I'M SHERY AHN IN TOKYO.
SINGAPORE.
START AFTER FED CHAIR'S JAY
POWELL'S DOVISH COMMENTS.
NVIDIA.
FOCUS AFTER PRESIDENT TRUMP
STAKE.
PRESIDENT TRUMP. SHERY:
REACTION ACROSS ASIA DIGESTING
WHEN IT CAME TO CHAIR POWELL
IT WAS A TENSE JACKSON HOLE
-SECURITY ON THE GROUND BUT
POLICY COMING FROM DIFFERENT
WORLD.
FOR THE FEDERAL RESERVE GIVEN
ECONOMY PRETTY CHALLENGING.
THE STABILITY OF THE
LABOR MARKET MEASURES ALLOWS US
PROCEED WITH OUR POLICY STANCE.
RESTRICTIVE TERRITORY, THE
SHIFTING BALANCE OF RISKS MAY
STANCE. AVRIL:
SITUATION AT JACKSON HOLE, IT
INTO THE DISAGREEMENT AMONG
PRESSURE FROM OUTSIDE THE FED.
FORMER ST. LOUIS FED PRESIDENT
HE IS OF COURSE A CONTENDER FOR
HE IS CALLING FOR A HUNDRED
AND THEN MORE IN 2020 SIX.
GOING INTO 2026.
GO FORWARD AND EVENTUALLY GET A
WOULD GO SLOWLY TO WATCH THE
DATA. SHERY:
CENTRAL BANKERS ACROSS ASIA
BANK OF KOREA AND THE
TAKE A LOOK AT HOW WE ARE
ACROSS ASIA RIGHT NOW.
THE NIKKEI POINTING UP.
OF THAT TRADE SINKING IN THE
CHAIR POWELL'S COMMENTS.
SETTING UP FOR THE U.S.
WE WERE WATCHING U.S.
THE LONGEST LOSING STREAK SINCE
CHAIR POWELL’'S COMMENTARY AND
INVESTORS THAT POTENTIALLY WE
MONETARY PATH.
NOT DOING MUCH AT THE MOMENT.
LATER THIS WEEK AS WELL. AVRIL:
AND THE SIGH OF RELIEF.
WHO LEADS OUR MARKET LIVE
YOUR TAKE ON IT AND HOW HELPFUL
STOCKS?
ASIA STOCKS.
WE WENT INTO JACKSON HOLE WITH
WAS GOING TO PUSH BACK ON THE
PARTICULAR SOME OF THE BATS
LEAD TO ANOTHER CUT.
INFLATION DATA, BUT HE CLEARLY
FRONT OF HIS MIND AND WHEN THE
MIND, THAT MEANS RATE CUTS ARE
IT SORT OF LINES UP WITH A VERY
WE WERE ALWAYS EXPECTING WOULD
RATES TWO OR THREE TIMES.
TWICE, SEPTEMBER ALMOST
START. THAT WAS GREAT FOR U.S.
ASIAN STOCKS WILL ENJOY THAT AS
RIGHT DOWN.
THE DOLLAR COMES DOWN, THAT
THE CURRENCIES.
TO CUT RATES THIS WEEK.
HAWKISH BECAUSE IT DOESN'T HAVE
SUFFICIENTLY HAWKISH THE KOREAN
SIMILAR FOR THE PHILIPPINES.
WHAT THEY NEED TO DO BASED ON
BECAUSE THE DOLLAR IS BUSY
IF POWELL HAD GONE HAWKISH,
ISSUE.
CALM WEEK HERE IN ASIA.
FORWARD TO NVIDIA, WHICH IS
MAJOR ASIA STOCKS. SHERY:
HEADED TO BECAUSE WE DO HAVE
WITH.
RALLY WHEN IT COMES TO TECH
OF A WIDENING OF THE RALLY WHEN
STOCKS AND THE S&P 500.
AS I MENTIONED, NVIDIA.
EARNINGS THIS WEDNESDAY BE FOR
GARFIELD:
GLOBAL STOCKS GIVEN THE MARKET
REGULAR VOLATILITY.
AND THAT GETS AMPLIFIED BY HOW
THE SHEER DOLLAR VALUE THAT
SET A LOT OF WEIGHT AND ITS
THE AI BOOM.
