Bloomberg
BNP Paribas Favors China Consumer Discretionaries, SOEs
Manishi Raychaudhuri, head of Asia Pacific equity research at BNP Paribas, shares his views on stocks in South Korea, Taiwan and China. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
HKEX Co-COO on IPO Pipeline
Bonnie Chan, co-chief operating officer at Hong Kong Exchanges & Clearing, discusses the IPO pipeline outlook for Hong Kong. She speaks with Bloomberg's Stephen Engle from the sidelines of the World Economic Forum in Tianjin.
Bloomberg
Modi and Biden Announce Defense, Chips Deals
Indian Prime Minister Narendra Modi addressed a joint session of Congress on Thursday afternoon after sealing some defense and commercial deals with President Joe Biden. Jodi Schneider reports on Bloomberg Television.
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India 'Not Our Ally Yet': Kimmit on India PM's US Visit
Former Assistant Secretary of State of Political-Military Affairs and Retired Brigadier General, Mark Kimmitt discusses India Prime Minister Narendra Modi's first visit to the United States and the potential strategic importance a...
Bloomberg
Can AI Become China's New Growth Driver?
Winnie Wu, China equity strategist at BofA Securities, shares her views on the market and the economy, and how artificial intelligence might change the landscape. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China...
Bloomberg
Rama Elluru on Modi's US Visit
Rama Elluru, Senior Director at Special Competitive Studies Project, discusses Modi's visit to the US and US-India's partnership. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Comgest AM's Kaye on Softbank Outlook
Richard Kaye, portfolio manager at Comgest Asset Management, discusses his outlook for Softbank, as CEO Masayoshi Son announces he will go back on the offensive in tech investing at an AGM. He speaks with Bloomberg's Shery Ahn and Haidi...
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Buttigieg on De-risking Global Supply Chains
The US Transportation Secretary says he wants to 'de-risk' global supply chains. Pete Buttigieg added building the refining capacity for key materials is "addressable." He spoke exclusively with Bloomberg's Haslinda Amin on the...
Bloomberg
UBS' Lin on AI, Semiconductor Sector
Sunny Lin, Semiconductor Analyst at UBS, discusses her outlook for the AI and chips sector. She speaks with Shery Ahn and Haidi Stroud-Watts from the sidelines of the "UBS Future-Now APAC Conference".
Bloomberg
Dutch Seek to Bar Chinese Students From Tech Courses
The Dutch government is working on legislation that will be used to bar Chinese students from university programs on sensitive technologies including semiconductor and defense, according to people familiar with the matter. Rebecca Choong...
Bloomberg
Malaysia Woos Google, Microsoft To Bolster Data Hub Ambitions
Malaysia is trying to lure Microsoft and Google to its shores as part of a broader effort to win companies seeking alternative production hubs amid the rising tensions between the US and China, according to Trade Minister Zafrul Abdul...
Bloomberg
TECHnalysis Research President on EVs, Semiconductors
TECHnalysis Research President, Founder and Chief Analyst Bob O'Donnell reacts General Motors Co.'s announcement that it will adapt its electric vehicles to Tesla Inc.'s Superchargers. He also discusses the outlook for global...
Bloomberg
Japan Revives Chip Ambition With TSMC in Kumamoto
Taiwan Semiconductor Manufacturing Co. will open its latest high-end factory next year in Kumamoto prefecture, southwestern Japan. This is a critical piece of Japan's one last push to resurface as a world chip superpower amid escalating...
Bloomberg
Morningstar Sees Discounts in China, Hong Kong Markets
Lorraine Tan, director of Asia equity research at Morningstar, discusses the outlook for the region's stock markets and the opportunities she sees. She speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia."
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Jobs Report Suggests Fed Pause, iCapital's Amoroso Says
"In parts of the market it is absolutely the time to lock in partial profits," Anastasia Amoroso, iCapital's chief investment strategist, says during an interview with Jonathan Ferro on "Bloomberg The Open."
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Goldman Sachs Sees 'Very Good' China Earnings Momentum in 2Q
Kinger Lau, chief China equity strategist at Goldman Sachs, discusses the outlook for the market, corporate profits, the central bank's policy and the opportunities he sees. He speaks with Yvonne Man on "Bloomberg Markets: China...
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China Woos US CEOs Amid Strained Bilateral Relations
The official relations between China and the US could be severely strained, but Beijing is welcoming top American business leaders with open arms. Meanwhile, Nvidia Corp. CEO Jensen Huang is heading to China to meet with tech executives,...
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Goldman Has Been 'Very Bullish' on South Korean Stocks
Timothy Moe, chief Asia Pacific equity strategist at Goldman Sachs, discusses South Korean stocks, and companies in the region involved in artificial intelligence. South Korea's equity benchmark Kospi index headed for a bull market as...
Bloomberg
Ark's Wood Sees New Group of Stocks Benefiting After Nvidia
Cathie Wood, founder and chief executive officer of ARK Investment Management, shares her views on companies involved in artificial-intelligence including Nvidia Corp. Wood said in a tweet on Monday the world's most valuable chipmaker is...
Bloomberg
Nvidia CEO: We Have Reached Tipping Pont of New Computing Era
Nvidia Corp. Chief Executive Officer Jensen Huang discusses the future of artificial intelligence as he unveils a new batch of products and services tied to AI at the Computex show in Taiwan. (Excerpts)(Source: Nvidia)
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SOXX Becomes New King of Chip ETFs Amid AI Hype
As semiconductor manufacturers emerge as the biggest winners surrounding the optimism about artificial intelligence, a popular ETF tracking chipmakers has turned into the largest of its kind. Bloomberg Intelligence analyst Rebecca Sin...
Bloomberg
Cathie Wood Calls Nvidia a 'Check-the-Box' Stock
Ark Invest CEO Cathie Wood says she is pivoting away from Nvidia to "another set of plays" during an interview with Caroline Hyde on "Bloomberg Technology."
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I/O fund's Kindig on Nvidia's Results
I/O fund CEO & Lead Tech Analyst Beth Kindig discusses Nvidia's financial results and AI. She speaks with Rishaad Salamat, David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Nvidia Delivers Bullish Forecast on AI Boom
Nvidia gave a bullish revenue forecast for the current quarter, bolstering confidence that the world's most valuable chipmaker can keep its business thriving by focusing on gear that powers artificial intelligence. Bloomberg...