Winnie Su

Garry Evans, macro and commodities strategist at BCA Research, and Winnie Su, Bloomberg Asia equities reporter in Hong Kong. They discuss spiking oil prices from the Iran war and why Asian markets feel the pain more. Conversation covers inflation pressures in Japan, BOJ dilemmas, South Korea’s market swings, supply-chain shocks, recession risks from energy shocks, and which regions/sectors could be most exposed.

Sakura Murakami, a Japan politics reporter, explains the snap lower-house election, fiscal and defense policy shifts and voter dynamics. Winnie Su, an Asia equities reporter, breaks down regional market swings, semiconductor supply-chain moves and sector rotations across Hong Kong, Korea and Taiwan. They discuss tech-driven selloffs, AI capex implications and Japan’s policy risks in short, sharp segments.

Winnie Su is an Asia equities reporter based in Hong Kong, specializing in market trends and technology. She discusses the decline in Asian technology shares and how cheaper valuations could ease bubble fears. Karishma Vaswani, a Bloomberg Opinion columnist focusing on geopolitics, analyzes the split in U.S.-China relations and argues that a world of defined spheres of influence may benefit Beijing. She also highlights China's strategic interests in Venezuela and the potential implications for Taiwan and regional security.