PROVEN MOST OF THE TIME OVER
A RISK.
THEY WILL SHOOT THE LIGHTS OUT,
MORE THAN EXPECTED AND IF WE
START TO SLOW DOWN, THEY GO
AGAIN.
SEEM LOW ESPECIALLY THAT IT
HAS PIVOTED TO BE MORE DOVISH,
MUCH EQUIVALENT TO LONG BONDS
INTEREST RATES.
THERE IS A LOT OF DISQUIET
ABOUT THE POTENTIAL THAT THE AI
SPEED LIMIT, AS IT WERE.
THAT THE PACE OF ADVANCE IN THE
DOWN. IT MIGHT BE REACHING ITS
THERE ARE CONCERNS ABOUT
THERE ARE LONGER-TERM CONCERNS
IN THE SHORT-TERM, NVIDIA MAY
THOSE CRACKS AND WE WILL SEE
OR IN PARTICULAR IF IT CAN COME
WERE. AT SOME POINT, THE PACE OF
THE CHANCE -- THE QUESTION IS
WITHOUT FALLING BACK. SHERY:
EXPECT THIS WEEK AS WE ARE
GEOPOLITICS IN NEGOTIATIONS WE
DIPLOMATIC RELATIONS BETWEEN
THEY HAVE AGREED TO STRENGTHEN
MEETING BETWEEN THEIR LEADERS.
WASHINGTON, D.C.
LATER ON MONDAY.
CORRESPONDENT JOINS US FROM
HONG KONG.
STOPPED BY BEFORE HEADING TO
ARE WE SEEING A CHANGE IN
WHO HAS KNOWN TO BE A HARSH
CRITIC OF JAPAN IN THE PAST?
YOU BECOME MUCH MORE FOR
IT MAKES SENSE THAT HE STOPPED
IN TOKYO FIRST FOR A COUPLE OF
AND HE WILL MEET DONALD TRUMP
KEEP IN MIND, THE JAPANESE
DONALD TRUMP AND HAS HAD
PRESIDENT LEE HAS NOT MET WITH
HE IS A FAIRLY NEW LEADER
AND CONSTITUTIONAL CRISIS WE
I THINK HE WAS TAKING SOME
ISHIBA.
BUILD OR JUST KEEP THE STATUS
REALLY DEVELOPED IN THE
THREE COUNTRIES.
, THEY HAD SO OF A TRILATERAL
COOPERATION.
OUT OF OFFICE AND DONALD
ESSENTIALLY HAS RAISED A LOT OF
ALLIANCES IN EAST ASIA.
QUITE IMPORTANT TO BUILD UPON
WILL THOSE SECURITY AGREEMENTS
WHAT WILL THOSE ALLIANCES LOOK
FOR THE NEXT THREE YEARS UNDER
TRUMP. AVRIL:
THAT LEE-TRUMP BILATERAL
I THINK THE MEETING SATURDAY IN
BIGGER BILATERAL NO DOUBT.
KIND OF RELATIONSHIP DONALD
SOUTH KOREAN PRESIDENT.
TRADE AGREEMENT LOOK LIKE GOING
SOUTH KOREA HAS PROMISED A 50
, THEY ARE LIKELY TO VISIT A
SHIPYARD.
BILLIONS OF DOLLARS OF ENERGY.
ALSO CRITICAL.
PICKING UP A BIGGER BILL.
THAT WILL MOST LIKELY COME UP.
TO REENGAGE WITH PYONGYANG.
WITH KIM JONG-UN IN SINGAPORE
THE BORDER.
CENTER IN THAT MEETING IN THE
THANK YOU SO MUCH.
CORRESPONDENT, STEPHEN ENGLE.
MORE AHEAD ON THE ASIA TRADE. ♪
THE BASELINE OUTLOOK AND THE
SHIFTING. THE STABILITY OF THE
MARKET MEASURES ALLOWS US TO
IT IS A CURIOUS KIND OF BALANCE.
INCREASE IN THE PRICE LEVEL TO
PROBLEM. AVRIL:
DOOR TO AN INTEREST RATE.
