Bloomberg
Manulife IM Sees Tactical Upside Opportunity for China Risk Assets
Sue Trinh, co-head of global macro strategy at Manulife Investment Management, discusses US Treasury yields, the dollar, China's economy and the opportunities she sees in Chinese assets. She speaks with Paul Allen on "Bloomberg Daybreak:...
Bloomberg
McKinsey Says AI Could Be Game Changer for Banks
"I think one of the things that's going to completely change banking is the rise of technology and AI." Renny Thomas, senior partner at McKinsey & Co., talks about the state of the global banking sector and its prospects. Banks globally...
Bloomberg
Citi's Manthey: Time to Move to More Cyclical Markets
Beata Manthey, global equity strategist and head of European equity strategy at Citigroup Inc., discusses her investment strategy and the opportunities she sees amid geopolitical risks. The team led by Manthey said last week it's the...
Bloomberg
UNGA Climate Wrap
Climate change was one of the top priorities at last week's UN General Assembly, and while world leaders agreed on the scale of the problem, friction remains over how countries should adapt, and who pays. BloombergNEF's Ali...
Bloomberg
Standard Chartered WM: 'Overweight' Japan Stocks, 'Neutral' China
Abhilash Narayan, senior investment strategist at Standard Chartered Wealth Management, shares his views on Japanese and Chinese stocks. He also explains why StanChart expects the Federal Reserve to cut rates to 4.75% by Sep 2024. He...
Bloomberg
Haitong's Darling on Energy Sector Outlook
Scott Darling, Managing Director at Haitong International, discuss his outlook and investment opportunities in the energy sector. He speaks with Shery Ahn and Paul Allen on "Daybreak Asia".
Bloomberg
HSBC's Bloxham on RBA Rate Decision outlook
Paul Bloxham, Chief Australia and NZ Economist at HSBC, discusses why he thinks the central bank will keep rates steady at its October meeting, first meeting for Michelle Bullock since she's become governor at the RBA, and explains why...
Bloomberg
US Bank Wealth MGMT's Erickson on US Markets
Lisa Erickson, Senior Vice President and Head of Public Markets Group at US Bank Wealth Management, discusses her outlook and investment strategies for US markets. She speaks with Shery Ahn and Paul Allen on "Daybreak Australia".
Bloomberg
UBS' Qiao on Global Markets
Xi Qiao, Financial Advisor and Managing Director at UBS, discusses her outlook and investment strategies for global markets. She speaks with Shery Ahn and Paul Allen on "Daybreak Asia".
Bloomberg
UBP Looking to Add to Global Equity Exposure
Kieran Calder, head of equity research for Asia at Union Bancaire Privee, discusses the opportunities he sees in global markets. He speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia."
Bloomberg
CreditSights Sees Multi-Year Structural Downturn of China Property Sector
"We do think there is going to be a multi-year structural downturn of the Chinese property sector." Zerlina Zeng, senior credit analyst at CreditSights, discusses the prospects for China's property market and the implications for the...
Bloomberg
Japan Ahead: Integral Representative Director
Reijiro Yamamoto, Representative Director and Partner at Integral, discusses the investment opportunities in Japan and its private equity market. He speaks with Shery Ahn and Paul Allen on "Daybreak Asia".
Bloomberg
Gibbs Wealth Management on US Markets
Erin Gibbs, president and chief investment officer at Gibbs Wealth Management, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Paul Allen on "Bloomberg Daybreak: Australia."
Bloomberg
Allspring Global Investments' Irwin on Global Markets
Derrick Irwin, emerging markets portfolio manager at Allspring Global Investments, discusses his outlook and investment strategies for Asian and LatAm EMs and he explains why Chinese shares are undervalued. He speaks with Bloomberg's...
Bloomberg
HSBC's Jain on China Golden Week Travel Sector Outlook
Parash Jain, global equity sector head for shipping and ports and head of transport research for APAC at HSBC, discusses his expectations for China's aviation and shipping sector ahead of China's Golden Week holiday. He speaks with...
Bloomberg
Northern Trust's Tannenbaum on US Shutdown
Carl Tannenbaum, chief economist at Northern Trust, discusses the looming US government shutdown and the economic implications. He speaks with Bloomberg's Paul Allen and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
China Satellite Data Show Economic Uptick
New satellite data analysis suggests that China's economy showed signs of a stronger recovery in September. SpaceKnow is a US firm that analyzes the global economy using satellite imagery and sees a positive direction for China's...
Bloomberg
China Beige Book: Property Market Deteriorating Further
Shehzad Qazi, managing director at China Beige Book International, discusses China's property sector, the importance of the Golden Week holiday and his outlook for the economy. He speaks on Bloomberg Television.
Bloomberg
Evergrande Says Billionaire Founder Suspected of Crimes
Property developer China Evergrande Group has confirmed that its billionaire founder is suspected of crimes. It's another blow to a real estate titan who was once among the richest people in Asia. Annabelle Droulers reports on Bloomberg...
Bloomberg
Asian Markets Will Be Macro-Driven Next Quarter: Chen
Zhikai Chen, head of Asian and global emerging market equities at BNP Paribas Asset Management, discusses the drivers of Asian markets, the impact of energy prices on central bank policies and how the dollar is weighing on emerging...
Bloomberg
Australian Government Warns of Multi-Billion Dollar Climate Disaster Costs
Australian Treasurer Jim Chalmers is warning of the growing costs of disaster recovery ahead of what could be a sever bushfire season. Paul Allen reports on Bloomberg Television.
Bloomberg
US to Establish Ties With Niue, Cook Islands
The US is set to establish diplomatic relations with the tiny Pacific nations of Niue and the Cook Islands as China's influence in the region grows. Paul Allen reports on Bloomberg Television.
Bloomberg
Qantas Air Withholds Some of Ex-CEO Joyce's Payout After Controversy
Qantas Airways Ltd. may claw back part of former Chief Executive Officer Alan Joyce's payout after a string of controversies hit the Australian airline towards the end of his 15-year tenure. Paul Allen reports on Bloomberg Television.
Bloomberg
RBA Governor's 'Highs and Lowes'
Governor Phil Lowe chairs his last Reserve Bank of Australia meeting on Tuesday as his tumultuous seven-year term draws to a close on Sept. 17. Paul Allen looks at his tenure that saw extraordinary economic events from the pandemic to...