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  • How Climate Change Is Reshaping Agriculture
    2024/11/06

    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 to come.

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    20 分
  • PAG's Shan on China Stimulus, Private Consumption
    2024/10/30

    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 Yellen as his PhD adviser in the US, shares his thoughts on the world's second-largest economy and investment opportunities in Japan. He also discusses some of his biggest deals, including the $8 billion investment into one of the world's largest shopping mall managers. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

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    48 分
  • Listen Now: Inside Active by Bloomberg Intelligence
    2024/10/26

    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.

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    1 分
  • KKR on 'Enormous' AI-Driven Data Center Demand
    2024/10/23

    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.

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    24 分
  • Taiwan Speech Shows US-China Risk Can't Be Ignored
    2024/10/16

    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 what it means for Taiwan's red hot equity market.

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    28 分
  • Pet Economy Set to Surpass $500 Billion by 2030
    2024/10/09

    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.

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    21 分
  • BlackRock's Wei Li on the Demographic Megatrend
    2024/10/02

    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.

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    27 分
  • The Fed Cut Felt Around the World
    2024/09/25

    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 region.

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    27 分