ASIA-PACIFIC ECONOMIST AT
VANGUARD GROUP. THANK YOU.
THESE TOWEL COMMENTS.
DOVISH. HOW MUCH COVER DOES THIS
INCLUDING THE BANK OF KOREA
QIAN: GOOD MORNING.
BALANCED TONE.
BALANCE OF RISK IS SHIFTING.
TO BE THE BASELINE AT THIS
WE HAVE BEEN EXPECTING TWO CUTS
THIS YEAR.
WHEN YOU LISTEN TO HIS
EMPHASIZE THE RISK ON INFLATION.
A CUT IN SEPTEMBER I WOULD NOT
CHARACTERIZE IT MORE AS A
I THINK THE DECISION OF THE FED
DATA, ESPECIALLY HOW WEAK THE
MAKE THAT DECISION IN SEPTEMBER.
BANKS, OF COURSE EVERYBODY IS
WILL DO.
DECISION WOULD STILL VERY MUCH
SITUATION AS WELL AS THE
THE WEAKER DOLLAR SO FAR THIS
FLEXIBILITY TO MAKE THEIR
YOU MENTIONED ABOUT THE BANK OF
I WOULD SAY THEY PROBABLY WANT
AND SEE MODE.
OF KOREA CARES A LOT ABOUT
HOUSING PRICES, DEBT.
THE KOREAN GROWTH OUTLOOK HAS
I THINK THEY WOULD JUST WANT TO
PROBABLY RIGHT ON CUE IN
WILL DO. SHERY:
TERMS OF THAT ECONOMIC DATA
TOWARD A CUT?
PRESSURES HIGH IN THE UNITED
PERHAPS OPENING THE TAPS FOR A
YES, TOTALLY.
POWELL'S COMMENTS IS THAT THE
THE TARIFF RELATED INFLATION AS
IS WELL ANCHORED IN THE
SO, GIVEN THAT, I THINK IN
YOU CLEARLY SEE THE FOCUS
STRANDS.
WEAK THE LABOR MARKET IS,
THE LABOR DEMAND.
WATCH UNLESS THERE ARE
DATA.
RATE GOES.
TO BE CRITICALLY WATCHED.
SAID THERE SHOULD BE ADJUSTMENT
THAT ADJUSTMENT WILL BE VERY
GRADUAL.
DEFINITELY ON THE OUTSIDE WHEN
PRETTY HOT WITH THE FISCAL
AND THE OTHER IS THE NEUTRAL
HIGHER.
BY END OF NEXT YEAR.
WHAT ABOUT WHAT ELSE WE HEARD
HOW THE TIGHT LABOR MARKET
IS THAT A HAWKISH ENOUGH
COALESCES EXPECTATIONS AROUND
AND OCTOBER RATE HIKE? QIAN:
THE OUTLIER AMONG GLOBAL
CENTRAL BANKS.
DIFFERENT FROM OTHER COUNTRIES.
JAPANESE GROWTH, WE DO SEE SOME
DOMESTIC CONSUMPTION AND
STRUCTURAL CHANGE IN PRICE
THE TIGHTER LABOR MARKET.
DO SEE THERE WAS A GOOD CHANCE
THROUGH FROM WAGE TO PRICE AND
ABLE TO SUSTAIN AROUND 2%.
TO HIKE INTEREST RATES LATER
TRADE ON UNCERTAINTY HAS
TRADE AGREEMENT HAS BEEN
ACHIEVED.
THIS IS WHERE WE ACTUALLY SEE
RATE TO NEUTRAL IN COMING YEARS.
AFFECTING THE CHINESE ECONOMY
POSITIVE.
ANY POINT?
SENSE AT THIS POINT?
I THINK WHEN YOU LOOK AT CHINA,
SIDE.
SO FAR THIS YEAR.
DOMESTIC SLOW DOWN AND ALSO THE
IMBALANCE DRIVING THIS
I THINK THAT IS WHY THE
THIS STRUCTURAL ISSUE WITH THE
CAMPAIGN.
DEFLATION CHALLENGE, THE KEY IS
REALLY PUSHING UP THE DEMAND.
IS LIKELY TO BE RATHER GRADUAL
NEEDS TO BE LIMITED.
