Business
China’s Growth Stocks Are About 60%-70% Overvalued: BofA
“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
00:03:38 – Trump renews Hormuz blockade, seeks 20% levy
00:08:51 – Pepperstone Group’s Chris Weston on markets
00:16:48 – Pepperstone Group’s Chris Weston on markets
00:27:14 – CSI 300 tests 200-day moving average
00:27:34 – TSMC sales jump 36% as part of AI demand boom
00:30:23 – Slowing sales weigh on Shein ahead of IPO
00:35:44 – Peterson Institute’s Adam Posen on inflation risks
00:47:58 – Oil prices extend gains as Trump renews Hormuz blockade
00:55:03 – XAnalysts’ Mukesh Sahdev: Hormuz levy just a negotiating tactic
01:06:46 – SK Hynix volatility hits retail investors
01:09:32 – Breaking: US completes new round of Iran strikes
01:09:43 – Breaking: US deploys more than 50,000 service members across Mideast
01:13:21 – Breaking: China June imports, exports beat estimates
01:14:18 – M&G Investments CIO Fabiana Fedeli on impact of Iran war
01:26:22 – Breaking: China’s crude oil exports plunge
01:28:35 – Opinion: How China’s EV boom got out of control
——–
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Jeff Currie, SoFi Chief Market Strategist Liz Thomas, Barclays Senior Analyst Jason Goldberg, DWS Head of Real Estate, Americas Todd Henderson, Partners Group Chief Investment Strategist Anastasia Amoroso, SDT Capital Advisors President Stephen Trent, Goldman Sachs Asset MGMT Americas Client Portfolio Co-Head Katherine Bordlemay, Authentic CEO of Entertainment Corey Salter, Christie’s CEO Bonnie Brennan, & Mimi’s Frozen Yogurt CEO & Founder Amber Linz.
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TSMC has raised its spending and revenue projections for the year, reflecting its confidence that growth in demand for chips and data centers will extend into 2027 and beyond.
The US has launched more airstrikes on Iran after President Donald Trump pledged to intensify the bombardment until Tehran stops attacking ships in the Strait of Hormuz and agrees to open the waterway.
The pound hit its strongest level in a year on speculation incoming Prime Minister Andy Burnham will name a markets-friendly Chancellor of the Exchequer.
Today’s guests: Claudia Panseri, UBS Wealth Management France CIO; Sanam Vakil, Chatham House Middle East and North Africa Programme Director
—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:25 – TSMC hikes sales, spending outlook
00:03:21 – Claudia Panseri, UBS Wealth Management France CIO
00:16:45 – Sanam Vakil, Chatham House Middle East and North Africa Programme Director
00:23:40 – Thursday headlines
00:24:11 – Burnham to name Shabana Mahmood as Chancellor: Report
00:27:17 – EXCLUSIVE: Sarah Breeden, Bank of England Deputy Governor for Financial Stability
00:34:40 – Baidu to pursue dual-primary listing on HKEX main board, Nasdaq
00:35:10 – Fed’s Warsh cools talk that AI boom is spurring inflation
00:38:07 – Goldman leads banks swagger in $100 billion half
00:40:54 – Dimon warns of board Mythos access
00:41:40 – IEA sees $6.5 trillion at risk if China imposes rare-earth curbs
00:45:27 – Protests flare Kyiv over ouster of popular defense minister
——–
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Business
US Strikes Iranian-Linked Oil Tanker, Anthropic Mega-Listing Nears | The Opening Trade 7/16/2026
The US launched more airstrikes on Iran after President Donald Trump pledged to intensify the bombardment until Tehran stops attacking ships in the Strait of Hormuz and agrees to open the waterway.
Anthropic PBC is seeking to meet with investors ahead of its potential mega-IPO, according to people familiar with the matter, as the company prepares to join the rush of artificial intelligence-driven stock market debuts.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Tom Mackenzie and Oliver Crook.
