are Mispricing China in a G2 World

    September 16, 2026 · 33 min

    The global economy is structurally shifting from G7 dominance toward a G2 dynamic led by the US and China, yet international investors continue to shun Chinese risk assets. Even as China dominates global manufacturing output and expands…

  • Japan's Activism Boom Shifts to Small Caps

    September 9, 2026 · 29 min

    Shareholder activism is surging in Japan, with 120 campaigns launched in the first half of the year, making the country the second most active market globally after the US. With a record number of companies going private and M&A takeover…

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  • Cheap North Asian Currencies Reach Turning Point

    September 2, 2026 · 21 min

    North Asian currencies – including the Japanese yen, South Korean won, Taiwan dollar and Chinese yuan – are trading at some of their deepest discounts on record, dropping up to 56% below purchasing power parity. These depressed valuations…

  • Europe Needs €14 Trillion to Catch US, China

    August 26, 2026 · 21 min

    After decades of lagging behind the US and China in economic growth and innovation, Europe faces a stark reality: the era of cheap Russian energy, low-cost Chinese goods and US-backed security is over. Achieving strategic self-sufficiency…

  • China's AI Firms Locked in Race to the Bottom

    August 19, 2026 · 26 min

    While US tech giants such as Anthropic and OpenAI are monetizing at an unprecedented scale, Chinese developers are struggling to turn their technical progress into revenue growth. Despite narrowing the performance gap with US frontier…

  • Navigating US Treasury Selloff and Yen Intervention

    August 12, 2026 · 27 min

    Global fixed income markets are facing fresh turbulence as 30-year US Treasury yields spike to 5.2% – their highest level since before the global financial crisis – amid policy uncertainty under Fed Chairman Kevin Warsh. At the same time…

  • Can CXMT and Kimi K3 Break the Memory Supercycle?

    August 5, 2026 · 31 min

    Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return on hundreds of billions in data-center spending. Market…

  • Rise of the $300 Billion Prediction Market

    July 29, 2026 · 22 min

    Prediction markets are rapidly emerging as one of the fastest-growing asset classes in global finance. Driven by market leaders such as Kalshi and Polymarket, annual trading volume on real-world outcomes — from political elections to major…

  • Peak Hormuz and the New Oil Order

    July 22, 2026 · 18 min

    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…

Full episode archive on Apple Podcasts →

About the show

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.