Bloomberg
China Will See Slower Growth, But Not a Hard Landing, Says Oreana's Poole
Jan.23 -- Isaac Poole, chief investment officer at Oreana Financial Services, discusses China's economy, their targeted monetary policy and his thoughts on the market. He speaks on "Bloomberg Daybreak: Middle East."
Bloomberg
China Economy Not at The Bottom Yet, Mizuho's Varathan Says
Jan.28 -- Vishnu Varathan, head of economics and strategy at Mizuho Bank Ltd. in Singapore, talks about China's economy, the government's policies, and the trade spat between the U.S. and China. China’s economy slowed for an eighth...
Bloomberg
Credit Suisse APAC CIO's Key Investment Views for 2019
Jun.26 -- John Woods, Asia-Pacific chief investment officer at Credit Suisse, shares his strategy for the second half of 2019. He speaks on "Bloomberg Markets: China Open."
Bloomberg
Emerging Markets to Outperform in Short Term: Tribeca's Liu
Jul.01 -- Jun Bei Liu, portfolio manager at Tribeca Investment Partners, talks about the market implications of the trade negotiations between the U.S. and China. She speaks on "Bloomberg Daybreak: Middle East."
Bloomberg
BOJ Doesn’t Have Any Credibly Effective Measures Left, Says Mizuho’s Momma
Jul.30 -- Kazuo Momma, executive economist at Mizuho Research Institute, breaks down the Bank of Japan policy decision and where he sees policy heading. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Stay Overweight China Versus Hong Kong, Says UBS’s Tay
Jul.28 -- Kelvin Tay, regional chief investment officer at UBS Global Wealth Management, discusses his calls on China and Hong Kong markets and the opportunities he’s seeing in China’s credit market. He speaks on “Bloomberg Markets:...
Bloomberg
Wells Fargo’s Rusnak Sees Opportunities for Emerging Market Debt in China
Jul.15 -- George Rusnak, co-head of global fixed income at Wells Fargo Investment Institute, discusses China’s credit market, deleveraging and where he's finding opportunity. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
China Is Doing Enough to Stabilize Its Own Economy, Says UBS’s Kapteyn
Jul.15 -- Arend Kapteyn, global head of economics and strategy research at UBS, discusses China’s GDP and economic data and what it means for the economy. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
BOJ Recognizes No Effective Measures Left to Stimulate Economy, Says Nomura’s Kiuchi
Apr.25 -- Takahide Kiuchi, executive economist at Nomura Research Institute and former policy board member at the BOJ, discusses the BOJ’s policy decision and what it means for the economy. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
State Street's Metcalfe Sees Opportunities in Emerging Markets
May.19 -- Michael Metcalfe, head of global macro strategy at State Street Global Markets, talks about U.S assets, the opportunities he sees in emerging markets, and the trade disputes between in the U.S. and China. He speaks on...
Bloomberg
Asia’s Manufacturing Sector Under Pressure From Trade War
Jun.03 -- Asia’s manufacturing sector is coming under pressure from the trade war between the U.S. and China, and that has the potential to force the hand of central banks when it comes to stimulus. Bloomberg Economics’ Chang Shu has...
Bloomberg
China’s Credit Expansion Remains Solid Amid Growth Concerns
Jun.12 -- China released its latest credit numbers for May, showing a pickup, signaling the stimulus measures to stem the slowdown are continuing to have an impact. Bloomberg’s James Mayger reports on “Bloomberg Markets: Asia.”
Bloomberg
What to Expect from China's Data Dump
Jun.14 -- China is set to release May data on retail sales, investment, and production. In the data investors will look for how the Chinese economy has held up amid trade tensions and how successful the government's stimulus measures...
Bloomberg
"Real Yield Roundup": Diagnosing the Health of the U.S. Economy
May.24 -- Bloomberg's Jonathan Ferro sits down with PGIM’s Michael Collins, Kathy Jones of Charles Schwab and RBC Capital’s Craig Bishop to preview the big market moving events next week and reveal their expectations for some big...
Bloomberg
BOJ Is Probably Stuck in Limbo, Says BofAML’s Devalier
Apr.24 -- Izumi Devalier, head of Japan economics at Bank of America Merrill Lynch, discusses Bank of Japan monetary policy and her outlook for inflation. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
China Is Preparing for a Worst-Case Scenario, Says China Beige Book’s Miller
Jun.06 -- Leland Miller, president of China Beige Book, discusses China’s new stimulus measures to support autos and electronics and his outlook for the economy. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Draghi’s Stimulus Salvo
Jul.26 -- The ECB looks likely to deliver an easing package in September but there was no consensus in the Governing Council on measures beyond rate cuts. The lack of explicit details at Thursday’s press conference leaves the markets...
Bloomberg
From Now On, Yuan Will Stay Close to 7, Says Moody’s Analytics’s Cochrane
Aug.07 -- Steven Cochrane, chief Asia Pacific economist at Moody’s Analytics, discusses today’s yuan fix and his outlook for the currency for the rest of the year. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
China Drawing Up Plan to Replace Hong Kong's Lam, FT Says
Oct.22 -- The Chinese government is drafting a plan to replace Hong Kong’s Carrie Lam with an “interim” chief executive, the Financial Times reported. Meanwhile, Financial Secretary Paul Chan unveiled a range of relief measures worth...
Bloomberg
Fim Partner CEO on GCC Rate Cuts, Saudi Market Valuations
Sep.24 -- Hedi Ben Mlouka, chief executive officer and chief investment officer at Fim Partners, discusses the move by GCC central banks following last week's Federal Reserve rate cut, the outlook for Saudi markets and Egypt's upcoming...
Bloomberg
Syzdykov Sees a 15% Chance of Trade Deal Before 2020 Election
Sep.24 -- Amundi Asset Management global head of emerging markets Yerlan Syzdykov discusses trade war, U.S, China and emerging markets. He speaks with Bloomberg's Yousef Gamal El-Din in Dubai.
Bloomberg
Chadha Says Financials Are the Cheapest Sector in S&P
Apr.10 -- Binky Chadha, chief global strategist at Deutsche Bank, discusses why he is long and overweight financials. He speaks with Bloomberg's Alix Steel and David Westin on "Bloomberg Daybreak: Americas."
Bloomberg
We’re Very Bullish on Chinese Equities, Says Eastspring’s Lien
Apr.15 -- Sarah Lien, client portfolio manager at Eastspring Investments, discusses Chinese markets, property stocks and her outlook for the economy. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
Jean-Claude Trichet on European Politics, Draghi Succession, Trade
May.29 -- Former European Central Bank President Jean-Claude Trichet discusses European politics, the race to replace Mario Draghi as ECB President, and the U.S.-China trade dispute. He speaks with Stephen Engle on "Bloomberg Markets:...