Asia Centric by Bloomberg Intelligence
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BHP CFO on Copper, AI and Mining's New Era
BHP CFO on Copper, AI and Mining's New Era
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Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.
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- BHP CFO on Copper, AI and Mining's New Era · 31 λεπ.The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy…
- Morgan Stanley on Beijing's 'Made by China' Shift · 18 λεπ.China's share of global exports continues to rise despite US import restrictions. Rather than pulling back, the country is evolving from a "Made in China" to a "Made by China"…
- The Contrarian Edge in Pan-Asian Equities · 23 λεπ.In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering…
- Inside Quantedge's 49% Surge and 20-Year Run · 20 λεπ.Surviving the cutthroat world of hedge funds is notoriously difficult, with firms facing an average lifespan of just five years. Yet Singapore-based systematic quantitative fund…
- Goldman Pushes Back on ‘Short-AI’ India Narrative · 16 λεπ.While global equities have surged on the AI boom, India's stock markets have languished. With concerns that the nation's large IT services sector is vulnerable to automation and…
- Private Wealth Boom Defies China's Capital Curbs · 15 λεπ.Asia's private wealth industry continues to flourish. A Bloomberg Intelligence survey of 100 senior private bankers reveals widespread optimism for double-digit net new money…
- Why Investors Are Mispricing China in a G2 World · 33 λεπ.The global economy is structurally shifting from G7 dominance toward a G2 dynamic led by the US and China, yet international investors continue to shun Chinese risk assets. Even…
- Japan's Activism Boom Shifts to Small Caps · 29 λεπ.Shareholder activism is surging in Japan, with 120 campaigns launched in the first half of the year, making the country the second most active market globally after the US. With…
- Cheap North Asian Currencies Reach Turning Point · 21 λεπ.North Asian currencies – including the Japanese yen, South Korean won, Taiwan dollar and Chinese yuan – are trading at some of their deepest discounts on record, dropping up to…
- Europe Needs €14 Trillion to Catch US, China · 21 λεπ.After decades of lagging behind the US and China in economic growth and innovation, Europe faces a stark reality: the era of cheap Russian energy, low-cost Chinese goods and…
- China's AI Firms Locked in Race to the Bottom · 26 λεπ.While US tech giants such as Anthropic and OpenAI are monetizing at an unprecedented scale, Chinese developers are struggling to turn their technical progress into revenue…
- Navigating US Treasury Selloff and Yen Intervention · 27 λεπ.Global fixed income markets are facing fresh turbulence as 30-year US Treasury yields spike to 5.2% – their highest level since before the global financial crisis – amid policy…
- Can CXMT and Kimi K3 Break the Memory Supercycle? · 31 λεπ.Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return…
- Rise of the $300 Billion Prediction Market · 22 λεπ.Prediction markets are rapidly emerging as one of the fastest-growing asset classes in global finance. Driven by market leaders such as Kalshi and Polymarket, annual trading…
- Peak Hormuz and the New Oil Order · 18 λεπ.The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20…
- China's Shoppers Still Buy Luxury, But Selectively · 16 λεπ.Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and…
- How AI and Energy Security Fuel a New Supercycle · 17 λεπ.A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to…
- Why Global Capital Is Pouring Into Japan Stocks · 21 λεπ.What's driving Japan's historic bull market? And why are global investors finally returning to Tokyo after years on the sidelines? According to Goldman Sachs, it’s a rare…
- How Leverage ETFs Are Shaking Up Asian Markets · 37 λεπ.The rise of single-stock ETFs, especially CSOP's 2x leveraged SK Hynix ETF listed in Hong Kong, is reshaping market dynamics. The daily rebalancing of these massive funds is…
- China’s Rise as the World’s First Electrostate · 21 λεπ.China is rewriting the global energy playbook, rapidly transforming into a clean energy powerhouse and emerging as the world's first "electrostate". While the Iran war has…
