China Factory Activity Picks Up on Stimulus Push | Bloomberg: The China Show 10/31/2024

“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
00:03:55 – What to watch in China today
00:04:51 – China set to post October PMI data
00:06:43 – Franklin Templeton Investment Solutions’ Wylie Tollette on market strategy
00:16:42 – Meta warns of worsening AI losses
00:18:00 – Samsung sees AI chip demand remaining strong in 4Q and 2025
00:24:33 – Breaking: China’s manufacturing activity logs surprise expansion after Beijing’s stimulus push
00:26:32 – Credit Agricole’s Xiaojia Zhi reacts to China’s October PMI
00:36:27 – BYD sales beat Tesla for first time in battle of EV giants
00:39:53 – HKEX to open office in Riyadh in 2025
00:48:36 – Markets Live: Chinese stocks happy to see higher PMI
00:53:01 – Breaking: Denso to buy back up to 450B yen of shares
00:53:24 – BOJ poised to hold amid domestic political situation, looming US election
01:01:25 – How the US election could impact Taiwan’s chips industry
01:03:52 – Eurasia Group’s Xiaomeng Lu on geopolitics and technology
01:12:16 – JPMorgan Securities’ Ayako Fujita on impending BOJ decision
01:26:07 – Breaking: Toyota Industries to sell all Denso shareholdings
01:27:45 – Breaking: Bank of Japan leaves key rate unchanged at 0.25%
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