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cover of episode Asia Stocks Gain on US Bounce, China Optimism

Asia Stocks Gain on US Bounce, China Optimism

2025/3/18
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
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Eric Sterner
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Mark Konyn
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Mark Konyn: 我认为，资金正在从美国转向其他全球市场。美国市场表现优异，美元走强，并且关注焦点集中在大型科技股上。然而，由于估值过高以及全球其他市场，特别是日本和中国大陆的政策举措带来的机遇，我们现在看到这种资金轮动正在发生，体现在新兴市场投资组合和全球股票投资组合中。日本市场上涨的原因是通胀预期稳定和工资上涨，而中国市场上涨的原因则与政府出台的刺激消费政策以及对科技行业的扶持有关。中国政府对科技行业的扶持政策，特别是对人工智能领域的重视，推动了中国科技股的增长。关税对全球经济有负面影响，但中国正在进行经济结构调整，以减少对出口的依赖，并促进国内消费。美国今年将避免经济衰退，美元将回落。 Eric Sterner: 我认为，市场正在从大型科技股转向其他领域，这预示着市场将更加多元化，并可能在其他领域获得更高的收益增长。特朗普政府的关税政策是其谈判策略的一部分，市场已经对此有所预期，不一定会导致经济衰退。尽管存在不确定性，但美国经济衰退的可能性不大，因为企业利润健康，失业率低，消费者支出强劲。美联储今年至少应该降息两次，甚至三次，以应对经济不确定性和通胀压力。金融股，特别是大型银行股，今年表现良好，未来仍有上涨空间。

Deep Dive

Chapters
This chapter analyzes the recent rise in Asian stock markets, exploring the roles of China's economic optimism, US data easing recession fears, and renewed interest in Chinese tech companies. It features an interview with Mark Konyn, Chief Investment Officer at AIA Group, who discusses market valuations, structural changes in Japan and China, and the impact of potential tariffs.
  • Rotation of investments from US to global markets observed
  • Policy initiatives in Japan and China influence market trends
  • Concerns about tariffs and their potential impact on growth

Shownotes Transcript

On today's episode, Asian stocks rose, driven by optimism about China's economy and US data that eased recession concerns and renewed bets on Chinese tech companies. We speak to Mark Konyn, Chief Investment Officer at AIA Group.

Plus- US stocks closed higher in the Monday session -- despite weakness in some tech mega caps. For a look at the markets, we speak to Eric Sterner, Chief Investment Officer at Apollon Wealth Management. 

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