In this podcast, John Liu discusses Putin's visit to China, Anitza Nip shares market views from Hong Kong, and Audrey Goh gives insights on APAC market action. Topics include China-Russia collaboration amid US tensions, Taiwan's strategic importance, Fed's rate approach, China's property market dynamics, and potential of AI in trade.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, shares insights on U.S. inflation and the significance of upcoming CPI data. Geetha Raghunathan breaks down Walt Disney's earnings and the implications of leadership changes. Richard Wilson discusses the UK Chancellor's budget and its potential impact on businesses. John Liu examines how Donald Trump's election could affect US-China relations. Lastly, Robert Lee delves into Tencent's earnings and explores their AI strategies. Tune in for a deep dive into the economic landscape!

In this conversation, John Liu, Bloomberg News Executive Editor for Greater China, and Tim Pagliara, Chief Investment Officer at CapWealth, delve into the intricacies of U.S. trade policies post-Trump's political gains. They discuss how these changes may reshape the U.S.-China trade relationship and China's economic strategies. The duo highlights prospective market reactions to a potential Trump presidency, including effects on small-cap stocks and investment opportunities influenced by new Federal Reserve actions and economic conditions.

John Liu, Executive Editor for Greater China, discusses China's economic challenges - slow growth, weak consumer spending, ongoing property slump. Despite booming exports, risks remain. Analysis on declining prices, stagnant wages, and the need for government intervention. Impact of housing bubble, President Xi Jinping's strategy, and potential tariff threats. China's 5% growth rate's global significance and implications on key industries.

Sean Darby, John Liu, and Vlad Savov discuss US tariff hikes on China, earnings reports from Alibaba and Tencent, and implications of President Biden's actions. They also touch on topics like economic outlook, geo-political tensions, and the strategies and challenges faced by the Chinese tech giants.