US Prepares More China Chip Curbs | Bloomberg: The China Show 11/28/2024

“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, David Ingles and Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:42 – What to watch in China today
00:05:51 – Market strategy with BlackRock’s Thomas Taw
00:10:10 – Bank of Korea surprises with rate cut as Trump’s win boosts trade risks
00:14:40 – Bloomberg scoop: US antitrust watchdog launches broad Microsoft investigation
00:25:55 – BofA Securities’ Winnie Wu on outlook for Chinese stocks
00:35:37 – Breaking: US weighs additional chip curbs on China
00:37:41 – Pony AI’s James Peng says looking to diversify supply chain to avoid geopolitical risks
00:50:54 – JPMorgan Asset Management’s Jason Pang on BOK’s surprise rate cut
00:58:39 – Bloomberg scoop: US preps China chip curbs that stop short of early proposals
01:02:49 – Live: BOK governor says two members opposed rate cut
01:03:08 – Nomura’s Jeong Woo Park, who predicted the BOK will cut rates, reacts to policy decision
01:14:13 – Leaked BYD letter signals China EV price war is set to intensify
01:16:56 – Self-driving firm Pony AI looks outside US to avoid tensions
01:20:42 – Live: Half of BOK members see room for another cut
01:23:55 – Hong Kong opens third runway with marginal gain in landing slots
01:28:00 – Live: BOK governor says central bank has sufficient means and intent to deal with FX changes
01:30:17 – Roubini warns of ‘stagflation shocks’ during Trump admin
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