China Stocks Get an Upgrade; US Exceptionalism on Pause? | Bloomberg: The China Show 3/11/2025

Описание: “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:
00:00:03 - Bloomberg: The China Show opens
00:01:06 - Asian stocks, US futures drop amid concerns over US growth
00:03:52 - HSBC's Herald van der Linde on global market outlook
00:11:19 - What to watch in Greater China today
00:12:35 - US, China discuss possible Trump-Xi meeting: reports
00:15:35 - HSBC's Herald van der Linde on Chinese markets
00:27:05 - Citi raises China stocks to overweight, cuts US to neutral
00:31:45 - Peking University's Michael Pettis on trade war, China growth
00:37:20 - Alibaba.com President Kuo Zhang on US growth
00:47:50 - Global stock selloff extends to Asia
00:54:17 - Nomura's Craig Chan on FX strategy
01:02:43 - Alibaba.com on impact of AI
01:14:45 - Moody's Ratings' Lillian Li on China's economic policy, NPC takeaways
01:23:55 - Deliveroo to exit Hong Kong
01:26:17 - Hong Kong's expat schools pivot to rich Chinese arrivals
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