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
Stock Selloff Deepens on Tech Earnings
Business and finance news from the Asia-Pacific. Technology shares led a global stock selloff as another round of disappointing earnings accelerated a rotation out of the artificial intelligence trade and drove investors toward haven assets. Treasuries rallied. Amazon.com Inc. sl ... Show More
18m 27s
Yesterday
Samsung Chip Profit Misses Estimates, Fed Holds Rates Steady
Business and finance news from the Asia-Pacific. Technology shares fell, snapping this week's rally, after disappointing earnings from two industry heavyweights revived concerns about the billions of dollars companies are pouring into artificial intelligence. Samsung Electronics ... Show More
21m 10s
Oct 28
SK Hynix Profit Beat, One Earth Summit
Business and finance news from the Asia-Pacific. SK Hynix Inc. unveiled plans to return about $45 billion more to shareholders after profit surged a stronger-than-expected seven-fold, reflecting the resilience of an AI infrastructure rollout that's propelling memory chip demand. ... Show More
21m 31s
Recommended Episodes
Feb 2025
China Chip Controls Weigh on Market, Crypto Selloff Gathers Steam
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plu ... Show More
43m 13s
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s
Apr 2025
Trump’s Tariffs: US vs China
Today, we look at what seems like an escalation of a possible trade war between the US and China. Plus, the Prime Minister’s attempts to try and protect the UK car business. James and Chris are joined by business editor Simon Jack, on another very turbulent day in stock markets a ... Show More
32m 37s
Apr 2022
Introducing Tech Tonic: The US/China Tech Race
A new six-part series of Tech Tonic brings you stories from the frontlines of the battle between the US and China for global technological supremacy. At stake is the future of technologies that will shape all our lives, from the way the internet is used to the way we govern our s ... Show More
1m 36s
Mar 2025
China gives IPOs the green light
<p>US President Donald Trump’s auto tariffs hit carmaker shares and Chinese financial authorities have told some companies they can start launching mainland initial public offerings. Plus, protesters in Turkey are worried about the future of their democracy.&nbsp;</p><br><p><stro ... Show More
10m 10s
Jan 2019
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Appl ... Show More
30m 58s
Feb 2025
Trump Tariffs Roil Markets, Musk's DOGE In Action
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to fe ... Show More
42m 46s
Aug 2025
Nvidia earnings preview and the Trump chip tariff twist
Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More
23m 28s