Bloomberg
Carnival Ready to Benefit From Pent-Up Demand, CEO Says
Mar.03 -- Carnival Corp. Chief Executive Officer Arnold Donald says the company has a "nice liquidity runway" to get through to next year. He speaks with Bloomberg's Ed Hammond on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Schroders' Wood on Fixed Income Outlook
Mar.11 -- Kellie Wood, Schroders fixed income co-portfolio manager in Sydney, discusses her outlook for fixed income. Describing recent repricing as a healthy reset. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
Deutsche Bank's Lee on Asia Economic Weekahead
Juliana Lee, Chief Asia Economist at Deutsche Bank discusses her Asia economic outlook for this week. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia". (Source: Bloomberg)
Bloomberg
State Street's Gerard on Markets and Strategy
Aug.26 -- Daniel Gerard, Senior Multi-Asset Strategist at State Street Global Markets, discusses his market outlook ahead of the Jackson Hole symposium. He speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Asia".
Bloomberg
AXA Investment Managers Aidan Yao on China's Regulations, PMI
Aug.31 -- AXA Investment Managers Senior Emerging Asia Economist Aidan Yao, discusses Beijing's sweeping crackdown on sectors such as technology, property, education and healthcare. He also reacts to China's August manufacturing PMI...
Bloomberg
India's Focus Shifts To Investment-Led Growth, Kotak Mahindra's Kurian Says
Feb.23 -- Kotak Mahindra Asset Management Company Senior EVP & Head of Equity Research Shibani Kurian says India's growth trajectory continues to improve and the focus has shifted to investment-led growth. She was speaking with Haslinda...
Bloomberg
IPOs in Middle East Gain Momentum
Jun.29 -- Mohammed Ali Yasin, Chief Strategy Officer at Al Dhabi Capital discusses new listings on the Abu Dhabi and Saudi Arabia stock exchanges and their broader implications for the region. He speaks with Yousef Gamal El-Din on...
Bloomberg
Evergrande’s Strategy to Hurt Short Sellers Hits a Wall
Jun.15 -- China Evergrande’s favorite tactic to squeeze bearish speculators is to repurchase shares, mopping up liquidity in the stock and driving up its price. Unfortunately, for the company and its billionaire founder, that strategy is...
Bloomberg
Cumberland Advisors: Credit Spreads Are Tight
Jun.15 -- David Kotok, Chairman and CIO of Cumberland Advisors, says credit spreads are tight and investors are chasing yield, as they have been for a while. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia".
Bloomberg
Man Group CEO Ellis on Global Outlook
Oct.05 -- Luke Ellis, CEO, Man Group speaks with Bloomberg’s Guy Johnson at the Bloomberg Invest Global Summit about the market outlook for the $135 billion investment manager.
Bloomberg
PBOC Unlikely to Cut RRR for Rest of 2021: Credit Suisse
David Wang, chief China economist at Credit Suisse Group AG. discusses the outlook for the world's second-largest economy and policies. He speaks with Rishaad Salamat and Yvonne Man on "Bloomberg Markets: Asia."
Bloomberg
CBRE: China's Commercial Property Market to Grow
Henry Chin, head of research for APAC at CBRE, expects China's commercial property market to continue to grow in the future. He speaks with Rishaad Salamat and Haslinda Amin on "Bloomberg Markets: Asia."
Bloomberg
GaoTeng Global Asset Mgmt. Wonnie Chu on China's Credit Markets
Sep.27 -- GaoTeng Global Asset Mgmt. Managing Director of Fixed Income, Wonnie Chu, discusses contagion risks from Evergrande and opportunities in the Chinese credit markets. She speaks to Yvonne Man on 'Bloomberg Markets: China Open'.
Bloomberg
Ninety One: Chinese Developers Must Shape Up Or Ship Out
Ninety One Portfolio Manager Wilfred Wee believes Chinese developers need to shape up or ship out. He was speaking with Yvonne Man on "Bloomberg Markets: China Open."
Bloomberg
Fed Won't Start Hiking Rates Until Late 2023: Manulife's Trinh
Sue Trinh, managing director of global macro strategy at Manulife Investment Management, discusses Fed policy, dollar liquidity and her outlook for markets. She speaks on "Bloomberg Markets: China Open."
Bloomberg
How Credit Cycles Are Impacting Equities
Sep.15 -- Jonathan Golub of Credit Suisse, Noelle Corum of Invesco and Tony Rodriguez of Nuveen talk about how the credit cycle is impacting equity markets. They're on "Bloomberg The Open."
Bloomberg
Kayne Anderson Rudnick's Biel on Black Friday Selloff
Julie Biel, portfolio manager at Kayne Anderson Rudnick, discusses market reaction to the news of a new Covid-19 strain discovered in southern Africa. She speaks on "Bloomberg Markets."
Bloomberg
Dubai Misses Out on IPO Boom
Sep.30 -- Aarthi Chandrasekaran, Shuaa Asset Management, Senior Vice President, discusses Dubai's recovery post-covid and IPO booms in Saudi. She speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Medley Global Advisors' Emons on Economic Concerns, Strategy
Oct.10 -- Medley Global Advisors Managing Director of Global Macro Strategy Ben Emons, discusses ongoing concerns around inflation and consumer demand and how he views global markets. He speaks in "Bloomberg Daybreak: Australia" with...
Bloomberg
More Chinese Developers' Defaults Expected, SC Lowy CEO Says
Oct.08 -- Michel Lowy, chief executive officer of Hong Kong-based SC Lowy, which provides banking, broker dealer and asset management services with a focus on distressed and high-yield debt, discusses the state of the Chinese bond...
Bloomberg
Singapore's Temasek to Keep Investing in China Selectively
Rohit Sipahimalani, chief investment strategist and head of Southeast Asia at Temasek International, discusses the outlook for markets and his strategy. He also talks about the crackdowns in China, the debt woes of China Evergrande...
Bloomberg
Evergrande Isn't Having a Lehman Moment, Says UBS' Baweja
Sep.20 -- UBS Chief Strategist Bhanu Baweja says developer China Evergrande Group "isn't having a Lehman moment." He spoke on "Bloomberg Markets: European Close."
Bloomberg
Iqbal: Still Bullish UAE, Qatar & Egypt
Fahd Iqbal, Head: Private Bank Middle East Research at Credit Suisse discusses his investment strategy for the MENA region.
He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
Citi Mohammed Apabhai on Global Markets Outlook
Citi Head of APAC Trading Strategies, Mohammed Apabhai, says developed markets equities are likely to go higher than what most people think, while China GDP is expected to slow considerably. He speaks to Yvonne Man, David Ingles and...