Bloomberg
China Is Doing Enough to Stabilize Its Own Economy, Says UBS’s Kapteyn
Jul.15 -- Arend Kapteyn, global head of economics and strategy research at UBS, discusses China’s GDP and economic data and what it means for the economy. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
A U.S.-China Deal Won’t End Trade Tensions, Says Albright Stonebridge’s Lozada
Apr.21 -- Patrick Lozada, China practice director at Albright Stonebridge, discusses China delaying the release of a controversial regulation that would restrict foreign companies from taking data out of the country and the U.S.-China...
Bloomberg
Breaking Down China’s Trade Data
May.08 -- Helen Qiao, chief greater China economist at Bank of America Merrill Lynch, discusses China’s trade data and what it means for the economy. She speaks on “Bloomberg Markets: Asia.”
Bloomberg
There Is Room for China to Ease Policy, Says, Citigroup’s Chua
Jun.03 -- Johanna Chua, chief APAC economist at Citigroup Global Markets, discusses the U.S.-China trade war, PBOC policy and her outlook for the yuan. She speaks on “Bloomberg Markets: Asia.”
Bloomberg
China’s Credit Expansion Remains Solid Amid Growth Concerns
Jun.12 -- China released its latest credit numbers for May, showing a pickup, signaling the stimulus measures to stem the slowdown are continuing to have an impact. Bloomberg’s James Mayger reports on “Bloomberg Markets: Asia.”
Bloomberg
World Needs Reflationary China, Not Stable China, Says Macquarie’s Shvets
Apr.14 -- Viktor Shvets, head of Asian strategy at Macquarie Commodities and Global Markets, discusses China’s credit market and his outlook for the economy. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
China Is Reforming Their Economy at Record Pace, Says JPMorgan’s Sullivan
May.15 -- James Sullivan, head of Asian equity research at JPMorgan Chase, discusses China’s economy, consumption and where he sees the economy heading. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
UBS’s Liu on China Markets, PBOC Policy
Jul.02 -- Wendy Liu, head of China strategy at UBS, discusses Chinese markets, PBOC policy and the economy. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
China Is Preparing for a Worst-Case Scenario, Says China Beige Book’s Miller
Jun.06 -- Leland Miller, president of China Beige Book, discusses China’s new stimulus measures to support autos and electronics and his outlook for the economy. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
We Definitely Found a Floor for Chinese Stocks, Says CLSA’s Lee
Jul.25 -- Alexious Lee, head of China capital access at CLSA, discusses Chinese stocks and his outlook for markets. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
If Trade Talks Improve, Should See Strengthening of Yuan, Says CICC’s Yi
Oct.13 -- Eva Yi, managing director and senior economist at CICC, discusses the U.S.-China partial trade deal and her outlook for the Chinese economy. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
U.S.-China Concessions Not Enough to Remove Uncertainty, Says Saxo Capital’s Creagh
Oct.15 -- Eleanor Creagh, strategist at Saxo Capital Markets, discusses Japanese equities, the U.S.-China trade talks and her outlook for the Chinese economy. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
USD-CNY Isn’t Far From Fair Value at This Stage, Says StanChart’s Liu
Oct.21 -- Becky Liu, head of China macro strategy at Standard Chartered, discusses the yuan, real yields and her outlook for PBOC policy. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
IMF’s Ostry Sees Asia Risks Still Weighted to the Downside
Oct.23 -- Jonathan Ostry, deputy director of the Asia Pacific department at the IMF, discusses the risks facing Asian economies, growth in Asia, the impact of central bank policies on growth, U.S.-China trade tensions and Australia’s...
Bloomberg
Biggest Market Boogeyman 'Very Weak' Earnings, Evercore Says
Apr.08 -- Dennis Debusschere, managing director and head of portfolio strategy at Evercore ISI, discusses the upcoming earnings season. Federal Reserve policy, and China's economy. He speaks with Bloomberg's Amanda Lang and Shery Ahn on...
Bloomberg
We’re Very Bullish on Chinese Equities, Says Eastspring’s Lien
Apr.15 -- Sarah Lien, client portfolio manager at Eastspring Investments, discusses Chinese markets, property stocks and her outlook for the economy. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
Market Upside Truncated by Trade Tensions, BTIG's Emanuel Says
May.16 -- Julian Emanuel, chief equity and derivatives strategist at BTIG, discusses the market impact of U.S.-China trade tensions and the potential for a recession in China. He speaks on "Bloomberg Surveillance."
Bloomberg
Rabobank’s Every Sees a Technical Recession for U.S. in 2020
Apr.10 -- Michael Every, head of Asia financial markets research at Rabobank, discusses the IMF cutting its global growth outlook, China’s economy and the possibility of a recession in the U.S. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
China Non-Tech Stocks Favored Over Techs: Chongyang International
Sep.03 -- Wang Qing, president of Shanghai Chongyang Investment Management Co., Ltd. and chief executive officer of Chongyang International Asset Management Ltd., talks about China's economy, policies and stocks. He speaks with Tom...
Bloomberg
China Has Turned Into Consumption-Driven Economy, Says Bocom International’s Hong
Oct.07 -- Hao Hong, head of research and chief strategist at Bocom International, discusses China’s Caixin services PMI data and what it means for the economy. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
China's Economic Well-Being Will Hurt U.S. Through Europe: Economist Lee
Oct.08 -- William Lee, chief economist at Milken Institute, discusses how China's economic growth can hurt the U.S. via Europe. He speaks with Bloomberg's Tom Keene on "Bloomberg Surveillance."
Bloomberg
China’s Tech Board Pricing a Little Inflated, Says V Fund’s Xiong
Aug.27 -- Ashley Xiong, founding partner of V Fund, discusses the U.S.-China trade war and its impact on China’s tech sector. She speaks on “Bloomberg Markets: China Open.”
Bloomberg
By 2H of 2020, Yuan Will Be at 6.80 to the Dollar: Macquarie’s Le
Nov.26 -- Trang Thuy Le, emerging Asia FX strategist at Macquarie Group, discusses China’s growth indicators, the yuan and her outlook for Asian currencies. She speaks on “Bloomberg Markets: Asia.”
Bloomberg
Expect PBOC to Sit on Their Hands for Next Few Months, Says Trivium China’s Polk
Nov.19 -- Andrew Polk, partner and co-founder at Trivium China, discusses China’s monetary policy and what he sees the PBOC doing for growth moving forward. He speaks on “Bloomberg Markets: Asia.”