
Shuli Ren
Bloomberg Opinion columnist in Hong Kong. She discusses Chinese stock markets, AI, and liquidity-driven rallies.
Top 10 podcasts with Shuli Ren
Ranked by the Snipd community

22 snips
Feb 11, 2025 • 18min
China’s New Game Plan for Dealing With Trump Tariffs
Shuli Ren, a Bloomberg Opinion columnist focused on China's economy and politics, dives into China's nuanced response to U.S. tariffs imposed during Trump's administration. The discussion reveals how China has adopted a more strategic and less confrontational approach, drawing parallels with Tai Chi. Ren highlights the long-term economic strategies of China versus the U.S.'s short-term focus and addresses the potential consequences of a renewed trade war. He also examines Xi Jinping's steady demeanor and Beijing's efforts to strengthen alliances amid rising tensions.

13 snips
Mar 26, 2025 • 21min
What's Driving Volatility in Chinese Tech Stocks?
Shuli Ren, a Bloomberg Opinion columnist with deep insights into Chinese tech stocks, discusses the current volatility affecting this sector. Contrasting views emerge, with some Wall Street investors staying optimistic amid signs of potential earnings beats. Bill Campbell, Global Bond Portfolio Manager at DoubleLine, shares his perspectives on the U.S. economy, emphasizing concerns over tariffs and consumer confidence. As the Asian markets respond, the conversation navigates the intricate dance between U.S. dynamics and China's tech landscape.

8 snips
Feb 27, 2025 • 19min
Nvidia Earnings Underwhelm Amid Global AI Build-Out
Angelo Zino, Vice President of Equity Research at CFRA, dissects NVIDIA's underwhelming earnings while exploring concerns over AI spending and U.S. tariffs. Shuli Ren, Bloomberg Opinion columnist, analyzes the shifting landscape of Chinese tech stocks, presenting them as a viable alternative to the Magnificent Seven. The discussion touches on geopolitical tensions affecting the semiconductor market and the potential of Chinese EV manufacturers in a competitive sector. It's a deep dive into market dynamics and investment trends in an ever-evolving tech landscape.

7 snips
Feb 11, 2025 • 18min
China’s New Game Plan for Dealing With Trump Tariffs
Shuli Ren, a Bloomberg Opinion columnist with expertise in China's economy, dives into the evolving trade landscape between the U.S. and China. He discusses China's muted response to Trump's tariffs and how its current economic challenges influence negotiation dynamics. Ren also highlights China’s strategic maneuvers for damage control amidst pressure and the unpredictable nature of U.S. tariff policies. The conversation provides insights into the potential for renewed trade negotiations and the broader implications for both nations as tensions rise.

Feb 21, 2024 • 24min
China Rate Changes, Capital One
Bloomberg China economist discusses LPR changes, Japan-China stock comparison, and Capital One's purchase of Discover in a $35 billion deal. Insights on China's economy, COVID's impact on consumer behavior, and stock price movements in the credit card industry.

Aug 30, 2025 • 39min
Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle
Join Michael McKee, Bloomberg's International Economics and Policy Correspondent, and Shuli Ren, a Hong Kong-based Bloomberg Opinion columnist, as they dissect the increasingly complex economic landscape. They delve into the upcoming US jobs report and its implications for the Federal Reserve amid inflation concerns. The duo further explores the resurgence of European banking, fueled by deregulation and geopolitical dynamics. Finally, they analyze China's tech stock rally and its interplay with global markets, highlighting the intense competition with the US.

Aug 29, 2025 • 39min
Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle
Michael McKee, Bloomberg's International Economics and Policy Correspondent, offers expert insights on the imminent August jobs report and its implications for inflation and Federal Reserve policy. Shuli Ren, a Bloomberg Opinion columnist, discusses the surge in China's tech stocks amidst the ongoing technology rivalry with the U.S. They explore the evolving landscape of European banking and the anticipated reforms needed to attract investments, making for a thought-provoking conversation on global economic trends.

Aug 29, 2025 • 39min
Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle
Michael McKee, Bloomberg's International Economics and Policy Correspondent, and Shuli Ren, a columnist in Hong Kong, delve into gripping economic topics. They analyze the implications of the upcoming jobs report on U.S. monetary policy and discuss the challenges facing Europe’s banking sector amidst geopolitical tensions. They also tackle the intense tech rivalry between China and the U.S., highlighting advancements in industrial AI and the shifting landscape of China’s stock market, making for an engaging discussion on global finance.

Apr 22, 2025 • 15min
How a Chinese Toy Company Is Defying the Trade War
Shuli Ren, a Bloomberg Opinion columnist and expert on Chinese markets, discusses the impressive rise of Pop Mart, a toy company capturing global attention with its Labubu dolls and blind box collectibles. She highlights how celebrity endorsements, particularly from K-pop star Lisa, fuel demand. The conversation also delves into Pop Mart's innovative strategies, its resilience amid economic challenges, and how it inspires other Chinese brands to navigate international markets. This is a fascinating look at how a toy company is impacting China's economy.

Feb 4, 2025 • 17min
Trump's China Tariffs in Flux
Shuli Ren, a Bloomberg Opinion columnist from Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, dive into the shifting landscape of U.S.-China trade. They discuss the implications of postponed tariffs and challenges in the Chinese economy compared to a booming U.S. market. The conversation highlights issues like the impact on foreign investments, the job market for recent graduates, and the potential for a trade war. They also explore how artificial intelligence is reshaping market dynamics.