logo
episode-header-image
Sep 26
27 m

China’s AI Boom: Changing the Game

CHINA PLUS
About this episode
China has released a nationwide policy guideline to promote the development and application of artificial Intelligence. The guideline aims to integrate and commercialize AI across six key areas: technology, industry, consumer upgrades, public welfare, governance, and international cooperation. According to the plan, the adoption rate of AI technology in smar ... Show More
Up next
Oct 24
Inside China’s Economy: Innovation, Confidence, and the Road Ahead
China’s economy grew 5.2 percent in the first three quarters, exceeding 100 trillion yuan, or about 14.3 trillion U.S. dollars. The National Bureau of Statistics says this performance shows resilience amid global headwinds. Industrial output increased by 6.2 percent from January ... Show More
27 m
Oct 10
Gold at $4,000: What’s Driving the Record Surge?
China is wrapping up its 14th Five-Year plan, which is marked by a series of achievements, including a resilient economy and technological breakthroughs. China's economic growth is projected to exceed 35 trillion yuan, or nearly $4.9 trillion, in the five-year period, contributin ... Show More
27 m
Sep 25
China Takes Off in the Low-Altitude Economy
China is making a big push in future industries. Beijing has plans to accelerate everything from the biotech industry and quantum technology to commercial space, 6G, and the low-altitude economy. In this edition, we’ll look at some strategic emerging industries: biotech and the l ... Show More
27 m
Recommended Episodes
Apr 2025
Markets Rip Higher On Tariff Pause… And Why China Isn’t Getting Any Relief 04/09/25
<p>Stocks surge after Trump hits pause on most tariffs, but ups the ante in the China trade war. What one China expert sees in store next in the tariff tit-for-tat. And the impact the levees are having on pharma’s production pipeline. Plus Walmart yanks its guidance, Delta flies ... Show More
49m 11s
Sep 1
Petrol prices flat for September, while diesel falls
01 Sep 2025. UAE petrol prices are flat for September, but down 7% from last year. We ask economist Ed Bell what that means for inflation and the oil outlook. Plus, a US court has ruled most of President Trump’s tariffs illegal - political expert Dr. Adam Ramey explains the impli ... Show More
37m 3s
Oct 17
LVMH shares surge on China demand - what does that mean for the luxury fashion market?
17 Oct 2025. LVMH shares have posted their best day in more than two decades on hopes the Chinese luxury shopper is making a comeback. We ask the team at Chalhoub what this could mean for the region’s high-end market. Plus, Canadian prop-tech firm 1VALET is bringing its smart-bui ... Show More
32m 43s
Apr 2025
Deep Dive: Why Trump is Waging an All-Out Trade War Against China
<p>The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend&#39;s deep dive, we break down what triggered the escalation, how China’s WTO entry set this all ... Show More
14m 28s
Oct 17
U.S.-China Tensions: What Could Happen Next?
<p>Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs could impact global supply chains, markets and economic growth.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights ... Show More
5m 8s
Aug 27
T-day: India tariff kicks in!
27 Aug 2025. 50% tariffs on Indian exports to the US come into effect today. We asked economist Daniel Richards what it means for India’s economy and for global trade. Plus, Cavendish Maxwell says both volumes and values of Abu Dhabi home sales fell in H1 we find out why. And UAE ... Show More
31m 22s
Apr 2025
Tariffs Could Drag on Growth in Asia as Well as U.S.
<p>Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025.</p><p><br></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" ... Show More
11m 19s
Apr 2025
Is The Ship Sinking?
<p>On today’s show we are talking about the movement of goods entering our country and how this might affect industrial real estate and jobs.</p><p><br></p><p>The mainstream media have been widely reporting that shipping imports to the US are down by 64% in the first weeks of Apr ... Show More
7m 20s
Dec 2024
Why Does The US Import Oil When They Produce So Much?
The United States is the largest oil producer in the world, yet it remains one of the biggest oil importers. Explore why the USA imports oil despite record-breaking production, what this means for energy security, and how long this oil boom can last. Learn more about your ad choi ... Show More
15m 17s