

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.
Episodes


A Veteran's Warning on Asia's Private Credit Risks

Beijing Auto Show Heralds a Brutal EV War

Asia's Tech Giants Are Now Challenging the Mag 7

Singapore Bets Big on AI, Equity Market Reforms

An Activist Investor’s Playbook for Southeast Asia

How TSMC Powered Taiwan's Remarkable GDP Growth

Iran War Drives New Global Urgency for Rare Earths

Energy Threats Expose Korea and Taiwan Chip Hubs

Central Banks Face a $100 Oil Dilemma

Can China Pivot to Consumption-Led Growth?
The podcast explores China's economic rebalancing act, shifting from an investment-heavy, export-driven model to one emphasizing domestic consumption. Hao Hong, Chief Investment Officer and Chief Economist at Lotus Asset Management, observes that younger Chinese consumers are increasingly spending on experiences overse...

Fixed Income Enters A Golden Age, Says BlackRock

Geopolitical Risks Are Sinking The Dollar Again

Hong Kong's Property Market Roars Back to Life

How AI Created an Unprecedented Memory Chip Crisis
The global AI infrastructure build-out has triggered a severe memory chip shortage, with demand for high-bandwidth memory (HBM) outpacing supply through 2026. MS Hwang, Research Director at CounterPoint Research, notes that manufacturers are prioritizing advanced AI-focused chips, causing a supply gap in legacy DRAM an...

Is the Global Defense Supercycle Sustainable?

Decoding the Multi-Billion Dollar Humanoid Market

Gen Z, Women and Rural India Drive Trading Boom

Does the World Need Another Multi-Strategy Fund?

Goldman Tips Asia To Outpace The US Again In 2026
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