WOULD SAY THERE WAS ROOM TO CUT
THIS PERSISTENT DEFLATIONARY
WE KNOW THAT THE CENTRAL BANK
CUT INTEREST RATES.
CUP LATER THIS YEAR BUT EVEN
THAT I WOULD SAY IS PROBABLY
POLICYMAKERS SEEM MORE
ECONOMY.
WITH MORE POLICIES MONETARY AND
FISCAL. SHERY:
CHIEF ASIA-PACIFIC ANALYST AT
WE HAVE MORE AHEAD.
THIS IS BLOOMBERG. ♪
WE HAVE BREAKING EARNINGS FROM
PROFIT FOR THE FIRST HALF OF
ANALYST ESTIMATE.
VERSUS THE ESTIMATE OF ABOUT
THERE HAVE BEEN SOME
COME UNDER PRESSURE AND THIS IS
SALES DECLINE IN THE SECOND
TO BE THE CASE AT THE MOMENT.
A LOT OF FOCUS ON THE COMPANY
PRESSURE ON THE STOCK FOLLOWING
TAKEOVER OF SANTOS THAT HAD
WORTH. WE ARE SINCE HEARING THAT
AGREED TO AN EXTENSION OF THE
UNTIL THE 19TH OF SEPTEMBER
YES, WE CONTINUE TO WATCH THE
RISING AFTER CHAIR POWELL
WE ARE TALKING ABOUT A
SEPTEMBER AND U.S.
UNCHANGED, BUT THE S&P 500 HAD
ITS BEST DAY SINCE MAY AFTER
THE DOW IS AT A RECORD HIGH.
DOLLAR INDEX NOT DOING MUCH
CHAIR POWELL'S COMMENTS, BUT
LOWER AFTER PRESIDENT TRUMP
LISA COOK IF SHE SAID SHE WOULD
NOT RESIGN.
WITH NVIDIA REPORTING WEDNESDAY.
TRADE. THIS IS BLOOMBERG.
♪
SLIGHTLY HIGHER INFLATION AND
AND WHAT POWELL FINALLY DID AND
DONE THIS EARLIER IS HE SAID
IS HIGHER THAN THE RISK TO TIN
THEREFORE AN INTEREST RATE CUT
MANY OF US FELT HE SHOULD HAVE
MOHAMMED ALRIAN FROM HIS
BULL DARD.
JAY POWELL AS FED CHAIR AND
COMMENTS AT JACKSON HOLE
TABLE.
SOLIDIFY EXPECTATIONS FOR 25
I WAS EXPECTING THAT ANYWAY.
HE LEANED INTO THE MOST RECENT
VERY SOFT.
A DONE DEAL.
BEYOND THAT.
OCTOBER MEETING OR THE DECEMBER
I HAVE SET UP 20 BASIS POINTS
EVENTUALLY GET A FULL 100 BASIS
BUT I WOULD GO SLOWLY IN ORDER
AND THEN ON THE FRAMEWORK
IN THE YEAR, THEY WOULD HAVE
THEY WOULD USE THE JACKSON HOLE
FOR THE FRAMEWORK.
AND THEY’RE WELL PRESENTED IN
AND THEY’RE ABOUT WHAT MANY
SO I THINK THEY DID ABOUT AS
FRAMEWORK SIDE.
I DEFINITELY CONSIDER THIS MY
YOU SERVE A LENGTHY TERM AT THE
THE DECLINE OF A GREATER
DECADES AND DECADES AGO IN THE
RESURGENT ST. LOUIS. IS THE
WHOEVER THAT MAY BE, DO THEY
ECONOMIES, TECHNOLOGY-DRIVEN
TO USE A CLICHE AMERICA FLAT ON
HOW WOULD A CHAIRMAN EXECUTE
THOSE TWO AMERICAS?
COMMONWEALTH DISTRIBUTION
THE FED.
CAN REALLY DO.
FOR THE WHOLE ECONOMY.
STRUCTURE, THAT AFFECTS
PARTICULAR GROUP THAT YOU MIGHT
SO I THINK THAT’S BEEN
SOMETHING WE’VE HAD TO WRESTLE
ON IT MYSELF TO TRY TO
POINT OF VIEW.
