Pessimism Over China’s Economy and Markets Grows | Bloomberg: The China Show 9/5/2024

“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
00:03:58 – What to watch in China today
00:05:06 – JPMorgan cuts China stocks to neutral; Bank of America lowers China growth outlook
00:07:19 – Sources: China considers cutting mortgage rate in two steps
00:09:54 – China economic outlook with BofA Head of Global Economics Research Claudio Irigoyen
00:15:35 – BofA’s Claudio Irigoyen on US economy, Fed policy outlook
00:28:04 – Soft US job openings data boosts Fed rate cut bets
00:32:48 – Nvidia says it has ‘not been subpoenaed’ by DOJ
00:34:56 – Exclusive interview with TSMC supplier Scientech
00:39:49 – Interview with The China-Global South Project EIC Eric Olander, as China-Africa summit gets underway
00:49:34 – Bank of America lowers global, China growth outlook
00:50:24 – What’s moving Asia markets today
00:54:02 – Xi Jinping addresses China-Africa forum in Beijing
01:00:03 – Bloomberg Economics and Bloomberg Intelligence on impact of potential mortgage rate cuts in China
01:12:07 – How cheap is the Chinese market exactly? Short answer: Very
01:13:56 – Emerging markets outlook with Goldman Sachs Asset Management’s Hiren Dasani
01:23:01 – Sources: Biden to block US-Nippon steel deal
01:28:09 – Exclusive interview with Djibouti’s foreign minister on relations with China
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