US Prepares More China Chip Curbs | Bloomberg: The China Show 11/28/2024

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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 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
00:03:42 - What to watch in China today
00:05:51 - Market strategy with BlackRock's Thomas Taw
00:10:10 - Bank of Korea surprises with rate cut as Trump’s win boosts trade risks
00:14:40 - Bloomberg scoop: US antitrust watchdog launches broad Microsoft investigation
00:25:55 - BofA Securities' Winnie Wu on outlook for Chinese stocks
00:35:37 - Breaking: US weighs additional chip curbs on China
00:37:41 - Pony AI's James Peng says looking to diversify supply chain to avoid geopolitical risks
00:50:54 - JPMorgan Asset Management's Jason Pang on BOK's surprise rate cut
00:58:39 - Bloomberg scoop: US preps China chip curbs that stop short of early proposals
01:02:49 - Live: BOK governor says two members opposed rate cut
01:03:08 - Nomura's Jeong Woo Park, who predicted the BOK will cut rates, reacts to policy decision
01:14:13 - Leaked BYD letter signals China EV price war is set to intensify
01:16:56 - Self-driving firm Pony AI looks outside US to avoid tensions
01:20:42 - Live: Half of BOK members see room for another cut
01:23:55 - Hong Kong opens third runway with marginal gain in landing slots
01:28:00 - Live: BOK governor says central bank has sufficient means and intent to deal with FX changes
01:30:17 - Roubini warns of 'stagflation shocks' during Trump admin
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Sanction works only if the sanctioned has no capacity to break out technologically, materially. Cost is never an issue when it comes to a country breaking out sanction.
China has the best STEM students, surplus of capital, the control of literally all key strategic material, and the largest market in PPP terms.
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The US 🇺🇸 continuously refines and puts additional chip restrictions on China to reflect on new reality.

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