Bloomberg News and Videos — Page 251

Max Kettner, chief multi-asset strategist at HSBC, says investors may want to be "perhaps really leaning a bit more into that European story," as he sees an August expiration date on US exceptionalism.

Saint-Gobain CEO Benoit Bazin tells Bloomberg Television that labor bottlenecks are limiting data center build-out in North America, a development that's coming to Europe. Saint-Gobain manufactures glass products and construction materials.

Ifo President Clemens Fuest discusses the institute's latest survey results which indicated a modest rise in German business confidence for June, easing worries about the knock-on effects of the Iran war on Europe's largest economy. "There's this combination of structural factors and macroeconomic shocks hitting the German economy, meaning it will take time to recover," Fuest tells Bloomberg Television.

JPMorgan Global Research Chair Joyce Chang discusses the outlook for technology stocks, explaining why she thinks the AI capex-beneficiary story "remains one that's still very much intact." Speaking on Bloomberg Television, Chang says retail flows indicate "there is still a sentiment to buy the dips."

UBS Chief European Equity Strategist and Head of Derivates Gerry Fowler discusses the factors behind the tech selloff and where he sees value in markets. "You're going to get volatility this isn't the first time we've seen this," Fowler tells Bloomberg Television. "It's an artifice of market structure that I suspect is not going away."

Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Huang Yiping, a member of the monetary policy committee at the People's Bank of China, says he sees a potential rate cut this year. He joined Bloomberg's Minmin Low on the sidelines of the World Economic Forum in Dalian and appeared on Insight with Haslinda Amin.

Tuya Smart, an AI cloud and IoT platform provider, says growth remains strong despite slowing consumer appliance demand in China. Co-founder and COO, Alex Young, joined Bloomberg's Minmin Low on the sidelines of the World Economic Forum in Dalian and appeared on Insight with Haslinda Amin.

McKinsey Greater China Chairman, Joe Ngai, says China's "Opportunity 2.0" narrative is gaining prominence as innovation, consumption, and advanced manufacturing reshape its growth outlook. He joined Bloomberg's Minmin Low on the sidelines of the World Economic Forum in Dalian and appeared on Insight with Haslinda Amin.

CATL says it is focusing on deploying sodium-ion batteries this year to meet demand for AI-related energy storage. CATL Chief Manufacturing Officer Ni Jun discusses the battery maker's outlook, as well as the prospect of harnessing computing power from idle electric vehicles. He speaks on the sidelines of the World Economic Forum in Dalian.