“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 Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:02:21 – Tech rout weighs on Asian equities
00:04:59 – Matthews Asia CIO Sean Taylor on stock selloff
00:15:00 – ‘Odd Lots’ hosts Tracy Alloway, Joe Weisenthal join ‘The China Show’
00:21:40 – S. Korea to use excess tax revenue from chip boom
00:31:12 – HKMA implementing new rules for Mainland China customers
00:35:34 – Japanese toilet maker Toto ramps up ceramics production for AI chipmakers
00:38:14 – Breaking: IDF says it struck military targets in Iran
00:39:12 – Nvidia CEO Jensen Huang dines and deals in South Korea
00:51:59 – Tech rout drags on Asian equities
00:54:59 – JPMorgan Asset Management’s Sylvia Sheng on market strategy
01:02:56 – Oil prices rise on fresh Israeli strikes in Iran
01:05:34 – Xi warns of ‘power politics’ ahead of N. Korea visit
01:10:54 – Breaking: Moonshot AI said to seek $30B valuation
01:13:30 – Korean stocks drop as investors rush to sell tech shares
01:16:20 – Seoul unveils measures to boost the won
01:21:25 – China, Hong Kong investors banned from SpaceX IPO
01:26:16 – AXA Global Private CEO Sally Wan: HK remains attractive to clients
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UK AI & Online Safety Minister Kanishka Narayan joins Bloomberg’s Tom Mackenzie to kick off London Tech Week as part of Bloomberg’s The Pulse.
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US stocks stage a modest rebound after Friday’s selloff. Oil climbs after Iran and Israel trade missile attacks. Sikander Rashid of Brookfield speaks to Bloomberg’s Tom Mackenzie at London Tech Week on the firm’s investment in AI infrastructure.

Chapters:
00:00:00 – Bloomberg Brief
00:00:55 – Global Market Check
00:04:53 – First Look Movers
00:13:29 – Trending on the Terminal
00:19:52 – Front Page News
00:23:14 – First Look Movers
00:32:31 – Trending on the Terminal
00:34:06 – Sikander Rashid, Brookfield Head of AI Infrastructure and Head of Europe
00:42:35 – What to Watch
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For decades, publishers depended on search engines to send readers to their websites, where advertising helped fund the creation of online content. But the rise of AI-powered search is changing that model. Researchers like Rand Fishkin say “zero-click” searches are increasingly keeping users inside platforms rather than sending them to publishers, while Rutgers professor Caitlin Petre warns that falling traffic could threaten the long-term economics of journalism and content creation. Yet some large publishers are adapting. People Inc. CEO Neil Vogel says his company has offset declining search traffic through brand diversification, social media distribution, licensing agreements, and paid partnerships with AI companies. The broader question is whether the internet can continue producing the content AI depends on if fewer creators are paid for their work.
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US retail sales unexpectedly stalled in December coming in unchanged. Eight out of 13 retail categories saw decreases during the holiday season. Invesco’s Kristina Campmany says consumers are on edge and being more selective.
——–
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