Stock Bulls Take Charge in China | Bloomberg: The China Show 8/14/2025

From Bloomberg Markets and Finance.

“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:
00:00:01 – Bloomberg: The China Show opens
00:03:24 – What to watch in Greater China today
00:04:07 – Bessent urges Fed to lower rates by 150bps or more
00:07:34 – Traders ramp up September Fed cut bets
00:11:04 – Alert: Tencent indicated higher in Hong Kong after earnings report
00:14:23 – Breaking: Yuan reference rate at 17.13 per USD; Est. 7.17
00:15:08 – Eastspring Investments’ Christina Woon on markets outlook
00:25:20 – Tencent revenue jumps 15% in 2Q
00:30:19 – Alert: Australian unemployment falls, supporting case for RBA rate hold
00:30:55 – Bessent on Nvidia chip sales to China
00:34:56 – JD.com results to shed light on profit trends
00:40:20 – Geely may see strong sales amid industry scrutiny
00:44:10 – Hong Kong records five black rainstorm warnings in 2025
00:49:52 – Franklin Templeton’s Nicholas Chui on Tencent’s results, market outlook
01:01:24 – China’s new loans fall in July
01:04:48 – Bessent urges Fed to lower rates by 150bps or more
01:10:31 – Taiwan stocks back in favor as tax plan weighs on Korea
01:14:27 – Shanghai composite hits session highs
01:15:17 – Evergrande liquidators target founder’s assets
01:18:09 – Starbucks struggles to find a China identity
01:21:34 – Laopu gold shines despite China’s economic slump
01:26:27 – Trending in China: Chinese court mandates social security payments
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