FOR A WHILE.
THEME GOING FORWARD.
PRESIDENT JAMES BULLOCK
GOVERNMENT IS TAKING A 10%
UNEXCEPTIONAL BID TO REVIVE THE
MANUFACTURING.
CORRESPONDENT.
WHAT SHAPE IS THE DEAL TAKING?
CON TOURS OF THE DEAL HERE IS
IS GOING TO BE RECEIVING JUST
COMMON STOCK.
BUSINESS IN TERMS OF THE
# .1 BILLION WHICH WE HAVE
COMPANY HAS BEEN GETTING.
BILLION WORTH.
FOR THE FUTURE.
WHAT WE DO KNOW IS THAT THE U.S.
OWNER, WHICH MEANS THEY’RE
OTHER GOVERNMENT INFORMATION.
SAYING THEY’RE GRATEFUL FOR THE
ADMINISTRATION.
IS A GREAT STEP FOR BOTH INTEL.
BUT IT IS IMPORTANT TO
UNCONVENTIONAL TO TAKE A LARGE
FIRM. BUT IT DOES UNDERSCORE THE
PROJECT AND JUST HOW MUCH THE
GOVERNMENT WANTS TO -- TO -- TO
PRODUCTION CAPABILITIES OF U.S.
NVIDIA AT THE CENTER OF THAT AS
WE KNOW HOW CONSEQUENTIAL THIS
WHAT, 3% OF GLOBAL MARKET CAP.
WHAT ARE WE EXPECTING?
IT IN -- IN HEADLINES HOW
GOING TO BE.
SIGH OF RELIEF AFTER JAY POWELL
BUT THIS WEEK WILL BE THE KEY
BIT
YOU CAN SEE HERE WHAT WE’RE
WAG IN THESE, REVENUE FOR
$60 BILLION AND A REVENUE JUMP
.01 IS EXPECT.
THE MARKET.
EITHER DIRECTIONS, OPTIONS,
WE’RE LOOKING ABOUT A 6% JUMP
THE FIGURES THAT WE GET OUT OF
REALLY IMPORTANT TO TRACK
REPORTING LAST WEEK AROUND
GOVERNMENT ASKING MAINLAND
WE HAD NVIDIA PERHAPS PUTTING A
PRODUCTS.
ABOUT H-20 IN PARTICULAR?
CHINESE MARKET?
NVIDIA’S CHINESE BUSINESS, WE
TECH. APPLE IS IN THE SPOTLIGHT.
WHAT ARE WE EXPECTING HERE?
INTERESTING TO SORT OF -- ALSO
COMPANY THAT’S DEPENDENT ON THE
MARKET.
THERE.
IS THERE’S SORT OF NO DENYING
YOU’VE SEEN THE DESIGN
THERE’S REALLY GREAT POWER FROM
APPLE EXPERT.
WHAT WE CAN EXPECT FROM APPLE
YES, YOU’VE SEEN THE PACE OF
SO FROM 25, 26, 27, WE CAN
THE IPHONE PRODUCTS.
YEAR.
IPHONE AIR WHICH TAKES THE NAME
VERY SKINNY IPHONE IS EXPECTED
THERE WILL BE COMPROMISES.
ALONGSIDE THAT, WE’LL GET THE
MORE CHANGES EXPECTED THIS YEAR
CHANGER THAT’S THE FIRST EVER
SO THAT WILL BE A REALLY BIG
WE’VE SEEN SAMSUNG HAVING SUCCESS
THEIR FOLDABLE PHONES.
BIG GAME CHANGER.
GLASS, IPHONE 20.
AND ENTERING THE DESIGN AWAY
AND BECOME USED TO AS MANY OF
OUR APPLE CONSUMERS AS WELL.
TECH.
JAPAN, TERUMOL GETTING THE
BE BUYING A U.K.
OUT WITH A STATEMENT SAYING
ORGAN PRESERVATION DEVICES.
THE PAST FOUR SESSIONS.
THE OPEN IN JAPAN.
TRADE.
THIS IS BLOOMBERG.
IT’S UNDER A LITTLE BIT OF
WE HAVE SEEN THAT LITTLE BIT OF
BOND YIELDS TUMBLE WITH CHAIR
RATES CUT COME IN SEPTEMBER.
