logo
episode-header-image
Mar 2025
20m 57s

What's Driving Volatility in Chinese Tec...

Bloomberg
About this episode

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after seeing signs of fourth-quarter earnings beats. Similarly, strategists at Goldman Sachs expect more fundamental upside to the recent rally as more positive earnings revisions should be coming. We speak with Shuli Ren of Bloomberg Opinion for a closer look.

Plus - Asian stocks posted modest gains on Wednesday as investors searched for a clear direction amid weaker US consumer confidence, tariff uncertainty and a late rally in US equities. We get some insights on the American economy from Bill Campbell, Global Bond Portfolio Manager at DoubleLine.

See omnystudio.com/listener for privacy information.

Up next
Today
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
Yesterday
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
Oct 6
Japanese Stocks Jump on Sanae Takaichi's Election Win
Japanese stocks rallied and the yen weakened after a ruling-party vote positioned pro-stimulus lawmaker Sanae Takaichi to become Japan's next leader. Takaichi is set to become Japan's first female prime minister after winning the Liberal Democratic Party leadership contest Saturd ... Show More
15m 56s
Recommended Episodes
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s
Oct 2024
US stocks get tech boost
Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for ins ... Show More
16m 2s
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
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m
Apr 2025
Musk Mulls Next Move as Stocks Swing Again
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Tesla Inc.’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.The shares plunged as much as 9.2% to $217.41 as of 9:41 a.m. in ... Show More
29m 48s
Aug 2024
Stocks rise as US recession fears abate
Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants Walm ... Show More
16m 33s
Jun 2025
Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningsta ... Show More
18m 54s
Sep 8
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Apr 2025
Stocks Drop After Historic Rally… And Banks Ready To Kick Off Earnings Season 4/10/25
Stocks Drop After Historic Rally… And Banks Ready To Kick Off Earnings SeasonDescription: Stocks slump, bonds spike, and oil prices slide after yesterday’s massive rally. How Wall Street is sounding the alarm on a possible recession, and where you can hide out when even tradition ... Show More
42m 58s