Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.
The mining industry is undergoing a structural transformation. Copper has overtaken iron ore as the world's most sought-after commodity, driven by electrification, the energy transition and AI data center demand. Meanwhile, traditional commodity markets are facing a shifting landscape as China's steel consumption pivots away from a slumping property market toward advanced manufacturing.
Vandita Pant, Chief Financial Officer of BHP, joins John Lee and Bloomberg Intelligence senior analyst Alon Olsha on the Asia Centric podcast. Pant unpacks the compelling economics of organic growth versus M&A and the structural bull case for India's massive infrastructure runway. She also discusses her career journey from banking to becoming the CFO of the world's largest mining company.
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21 Oct 2026
Morgan Stanley on Beijing's 'Made by China' Shift
China's share of global exports continues to rise despite US import restrictions. Rather than pulling back, the country is evolving from a "Made in China" to a "Made by China" model, supplying critical capital goods and high-value components to emerging markets such as Vietnam, Mexico and India. And after dominating the electric vehicle supply chain, China is now aggressively targeting humanoids and robotics as its next frontier.
Chetan Ahya, Chief Asia Economist at Morgan Stanley, joins host John Lee on the Asia Centric podcast to break down the five distinct factors driving this industrial strategy. He also discusses how policymakers have been effective in anticipating global demand trends, but also the investor risks tied to manufacturing overcapacity.
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14 Oct 2026
The Contrarian Edge in Pan-Asian Equities
In a region where hot themes such as the AI trade dominate the headlines and investors rapidly rotate through markets, playing the contrarian can offer a distinct edge. Steering clear of the hype is uncovering unique opportunities – from South Korean preferred stocks to high-yielding defensive companies in Hong Kong and beaten-down Indonesian equities – according to Daniel Rupp, CIO and founder of Parkway Capital.
Rupp joins John Lee on the Asia Centric podcast to unpack his value-oriented, fundamental approach to pan-Asian equities. He also shares his experience of leaving a multibillion-dollar firm to build a long-only fund from scratch.
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Who has been a guest on Asia Centric by Bloomberg Intelligence
Names identified in recent episode analyses. Showing up to five guests.
Sean Darby
Jessica Tea
Marko Papic
Stephen Chiu
Robert Subbaraman
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
419,108,275
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
4.8 / 5
49 ratings
Podcast Authority Score: 77 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
83
Social presence
0
YouTube
93
Engagement
85
Contact Asia Centric by Bloomberg Intelligence
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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