Asia Centric by Bloomberg Intelligence

Bloomberg

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.

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Asia Centric by Bloomberg Intelligence

Episodes (129)

Apr 29th Asia's Tech Giants Are Now Challenging the Mag 7
Apr 22nd Singapore Bets Big on AI, Equity Market Reforms
Apr 15th An Activist Investor’s Playbook for Southeast Asia

Asia Centric by Bloomberg Intelligence

Apr 29, 2026
15½ minutes
13 MB

Earnings season is officially underway and Asia's technology giants are setting the early pace. TSMC, Samsung Electronics and SK Hynix have all delivered strong numbers, prompting analysts to significantly raise earnings expectations for South Korea and Taiwan – two of the world's best-performing stock markets. These three tech behemoths are now challenging the "Magnificent Seven" as some of the most profitable companies in the world. Yet despite this massive growth, Korean chipmakers are trading at just a fraction of Mag 7 valuations, suggesting investors aren’t fully convinced we’re in a multi-year memory supercycle. Meanwhile, why is Chi...

Asia Centric by Bloomberg Intelligence

Asia's Tech Giants Are Now Challenging the Mag 7

Bloomberg

00:00 -14:35