Asia Centric by Bloomberg Intelligence Bloomberg

China’s property crisis, its stock market swings and falling prices have dealt a body blow to Chinese consumers' confidence, and shock waves from their retrenchment are shaking up some of the world’s biggest luxury brands.

Is China's new retail frugality here to stay? Or will its once-freewheeling consumer spending roar back with a vengeance? Bloomberg Intelligence's senior consumer analysts Catherine Lim and Deborah Aitken join co-hosts John Lee and Tom Corbett with their insights on how China's new consumer austerity is reshaping expectations for global retailers.
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A chill has overcome the once-red hot electric-vehicle market. Demand is slowing, competition is growing, cash-strapped consumers are skeptical, and the EV market outlook is uncertain.

Tesla has become the poster child for the industry’s ordeals, with slowing sales, a tumbling stock price, and China’s economic woes all converging into a grim picture. But other EV makers are also struggling, and the road ahead could be rough.

What will it take to bring back the thrill to EVs? How is BYD -- China’s EV juggernaut – rewriting the rules for Tesla and other rivals? Or could Toyota's hybrid vehicles be the answer?

Steve Man, global director of industrials and automotive research at Bloomberg Intelligence weighs in on the road ahead for EVs, which he says are here to stay despite the risks and challenges.
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The world’s stock markets have made a routine of breaking records, with the Nikkei 225, the S&P 500 and the Nasdaq all spending 2024’s first quarter soaring into uncharted territory.

Exuberance is abundant, but so are the risks. Are the world’s equity markets rising too far too fast? Is it time to revisit safe-haven assets? And is the classic 60/40 asset allocation model still relevant today?

From Paris, Jean-Charles Bertrand, Global Multi-Asset Chief Investment Officer at HSBC Asset Management joins co-hosts John Lee and Tom Corbett with his insights on the investment road ahead.
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The rush to board the AI bandwagon has powered America’s Magnificent Seven stocks to a level of investor excitement not seen since the 1990s dot-com bubble. Is artificial intelligence for real? How does the Magnificent Seven rank in terms of AI monetization? Can Asia tech stocks keep pace with their American counterparts?

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence and Robert Lea, Senior Asia Technology Analyst join co-hosts John Lee and Tom Corbett for an insightful glimpse at what the future holds for AI, and how investors might profit from its progress.
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A sea change is afoot in South Korea, where a new corporate governance code promises to overhaul the country’s business dynamics. Some believe that could help its stocks shake off the so-called “Korea Discount” as it tears a page from Japan’s playbook in a bid to mimic the Nikkei 225’s rejuvenation. 

Investors have taken notice and have channelled more than $8 billion into Korean stocks during January and February 2024 as they seek to cash in. 

Can South Korea’s new boldness shake up its rigid corporate culture and reinvigorate its equity markets? Are companies even ready for American style shareholder activism? 

Activist investor Changhwan Lee, Founder & CEO of Align Partners, discusses his proxy fight over SM Entertainment and Korea’s changing investment landscape with co-hosts John Lee and Tom Corbett.
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China's challenges are snowballing. From its slumping stock market to its property crisis, to a generation lying flat, the outlook is daunting, and easy fixes are unlikely.

The world's second largest economy also faces structural problems, including a shrinking population, high household debt and low consumer confidence.

How will China's tough choices shape the road ahead, and what are the implications for the rest of the global economy? Hao Hong, Chief Economist at Grow Investment Group joins co-hosts John Lee and Tom Corbett on Asia Centric from Bloomberg Intelligence.
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