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

Posted on 09/05/2025
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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, 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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