Bloomberg
Yum China, Murata, Taiyo Yuden Favored, Morningstar Says
Lorraine Tan. director of Asia equity research at Morningstar, discusses the opportunities she sees in the region. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Cathie Wood Says ARK Funds Are Seeing Flows Coming Back
ARK Invest CEO and CIO Cathie Wood comments on ARK's fund flows during an interview with Romaine Bostick and Katie Greifeld on "Bloomberg Markets: The Close."
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Bloomberg
Nomura on APAC ex-Japan Strategy
Chetan Seth, Asia-Pacific Equity Strategist at Nomura, tells David Ingles and Yvonne Man how investors should be tactically positioned in Asia. He speaks on "Bloomberg Markets Asia".
Bloomberg
Will Earnings Confirm a Goldilocks Economy?
Bloomberg MLIV's Mark Cudmore and Nour Al Ali join Alix Steel and Dani Burger on "Bloomberg: Markets" to discuss earnings whether they support a Goldilocks economy theme.
Bloomberg
Wharton's Siegel Sees 'Ideal Environment' for Stocks
Jeremy Siegel, University of Pennsylvania Wharton School professor emeritus of finance, says "tasty" inflation numbers set up an ideal environment for stocks on "Bloomberg Markets: The Close."
Bloomberg
Richard Bernstein: It's Too Early to Price In Fed Cuts
"The jury should stay out on whether the Fed is done or not," Richard Bernstein Advisors CEO and CIO Richard Bernstein says. Speaking with Jonathan Ferro on "Bloomberg The Open," Bernstein also says he sees a lot of attractive...
Bloomberg
CI RegentAtlantic's Kapyrin on Markets
Andy Kapyrin, Partner and Co-CIO at CI RegentAtlantic Private Wealth, discusses his outlook for markets ahead of the US CPI report. He speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Asia".
Bloomberg
State Street Is 'Quite Bullish' on Asia, Evans Says
Dwyfor Evans, head of Asia Pacific macro strategy at State Street Global Markets, discusses China's efforts to support its economy and the implications for the region's financial markets. He speaks with Kathleen Hays and Haidi...
Bloomberg
China's $77 Billion Bank Rout Shows Who Pays Price for Rescues
Chinese banks are facing renewed scrutiny after authorities asked the sector to extend debt relief to developers as the nation's housing crisis continues. Meanwhile, BlackRock Inc. says it remains most overweight Chinese stocks in...
Bloomberg
Defiance ETFS CEO on Markets, Inflation
Sylvia Jablonski, CEO and CIO at Defiance ETFs, discusses her outlook for markets and inflation. She speaks with Haidi Stroud-Watts and Kathleen Hays on "Daybreak Asia".
Bloomberg
Markets in 3 Minutes: US CPI Drop Expected, Nasdaq Rebalancing Eyed
Eddie van der Walt, Stephen Carroll and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Bernstein Is 'Constructive' on Chinese Stocks: Agarwal
Rupal Agarwal, Asia quantitative strategist at Bernstein, explains why she again become more constructive on Chinese equities. She speaks with Kathleen Hays and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."
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
China Likely to Deliver Further Stimulus, GAMA Says
Rajeev De Mello, global macro portfolio manager at GAMA Asset Management, discusses policies of central banks including the Federal Reserve, the implications for financial markets, and his views on China. He speaks with Kathleen Hays and...
Bloomberg
Why BlackRock Strategist Wei Li Is Underweight Equities
"The concept of a full-employment recession may well be in the cards," BlackRock's Global Chief Investment Strategist Wei Li, says during an interview on "Bloomberg Markets: The Close."
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Bloomberg
Markets in 3 Minutes: Hawkish Fed Minutes Mean Jobs Data Have No Upside
Eddie van der Walt, Tom Mackenzie, and Anna Edwards break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Maybank: Close Underweight Call On Global Stocks, Neutral on US
Maybank Group Wealth Management CIO Eddy Loh says he has closed his underweight call on global equities and turn neutral on the US market. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia".
Bloomberg
CalSTRS Ailman Says a Recession Is Coming
Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says he still thinks a recession is coming and this is the year to pay attention to the bond market. He's on "Bloomberg Markets: The...
Bloomberg
Standard Chartered: Upgraded Equities to a Core Holding
Audrey Goh, senior cross asset strategist at Standard Chartered Wealth Management Group, shares her views on equities, bonds, and policies of central banks including the Federal Reserve. She speaks with Haidi Stroud-Watts and Shery Ahn...
Bloomberg
S&P 500 to Finish Year Modestly Higher: Invesco's Hooper
Invesco Chief Global Market Strategist Kristina Hooper says she expects a "small pullback" in stocks in the second half of the year but the S&P 500 Index will finish the year higher. She speaks during an interview with Caroline Hyde on...
Bloomberg
Why Tallbacken's Purves Likes Industrials, Bank Stocks
Tallbacken Capital Advisors founder and CEO Michael Purves explains his bullish call for industrial and bank stocks on "Bloomberg The Open."
Bloomberg
Asia Stocks Gain as Risk-on Rally Extends
The rally in global equities continued Monday in Asia on positive momentum from Wall Street and signs of moderating US inflation. Equities in Shanghai rose more than 1% while Hong Kong-listed technology companies jumped around 3%. Tania...
Bloomberg
Investment-Grade Bonds, Japan Stocks Favored, OCBC Says
"We like Japanese equities. They've done very well. But we think that they have more upside going forward." Vasu Menon, managing director of investment strategy at OCBC Bank, discusses recession fears and the implication for financial...
Bloomberg
Allspring's Margie Patel Says 'US Is Best' for Investors
Margaret Patel, senior portfolio manager at Allspring Global Investments, says the "US is best" for investors, expecting the nation's economy to outperform those of emerging markets that rely on China's commodity needs. She speaks on...