Bloomberg
China Stocks Could Outperform Global Markets in 2023: JPMorgan AM
Tai Hui, Asia Pacific chief market strategist at JPMorgan Asset Management, discusses the prospects for the Chinese economy and stocks amid the Covid-19 pandemic. He also talks about the dollar's outlook and its implications for Asian...
Bloomberg
Credit Suisse: 'Underweight' Stocks, Commodities, Emerging Currencies
Suresh Tantia, senior investment strategist at Credit Suisse, discusses the outlook for financial assets and his strategy. He also talks about the prospects for the Chinese economy and its implications for the stock market. He speaks...
Bloomberg
Bank of Korea Reverts to Smaller Rate Hike, Lowers GDP Projection
The Bank of Korea returned to its usual pace of policy tightening. The central bank raised its seven-day repurchase rate by a quarter-percentage point to 3.25%. And the BOK now sees the economy growing at a slower than previously...
Bloomberg
We Remain 'Positive' on China, OCBC Bank Wealth Management Says
Vasu Menon, executive director of investment strategy at OCBC Bank Wealth Management, discusses central banks' efforts in fighting inflation, his views on China's financial markets amid the Covid-19 pandemic, and the outlook for the...
Bloomberg
Dollar Has Peaked, Likely to Head Lower in 2023, Westpac Says
Sean Callow, senior currency strategist at Westpac Banking Corp., discusses central banks' policies and the implications for the dollar and Asian currencies. He speaks with Paul Allen and Shery Ann on "Bloomberg Daybreak: Asia."
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Bloomberg
Bank of Korea May Go Up to 3.5% as Terminal Rate, Governor Rhee Says
Bank of Korea Governor Rhee Chang-yong discusses monetary policy, inflation and the outlook for the economy. The central bank on Thursday returned to its usual pace of policy tightening as it seeks to minimize pressure on the economy and...
Bloomberg
Lombard Odier Says 2023 Will Be the Year of 'Consequential Pivots'
Homin Lee, Asia macro strategist at Lombard Odier, discusses how geopolitical risks and inflationary pressures are affecting global food supply, financial markets and central banks' policies. He also explains why he's "overweight"...
Bloomberg
Remain Defensive at the Start of 2023, T. Rowe Price Says
Thomas Poullaouec, head of multi-asset solutions for Asia Pacific at T. Rowe Price, explains why he thinks investors should remain defensive at the start of next year, and discusses the opportunities he sees in Asian markets. He also...
Bloomberg
Big Yen Short May Be Poised for Dramatic U-Turn in 2023
Some investors are now expecting the yen to bounce back in 2023 after the Japanese currency plunged to the a three-decade low this year. Michael Wilson reports on Bloomberg Television.
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Bloomberg
Asian Invest-Grade Credit in 'Really Good Place,' HSBC's Major Says
Steven Major, global head of fixed income research at HSBC Holdings Plc, discusses policies of the Federal Reserve and the Bank of Japan, the outlook for bond markets and the opportunities he sees. He speaks with David Ingles and Yvonne...
Bloomberg
US Dollar Has Peaked, ANZ Bank's Yetsenga Says
Richard Yetsenga, chief economist at Australia & New Zealand Banking Group Ltd, discusses policies of global central banks including the Bank of Japan, and the implications for economies and financial markets. He speaks with Haidi...
Bloomberg
Tencent, Yum China Favored, Morningstar Says
Lorraine Tan, director of equity research for Asia at Morningtar, discusses China's reopening, central banks' policy easing, the implications for the region's stock markets and the opportunities she sees. She speaks with Shery Ahn and...
Bloomberg
China Tech Stocks 'Reasonably Priced,' Have Room to Go Up: GAMA
Rajeev de Mello, global macro portfolio manager at GAMA Asset Management, discusses China's reopening, its implications for the economy and financial assets. He also discusses central banks' policies, the outlook for emerging markets,...
Bloomberg
Bank of Japan Policy Tweak Could Be First Step Towards Exit: Prof. Ito
Takatoshi Ito, professor of the School of International and Public Affairs at Columbia University Business School and a former senior official at the Japanese finance ministry, discusses Bank of Japan's policy. The central bank on...
Bloomberg
Overvalued Dollar Remains for First Half of 2023: Zaman
Mahjabeen Zaman, head of foreign exchange research at Australia & New Zealand Banking Group Ltd., discusses the yen, the dollar and her outlook for the euro. She speaks on Bloomberg Television.
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Bloomberg
Yen Stays Near Four-Month High After Bank of Japan Policy Shift
The yen holds near a four-month high the day after the Bank of Japan shocked markets by unexpectedly revising its yield-curve-control policy. Ruth Carson reports on Bloomberg Television.
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Bloomberg
Fed Rate Policy, US PPI, Yen Performance: 3-Minute MLIV
Mark Cudmore and Francine Lacqua break down today's key themes for analysts and investors on "Bloomberg Markets Europe."
Bloomberg
JPMorgan Is Bullish on Thai Baht, Indonesian Rupiah
Arindam Sandilya, head of emerging Asia local markets strategy at JPMorgan, shares his views on the region's currencies. He speaks with David Ingles on "Bloomberg Markets: China Open." (Excerpt)
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Bloomberg
Hong Kong Dollar Carry Trade Flares on Widest Yield Gap Since 2007
The Hong Kong dollar is heading toward the weak end of its trading band against the greenback. Sofia Horta e Costa reports on Bloomberg Television.
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Bloomberg
Dollar Whipsawed by Fed's Powell; Havens Hold Gains
The dollar pared about half its losses in Tuesday trading. That's after Federal Reserve Chair Jerome Powell noted it will take time to reach the 2% inflation target and that further rate hikes may be needed. Ruth Carson reports on...
Bloomberg
Dollar Going Through 'Chop' Phase, HSBC's Mackel Says
Paul Mackel, global head of foreign-exchange research at HSBC Holdings Plc, discusses the outlook for the dollar, Federal Reserve policy and geopolitical risks. He also talks about Asian currencies, the British pound and the euro with...
Bloomberg
China Onshore Stocks Have Room to Grow, BNP Paribas Says
George Sun, head of global markets for Greater China at BNP Paribas, discusses China's reopening, its implications for the country's financial markets and commodities. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets:...
Bloomberg
Fed Rate Cut in 2023 Unlikely, IG Markets Says
Hebe Chen, market analyst at IG Markets Ltd., discusses Federal Reserve policy and its implications for financial markets, China's reopening, gold and the US dollar. She speaks with Paul Allen on "Bloomberg Daybreak: Australia."
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Bloomberg
Franklin Templeton Sees Potential Asian Stocks' Outperformance
Katrina Dudley, portfolio manager and investment strategist at Franklin Templeton Investments, explains why she sees a significant potential for outperformance of Asian stocks. She also talks about currencies including the dollar, Bank...