John Lee

Investment research specialist at Bloomberg Intelligence covering APAC markets. Co-host of the Asia Centric podcast

[John Lee @JohnnoLee]

Singapore's stability and business-friendly environment have long made it the regional hub of choice for tech giants such as Amazon, Google and ByteDance.

🎧 Listen on:
Apple Podcasts: https://t.co/hxfSr3YeGt
Spotify: https://t.co/mywnlj2Gdh

#BloombergIntelligence

[John Lee @JohnnoLee]

Christopher Beselin, CIO and founding partner at Endurance Capital, joins @BBGIntelligence's Asia Centric podcast to unpack why the region's $3 trillion market is ripe for a collaborative style of activism.

🎧 Listen in: https://t.co/yJ05hpxtet

#BloombergIntelligence

[John Lee @JohnnoLee]

Hong Kong home prices have rebounded 9% from a nine-year low.

🎧 Listen in to the @BBGIntelligence podcast for insights on what’s driving the rebound and what comes next.

Apple: https://t.co/z4ZJk7d2AO
Spotify: https://t.co/I2EujzUc4b
Terminal: https://t.co/VbCoyZ5Pw7

[John Lee @JohnnoLee]

#India's stock market has seen an explosion in retail participation.

In this episode of @BBGIntelligence's Asia Centric podcast, learn how wide-ranging digitization efforts laid the foundation for growth: https://t.co/f4OMYfMdGh

#BloombergIntelligence

[John Lee @JohnnoLee]

SoftBank is doubling down on #AI with a $30 billion commitment to #OpenAI.

@BBGIntelligence analysts unpack the latest in this episode of the Asia Centric podcast.

🎧 Listen in on:
Spotify: https://t.co/Waj73iTKYV
Apple Podcasts: https://t.co/kIXz5TJq8O

#BloombergIntelligence

[John Lee @JohnnoLee]

SoftBank is doubling down on #AI with a $30 billion commitment to #OpenAI.

@BBGIntelligence analysts unpack the latest in this episode of the Asia Centric podcast.

🎧 Listen in on:
Spotify: https://t.co/3wAQdATSwV
Apple Podcasts: https://t.co/hdVDFn59YS

#BloombergIntelligence

[John Lee @JohnnoLee]

How much is Tik Tok actually worth? In a scenario done in 2024, BI analyst Mandeep Sing estimated a forced sale of Tik Tok to yield at least $35-40 billion. This compares to the $14 billion proposed by President Trump's plan.

[John Lee @JohnnoLee]

Looming US auto tariffs are forcing tough decisions for the world’s biggest automakers, with firms already reeling from high borrowing costs and slower sales.

🎧 Listen in to this episode of @BBGIntelligence's Asia Centric #podcast: https://t.co/nrLGeMcyd6

#tariffs

[John Lee @JohnnoLee]

The world’s multi-billionaires, from Elon Musk to Sergey Brin, are increasingly using #FamilyOffices to manage their wealth – and it’s big business.

🎧 Learn more in this episode of @BBGIntelligence's Asia Centric #podcast: https://t.co/sTjqZo78mM

#HedgeFunds

[John Lee @JohnnoLee]

Chart of the Week: impact on Aussie home borrowers from low fixed-rate loans repricing higher. Despite this, Bloomberg Intelligence analyst Jack Baxter thinks mortgage arrears will not spike higher as it will be absorbed by cash savings.

[John Lee @JohnnoLee]

China could call Donald Trump's 60% tariff bluff.

🎧 Listen in to the @BBGIntelligence Asia Centric #podcast on Apple, Spotify and the #BloombergTerminal

#BloombergIntelligence #USElection https://t.co/LVs8MEGFnz

[John Lee @JohnnoLee]

Ambitious #finance professionals have been gorging on India's boom, with stories of million-dollar trading jobs, and private bankers demanding jackpot pay increases. Is #India 's moment really here?

Apple podcasts: https://t.co/9wDY1WD3rC
Spotify: https://t.co/iVKt8fzNjZ

[John Lee @JohnnoLee]

If Israel-Hamas conflict escalates into a regional war, oil prices could jump to $150/bbl, $1 trillion drop in world GDP, inflation rises by 1.2 percentage points => Global recession. Check out our latest deep dive

[John Lee @JohnnoLee]

Alibaba and Tencent's market caps were comparable to America's top tech stocks prior to the cancellation of Ant Financial's IPO in 2020-- now Alibaba is less than one-tenth the average market cap of the Mag 7.

[John Lee @JohnnoLee]

Chart of the day: #HongKong #retail sales could drop by 4% if more residents spend in neighbouring cities like Shenzen. My colleague Catherine Lim mentions food, electronics and other items are at least 15% cheaper in Shenzen.