John Liu

In this discussion, John Boudreau, Bloomberg Southeast Asia editor based in Ho Chi Minh City, and John Liu, senior executive editor for Greater China in Beijing, explore the fallout of Trump's tariffs on Asian economies. They highlight how China faces a staggering 50% tariff, triggering economic tremors across the region. The duo examines the 'China plus one' strategy as nations adapt to shifting trade dynamics and geopolitical tensions. They also shed light on the alarming effects on Vietnam and neighboring countries, with rising job losses and diplomatic challenges.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, shares insights on retail trends, focusing on Kohl's return to private labels and Abercrombie's appeal among younger consumers. John Liu, Bloomberg's Executive Editor for Greater China, discusses the challenges of China's PMI data and investment slump, alongside rising Sino-Japan tensions. Jo Mays, a UK politics reporter, analyzes the political pressures faced by Chancellor Rachel Reeves as the UK budget approaches, revealing internal Labour dynamics influencing fiscal strategies.

Join John Liu, the Beijing-based overseer of Bloomberg's China coverage, as he delves into the intricate relationship between China and Iran. He reveals how China is navigating its position as Iran's largest trading partner amidst U.S. foreign policy challenges and Middle Eastern conflicts. Liu discusses China’s strategic interests in Iranian oil and its potential role as a stabilizing force in the region. With global power dynamics shifting, he reflects on how this alliance could reshape international relations and the geopolitical landscape.

In this engaging discussion, John Liu, Bloomberg's executive editor for Greater China, and Shuli Ren, an insightful columnist on China markets, dive deep into China’s surprising rebound in 2025. They analyze the initial economic struggles, including deflation and a property crisis, before exploring the transformative impact of innovative AI breakthroughs. The duo also examines how political dynamics with the U.S. influenced trade and investment sentiment, while cautioning about ongoing risks such as high youth unemployment and geopolitical tensions.

In this engaging discussion, John Liu, who oversees Bloomberg's China coverage from Beijing, elaborates on China's intricate economic ties with Iran. He highlights how these connections influence China's geopolitical stance amidst the Israel-Iran conflict. Liu explores how China's reliance on Iranian oil shapes its diplomatic strategies and affects its influence in the Middle East. He also examines the broader implications of U.S. actions and military strategies, drawing connections to Taiwan while considering China's role as a global player amidst rising tensions.

Brendan Murray, Bloomberg's trade editor, and John Liu, a reporter from Beijing, discuss the high-stakes U.S.-China trade negotiations in London. They dive into the complexities of the talks over rare-earth minerals and semiconductor chips, highlighting the diplomatic tightrope both countries are walking. With tensions rising, the conversation explores China's quest for economic power and the implications of these negotiations on global trade dynamics. Their insights shed light on the challenges of achieving a deal amidst competing interests and national strategies.

Brendan Murray, Global Trade Editor at Bloomberg, and John Liu, Executive China Editor based in Beijing, dive into the nuances of the recent U.S.-China trade truce. They discuss the concessions made by both sides, including tariff rollbacks and China's rare-earth controls. The conversation highlights the temporary nature of the agreement, the competitive dynamics shaping future relations, and how global responses to U.S. tariffs vary. They also explore China's strategic shift towards domestic consumption and the implications for international trade moving forward.

Mandeep Singh, Global Head of Tech Research at Bloomberg Intelligence, shares insights on the potential bubble surrounding Big Tech’s 2025 gains and highlights AI spending trends. John Liu, Bloomberg's Chief China Correspondent, discusses China’s economic priorities for 2026, focusing on consumption boosts and the troubled property market. They delve into the juxtaposition of optimistic tech investments against the harsh economic reality in China, and the implications of upcoming US-China trade dynamics on global markets.

Brendan Murray, Bloomberg's trade editor, and John Liu, a reporter covering Beijing, dive into the complexities of US-China relations. They discuss the high-stakes trade negotiations unfolding in London, emphasizing the critical role of rare earth minerals and semiconductor chips. With tensions escalating, they explore how tariffs serve as leverage and the urgency behind President Xi's communication with Trump. The conversation highlights public sentiment in China and the impact of US policies on Chinese students, all while navigating the economic aspirations of both nations.

In this engaging discussion, John Liu, Bloomberg's expert on Greater China, unpacks the significant military purge initiated by President Xi Jinping. He reveals how this unsettling shift mirrors Mao's era, showcasing military advancements during a recent parade. The conversation dives into the impact on Xi’s power consolidation, trust within the armed forces, and the complex political landscape. Liu also highlights the emerging implications for U.S.-China relations, emphasizing the need for modernization in military strategies against rising global tensions.