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Bloomberg Daybreak: Asia Edition Podcast Transcripts

Bloomberg · 1,915 episodes with transcripts

Listen for business and finance news centered in the Asia-Pacific region. Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Spoken has transcripts of 1,915 Bloomberg Daybreak: Asia Edition episodes, with the speakers named. The newest listed here is from July 16, 2026.

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Latest Bloomberg Daybreak: Asia Edition transcripts

Market Analysis, US Trade Representative Jamieson Greer on US Trade Policy

July 16, 2026

SPEAKER_2 (0:02)

Bloomberg Audio Studios, Podcasts, Radio, News.

Doug Krizner (0:10)

Welcome to the Daybreak Asia Podcast. I'm Doug Krizner. Semiconductor stocks are being hard hit right now in South Korea. At the moment, the entire group is down about 10%, leading the cost to be lower by roughly 6%.

Now, these losses come ahead of second quarter earnings from Taiwan Semiconductor Manufacturing. TSMC is set to report its results before the US market opens on Thursday. Yes, guidance will be crucial, and so will the numbers on capex spending, as we hear from Bloomberg's Stephen Engel.

Stephen Engel (0:42)

Yeah, well, that previous guidance was for a near record outlays this year of $56 billion.

But UBS, for one, is saying, you know, given the demand out there right now, there could be a number released upwards of $60 billion. So that is something that we're going to be looking quite closely at. Also, of course, we got those storm-delayed sales figures for the second quarter on Monday, which saw 36% rise in…

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