Bloomberg
China’s Growth Is Going to Stabilize From Here, Says UBS’s Wang
May.01 -- Wang Tao, head of Asia economics and chief China economist at UBS, discusses her bullish outlook for China and her outlook for the economy. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Investors Should Be in Financials, Says Kramer Capital Research’s CIO
Jul.11 -- Hilary Kramer, chief investment officer at Kramer Capital Research, discusses U.S. inflation, the Fed and where she’s finding opportunity. She speaks on “Bloomberg Daybreak: Asia”
Bloomberg
U.S. Equity Valuations Have More Room to Run, Aviva's Schmidt Says
May.01 -- Susan Schmidt, Aviva Investors head of U.S. equities, discusses the impact of Federal Reserve monetary policy on U.S. equities with Bloomberg's Paul Allen and Taylor Riggs on "Bloomberg Daybreak: Australia."
Bloomberg
World Economy Is Going to Get Softer in Coming Years, Says Prulev’s Li
Jul.11 -- August Li, portfolio manager at Prulev, discusses the global economy and his outlook for financial conditions. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Cisco VP Diedrich on Acacia Deal, 5G, U.S.-China Spat
Jul.10 -- Guy Diedrich, vice president and global innovation officer at Cisco Systems Inc., talks about the agreement to buy Acacia Communications Inc.. He also discusses fifth-generation wireless technology, and the trade disputes...
Bloomberg
China’s Gloves Are Beginning to Come Off, Says U.S.-Asean Business Council’s Michalak
Jun.06 -- Michael Michalak, senior vice president and regional managing director for U.S.-Asean Business Council, discusses the U.S.-China trade negotiations, where he thinks they are heading and what Mexico can lean from President...
Bloomberg
5% Tariffs on Mexico Imports Set for Monday
Jun.06 -- Vice President Mike Pence says the administration still plans to impose tariffs on Mexico next week with no agreement on halting the flow of migrants. Bloomberg’s Josh Wingrove reports on “Bloomberg Daybreak: Asia.”
Bloomberg
China's Hardware Companies Favored, Fidelity's Yeung Says
Jul.10 -- Catherine Yeung, investment director at Fidelity International, talks about the market implications of Federal Reserve policy and the trade disputes between the U.S. and China. She also discusses the outlook for Asian stocks on...
Bloomberg
Main Risks for Japanese Markets Are Outside Japan, Says CLSA’s Smith
May.30 -- Nicholas Smith, Japan strategist at CLSA, discusses inflation in Japan, the labor market, the manufacturing sector and his outlook for trade. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Trump’s Tariffs Will Raise Questions on Market Confidence, Says JPMorgan’s Chang
May.05 -- Joyce Chang, global head of research at JPMorgan, discusses how Trump’s tariff threat may impact the Chinese economy and her outlook for markets. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
U.S. Economy Still Has Considerable Momentum, Says Point Loma Nazarene University’s Reaser
May.05 -- Lynn Reaser, chief economist at Point Loma Nazarene University, discusses the U.S. jobs data and her outlook for the U.S. economy. She speaks on “Bloomberg Daybreak: Australia.”
Bloomberg
Australia's Election Outcome an 'Incredible Shock': Lecturer Sheppard
May.19 -- Jill Sheppard, lecturer at the Australian National University School of Politics & International Relations, talks about the surprise election victory by the nation’s center-right government. She speaks on "Bloomberg Daybreak:...
Bloomberg
Australia’s Morrison to Secure Majority Government, ABC Says
May.19 -- The Australian Broadcasting Corporation is reporting that Scott Morrison is on course to secure a majority government, meaning he has won the 76 seats necessary to govern alone without the support of the crossbench. Bloomberg’s...
Bloomberg
Hard to Be Bearish on U.S. Equities, Says BofAML’s Subramanian
Jun.17 -- Savita Subramanian, head of U.S. equity and quantitative strategy at Bank of America Merrill Lynch, discusses the Fed policy decision and her outlook for U.S. equities. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Boeing Shipments Fell 54% in 2Q
Jul.09 -- Boeing shipments plunged 54% in the last quarter compared to a year earlier after the best-selling 737 Max was grounded around the world. Bloomberg’s Angus Whitley reports on “Bloomberg Daybreak: Asia.”
Bloomberg
Rio Tinto Says Oyu Tolgoi Delays May Cost as Much as $1.9B
Jul.15 -- Rio Tinto says the underground expansion of its giant copper and gold mine in Mongolia could cost as much as an additional $1.9B. That comes as the world’s number 2 iron ore miner kept its full-year guidance unchanged after...
Bloomberg
H.K. Democratic Party's Lee: 'We Don't Trust' China's Judicial System
Jun.20 -- Martin Lee, founding chairman of the Democratic Party of Hong Kong and a former legislator, talks about Chief Executive Carrie Lam’s bill that would have allowed extraditions to mainland China. He speaks on "Bloomberg Daybreak:...
Bloomberg
Be Defensive, Stay in Developed Markets, Tribeca's Liu Says
Jun.02 -- Bei Liu, portfolio manager at Tribeca Investment Partners, talks about the opportunities in global markets and the geopolitical concerns. She also discusses the Australian economy and central bank policy. She speaks on...
Bloomberg
Wells Fargo, JPMorgan, Bank of America Favored: Smead Capital
Jul.15 -- Tony Scherrer, director of research and portfolio manager at Smead Capital Management, talks about U.S. banks. Citigroup Inc. shares fell as much as 2.4%, the most intraday since May 31, after mixed second-quarter results...
Bloomberg
BlueScope Earnings Beat Estimates
Feb.25 -- Bloomberg's Paul Allen discusses BlueScope earnings. He speaks with Betty Liu and Haidi Lun on "Bloomberg Daybreak Australia."
Bloomberg
Aberdeen's Wolf Says Emerging Markets Are Resilient
Feb.15 -- Aberdeen Standard Investment Senior Emerging markets Economist Alex Wolf weighs in on the market selloff, and talks about emerging markets. He speaks on "Bloomberg Daybreak: Australia."
Bloomberg
Hormats Says China Won't Make One-Sided Concessions in Trade Talks
Dec.27 -- Robert Hormats, vice chairman of Kissinger Associates and former under secretary of state for economic growth, energy and the environment, talks about the spats between the U.S. and China, and the state of the world's...
Bloomberg
Wynn Terminates Takeover Talks With Crown Resorts
Apr.09 -- Wynn Resorts Ltd. abruptly ended talks to buy Australian billionaire James Packer’s Crown Resorts Ltd. for A$9.99 billion ($7.13 billion), just a few hours after the discussions were made public. Paul Allen reports on...
Bloomberg
R3's Wegner Discusses 'Corda' Blockchain Platform
Oct.31 -- Carl Wegner, head of APAC at R3, an enterprise blockchain software firm, talks about its platform called Corda and the company's business strategy. He speaks on the sidelines of the Hong Kong Fintech Week event with Paul Allen...