Tech Stocks Rally in AI Trade Euphoria | The China Show | 7/31/2026

0 July 31, 2026 03:23

“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
00:02:51 – Breaking: WSJ reports Tesla is weighing a sale of China business
00:04:00 – Will Japan’s FX interventions influence the BOJ’s rate decision?
00:10:07 – Tech stocks lead Asia stock gains
00:15:06 – Apple, Amazon earnings in focus with Lopez Research’s Maribel Lopez
00:32:20 – ChinaAMC Hong Kong’s Serene Cai on China’s bond market
00:39:28 – Situational Awareness assets shrink to $10 billion after Citadel deal
00:46:17 – Impact of Apple and Amazon earnings on Asia stocks
00:52:31 – Scott Bessent says Japanese yen remains undervalued
00:59:06 – Silicon Motion’s Jason Tsai on growth drivers behind blockbuster guidance
01:11:16 – Pendal Group’s Amy Xie Patrick reacts to Warsh’s inflation outlook
01:20:31 – South Korea unveils a $14 billion push to bolster its AI ambitions
01:25:15 – Tesla’s China future comes under the spotlight
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