Bloomberg Daybreak: Asia Edition Daybreak Weekend: Tech Earnings, Middle East and Africa Summit, Labubu Craze
10 snips
Nov 28, 2025 
Mandeep Singh, Global head of tech research at Bloomberg Intelligence, dives into AI-driven demand affecting CrowdStrike and Snowflake. He highlights the challenges and growth opportunities in hyperscaler clouds. Jennifer Zabasadja, Bloomberg's chief Africa correspondent, discusses the evolving relationships between Africa and the Middle East, as well as debt sustainability dynamics. Shirley Zhao, a consumer companies reporter, explores the LaBubu toy phenomenon, revealing its ties to K-pop and the psychology behind Pop Mart's retail success.
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Episode notes
Valuation Pressure Varies Across Software
- AI valuation scrutiny matters differently across software categories; SaaS faces seat-count pressures and lower multiples.
- Anurag Rana notes Salesforce gave margins back to investors while now re-investing in AI sales efforts.
Engage Gulf Sovereign Capital Early
- Middle Eastern sovereign capital is actively seeking global assets and partnerships at summit gatherings.
- Jenny Sorain suggests investors engage these funds to access large pools of deployable capital.
Debt Service Crowds Out African Development
- African nations face debt sustainability challenges that crowd out public spending on services.
- Jennifer Zabasadja highlights interest in alternative financing beyond IMF/World Bank sources.
