Stefanie Holtze-Jen
Private Bank’s Chief Investment Officer in APAC, providing analysis of China’s economic management and its implications for investments.
Top 3 podcasts with Stefanie Holtze-Jen
Ranked by the Snipd community
Nov 21, 2024 • 21min
Nvidia Forecast Misses Loftiest Estimates
In this insightful discussion, Angelo Zino, Senior Vice President at CFRA Research, and Stefanie Holtze-Jen, APAC Chief Investment Officer at Deutsche Bank Private Bank, delve into NVIDIA's recent earnings forecast, which fell short of analysts' expectations. They explore the buoyant AI sentiment's impact on the tech sector and discuss potential trade shifts under new U.S. leadership that could affect semiconductor tariffs. Additionally, they highlight key trends in the Asia-Pacific markets and the importance of strategic investment amidst economic changes.
Jun 19, 2024 • 22min
Nvidia Becomes World's Most Valuable Company, US Seeks Chip Curbs
Nvidia's rise as the most valuable company, AI's impact on the market, Federal Reserve cautious policies, US pressure on chip industry, China's stance on Russia-North Korea relations. Bloomberg experts discuss tech industry dynamics and chip supply controls.
Apr 11, 2024 • 24min
China Inflation Outlook, US CPI Data
Three experts, Wei Yao, Stefanie Holtze-Jen, and Lindsey Piegza, discuss China's economic outlook, APAC markets, and US CPI data. Topics include China's struggle with surplus supply, labor market forces, currency management, inflation concerns in the US, and the impact of debt issuance on the economy.
