Bloomberg Daybreak: Asia Edition

Winnie Su, Asia equities reporter who covers South Korean corporate governance, explains the surge in shareholder proposals and reform efforts at chaebol meetings. She discusses measures to unwind cross-holdings and how changes could shift foreign investor interest. Short, timely takes on the scale of AGMs and the potential market implications.

Sam Sicilia, CIO at Hostplus, on long-term investing, diversification, private credit, and cautious digital-asset exposure. Rosemary Kalanick, Middle East program director at Defense Priorities, on U.S.-Iran talks, military strategy, regional risks, and allies’ reluctance. They discuss market impacts, troop deployments, and how Gulf states might react.

Ferdinand Marcos Jr., President of the Philippines, briefly on energy shortages, the peso, and possible talks with China over South China Sea resources. Todd Jablonski, CIO at Principal Asset Management, gives market and asset-allocation views amid oil-driven market moves. They discuss oil, equities, risk positioning, regional opportunities, and geopolitical effects on growth.

Randa Slim, Middle East program lead at the Stimson Center, gives regional analysis on Iran and mediation dynamics. Suresh Tantia, Head CIO Asia Equity Strategy at UBS, covers Asian markets and hedging tactics. They discuss Trump’s delay of strikes and possible talks with Iran. Markets rally briefly, safe-haven flows and portfolio adjustments are explored.

Joumanna Bercetche, Bloomberg Middle East reporter who covers regional energy and security, gives on-the-ground analysis. She discusses mixed signals from Washington and risks to Gulf infrastructure. Short takes cover market moves in oil, bonds and the dollar. Conversations focus on timing of strikes and regional implications for energy and security.

Perry Wong, Milken Institute leader on Asia policy, and Martin Schulz, international equities chief at Federated Hermes, discuss market reactions to Middle East tensions and oil volatility. They cover tactical moves during heightened risk, why Japan and Korea may shine, China growth targets and energy shock implications. Short, timely takes on positioning and regional economic risks.

Linda Liu, Bloomberg China cars reporter covering EVs, previews BYD’s global push and China market pressures. Sanna Vass, Copenhagen-based reporter on Danish politics, explains the snap election and Greenland-related tensions. They discuss BYD’s expansion and price wars. They also unpack how the Greenland dispute reshapes Danish politics and coalition math.

David Finnerty, Bloomberg FX and rates strategist who decodes central bank moves and currency swings. Sing Yee Ong, Asia energy reporter tracking LNG flows and supply shocks. They discuss the Qatar LNG plant strike and its hit to Asian gas supplies. They talk about surging LNG prices, shipments stuck in the Strait of Hormuz, and how oil-driven inflation could reshape Fed plans.

Fred Fleitz, Vice Chair of American Security at the America First Policy Institute, offers concise commentary on US strategy and timelines in the Iran conflict. Leon Ting Tu, Managing Editor for Asia Equities at Bloomberg, breaks down why Asian stocks, chips and AI-linked names climbed and how NVIDIA ties into regional auto and memory markets. Short, punchy takes on markets and geopolitics.

Mara Rudman, a Miller Center foreign policy analyst, and Paul Dobson, Bloomberg’s Asia markets editor. They unpack oil market drivers around the Strait of Hormuz and reserve releases. They discuss naval escort proposals, mine threats to shipping, and how geopolitical headlines ripple through Asian markets and AI-driven equity moves.