Bloomberg
Robeco's Crabb: There Are Still Opportunities in China
"There is a lot more to Asia than China, but we do see some opportunities in there." Joshua Crabb, head of APAC equities at Robeco, discusses Chinese equities, his investment strategy and where he's finding opportunity. He speaks on...
Bloomberg
PageGroup on China Hiring Trends
Mark Tibbatts, Hong Kong & Taiwan Managing Director at PageGroup, who also covers the firm's Great Bay Area strategy, speaks with David Ingles and Yvonne Man on hiring sentiment in China as economic woes weigh on sentiment. He appears...
Bloomberg
Expect Decrease in China's MLF in Next Quarter: Loov
"We expect some kind of a decrease in China's MLF in the next month or the next quarter." Louise Loo, lead economist at Oxford Economics, discusses China's credit data, the next steps for the PBOC and the decline in foreign direct...
Bloomberg
Qontigo's d'Assier on Japan's Market Rally
Olivier d'Assier, head of APAC applied research at Qontigo, discusses what's driving Japan's recent market rally and the timing of a possible Bank of Japan intervention on the yen. He speaks with Bloomberg's Paul Allen and Shery Ahn on...
Bloomberg
M&G's Pershad Sees Long-Term Opportunities in China
"We do see opportunities on a long-term view in China." Vikas Pershad, Asian equities portfolio manager at M&G Investments, discusses the state of the Chinese markets, his investment strategy and his outlook for Asian markets. He speaks...
Bloomberg
Blackstone Eyes More Japan Property Acquisitions
Blackstone Inc. sees unique opportunities in Japan market. Daisuke Kitta, the firm's head of Japan real estate, says he is bullish on the country's office property stock, because as opposed to the global trend, demand for office space is...
Bloomberg
Bank Contagion Concerns
Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist discuss whether risks from commercial real estate and capital requirements will bleed through to the broader markets.
Bloomberg
Oaktree's Poli on US Markets
Oaktree Diversified Income Fund Co-Portfolio Manager Danielle Poli discusses her views on the latest US CPI data print and shares her investment strategies and outlook for US markets. She speaks with Bloomberg's Haidi Stroud-Watts and...
Bloomberg
Moody's Choi Previews Alibaba's Earning Results
Moody's Investors Service Senior VP Lina Choi previews Alibaba's earning results. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
US Set to Limit China Investments, Biden Talks Bidenomics
Bloomberg's Daniel Flatley and Julie Fine discuss President Biden's executive order to impose restrictions on China's ability to develop next-generation military and surveillance technologies that might threaten US national security. ...
Bloomberg
Wealth Enhancement Group's Webb on US Markets
Nicole Webb, Senior Vice President and Financial Advisor at Wealth Enhancement Group, discusses her outlook and investment strategies on the US market. She speaks with Haidi Stroud-Watts and Kathleen Hays on "Bloomberg Daybreak: Australia".
Bloomberg
Pepper International on US Markets
Carol Pepper, CEO and Founder at Pepper International, discusses her outlook and investment strategies for US Markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
JPMorgan's Hui: Fixed Income Has a Lot to Offer
"Fixed income has a lot to offer." Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, discusses his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Micro Connect's Li on Investment Sentiment in China
Charles Li, Founder & Chairman at Micro Connect Group, tells Rishaad Salamat, David Ingles and Yvonne Man that investments in China's small businesses remain resilient. He speaks on "Bloomberg Markets Asia" from the "DBS Greater Bay Area...
Bloomberg
Japan Market Is 'Relatively Attractive," RBC Wealth Management Says
Jasmine Duan, senior investment strategist at RBC Wealth Management Asia, discusses the prospects for markets in the region including China and Japan. She speaks with Rishaad Salamat on "Bloomberg Markets: China Open."
Bloomberg
China Market Confidence May Pick Up Gradually, CCB Says
Cliff Zhao, chief China strategist at CCB International Securities, talks about China's economy, the government's efforts to support growth, and the implications for the stock market. He speaks with David Ingles on "Bloomberg Markets:...
Bloomberg
CCB's Zhao on China Equities
CCB International Securities Chief China Strategist Cliff Zhao discusses China's equity markets and strategy. He speaks with David Ingles on "Bloomberg Markets: China Open".
Bloomberg
JPM's DiCenso Sees Stocks Returning 6%-7% Next 12 Months
"Don't be scared of this rally. Just be a little more selective," Monica DiCenso, JPMorgan Private Bank's head of global investment opportunities, advises while explaining why she upgraded her outlook for US stocks and where she's...
Bloomberg
Resetting Malaysia's Economic Trajectory
Malaysia's Deputy Minister of Economy Hanifah Hajar Taib discusses the country's growth plan, Malaysia's exposure to China and their sustainability agenda. Malaysia's government has unveiled a 10-year plan to reset its economic...
Bloomberg
Bangkok Bank President Expects Earnings Momentum to Continue
Chartsiri Sophonpanich, president of Bangkok Bank Pcl, Thailand's biggest commercial lender, discusses the political situation in the country, the economy, the company's strategy and its prospects. The bank reported net income for the...
Bloomberg
LaSalle IM on APAC Property Outlook
Elysia Tse, APAC head of research & strategy at LaSalle Investment Management, discusses opportunities she sees in commercial property in the region. She speaks with Bloomberg's Yvonne Man and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Tech Stocks Need to Justify Multiples, Says SoFi
SoFi Head of Investment Strategy Liz Young joins Caroline Hyde ahead of big earnings with Alphabet, Snap and Microsoft all reporting results this week. She discusses why she thinks companies will need to justify the multiples they are...
Bloomberg
Apollo's Singh Feels the Default Cycle Will Pick Up
Jasjit Singh, Apollo Partner and Head of Multi-Credit Investment Strategy, believes the default cycle is set to pick up at the end of this year. Singh said that Friday morning on "Bloomberg Markets: Americas" with Kailey Leinz and Guy...
Bloomberg
Bloomberg Intelligence's 'Equity Market Minute' 7/20/2023
Gina Martin Adams hosts this week's 'Equity Market Minute' by Bloomberg Intelligence.