Asia Centric by Bloomberg Intelligence

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.

Asia Centric by Bloomberg Intelligence is a business podcast hosted by Bloomberg, with 150 episodes on record and a Required Pod Score of 80.

Bloomberg hosts Asia Centric by Bloomberg Intelligence, a business show with 150 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Asia Centric by Bloomberg Intelligence

  Goldman Pushes Back on ‘Short-AI’ India Narrative

  Sep 30, 202616 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 "anti-AI" or "short-AI" trade. Santanu Sengupta, chief India economist at Goldman Sachs, joins John Lee on the Asia Centric podcast to challenge this bearish narrative. He explains why robust hiring at smaller tech firms and global capability centers is offsetting traditional software job losses. Sengupta also breaks down the drivers behind India's resilient economic growth despite higher energy prices and explains why the central bank may soon pivot to a hawkish tightening stance. See omnystudio.com/listener for privacy information.

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  Asia Centric by Bloomberg Intelligence

  Private Wealth Boom Defies China's Capital Curbs

  Sep 23, 202615 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 and emerging wealth from Southeast Asia and the Middle East. This comes despite new regulatory headwinds from Beijing, including tighter capital outflows and taxes on offshore trusts and insurance policies, which most surveyed expected will have only a mild impact on flows. Sharnie Wong, senior analyst covering Asia-Pacific diversified financials, and Sarah Jane Mahmud, senior analyst covering Southeast Asian and Indian banks at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. See omnystudio.com/listener for privacy information.

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  Asia Centric by Bloomberg Intelligence

  Why Investors Are Mispricing China in a G2 World

  Sep 16, 202633 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 its trade surplus toward $1.2 trillion, global capital remains heavily allocated toward developed markets. Are markets mispricing China's role in this new order? Bin Gao, CEO and co-CIO of Kaifeng Investment Management Hong Kong, joins John Lee on the Asia Centric podcast to unpack the G2 shift. Gao draws parallels to Japan's 1970s export boom, presenting a contrarian case for yuan appreciation while warning of an overvalued bubble in Japanese consumer stocks. See omnystudio.com/listener for privacy information.

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  Asia Centric by Bloomberg Intelligence

  Japan's Activism Boom Shifts to Small Caps

  Sep 9, 202629 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 battles on the rise, activist investors are increasingly becoming kingmakers in securing maximum value for minority shareholders. Jamie Halse, chief investment officer at Senjin Capital, joins Bloomberg Intelligence's John Lee on the Asia Centric podcast. He explains that while much of the headlines have focused on Japan's corporate giants like Toyota and Sony, the most compelling value lies in the under-researched small- and mid-cap space. Halse unpacks why smaller firms are only in the early innings of governance reform, how unwinding cross-shareholdings is stripping away corporate protection, and the cultural nuances of working with Japanese management teams on capital allocation and shareholder value. See omnystudio.com/listener for privacy information.

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  Asia Centric by Bloomberg Intelligence

  Cheap North Asian Currencies Reach Turning Point

  Sep 2, 202621 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 persist despite strong macro fundamentals, backed by massive foreign exchange reserves and their status as top global creditors. However, this valuation gap is beginning to snap back as booming domestic economies, rising retail sales, and increasing inflation prompt central banks in the region to hike interest rates. What will this shifting macroeconomic environment mean for regional FX and equities? Sean Darby, equity strategist at Mizuho Securities, joins host John Lee on the Asia Centric podcast. Darby unpacks his "Burger Heaven" thesis on undervalued currencies and explains why steepening yield curves are setting up long-ignored bank stocks to outperform. See omnystudio.com/listener for privacy information.

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