In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who ...
Neil Beveridge: CATL, The Road to Battery Market Dominance
Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker today. Here, we discuss the basics – who they are, and who their customer base is – and delve into their capacity expansion plans for the future, their biggest competitors and how they think about their supply chain. Hosted on Acast. See acast.com/privacy for more information.
--------
27:17
Zhihan Ma: Costco, Welcome to the Club
US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries.We delve into the history of the club model, and where Costco fits into this strategy – from their unique pricing and branding strategy to the Kirkland brand as a whole. Plus, we look at Costco’s international strategy, and their runway for growth in other markets. Hosted on Acast. See acast.com/privacy for more information.
--------
43:34
Boris Van: Entering the Gilded Age of Chinese Travel
Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards experiential consumption, we discuss the potential growth of domestic vs. international travel, the competitive tension between travel agents, hotels and airlines, and finish with the material impact on global hotel room demand. Hosted on Acast. See acast.com/privacy for more information.
--------
28:00
Bob Brackett: The Super Cycle of Gas
US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We discuss the two demand drivers that are permanently inflecting, and the supply squeeze that we cannot ignore, as well as geopolitical factors and the evolving landscape in the US. Hosted on Acast. See acast.com/privacy for more information.
--------
26:10
Stacy Rasgon: DeepSeek, Hype vs. Reality
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In this episode, Stacy provides an update on the ‘latest and greatest’ in the world of AI, plus we delve into who DeepSeek are, the initial reactions, and what this may mean for Open AI and the industry at large. Hosted on Acast. See acast.com/privacy for more information.
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. Hosted on Acast. See acast.com/privacy for more information.
USA