Signs of Fragility in China’s Stock Rally | The China Show 9/5/2025

“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, Annabelle Droulers and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:02:57 – What to watch in Greater China today
00:04:52 – CLSA’s Shaun Cochran on market outlook
00:13:34 – Scoop: China’s DeepSeek preps AI agent for end-2025
00:16:59 – CLSA’s Shaun Cochran on China markets, tech outlook
00:20:20 – Breaking: Canada to scrap 2026 EV sales mandate
00:26:02 – Rare Chinese huddle on policy stokes talk of economy, bond boost
00:28:52 – Morgan Stanley’s Robin Xing on China’s economic outlook
00:36:52 – Alert: Japan, Australia foreign and defense ministers meet in Tokyo
00:38:51 – BYD cuts annual sales target by 16%, Reuters reports
00:45:35 – China earnings point to fragility of $2.7T stock rally
00:52:35 – Breaking: Tiktok rival Xiaohongshu expects profit to triple to $3B
00:54:41 – BofA Securities’ Winnie Wu on China markets outlook
01:06:52 – Thailand lower house to vote on New PM
01:11:25 – Bloomberg Intelligence on DeepSeek’s AI advances
01:15:03 – Tiktok rival Xiaohongshu expects profit to triple to $3B
01:19:06 – Trending in China: Xi Jinping, Kim Jong Un pledge to deepen ties
01:21:23 – How Xi is purging China’s military
01:23:25 – Stephen Miran draws Democratic fire at hearing
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