About this episode

The episode discusses why global investors are increasingly looking to Asia as a key investment destination, highlighting various economic and policy factors.

Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles. In this episode of The Bid , Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income. The conversation highlights the region’s diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan’s shift in corporate behavior, and the role of Asian bond markets in diversification Key moments in this episode: 00:00 Introduction 02:23 How Asia’s scale is influencing its role in global portfolios 04:20 Why policy and economic cycles differ across the region 07:10 Why Japan’s corporate and inflation dynamics are drawing attention 08:36 Where AI-related manufacturing is concentrated 10:20 How domestic consumption is developing in India and Southeast Asia 12:47 How…

People in this episode

Host: Oscar Pulido

Guest: Aarti Angara

Topics covered

• investment opportunities in Asia
• economic cycles in Asia
• AI-related manufacturing
• domestic consumption
• Asian bond markets
• Japan's corporate behavior

Keywords

• Asia
• investment
• equities
• fixed income
• Japan
• AI manufacturing
• domestic consumption
• Asian bond markets

Mentioned in this episode

Organizations: BlackRock

Places: Asia, Japan, India, Southeast Asia

More episodes of The Bid

• 263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition · June 12, 2026 · 19 min
• 262: What Do ETFs in Asia Mean for Investors in Today’s Markets? · June 5, 2026 · 16 min

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