Bloomberg
South Korea Exports Fall for 11th Month
Oct.31 -- Johanna Chua, chief Asia Pacific economist at Citigroup Global Markets, talks about South Korea's economy and monetary policy. South Korean exports plunged again in October, underscoring the difficulties of a turnaround in...
Bloomberg
What Micron's Weak Forecast Signals About the Chip Industry
Micron Technology shares plunged in late trading after giving a lackluster forecast, a sign that booming demand for its computer and phone semiconductors may be waning. Bloomberg Intelligence's Mandeep Singh has more on "Bloomberg...
Bloomberg
Intel Sees More Spending, Less Profitability
Intel Corp. Chief Executive Officer Pat Gelsinger spelled out the cost of his drive to return the world’s largest chipmaker to leadership of the industry and investors weren’t pleased. Bloomberg’s Su Keenan reports on “Bloomberg Markets:...
Bloomberg
Small-Cap Value May Be Breaking Out, BofA Merrill's Suttmeier Says
Nov.06 -- In this edition of "Smart Charts," Steve Suttmeier, technical analyst at Bank of America Merrill Lynch, examines small-cap value and semiconductor stocks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Samsung's Operating Profit to Grow About 44% in 2020, CLSA Says
Jan.30 -- Sanjeev Rana, Korea technology analyst at CLSA Securities, discusses Samsung Electronics Co.'s results and outlook. Samsung reported a 38% decline in profit due to falling memory chip prices. Still the company says...
Bloomberg
Aberdeen Standard Sees 'Encouraging Signs' in Tencent
Nov.13 -- Pruksa Iamthongthong, investment director for Asian equities at Aberdeen Standard Investments, talks about regional technology companies including Tencent Holdings Ltd.. The Chinese internet giant slid more than 2% after...
Bloomberg
Commerce Sec. Raimondo on Biden Tax Plan, China, Semis
Apr.30 -- U.S. Commerce Secretary Gina Raimondo says the Biden administration’s proposals to raise capital-gains tax rates and end some corporate tax breaks won’t discourage investment on "Bloomberg Markets."
Bloomberg
RockCreek's Beschloss Is 'Very Excited' About Equities
Mar.16 -- RockCreek Founder & CEO Afsaneh Beschloss says she's very excited about equities in the U.S. and Europe. She appears on "Bloomberg Surveillance."
Bloomberg
White House Weighs Invoking Defense Law to Get Chip Data
Sep.23 -- The U.S. government is considering invoking a Cold War-era national security law to force companies in the semiconductor supply chain to provide information on inventory and sales of chips. The Biden administration wants to...
Bloomberg
Blue Lotus’ Zhuang on China’s Auto Industry, Chip Shortage
Apr.19 -- Dan Zhuang, auto analyst at Blue Lotus Capital Advisor Ltd., discusses her call on Xpeng Inc., the impact of the chip shortage on auto makers and the headwinds she sees for the industry. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
BNP Paribas George Sun on China, Global Financial Markets
BNP Paribas Head of Global Markets for Greater China, George Sun, says he sees continued downside risk in equities and credit, with Covid-19 flaring up once again in multiple cities in China. He speaks to Yvonne man on 'Bloomberg...
Bloomberg
Why AutoNation CEO Thinks Chip Shortage Could Last a Year
Apr.20 -- AutoNation CEO Mike Jackson explains why he thinks the global semiconductor shortage could drag on for a year and sees "astronomical" demand for personal transportation. He also provides his outlook for electric vehicles....
Bloomberg
Samsung Warns of Chip Shortage Impact
Mar.16 -- Samsung Electronics Co. warned of a “serious” imbalance in the semiconductor industry and said it may have to delay the introduction of one of its key smartphones. Bloomberg’s Peter Elstrom reports on “Bloomberg Markets: China...
Bloomberg
Deals Report: MGM Walks Away From Entain, Lumentum Buys Coherent
Jan.19 -- In this edition of "Deals Report," Bloomberg's Ed Hammond takes a look at why MGM Resorts International decided not to make a firm offer for Entain Plc and discusses Lumentum Holdings Inc.'s agreement to buy Coherent Inc. for...
Bloomberg
Wedbush's Ives Sees 'Arms Race' in Chip Industry
Feb.12 -- Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.'s acquisition of Arm. He speaks with Taylor Riggs on "Bloomberg Technology."
Bloomberg
Is Japan Heading Towards a Double-Dip Recession?
May.17 -- Izumi Devalier, head of Japan economics at BofA Global Research, discusses the prospects for the world's third-largest economy. The country's recovery stalled last quarter, with the economy shrinking for the first time since...
Bloomberg
JPMorgan Private Bank Looking at Defense, Commodity Stocks
Alex Wolf, head of Asia investment strategy at JPMorgan Private Bank, discusses the outlook for stock markets and the opportunities he sees. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Bloomberg Daybreak: Asia."
Bloomberg
Nissan Motor CEO Uchida on $18 Billion Electric-Vehicle Strategy
Nissan Motor Co. Chief Executive Officer Makoto Uchida discusses the company's strategy. The carmaker will invest 2 trillion yen ($17.6 billion) over the next five years to electrify more of its lineup and turn battery-powered cars into...
Bloomberg
CHIPS Act Will Level the Playing Field, Micron CEO Says
"Micron is making a historic investment for America," CEO Sanjay Mehrotra says after breaking ground on a $15 billion chip plant in Idaho. He speaks with Emily Chang on "Bloomberg Markets."
Bloomberg
The 'Stealth Bear Market' Hiding in the S&P 500
Oct. 19 -- Jonathan Krinsky, chief market technician at MKM Partners, examines the S&P 500 as he sees a "stealth bear market" that can emerge in the short-term. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Macquarie: Why We Have an Outperform Rating on Toshiba
Jan.26 -- Damian Thong, head of Asia technology research at Macquarie Group, discusses his outperform rating on Toshiba, the writedowns in their nuclear division and the company's possible solutions for the writedown. He speaks to...
Bloomberg
Oppenheimer's Rosin Has an Options Play for Micron
Feb.14 -- Alon Rosin, head of institutional equity derivatives at Oppenheimer, discusses the VIX, volatility and his options strategy for Micron on "Bloomberg Markets."
Bloomberg
Cooling of China Doesn't Mean Cooling of The Collective Asian Story, Khanna Says
Mar.18 -- Parag Khanna, managing partner of strategic advisory firm FutureMap and author of "The Future Is Asia," talks about the region's economies, Huawei Technologies Co., and the trade spat between China and the U.S.. He also...
Bloomberg
Smartphones Are Already Peaking Out, Says JPMorgan's Hariharan
Jan.16 -- Gokul Hariharan, managing director and co-head of Asia TMT research at JPMorgan, discusses the smartphone sector ahead of TSMC earnings, cryptocurrency mining and the semiconductor industry. He speaks on "Bloomberg Markets: Asia."