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China-Japan Tensions Spike Over Taiwan | The China Show 11/17/2025

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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, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:03:37 – US intel links Alibaba to China’s military: FT
00:06:06 – China-Japan tensions spike over Taiwan
00:10:05 – UBS Chief Investment Office’s Adrian Zuercher on markets
00:20:58 – What to watch in Greater China today
00:27:33 – China’s AI bets shift to power, metals companies
00:29:37 – Geely, Leapmotor, Xpeng earnings due
00:35:12 – Taiwan central bank pledges to avoid currency manipulation
00:38:34 – Fujifilm CEO on tariff impact, consumer sentiment
00:48:29 – China-Japan tensions spike over Taiwan
00:52:35 – Japan retail, tourism shares slump after China travel warning
00:56:10 – Traders pare bets on December Fed cut
01:01:54 – JPMorgan’s Mark Fiteny on markets
01:13:55 – Consumer Technology Association’s Gary Shapiro on AI trends
01:21:10 – China’s luxury brands rattle LVMH, Gucci
01:29:12 – India’s Andhra Pradesh Chief Minister on US trade deal
——–
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