logo
episode-header-image
Feb 2025
21m 40s

Examining China's Recent Tech Rally

Bloomberg
About this episode

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth.

See omnystudio.com/listener for privacy information.

Up next
Today
TSMC Earnings Preview, Stocks Set Fresh Record on AI
TSMC is poised to release its Q3 earnings report next week. The company is likely to excel, with both revenue and gross margins expected to defeat consensus supported by strong July-August sales data. TSMC is due to release its September sales data and the figures could offer som ... Show More
18m 40s
Yesterday
Gold Hits $4000, BOJ Rate Hike Dilemma After Takaichi Win
Spot gold prices climbed above $4,000 an ounce for the first time, as concerns over the US economy and a government shutdown added fresh momentum to a scorching rally. Bullion climbed as much as 0.4% to $4,001.01 an ounce on Wednesday. It’s a milestone moment for the metal that t ... Show More
21m 19s
Oct 7
AMD-OpenAI Deal Sparks Rally in Equities
A rally in chipmakers sent stocks to all-time highs as Advanced Micro Devices Inc.'s deal with OpenAI added fuel to the artificial-intelligence frenzy that has powered Wall Street. Bonds fell. The dollar rose. OpenAI will deploy 6 gigawatts' worth of AMD graphics processing units ... Show More
24m 16s
Recommended Episodes
Jan 2025
Donald Trump speaks at the World Economic Forum
Two of this week’s biggest stories collided when US President Donald Trump addressed the World Economic Forum, where he made some big demands. US stock markets rose in late trading yesterday and are on track to end the week higher. European stock markets are also building on the ... Show More
23m 7s
Apr 2025
Global stock markets plunge deeper as trade war escalates
As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the decl ... Show More
20m 12s
Apr 2025
Trump 100 Days Recap and Market Moves Ahead of Big Tech Earnings
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Beth Fouhy, Partner at FGS Global, and Hadriana Lowenkron, Bloomberg News National Politics Reporter, recap what we've seen from President Donald Trump's First 100 Days this week. Kunjan Sobhani, Bloomberg Inte ... Show More
48m 48s
Aug 2024
Tech Outperforming and Elon Musk's Interview with Donald Trump
Bloomberg's Caroline Hyde and Ed Ludlow bring full market coverage with tech back outperforming as traders brace for a big week in economic data. Plus, a preview of Elon Musk's interview with former President Donald Trump on X, and more earnings coverage with the CEO of Expedia.S ... Show More
40m 48s
Apr 2025
The Trump Trade War’s First Casualty? The Bull Market
It's been a volatile few days across global markets.  As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ... Show More
19m 53s
May 2025
Warren Buffett Is Stepping Down. What’s Next for Berkshire Hathaway?
P.M. Edition for May 5. The Oracle of Omaha’s move after a 60-year run will be a moment of reckoning for the company he built. WSJ deputy markets editor Justin Baer discusses how Berkshire Hathaway’s new leadership will navigate that. Plus, a study out today shows that Beijing’s ... Show More
14m 9s
Sep 4
US tech rally can’t help Chinese stocks
Google avoiding worst-case penalties in its antitrust case lifted tech stocks yesterday, which drove the good performance of both the Nasdaq Composite and the S&P 500. Meanwhile, US job openings data provided a boost to US Treasuries, fuelling hopes of a September rate cut. Asia ... Show More
11m 2s
Feb 2025
If new Trump tariffs stick, markets have only just begun to react
Today's slide deck: https://bit.ly/3CyH5bX - Trump delivered on the comprehensive tariffs he promised at the weekend against Canada, Mexico and China, although they don't actually go into effect until 12:01 a.m (0501 GMT) tonight. That's when we find out how much the market is ho ... Show More
20m 34s
Apr 2025
Tariffs, tensions, and trade: Trump’s gamble on China
Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More
30m 26s
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s