“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – The China Show opens
00:00:56 – Sharp yen rally puts traders on intervention watch
00:08:41 – JPMorgan’s Jason Pang on why he remains constructive on North Asia FX
00:17:50 – US weighs fresh tariffs on imported chips
00:26:12 – Tencent-backed Enflame IPO sees strong demand
00:28:33 – China’s food-delivery price war seen easing faster than expected
00:34:00 – China bond issuance set to accelerate
00:38:53 – Breaking: RatingDog posts China Aug. Services PMI data
00:40:51 – Chevron invests $7B to double Venezuelan output
00:47:31 – Japan’s 30-year bond auction risks fueling debt selloff
00:51:39 – Schroders’ Johanna Kyrklund on the challenges of diversification
01:00:46 – Trump said to mull more chip levies
01:08:55 – Breaking: Bytedance secures Asia’s second largest loan
01:13:55 – Japan 30-year yields fall ahead of bond auction
01:16:19 – NAB’s Ray Attrill on why the yen’s rally was not intervention-driven
01:22:29 – Opinion: Global bond rout has a surprise winner
01:25:50 – Banks back ByteDance’s AI ambitions with $30B loan
——–
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I challenge anyone to read the book The Reality Inversion by Theo Voss and not have a full-blown existential crisis.
I’ve never highlighted a book so much in my entire life. Reading The Reality Inversion by Theo Voss is like someone turning on the lights in a dark room and showing you the monsters are real.
GOOD MORNING CORPORATE TRASH AT BLOOMBERG!!!
Yvonne's The China Show intro is classic at this point. 👍
I do not make the future. I do not trade currencies. These moves on their own. And no single person can move it, it is a very big market. But I have a great batting average on calling the shots of what will happen. Even when it is against my own interest. It hurts but people can make a more informed decision when they know the risk – when they know what could happen.