China Loan Drop Stokes ‘Balance Sheet Recession’ Fears | Bloomberg: The China Show 8/14/2024

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:37 – What to watch in China today
00:04:51 – China’s bank loan gauge contracts for first time in 19 years
00:08:11 – IG’s Hebe Chen on market sentiment ahead of US CPI print
00:17:11 – Bloomberg scoop: DOJ mulls Google breakup push after landmark antitrust win
00:19:58 – Breaking: Japanese Prime Minister Fumio Kishida won’t seek re-election as party head, Kyodo reports
00:26:33 – Tencent set to report 2Q earnings
00:32:34 – Starbucks looks to India growth with tiny cups, Masala Chai
00:36:56 – Japan set for a new leader as Premier Kishida steps aside
00:41:23 – Looking ahead to RBNZ’s rate decision
00:46:44 – Breaking: New Zealand cuts rates as slumping economy slows inflation
00:48:35 – What we’re watching in markets today
00:54:01 – Japan set for a new leader as Premier Kishida steps aside
00:59:44 – KraneShare’s Xiaolin Chen on outlook for Chinese equities
01:10:16 – Live: Japanese PM Fumio Kishida speaks in Tokyo
01:12:48 – RBC Capital Markets’ Alvin Tan on RBNZ decision and US CPI expectations
01:20:58 – Live: Japanese PM Fumio Kishida speaks in Tokyo
01:22:45 – China Brief: State media says bond market speculation easing
01:24:08 – Tencent earnings preview
01:27:02 – Bloomberg Intelligence: China’s 48 million unbuilt homes threaten to prolong crisis
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