This week on the Caixin-Sinica Business Brief: The EU says it will launch an investigation into Chinese subsidies for electric vehicles in a bid to ward off cheap imports, a move Beijing says could negatively impact trade ties. Beijing denies that it has banned Apple iPhones in government agencies. And the PBOC lowers reserve requirement ratios to juice lend ... Show More
Oct 2023
The Caixin-Sinica Business Brief ep. 248: China's clean car exports surge
Four arrested in India on alleged links to Vivo money laundering investigation, Golden Week tourism revenues top pre-pandemic levels, but just barely, and China set to sell a record amount of offshore yuan sovereign debt. In addition, Kelsey Cheng talks about Nio's challenges in ... Show More
11m 13s
Sep 2023
The Caixin-Sinica Business Brief, ep. 245: China’s appetite for luxury Is back
This week on the Caixin-Sinica Business Brief: China’s retail sales growth may have been weak in the first half of the year, but spending on expensive handbags, clothing, and accessories boomed, earnings reports show. China’s trade data improved in August but economic worries sti ... Show More
15m 23s
Sep 2025
AI’s Next Big Test.. And China Tech Climbs 9/8/25
<p>The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the ... Show More
44m 10s
Jan 2025
SoftBank wants a piece of the AI pie
<p>Apple revealed quarterly results that slightly exceeded Wall Street expectations, SoftBank is in talks to invest as much as $25bn into OpenAI, and the European Central Bank cut interest rates as it warned about headwinds to the bloc’s economy. Plus, there are concerns that Chi ... Show More
12m 47s
Sep 2024
China Optimism Fuels Stocks, Iranian President's Warning & Starmer Embraces Unpopularity
Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:
(1) China’s central bank lowered the interest rate charged on its one-year policy loans by the most on record, kicking off a sweeping program to revive confidence in the world’s second-large ... Show More
15m 42s
Feb 2025
The medical bills hurting China’s economy
<p>Nvidia’s revenues soared in the quarter to the end of January as demand for its AI-focused chips boomed, healthcare costs are dragging down the Chinese economy, and BP is turning its main focus back to fossil fuels. Plus, America’s investors are putting money in English footba ... Show More
10m 55s
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Jan 2024
SQUAWK BOX, TUESDAY 2ND JANUARY, 2024
<p>Chinese equities begin 2024 in the red with official manufacturing activity contracting, despite a private survey showing the sector accelerating at its fastest pace in 7 months. At least 30 people have died in western Japan following a 7.6-magnitude earthquake. Many are belie ... Show More
24m 13s