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UBS Global’s Lee on China Markets, Economy

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3 years ago

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Eva Lee, head of Greater China equities at UBS Global Wealth Management Chief Investment Office, discusses the weakness in the Chinese markets and her outlook for the economy. She speaks on Bloomberg Television.
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13 Comments

13 Comments

  1. @joemama3372

    January 1, 2024 at 11:13 am

    She won't be invited back again.
    Too much negative information on the Chinese economy.
    Too much saying "truth" when saying the negative information too.

    One spot, that I think she's wrong with, is that the economic issues today in China are a greater result of zero covid and supply chain disruption,
    than the geopolitical tension.

    It's common sense that you must manage risk and everybody realized it's too risky to have all their "eggs in one basket".
    All the data I've been looking at and people I've talked to, have showed that migration away from China started in 2019 and has only increased more since.
    Last year, airline data from China showed that the most popular international destination was Vietnam.
    It's not to visit the beaches.

    New Chinese manufacturers in Mexico, shared they moved there after the 2020 supply chain disruption.

    If you can't deliver product to customers,
    customers buy from other suppliers.
    Business 101.

    Reply

  2. @sps6

    January 1, 2024 at 11:13 am

    Sentiment is in drains ..China has cooked books last two decades

    Reply

  3. @carefulconsumer8682

    January 1, 2024 at 11:13 am

    This lady is a straight talker with lots of candid truth. I like her. Solid analysis. Have her on again.

    Reply

  4. @user-je3wn8wn9g

    January 1, 2024 at 11:13 am

    What will the direction be next

    Reply

  5. @makeITcount2

    January 1, 2024 at 11:13 am

    Interesting that the anchor can wear Converse shoes . I like it

    Reply

  6. @mohdnorzaihar2632

    January 1, 2024 at 11:13 am

    building a modern futuristic "kibbutz communal nuclear family township/village all over the world is our new goal@gold

    Reply

  7. @illegalsmirf

    January 1, 2024 at 11:13 am

    Overhung?

    Reply

  8. @user-cc3yx4oz7m

    January 1, 2024 at 11:13 am

    What about the 75 trillion I want to make? Don’t hear anyone talking about that.

    Reply

  9. @enan0606

    January 1, 2024 at 11:13 am

    I like Eva Lee, she is good, also the smiling face feels pleasant.

    Reply

  10. @night-heron954

    January 1, 2024 at 11:13 am

    Australian woman faking a Chinese accent

    Reply

  11. @coreypei88

    January 1, 2024 at 11:13 am

    There is a structural issue in the Chinese market. Before it is got out of the way, anything else is not gonna move the needle.

    Reply

  12. @apsmith1635

    January 1, 2024 at 11:13 am

    If China want a new world order together with war criminals like Putin and and other dictators against democracies, then I will not spend 1 cent on them. Next move is that they attack the free country of Taiwan. Then a lot of companies will lose their assets in China.

    Reply

  13. @nerenahd

    January 1, 2024 at 11:13 am

    I love how she laughs all the time

    Reply

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Business

Fewer Fed Meetings Could Fuel Market Volatility

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41 minutes ago

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August 5, 2026

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Federal Reserve Chairman Kevin Warsh is considering reducing the number of Federal Reserve policy meetings, which drew concern from economists and market strategists, who say fewer scheduled decisions could increase uncertainty and make policy moves more disruptive. Bloomberg News International Economics & Policy Correspondent Mike McKee and Seaport Research Partners and Chief Equity Strategist Jonathan Golub join David Gura and Christina Ruffini on Bloomberg This Weekend to discuss these concerns and strong corporate earnings, widening credit spreads and debate over the economic impact of artificial intelligence.
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Europe’s Key Rivers Are Drying Up; Mixed Messages on US, Iran Talks | The Opening Trade 8/3/2026

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2 hours ago

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August 5, 2026

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President Donald Trump said fresh US-Iran talks would begin Monday, boosting optimism the two sides will reach a deal to reopen the Strait of Hormuz. While Iran Foreign Ministry Spokesman Esmail Baghaei said “We are not currently negotiating with the United States, and the negotiations with Oman are focused on reaching an agreement regarding the safe passage of ships through the Strait of Hormuz,”

Europe’s biggest rivers are drying up after the region was seared by a series of heat waves. Soaring temperatures are also curbing power generation from France to Hungary, pushing up energy prices and straining Eastern European economies.

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 Anna Edwards and Lizzy Burden.

Chapters:
00:00:00 – The Opening Trade
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00:29:55 – Burnham Moves for UK Devolution Plan
00:33:45 – Trump on Yen Intervention
00:38:18 – Yen Needs More Intervention: MLIV
00:47:07 – Stocks to Watch: AstraZeneca, Italian Banks, Energy
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01:10:14 – We Currently Have No Negotiations: Iran
01:15:49 – Trump Holds Off Iran Attack
01:28:25 – NHS to Revise Palantir Data Platform
01:33:35 – Energy Prices Strain European Economies
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Rutte says NATO can’t afford to down drones with pricey missiles #shorts #rutte #russia #drones

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August 5, 2026

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Western militaries can’t keep shooting down incoming drones with expensive missiles, NATO Secretary General Mark Rutte said on Thursday, adding that NATO is rapidly learning from Ukraine on how to counter Russian drones. He spoke to Bloomberg Editor-in Chief John Micklethwait https://bloom.bg/3W94Ey8

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Meet Tether: The most powerful crypto firm you’ve never heard of

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4 hours ago

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August 5, 2026

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What is Tether? And why does it keep buying up US debt? Bloomberg reporter Todd Gillespie and host Stacey Vanek Smith unpack one of the most powerful crypto companies you’ve (maybe) never heard of. Listen to the Big Take podcast
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SpaceX Exceeds Estimates in First Earnings Report | Closing Bell

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5 hours ago

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August 5, 2026

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Carol Massar and Tim Stenovec.
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