Bloomberg
Samsung's 'Turnaround' Should Happen in 3Q: Kiwoom Securities
Jul.04 -- Daniel Yoo, global strategist at Kiwoom Securities, talks about Samsung Electronics Co.'s results and outlook. Samsung posted a less than expected slump in profit after demand for cutting-edge displays and chip output proved...
Bloomberg
U.S. Seems Confused About Motivations in China Talks: J Capital Research
Sep.29 -- Anne Stevenson Yang, research director and co-founder of J Capital Research, talks about the trade war between the U.S. and China. She speaks with Shery Ahn and Paul Allen on "Bloomberg Daybreak: Australia."
Bloomberg
Memory Cycle Has Bottomed, Says CLSA’s Rana
Oct.23 -- Sanjeev Rana, senior analyst at CLSA, discusses SK Hynix earnings and they mean for the chip sector. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Qualcomm's Amon Expects Autonomous Cars on the Road by 2023
Jan.07 -- Qualcomm Inc. President Cristiano Amon discusses the company's autonomous vehicle strategy with Bloomberg's Scarlet Fu and Romaine Bostick on "Bloomberg Markets: The Close."
Bloomberg
Will U.S. Tech Stocks Keep Leading Gains?
Jan.21 -- Lamar Villere, partner and portfolio manger at Villere & Co., discusses the opportunities he sees in U.S. stocks. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Where to Find Opportunities During a Market Pullback?
Jan.27 -- Kimberly Forrest, founder of Bokeh Capital Partners, discusses how the coronavirus outbreak is affecting U.S. stocks and Treasuries, and where she sees opportunities. She speaks with Paul Allen and Shery Ahn on "Bloomberg...
Bloomberg
Why Chip CEOs Are Urging Biden To Back Domestic Production
Feb.11 -- The chief executive officers of chip companies are urging U.S. President Joe Biden to support domestic production and stop the country from losing its edge in innovation. Bloomberg's Ian King reports on "Bloomberg Markets: The...
Bloomberg
Asian Hardware IT Earnings Have Been Good: BNP Paribas
Apr.26 -- Zhikai Chen, head of Asia equities at BNP Paribas Asset Management, discusses the outlook for the region's markets. Chen says he has seen a shift in capital flows as investors differentiate countries that have managed the...
Bloomberg
Credit Suisse Expects 'Very Strong' EPS Growth in Asia
Dec.10 -- Dan Fineman, co-head of equity strategy for Asia Pacific at Credit Suisse Group AG, discusses the prospects for the region's stocks amid the coronavirus pandemic. He speaks with Haslinda Amin and David Ingles on "Bloomberg...
Bloomberg
MSCI to Delete Chinese Cos. From GIMI Indexes
Dec.15 -- MSCI says it will delete the securities of 10 Chinese companies referenced in an executive order signed by President Donald Trump in November. It marks the latest step to delink companies the U.S. claims to have ties to the...
Bloomberg
ECB Will Remain Highly Accommodative, BNP's Bhayani Says
Apr.19 -- BNP Paribas Wealth Management Asia CIO Prashant Bhayani, thinks the ECB will remain highly accommodative - even when the economy improves and inflation picks up. He was speaking with Haslinda Amin and Rishaad Salamat on...
Bloomberg
Holland and Company Optimistic After Better Than Estimated High-Tech Earnings
Apr.29 -- Mike Holland, President of Holland and Company stays optimistic after better than estimated high-tech earnings and the mayor's decision to 'fully reopen' New York City this summer. Holland speaks with Bloomberg's Tom Keene,...
Bloomberg
Hyundai COO Says 'Worst Is Past' on Chip Shortage
Aug.19 -- Hyundai Motor COO Jose Munoz discusses the impact of the global semiconductor shortage on production, vehicle demand, and electrification plans on "Bloomberg Markets."
Bloomberg
GlobalFoundries Says Intel's Interest Is 'Speculation'
Jul.19 -- GlobalFoundries Inc., a chipmaker owned by an investment arm of the Abu Dhabi government, is sticking with its plan for an initial public offering next year, according to Chief Executive Officer Tom Caulfield. He says reports...
Bloomberg
Data Revisions Leave Taiwan Unsure Where Outbreak Is Heading
May.23 -- Taiwan's decision to revise up past daily Covid-19 cases dented confidence in official data at a time when soft lockdown measures appear to be slowing the rate of new infections. Only about 1% of its population is vaccinated so...
Bloomberg
Brandes Investment Partners' Lau on China
Aug.05 -- Partner and PM for Brandes Investment Partners, Louis Lau, discusses the latest with the China crackdown. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
VW CEO Diess on U.S. Strategy, Electrification, China
Jul.13 -- VW CEO Herbert Diess discusses the automaker's growth strategy for the U.S. market, competition in China, and plans to become the electric-car leader on "Bloomberg Markets: European Close."
Bloomberg
Big Banks Need to Help the Little Guy: Sen. Warner
May.25 -- The CEOs of JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley go before Congress this week. Senator Mark Warner, a Democrat from Virginia, talks about what he wants to find out.
Bloomberg
Nothing of ASML Story Has Changed Today: ODDO Analyst
Stéphane Houri, Head of Sector Equity Research, says despite disappointing earnings on Wednesday, he is maintaining a $900 price target on ASML. He said "nothing of the long term structural story of ASML has changed today." While supply...
Bloomberg
JPMorgan Private Bank Favors Taiwan, Indonesia, Japan Stocks
Julia Wang, executive director and global market strategist at JPMorgan Private Bank, discusses the outlook for markets and the opportunities she sees in Asian stocks. She also talks about U.S. Treasury yields and the economy. She speaks...
Bloomberg
Robeco's Arnout van Rijn on Asian Markets
Robeco CIO, Asia Pacific and Fund Manager Arnout van Rijn discusses his latest investment strategy and positioning. Van Rijn is underweight China but says valuation support grows. He speaks to David Ingles on "Bloomberg Markets: China...
Bloomberg
Samsung Electronics Profit Misses Estimates as Chip Prices Fall
Samsung Electronics Co.'s profit missed analyst estimates as chip prices declined. South Korea's largest company reported third-quarter net income of 9.1 trillion won ($6.4 billion) in the three months ended September. Analysts surveyed...
Bloomberg
Michelin CEO Predicts 'Mild Recession', Recovery in 2024
The CEO of French tiremaker giant Michelin said he's been experiencing an accumulation of crises over the past year, ranging from Covid to supply chain bottlenecks to the lack of Ukrainian truck drivers in Europe. Input costs have...
Bloomberg
Expect More Frequent Recessions
Lori Calvasina, RBC Capital Markets US Equity Strategy Head & David Bianco, DWS Americas CIO discuss how to invest in a shifting economic landscape.