How Much Yuan Weakness Can China Tolerate? | Bloomberg: The China Show 4/4/2024

“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
00:05:05 - Yuan's depreciation pressure
00:08:34 Taiwan begins recovery from quake
00:11:38 - Fed Chair Powell reaffirms rate cuts
00:24:16 - Hong Kong property outlook with Cushman & Wakefield's Rosanna Tang
00:33:42 - SK Hynix to spend $4 billion on first US chip plant
00:38:52 - T. Rowe Price CIO Eric Veiel warns on premature Fed rate cuts
00:48:30 - Markets price at least two Fed cuts in 2024
00:54:08 - China economic outlook with Trivium China's Andrew Polk
01:09:15 - Why sakura season is traditionally bullish for Japanese equities
01:15:30 - OPEC+ maintains production cuts
01:19:49 - The big Taiwan quake and cross-strait ties
01:28:09 - The China Brief: Go for gold or stick with stocks?

[@aihong2971]

Andrew you are overlooking the urbanization of at least 100 milion as the Hukou system is deregulated. That is a policy adjustment that will boom the economy.

[@renemontenegro6143]

I DID NOT UNDERSTAND THAT GUY SPEAKING ! WHAT DID HE SAY??

[@crushino2864]

thanks for the upload as always, with Europe opening and survelliance together
as gerat as always :D

[@user-sh1wx8dj8h]

I was wondering why the anchor didn't say they're half an hour away from the opening bell of Kong Kong Shenzhen and Shanghai 😅

[@user-sq3zy9in2d]

HI​😁👋

[@xinpengwang-vq7yy]

American goods are already becoming less and less competitive with China. As a result, the United States also raised interest rates to 5 percent, and the dollar appreciated and inflation was added. Your American business is facing the situation that international competitive products cannot fight the price, and hard income is not as good as bank interest. Isn't that what happened in Japan? America's industrial firms could face widespread bankruptcies. The US created the Plaza Accord for itself.

[@xinpengwang-vq7yy]

美国的商品本来就越来越没法跟中国竞争了。结果美国还加息加到5，美元又升值叠加通胀。你美国的企业面临的局面就是国际竞争产品拼不过价格，辛苦一年收入不如存银行利息。这不就是之前日本的剧情么？ 美国的工业企业可能面临大面积破产。美国给自己制造了《广场协议》。

[@WellSalt-Studio]

Are Bloomberg TV and these people living in a world of their own imagination?
Go to sleep quickly and trying to have more dreams.

[@lastChang]

The US 🇺🇸 is among the richest countries in the world.
- Unlike Chinese 🇨🇳 yuan (pronounced "junk"), the US dollars are guaranteed by US revenues.