China’s Factory Activity Returns to Growth | The China Show 6/30/2026

“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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:41 – Yen weakens to 162 per dollar
00:07:45 – JPMorgan Asset Management’s Julie Ho on market outlook
00:15:47 – Breaking: Katayama: Will respond to FX appropriately at any time
00:16:39 – EU & China agree to October deadline on trade
00:26:37 – BofA Global Research’s Helen Qiao on China economy
00:39:40 – Chinese investors review bond holdings
00:41:57 – Alert: China clamps down on issuance of higher-yielding offshore debt
00:47:40 – SMBC’s Jeff Ng on yen weakness
01:00:04 – Samsung, SK Hynix to spend $880B to drive Korea’s AI lead
01:04:01 – Bloomberg Intelligence: SK Hynix, Samsung Electronics fuel HK ETP boom
01:11:06 – House of Brands’ Georges Kern on luxury watch demand
01:19:38 – Miniso’s Tom Bartlebaugh on growth plans
01:24:48 – Bloomberg Economics: Hormuz reopening is a double-edged sword for China
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