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AI Disruption Fears Spread to China, Asian Markets | The China Show 2/11/2026

visibility comment0 event February 11, 2026 timer 03:40

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“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
00:04:36 – AI‑disruption fears hit wealth‑management stocks
00:10:27 – Alibaba pushes into robotics AI
00:14:07 – What to watch in Greater China today
00:15:23 – Breaking: Yuan reference rate at 6.94 per USD; est. 6.91
00:16:04 – MSCI says 64 additions to ACWI Index
00:17:31 – ChinaAMC’s Yimei Li on market sentiment
00:23:31 – Breaking: China’s factory deflation eases more than forecast
00:25:22 – ChinaAMC’s Yimei Li on blue chips, value stocks
00:35:33 – Bullish’s Tom Farley on crypto outlook
00:44:52 – China’s factory deflation eases more than forecast
00:48:00 – Morgan Stanley’s Robin Xing on China’s economic outlook
00:59:18 – Opinion: Strong yuan is in China’s national interest
01:08:32 – SMIC in focus after 4Q net‑income miss
01:14:36 – MSCI says 64 additions to ACWI Index
01:17:10 – Opinion: No tech fatigue in ‘Squid Game stock market’
01:21:09 – Ant bets on AI health in $69B sector race
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