Chapters:
00:00:00 – The Opening Trade
00:01:07 – TSMC To Add $100B of US Investment
00:06:10 – Andy Burnham’s Chancellor Speculation
00:09:56 – Netflix Earnings
00:11:22 – TSMC Capex
00:14:35 – TSMC 2Q Revenue Growth
00:28:25 – Sodexo CEO Thierry Delaporte
00:33:45 – Markets Nervous on Hormuz Uncertainty: IEA
00:34:18 – Brent Crude, Oil Prices
00:40:52 – Rotation Trade Has More to Play Out: MLIV
00:47:49 – Stocks to Watch: Tech, ABB, Publicis
00:52:54 – Publicis Stock
01:01:32 – South Korea’s Kospi
01:09:00 – Shabana Mahmood Set to be UK Chancellor
01:10:39 – UK Economy Unexpectedly Grows in May
01:14:53 – Ukraine Strikes Russian Tankers
01:18:25 – UFORCE CEO Oleg Rogynskyy
01:29:41 – Goldman Sachs Leads Bank Earnings
01:35:38 – Strait of Hormuz Worries Persist
——–
More on Bloomberg Television and Markets
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@gitingrewal2204
December 31, 2023 at 2:33 pm
Kapur is amazing! Was dead right
@hatchegg80
December 31, 2023 at 2:33 pm
Spot on
@dfjpr
December 31, 2023 at 2:33 pm
He's like Trump, her reads his charts upside down.
@dfjpr
December 31, 2023 at 2:33 pm
Quite astonished to hear that he is "modelling" Alibaba "fair value" at around a PE ratio of 5 with sustained 20+% growth and no debt.
@jesselivermore2291
December 31, 2023 at 2:33 pm
anyone who buys chinese stocks better know somebody inside ccp, or else you will be robbed.
@kunalseth6437
December 31, 2023 at 2:33 pm
👍👍👍
@Bipkhim
December 31, 2023 at 2:33 pm
He is fighting India's battle with China…
@Bipkhim
December 31, 2023 at 2:33 pm
He is a full of …. (You fill in the blank)
@Samantha-sj1kr
December 31, 2023 at 2:33 pm
venturing into the trading world without the help of a professional trader and expecting profit is like turning water into wine ,you would need a miracle, that's why I trade with Mrs Luna lucia, her skills set exceptional
@ChiChi-sw5iu
December 31, 2023 at 2:33 pm
I like Ajay's voice and eloquence
@akashpatel1006
December 31, 2023 at 2:33 pm
Bofa is dumy bank anyways
@jessealedonis466
December 31, 2023 at 2:33 pm
Covid deaths numbers are all false data.
@eworknow1889
December 31, 2023 at 2:33 pm
Can't know how I stopmed onto this. All in all Awesome content 🙌🙌. I also watched those rather similar from mStarTutorials and kinda wonder how you guys create these clips. MStar Tutorials also had cool info about similiar money making things on his vids.
@AntonioLexanTeh
December 31, 2023 at 2:33 pm
The definition of a clown
@paolobertolotti8242
December 31, 2023 at 2:33 pm
This guy is a clown. You can say i don't trust Chinese stocks, that could be fair, it's your pov (which is not my case) but you can't say that Alibaba, Jd, Baidu are 60% overvalued considering their financials and growth prospects. It's litteraly crazy
@crp2974
December 31, 2023 at 2:33 pm
Completely deflects the question on the big screen lulzzz
@MoritaJunichiro
December 31, 2023 at 2:33 pm
🌏📊👈🏻🇺🇸faike
@xpkareem
December 31, 2023 at 2:33 pm
So by his valuation method BABA would be worth about $120 a share or about a PE of 7 on TTM. This guy thinks BABA's fair multiple is a 7 PE. Get the f*ck out of here man. They must have good drugs at BofA.
@Lu89m
December 31, 2023 at 2:33 pm
I’ll do the exact opposite of what this dude saying lmao
@TYUAN2009
December 31, 2023 at 2:33 pm
Regulatory concern yes! China tech overvalued? He is completely off!
@dohminkonoha3200
December 31, 2023 at 2:33 pm
The end is here
@tommay7735
December 31, 2023 at 2:33 pm
Buy India!! SEA exchina! Valuation? We have no clue, what the bottom line really is.
