Bloomberg
Breaking Down China’s Property Sector
Oct.05 -- Lucia Kwong, head of Asia property equity research at Deutsche Bank AG, discusses China’s property sector, the possibility of contagion from China Evergrande Group and her outlook for the market. She speaks on “Bloomberg...
Press Association
Starmer calls on ministers to end ‘squabbling’ and back steel industry
Labour leader Sir Keir Starmer has called on ministers to end their “squabbling” and step in to support the steel industry amid fears surging gas prices could force plants to close. Speaking during a visit to a steel mill in Sheffield,...
Bloomberg
Hodes Weill & Associates Partner Alfredo Lobo on China Property
Alfredo Lobo, Partner at real estate capital advisory firm, Hodes Weill & Associates, discusses how is the turbulence in China's property market is affecting real estate fund managers. He speaks to David Ingles on 'Bloomberg Markets:...
Bloomberg
Why RBC Calls This the Ed Sheeran or Dave Matthews Rally
RBC derivatives strategist��Amy Wu Silverman��talks about why the firm calls this the Ed Sheerhan or Dave Matthews rally. She says this is a great time to own equities. She's on "Bloomberg Surveillance." (Source: Bloomberg)
Bloomberg
JPMorgan's Caffrey Says Financials Are Becoming a Longer Duration Asset
Invesco's Mo Haghbin, JPMorgan Asset Management's Jack Caffrey and Megan Greene of the Harvard Kennedy School, talk about the relationship between bond yields and risk assets. They are on "Bloomberg The Open." (Source: Bloomberg)
Bloomberg
Estee Lauder, Edwards Lifesciences, Ecolab Favored, Brown Advisory Says
Dec.04 -- Dune Thorne, partner at Brown Advisory LLC, talks about the opportunities she sees in U.S. stocks. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Macau Gaming Stocks Are 'Under-Owned,' Credit Suisse Says
Oct.28 -- Kenneth Fong, head of gaming and conglomerates research for Asia-Pacific at Credit Suisse, talks about Macau casino operators. He speaks with David Ingles and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Italian Trade Agency President on Trade Deal Impact in Europe, Italy-China Trade Relations
Nov.05 -- Italian Trade Agency President Carlo Ferro discusses the U.S.-China trade deal, what it means for European companies, the deals he plans to sign in China, their participation in the “Belt & Road” initiative, protecting...
Bloomberg
Struggling Local Banks Turn to Riskier Credit in Japan
Dec.16 -- Low interest rates in Japan are making it increasingly difficult for banks to turn a profit. A Bloomberg survey says that’s driving a handful of regional lenders towards riskier credit. Bloomberg’s Andrew Monahan reports on...
Bloomberg
Stocks and Bonds Sell Off After Powell Comments
Mar.04 -- Stocks and bonds sold off after Federal Reserve Chairman Jerome Powell underwhelmed markets by refraining from pushing back more forcefully against the recent spike in Treasury yields. Powell said he’d be “concerned” by...
Bloomberg
Value Partners' Chung Favors Consumer Sectors With Pricing Power
Value Partners Senior Fund Manager Kelly Chung says she likes consumer sectors with pricing power. She was speaking with Juliette Saly and Rishaad Salamat on "Bloomberg Markets: Asia." (Source: Bloomberg)
Bloomberg
Bernstein Favors India's Cipla, Dr. Reddy's, Sun Pharma, Lupin
Dec.16 -- Nithya Balasubramanian, health-care analyst at Bernstein, discusses the prospects for Covid-19 vaccine approvals in India, and the outlook for the country's pharmaceutical industry. She speaks with Rishaad Salamat and Juliette...
Bloomberg
China’s NPC Goals: Where Are the Investment Opportunities?
Mar.10 -- Ken Xu, founding partner and chief investment officer at Strategic Vision Investment Ltd., discusses his investment strategy, China’s growth target and where he’s finding opportunity. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Rogers Investment Advisors' Rogers on Strategies for Japan
Ed Rogers, Rogers Investment Advisors CEO & CIO discusses his views on yen weakness and strategies for the Japanese markets. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
William Ma: Buy Into Chinese Stocks
GROW Investment Group CIO William Ma discusses the opportunities in Chinese markets as well as the risks from new lockdowns. Ma says now its the time to buy into Chinese stocks and the recent rebound in Chinese tech will continue. He...
Bloomberg
There is Never a Relationship Between Stocks & The Economy: Nir Kaissar
Oct.01 -- As the economy sits in a recession and stocks remain positive for the year, one of the popular cliches of 2020 has been that the stock market is not the same at the economy.
Nir Kaissar, Bloomberg Opinion columnist and founder...
Bloomberg
Principal Global Is 'Generally Positive' on Emerging Markets
Nov.15 -- Binay Chandgothia, managing director and portfolio manager at Principal Global Investors, discusses the outlook for global stocks, bonds, the dollar and the opportunities he sees. He speaks with Juliette Saly and Rishaad...
Bloomberg
JPMorgan's Wolf Prefers Equities to Bonds
Alex Wolf, head of Asia investment strategy at JPMorgan Private Bank, discusses his investment strategy, earnings season in Asia and where he's finding opportunity. He speaks on "Bloomberg Daybreak: Asia."
Bloomberg
Jefferies' Chen on China Banks Outlook
Shujin Chen, head of China FIG research at Jefferies, discusses her outlook for Chinese banks. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
Bloomberg
State Street Sees Opportunities in Australia, Japan, Singapore Stocks
Julia Lee, equity investment strategist for Asia Pacific at State Street Global Advisors, talks about corporate earnings in the US, the economy and stocks. She also discusses the opportunities she sees in Asian markets with Paul Allen...
Bloomberg
First Look With Surveillance: Trump Raid, Kenya Election
Dani Burger, Matt Miller and Kailey Leinz take you through what to watch today.
Bloomberg
Wells Fargo Says Moderate Recession Probability Growing
Gary Schlossberg. global strategy at Wells Fargo Investment Institute, discusses the outlook for the U.S. economy, the opportunities he sees in markets, and Federal Reserve policy. He speaks with Haidi Stroud-Watts and Kathleen Hays on...
Bloomberg
China's Home-Prices Fall as Easing Fails to Halt Downturn
Oct. 24 -- Chinas new-home prices fell in all but one city monitored by the government last month as easings of property curbs failed to stem a market downturn amid tight credit. Bloomberg's Tom Orlik reports on ""On The Move Asia.""...
Bloomberg
Why so Many S&P 500 Companies Beat Analysts 3Q Estimates
Nov. 12 ""Bloomberg's Douglas Lavanture discusses 3Q earnings season. He speaks with Bloomberg's Mia Saini on ""Bottom Line.""