“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 – Bloomberg: The China Show opens
00:03:49 – How will the chip and AI trades play out in Asia?
00:07:13 – JD.com posts its first sales decline since 2014
00:13:47 – State Street’s Ben Luk on why the worst is over for Asia equities
00:26:56 – Slowing consumer spending in China set to flatten Moutai earnings in 2026
00:31:25 – Guotai Haitong said to weigh further Hong Kong consolidation
00:35:28 – Lenovo’s Winston Cheng on the AI infrastructure buildout despite supply challenges
00:48:57 – Tech spurs gains across Asia
00:53:03 – Alert: China’s 10-year yield falls to its lowest since July 2025
00:54:35 – MTR’s Jeny Yeung on how cross-border services fueled the company’s revenue beat
01:06:27 – Opinion: China’s shift in luxury spending
01:11:44 – Japan’s government said to back a near-term BOJ rate hike
01:18:17 – Tokyo’s inflation push hits Japan’s K-shaped economy unevenly
01:23:38 – Opinion: China’s AI pricing paradox
01:28:14 – Lenovo’s Winston Cheng on upcoming tech megatrends
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