“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 – The China Show opens
00:04:39 – Yen hits its strongest level since February
00:08:21 – Chinese oil buying at risk as crude prices climb
00:12:59 – Insilico study finds drug with anti-aging potential
00:28:35 – UBS’ Yifan Hu on why she remains constructive on China tech
00:38:37 – Longsys’ Cai Huabo on building a semiconductor memory brand
00:42:18 – Copper hits a record high amid mine disruptions and tariff tensions
00:48:49 – What does the yen’s surge mean for the BOJ’s rate path?
00:52:08 – Cigna Healthcare’s Jason Sadler on the outlook for healthcare insurance
01:03:53 – Sapporo’s Rieko Shofu on the impact of US tariffs on its North American business
01:12:22 – Insilico’s Alex Zhavoronkov on building a pipeline of anti-aging therapies
01:26:43 – Is Hong Kong or Singapore better positioned to attract expat talent?
——–
More on Bloomberg Television and Markets

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Apollo Global Management Chief Economist Torsten Slok says AI’s early labor-market impact is showing up more in wages than jobs, with AI-exposed occupations seeing weaker wage growth.

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

US forces destroyed five Iranian tankers carrying crude oil on Tuesday in response to two attempts to hit a US Navy warship with ballistic missiles in as many days, Central Command said.

Treasury Secretary Scott Bessent challenged traders to test his resolve on boosting Japan’s currency, saying when he wades into markets these days he’s effectively doing so with inside information.

Plus, the US escalated its trade war with Canada following Ottawa’s tariff retaliation, moving to block imports of some products while slapping new tariffs on others, as well as seeking to bar Canadian companies from selling to government contractors.

Today’s guests:
Mike Parra, DHL Express Europe, CEO; Antoine Flamarion, Tikehau Capital Co-founder.

Chapters:
00:00:00 – Daybreak Europe
00:01:05 – Asian Chip Stocks Extend Gains
00:03:36 – KOSPI Jumps as Chip Stocks Track US Gains
00:06:42 – US Says it Destroyed Five Iranian Tankers
00:11:51 – Bessent: Buyback Move Aims to Quell Market Fever
00:16:10 – US Escalates Canada Trade War
00:18:14 – EU-Canada Plan Deal
00:20:26 – Apple CEO to Unveil New Products
00:24:45 – Trade War Mounts
00:27:16 – Shipping Nations Warn on Global Trade Disruptions
00:30:52 – Mike Parra, DHL Express Europe, CEO
00:37:31 – Antoine Flamarion, Tikehau Capital Co-founder
——–
More on Bloomberg Television and Markets

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Fabrico Bloisi tells @ Francine that Prosus has “at least $10 billion” to spend — and sees opportunities in India, Latin America and Europe https://www.bloomberg.com/news/articles/2025-01-23/prosus-ceo-bloisi-has-20-billion-is-ready-to-spend-in-europe

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On the early edition of Balance of Power, Bloomberg Washington Correspondent Kailey Leinz is in Dallas for the Republican midterm convention. On today’s show, convention co-chair Ray Washburne, Lone Star Project Founder Matt Angle, Republican Strategist Vinny Minchillo and US Agriculture Secretary Brooke Rollins.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:00:46 Markets: Oil Tops $100, Stocks Fall
00:02:30 GOP Midterm Convention & Texas Senate Race
00:07:31 Trump, Oil Prices & the Republican Midterm Strategy
00:09:21 Data Centers & Texas Voters
00:13:37 Apple Unveils New iPhones
00:16:00 Apple’s $2,000 Foldable iPhone
00:20:08 Trump Heads to the Dallas Convention
00:21:05 Wendy Davis on the Texas Senate Race
00:25:14 Political Panel: Data Centers & the Midterms
00:28:00 New Hampshire Senate Race
00:30:13 Redistricting & the Battle for the House
00:33:50 Trump’s Midterm Convention Strategy
00:35:34 Iran, Tariffs & Republican Messaging
00:38:28 Brooke Rollins on Affordability & the Midterms
00:43:27 Record Diesel Prices & Iran Escalation
00:46:11 Market Update: Oil, Gold & Apple
——–
More on Bloomberg Television and Markets

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