Bloomberg
China's Consumer Spending to Continue to Trend Up, GROW's Hong Says
Hao Hong, partner and chief economist at GROW Investment Group, discusses the outlook for China's economy, stock market and the local currency. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Hamas Attack on Israel Adds to Uncertainty Around Markets, AMP Says
Shane Oliver, head of investment strategy and chief economist at AMP, discusses the outlook for stock and bond markets amid risks including Hamas' strikes against Israel over the weekend. He speaks with David Ingles, Yvonne Man and...
Bloomberg
Eastspring Sees Opportunities in Japan Small Cap Stocks
Ken Wong, Asian equity portfolio specialist at Eastspring Investments, discusses the outlook for the region's stocks and the opportunities he sees. He also talks about China's economy with Yvonne Man and David Ingles on "Bloomberg...
Bloomberg
Bill Gross on Bond Yields, Housing and Merger Arbitrage
Pimco co-founder Bill Gross discusses his views on US fixed-income yields and spreads, the housing market and investment opportunities in M&A with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
Ray Dalio Says Returns Make Cash 'Relatively Attractive'
Bridgewater Associates founder Ray Dalio says cash has a "relatively attractive appeal" now, a shift from his previous "cash is trash" stance. "When you look at the expected returns for this moment, cash is a relatively attractive asset...
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
Bull Case for Emerging Markets Is Finally Shattering
The slump in emerging-market assets has deepened on the back of US rates outlook and China's economic problems, but traders are also seeing some attractive entry points. Zijia Song reports on Bloomberg Television.
Bloomberg
China's Official, Private Manufacturing Surveys Diverge
China's manufacturing activity expanded for the first time in six months in September, the National Bureau of Statistics said Saturday, while a private gauge of manufacturing activity slowed its pace of expansion. Annabelle Droulers...
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
BlackRock's Fink Sees 10-Year Treasury Yields at '5% or Higher'
BlackRock CEO Larry Fink says 10-year Treasury yields are likely to keep rising. "My opinion is we're going to have 10-year rates at least at 5% or higher because of this embedded inflation. This structural inflation is unlike anything....
Bloomberg
Markets in 3 Minutes: Higher, Steeper Yields; Stocks Repositioning
Eddie van der Walt, Anna Edwards and Tom Mackenzie break down today's key themes for analysts and investors on "Bloomberg Markets Today."
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
Nomura: 'Tactical Overweight' China, 'Overweight' India
Chetan Seth, Asia-Pacific equity strategist at Nomura, shares his views on the region's stock markets. He speaks with David Ingles, Yvonne Man and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Mike Wilson: We're 5% Underweight Equities
Morgan Stanley Chief US Equity Strategist Mike Wilson talks about the performance of bank stocks. He speaks on "Bloomberg Surveillance."
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Bloomberg
JPMorgan Is 'Neutral' on Equities With Preference for US and Japan
Kerry Craig, global market strategist at JPMorgan Asset Management, discusses Treasury yields, US stocks, and the opportunities he sees in other markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Stocks are More Expensive Than Cash: Clissold
Ed Clissold, Ned Davis Research Chief US Strategist discusses the relation between the stock market and bond market. He speaks with Katie Greifeld on Bloomberg Markets: The Close.
Bloomberg
Carol Pepper on US Markets
Carol Pepper, Founder and CEO at Pepper International, discusses her outlook and investment strategies for US Markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Australia".
Bloomberg
JPMorgan AM's Treves on APAC Equities
Alexander Treves, EMAP investment specialists head at JPMorgan Asset Management, discusses APAC equities and investment strategies. He speaks with Bloomberg's David Ingles on "Bloomberg Markets: China Open."
Bloomberg
Lombard Odier Is 'Underweight' Chinese Government Bonds
Homin Lee, senior macro strategist at Lombard Odier, talks about the dollar and emerging-market assets. He also discusses Bank of Japan's policy and its implications for financial markets. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
Barings Sees 'Promising' Leaders in China's Manufacturing Sector
Nicola Lai, investment manager for Hong Kong and China equities at Barings, discusses the outlook for the markets, the government's efforts to boost market confidence, and the opportunities she sees. She speaks with David Ingles on...
Bloomberg
There's a Real Consumer Spending Issue: Sarah Hunt
Sarah Hunt of Alpine Saxon Woods expects weaker consumer spending to impact earnings. She's on "Bloomberg The Open."
Bloomberg
Alphinity IM's Jonker on Global Markets
Elfreda Jonker, client portfolio manager and investment specialist, discusses her outlook and investment strategies for global markets. She speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
China's New-Economy Stocks to Lead Market in 2024, JPMorgan Says
Tai Hui, chief market strategist for Asia Pacific at JPMorgan Asset Management, discusses the interest-rate differentials between the US and Japan, and the implications for financial assets. He also talks about the opportunities he sees...
Bloomberg
China's Privately-Owned Enterprises Building New Global Supply Chains: BofA
Winnie Wu, China equity strategist at BofA Securities, discusses the outlook of the market, the economy, and the opportunities she sees. She speaks with Yvonne Man on "Bloomberg Markets: China Open."