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Defensive Stocks Could Get Their Legs Back: Mike Wilson
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says staples, utilities and health-care stocks are the place to be if economic conditions deteriorate during an interview on "Bloomberg Markets: The Close."
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Hamilton Lane's Rogers on the Private Equity Outlook
Hartley Rogers, chairman of Hamilton Lane Advisors, talks about his bullish outlook for private equity in 2023. He's on "Bloomberg Markets: The Close."
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Ameriprise's Daoud on the US Markets
Ameriprise Financial Private Wealth Advisor and Opus: Advice First CEO Nancy Daoud explains why she is advising investors to stay calm and somewhat defensive. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak:...
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APAC Private Equity Outlook
Kiki Yang, co-head of APAC private equity practice at Bain & Company, discusses the company's Asia-Pacific private equity report for 2023, signs that the sector is improving and the challenges she's seeing in fund raising. She speaks on...
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JPM's Parker Says There Could Be a Big Pop in Markets
Stephen Parker, JPMorgan Private Bank head of specialized strategies, says if we do get a modest recession and the Federal Reserve starts to ease on raising rates, you could see a big pop in the markets no one is prepared for.
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State Street's Luk on Q2 Outlook
Ben Luk, Senior Multi Asset Strategist at State Street Global Markets, says he's overweight emerging market equities. He speaks on "Bloomberg Markets Asia".
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Japan Steps Up Support For Companies Investing Overseas: Cabinet Official
Japan's government is stepping up support for companies investing overseas, trying to maintain an upward trend in profits from foreign investments. Cabinet official in charge, Oya Toshio, told Bloomberg's Isabel Reynolds, industry...
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M&G Investments' Pershad on Markets, Strategy
Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, discusses his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
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RBC's Calvasina: Tech to Outperform After Final Fed Hike
Lori Calvasina, RBC Capital Markets head of US equity strategy, discusses investment strategy and outlook for tech stocks on "Bloomberg The Open."
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Private Markets' Appetite for Tech
Fidelity Investments Head of Global Private Equity Investments Karin Fronczke joins Ed Ludlow and Caroline Hyde to discuss the appetite in tech for investment rounds and IPOs, how the firm looks for opportunities, and outlook on the...
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Nikko AM's Vail on Global Markets, Strategy
John Vail, Chief Global Strategist at Nikko Asset Management, discusses his outlook for global markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
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Blackstone's McCarthy Finds Opportunities in Real Estate
Kathleen McCarthy, global co-head of Blackstone Real Estate, reveals where she is finding investment opportunities in real estate with David Westin on "Bloomberg Markets: The Close." Blackstone secured $30.4 billion of total capital...
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Conference Board Sees Two More Fed Rate Hikes at Most
Dana Peterson, chief economist at the Conference Board, discusses the state of the US economy and the implications for Federal Reserve policy. She speaks with David Ingles and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
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Hashkey Capital on Business
Michel Lee, Executive President at Hashkey Capital, discusses his views on Hong Kong's Crypto trading environment and Hashkey Capital's business expansion plans. He speaks with Annabelle Droulers from the sidelines of the "Hong Kong Web3...
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StancChart's Sahay Sees India's FY24 CPI At 5.3%
Standard Chartered Bank Head of South Asia Economic Research Anubhuti Sahay is forecasting India's FY24 CPI at 5.3 percent, with a risk of rising to 6.3 percent on adverse weather. She speaks with Yvonne Man and Rishaad Salamat on...
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Teneo's Wildau on Sino-US Relations
Gabriel Wildau, managing director at Teneo, says he thinks President Joe Biden's expected executive order on China investment curbs is a modest win for the business community. He speaks with Bloomberg's Yvonne Man and Rishaad Salamat on...
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Asian Stocks Still Relatively Attractive, Morningstar Says
"Communication services and technology. Those are the two sectors where we continue to see a decent discount." Lorraine Tan, director of Asia equity research at Morningstar, says she still sees value in the region's stocks. She speaks...
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RiverFront's Felton on the US Markets
RiverFront Investment Group Senior Market Strategist Rebecca Felton explains why she's bracing for more equity market volatility. She speaks with Haidi Stroud-Watts and Shery Ahn on "Daybreak Australia."
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Credit Suisse's Abrams on TSMC Earnings Preview
Randy Abrams, Managing Director and Head of Taiwan Equity Research at Credit Suisse, previews TSMC's 1Q earnings results and discusses the outlook for Asia's semiconductor sector. He speaks with Yvonne Man on "Bloomberg Markets: China...
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Chinese Tourists to Help Asian Economies Recover, ADB Says
"China is such a big part of GDP in Asia that no matter what their growth rate is, as long as it is similar to what we are projecting this year and next, it will still be really important to the region and global growth." Albert Park,...
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Is Stockpicking Back?
Ankur Crawford , Executive Vice President and Portfolio Manager at Alger, joined Alix Steel and Dani Burger to discuss the latest market moves
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EU Can't Be Too Dependent on Foreign Powers: Commissioner Gentiloni
European Economics Commissioner Paolo Gentiloni discusses the bloc's relations with countries including China, and its supply chain. He speaks in Niigata, Japan, where he's attending the meeting of Group of Seven finance chiefs, with...
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HSBC's Bhandari on Indian Tech's Economic Boost
HSBC sees India's tech-focused sectors driving the country's growth to 6.5% per annum, to more than double the economy's size in a decade. The bank's chief India economist Pranjul Bhandari discusses her outlook on "Bloomberg Markets Asia".
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Goldman's Oppenheimer Sees Opportunity in Stock Picking, Alpha
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, urges investors to be "a bit more nuanced, more diversified across regions, across sectors, and factors." He speaks on "Bloomberg Surveillance."
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