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Risks and Opportunities In China’s Credit Markets | Bloomberg: The China Show 3/20/2024

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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.

00:00:00 – Bloomberg: The China Show opens at China Credit Forum
00:05:15 – Bain Capital’s Kei Chua on the state of Chinese credit markets
00:15:15 – Breaking news: China keeps 1- and 5-year loan prime rate unchaged
00:29:18 – China Credit Forum: Property crisis risks & opportunities
00:38:36 – Exclusive with the CEO of Hongkong and Shanghai Hotels Clement Kwok
00:47:58 – China Credit Forum: Local government financing vehicle debt
00:50:39 – Triada Capital’s Monica Hsiao on the Fed’s next move
01:00:15 – Why the South China Sea is a flashpoint for tensions
01:02:51 – Exclusive with Philippine President Ferdinand Marcos Jr. on South China Sea tensions
01:08:27 – China Credit Forum: Private credit in China
01:16:14 – China Credit Forum: China credit’s future landscape
01:26:26 – Hong Kong passes new security bill
01:30:56 – Exclusive with Philippine President Ferdinand Marcos Jr. on economic growth

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What Could Trump and Xi Talk About at Summit?

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President Donald Trump and Chinese President Xi Jinping have no shortage of topics to cover when they meet at the White House on Thursday. Bloomberg’s Tyler Kendall has more on what to watch for.
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Ed Yardeni Lowers Year-End S&P 500 Target to 7,900

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Edward Yardeni, president at Yardeni Research, points to geopolitical developments and higher-for-longer oil prices, among other factors, that led him to lower his year-end target for the S&P 500. He says his previous target of 8,400 is more likely to be reached by the middle of next year.
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How Marco Rubio Became Trump’s Unapologetic Global Envoy

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Bloomberg’s Eric Martin discusses his Big Take reporting on how Secretary of State Marco Rubio has adapted his foreign policy approach under President Donald Trump. He speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s “Balance of Power.”
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Context Will Be Curve Play If Fed Hikes: Markets Analysis

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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Mnuchin Sees Long-Term Opportunity in Middle East

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Former US Treasury Secretary Steven Mnuchin says Middle East investment faces short-term uncertainty from the Iran conflict but argues the region remains attractive over the longer term. Mnuchin called for strict enforcement of sanctions on Iran, including potential action against Chinese banks, while saying the US and China should also seek a broader understanding on AI.

At the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.
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