Bloomberg
Yellen Says Outbound Restrictions Would Focus On Semis, Quantum, AI
US Treasury Secretary Yellen says any proposed restrictions on outbound investments to China would be "narrowly targeted," focusing on semiconductors, quantum computing, and artificial intelligence. She speaks on "Bloomberg Surveillance."
Bloomberg
HSBC's Cheo: Mild Overweight On Chinese Stocks
HSBC's Cheo: Mild Overweight On Chinese Stocks
HSBC Global Private Banking & Wealth Southeast Asia CIO James Cheo says China's policy stimulus should support valuations, and is keeping a mild overweight on Chinese stocks. He speaks with...
Bloomberg
M&A Activity Is Picking Up: JPMorgan's EMEA Leveraged Finance Head Schlumberger
The outlook for the European leveraged finance sector is deteriorating, according to a report from Fitch Ratings, which sees default rates continuing to rise as slowing economic growth and rising rates prove to be a strain for highly...
Bloomberg
Best of Bloomberg Intelligence (07/10/2023)
The "Best of Bloomberg Intelligence" delivers in-depth analysis and data sets on industries, companies, government, credit, litigation and economic factors. Catch it daily on "Bloomberg Markets: The Close."
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Bloomberg
MLIV Pulse: What Will be the biggest negative factor for this Earnings Season?
During this week's MLIV Pulse survey, Bloomberg TV guests respond to the question: What Will be the biggest negative factor for this Earnings Season?
Bloomberg
Alder Capital: Focus On Businesses Delivering 25%+ Earnings Growth
Alder Capital: Focus On Businesses Delivering 25%+ Earnings Growth
Alder Capital Investment Manager Rakhi Prasad says investors should focus on businesses delivering 25 percent plus earnings growth. She speaks with Haslinda Amin, Menaka...
Bloomberg
M&G Investments' Pershad on Markets, Strategy
Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, discusses his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
Pantheon's Wrigley: China Companies Hurt by US restrictions
Duncan Wrigley, Pantheon Macroeconomics Chief China Economist, joined "Bloomberg Markets: European Close" with Alix Steel and Guy Johnson Thursday morning. Wrigley said the Chinese economy is still being hurt by US trade restrictions on...
Bloomberg
Oman Sponsor Spotlight: Your Gateway to Global Trade
HE Eng Said Al Mawali, Minister of Transport, Communications and Information Technology, Sultanate of Oman speaks with Duncan Chater, Managing Director, Europe, Bloomberg Media.
Bloomberg
Nomura's Nicholson on Markets, Strategy
Gareth Nicholson, CIO at Nomura International Wealth Management, discusses his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
Deals Report: Circor Agrees to Amended Bid From KKR
Industrial pump and valve maker Circor International Inc. agreed to an amended buyout offer of $56 a share from investment firm KKR & Co., saying it's more certain than a slightly higher bid from Arcline Investment Management LP....
Bloomberg
CITIC's Chan on China Markets
Matthew Chan, Executive Director of CITIC Securities Wealth Management HK, discusses his market outlook and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Franklin Templeton On 2H India Equity Markets Outlook
Franklin Templeton EM Equity India MD & CIO Anand Radhakrishnan says he remains optimistic on double-digit India corporate earnings growth. He speaks with Haslinda Amin, Menaka Doshi and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
Earnings Declines Less Likely for Tech, Says Truist's Lerner
Truist Advisory Services co-CIO and Chief Market Strategist Keith Lerner says earnings for large technology firms are less likely to suffer in a recession that his firm has predicted for later in 2024. "If the economy slows down later...
Bloomberg
Blackstone CFO: Want Blackstone to be Enduring
Blackstone CFO Michael Chae describes his vision for the firm's future and explains why he thinks Blackstone is in the best position to capture opportunities.
Bloomberg
The Future of Blackstone
Blackstone CFO Michael Chae tells us why Blackstone is well-positioned for a high-rate environment. He also believes that AI will further the edge private markets have over public markets.
Bloomberg
Blackstone Has Been Focusing on AI: Chae
Michael Chae, Blackstone CFO discusses challenges in commercial real estate and focusing on AI. He speaks with David Westin on "Wall Street Week Daily."
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Bloomberg
BNP Paribas Favors China Consumer Discretionaries, SOEs
Manishi Raychaudhuri, head of Asia Pacific equity research at BNP Paribas, shares his views on stocks in South Korea, Taiwan and China. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Yen Likely to Strengthen Over Next 3 to 12 Months: Nikko Asset Management
"We actually think that the yen's going to strengthen over the next three, six, 12 months because the trade deficit is going to turned into a trade surplus, especially for goods and services, because tourism is going to keep booming...
Bloomberg
16th Amendment's Pruskowski Sees Opportunities in Credit
James Pruskowski, 16th Amendment Advisors CIO, discusses finding value in the municipal bond market with Romaine Bostick and Scarlet Fu on "Bloomberg Markets: The Close."
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Bloomberg
WPIC Marketing + Technologies' CEO on China 618 Shopping Festival
WPIC Marketing + Technologies co-founder and Chief Executive Officer Jacob Cooke discusses how China's online shopping platforms performed and vendors' new strategies during China's 618 shopping festival. He speaks with Bloomberg's Shery...
Bloomberg
Wealthwise Financial CEO Gilbert on US Markets
Loreen Gilbert, chief executive officer at Wealthwise Finanical, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Buttigieg on De-risking Global Supply Chains
The US Transportation Secretary says he wants to 'de-risk' global supply chains. Pete Buttigieg added building the refining capacity for key materials is "addressable." He spoke exclusively with Bloomberg's Haslinda Amin on the...
Bloomberg
Power Sustainable's Li on China Stimulus Trade
Jun Li, CIO at Power Sustainable (Shanghai) Investment Management, discusses China's stimulus trade amid a weakening economy. She speaks with Haidi Stroud-Watts and Shery Ahn on "Daybreak Asia".