Lianting Tu

Lianting Tu, Managing Editor for Asia Equities at Bloomberg, discusses the effect of recent DOJ subpoenas on the Federal Reserve, highlighting Asia's market reactions and the rise of tech stocks driven by AI innovations. Meanwhile, Tobias Harris, Founder of Japan Foresight, delves into the speculation surrounding a potential snap election in Japan, evaluating political dynamics within the LDP and the implications of public skepticism amidst rising inflation. Both guests provide insights into how these developments are shaping economic strategies across the region.

Hartmut Issel, UBS APAC equities and credit chief, offers quick takes on sector rotation, AI demand and regional market drivers. Lianting Tu, Bloomberg Asia equities editor, breaks down tech and semiconductor moves in South Korea, Hong Kong and Taiwan. They discuss the tech selloff, AI capex impacts, chip supply and whether rotation signals broader market shifts.

Lianting Tu, Managing Editor for Asia Equities at Bloomberg, explains Asia’s AI-led winners and market rotations. Aoifinn Devitt, Managing Director at Moneta Global Wealth, offers a wealth-management view on AI infrastructure, risk allocation and private credit stress. They discuss tariff uncertainty, chip supply-chain winners and where investors are pouring money in short, punchy conversations.