@cckaedejay
December 31, 2023 at 2:33 pm
what a bullsht guy he is….
@apvial
December 31, 2023 at 2:33 pm
He is 100% correct
@threecolorsblue
December 31, 2023 at 2:33 pm
Sometimes I'm wondering why people belive this BS. How the stock can be overvalued if FED and rest of the word printed unprecedented QTY of money.
This guy says this basing on some thought which is only conditionally correct and can not be applied to printing money policy.
Most of companies in China are far more advance then in the rest of the world.
The biggest population
The biggest middle class of milioners
You name it.
Check the 13f reports you will see who buys China stock. GS, JPM, They say something else to public and they buy with each deep.
@akashgiri1985
December 31, 2023 at 2:33 pm
This Clown 🤡
@akashgiri1985
December 31, 2023 at 2:33 pm
This guy is an Indian and Indians are always against investing in China.
@danielgriffin8132
December 31, 2023 at 2:33 pm
The ride is over
@vm6971
December 31, 2023 at 2:33 pm
As if American stocks are not overvalued. Lies lies lies
@webdeuce
December 31, 2023 at 2:33 pm
Ajay is the Indian that all Indians like me run away from when we come to USA for college ::::)))))))smh ….. nothing he said will pay off in the next 5 years …
@333bctan
December 31, 2023 at 2:33 pm
Check out the hair … no wonder 😆
@xdude57
December 31, 2023 at 2:33 pm
BoFA clients – run! Don't give your money to this buffoon 🙂
@mindtwister1984
December 31, 2023 at 2:33 pm
Bloomberg endorsed this man? They really think the audiences are dumb.
@wils5923
December 31, 2023 at 2:33 pm
Looking back at what's happened this week, this guy is a prophet! He was warning all the amateur investors.
@warrenz597
December 31, 2023 at 2:33 pm
Kapur looks like a prefab straight out of the Bozo Factory
@muhammadnizaelaghifari5308
December 31, 2023 at 2:33 pm
🤣🤣
@mattsmith6509
December 31, 2023 at 2:33 pm
🤯🤯🤯👀👀😳😳
@nnn6054
December 31, 2023 at 2:33 pm
This guy is insane if he thinks baba is a 200 billion dollar company when they have over 70 billion dollars of cash. Let that sink in for a second.
@marioalll
December 31, 2023 at 2:33 pm
The future of China is way better than that of the US..for me, the REAL RISK is not being invested in China.
@siddhantproma
December 31, 2023 at 2:33 pm
WHEN WHOLEWORLD STOCK MARKET IS STRUGGLING,THE INDIAN STOCK MARKET IS BOOMING.I AM VERY HAPPY TO INVEST IN INDIA 🇮🇳.
@lucasthomos6648
December 31, 2023 at 2:33 pm
Am from Spain, my friend in Texas referred me to this channel you make a lot of sense but I do not understand anything until she referred me to a financial counselor in USA that help me to craft my portfolio and over a year we have been working together making consistent profit enough to get me a new apartment and care for parents.
@ginyamaguchi1421
December 31, 2023 at 2:33 pm
Guess who bought up all your paper handed Chinese shares?
Ajay did. Ajay got your shares on the cheap.
Remember guys. They don't give you advise on msm. They give you instructions how to lose money.
@vids4anand
December 31, 2023 at 2:33 pm
Got it! Never buy boa
@nakosimpson7459
December 31, 2023 at 2:33 pm
Tuff
@virex7684
December 31, 2023 at 2:33 pm
China have a habit of not telling truth so no surprise there XD china day r over now
@YkpMOBA_Homep1
December 31, 2023 at 2:33 pm
I sold them -Chona and India.
@dimsumden5745
December 31, 2023 at 2:33 pm
What about American growth stocks….95% overvalued?
@clintoncoltd2502
December 31, 2023 at 2:33 pm
Hello everyone, my company is given out some money, 98% of your investment is guaranteed within 3 weeks you invest in us, it's gonna be in 4folds of what you invest on, Your investment is 100% secured.
@ericwli
December 31, 2023 at 2:33 pm
What about American tech stocks, I think they are 90% overvalued.