COMMENTS ON THAT GIVEN THAT
INVESTORS TO HELP THE BROADER
SECTOR AS WELL.
FOLLOWING, CANADIAN PRIME
KYIV ON INDEPENDENCE DAY
IT TAKES ZELENSKY SAID THAT
THROUGH STRENGTH.
BILLION DOLLARS IN MILITARY AND
PRESIDENT ZELENSKY SAID
WAR UKRAINE WILL BE READY IN
DAYS.
RISING TENSIONS.
THE U.A.I.
FOLLOWING AT THE MOMENT, WE SEE
ENDING RELATIONSHIPS WITH
EAST INCLUDING MANY WITH ASSETS
MILLIONFUL OVER 1,000 CLIENTS
TAR AND EGYPT WILL BE AFFECTED.
SEES -- SEEKS TO LOWER ITS
INDIVIDUALS.
IT CONSIDERS HIGH RISK.
TRACKING, I GUESS THE BACKDROP
I-300 IS UP 12%, 11% THIS IS
PROPERTY CRISIS.
SO CONTINUING TO DEFY GRAVITY
MOMENTUM IS, AND HOW LONG CAN
THAT ABUNDANT LIQUIDITY IN THE
REVIVED CAN HELP THIS RALLY TO
IT’S WORTH NOTING THAT THIS IS
MORE OR LESS TRAILING BEHIND
HUNGSINGH.
TO CATCH UP TO THE ASIA SHARE
MORE AHEAD ON THE ASIA TRADE.
ASIA TRADE.
CONTROL THE INTERNET.
BEHAVIOR, BIG DATA USE AND
THE, INDUSTRY GROUPS AND TECH.
LET’S BRING IN OUR
RULES? MI INFORMATION MIN:
HELP -- MIMIN:
DISCRIMINATE BASED ON A
ABILITY OR WILLINGNESS TO PAY
KNOWLEDGE OF CONSUMERS.
OR THES ALSO PROPOSE A
WOULD SET UP THE COMMISSION
MERCHANTS THAT USE THESE
EVOLUTION COMPANY BUT PERHAPS
TO PREVENT THEM FROM ABUSING
SMALLER COMPANIES ESPECIALLY AT
SLOWER SALES BECAUSE OF THE
AND THE PROFITS AS WELL BY THE
SO THIS IS PART OF THE
PROTECT THE SMALLER PLAYERS
ALSO SOME OF THE BIGGEST
CHINA.
DELISTED TODAY.
WHAT HAPPENS NOW?
VERY LONG DRAWN PROCESS.
THE LIQUIDATION HEARINGS
THAT’S WHEN THEY WOULD CONTINUE
LIQUIDATORS WILL WEIGH IN AND
HE HAS BECAUSE REPORTEDLY HE’S
BILLION OVER THE PAST DECADE OR
OF THE COMPANY AND IN THE PAST,
FOCUSING ON HIS EX-WIFE AND
AROUND THE WORLD.
COMPLEX UNDERTAKING BECAUSE
3,000 LEGAL BY S THE.
280 CITIES.
UNDERTAKING HERE.
TAKEN OVER 00FUL BUT THE REAL
MODEST. THE TOTAL DEBT IS
WE CONTINUE TRACKING SOME OF
ARE COMING OUT. .7 BILLION.
THE PRELIMINARY EARNINGS.
COUNTRY GARDEN, THE NUMBERS
WIDENING UP AND HIGHER THAN THE
THE YEAR PRIOR.
THE BROAD DATA AS WELL ON
IT’S BEEN DECLINING BY ABOUT
MONTHS. HOME PRICES HAD BEEN
SEEMS THE BROADER RECOVERY IN
BACKSLIDING A LITTLE BIT. U.B.S.
DELAYING THE PROSPECT FOR
DECLINING HOME PRICES WILL
FOR COUNTRY GARDEN.
BOND BACK IN 2023.
AND THEY AGREED WITH SOME
WERE REQUESTED BY BANK
THAT COULD PUT IT IN A BROADER
THE BROADER RECOVERY REALLY
PROSPECT OF COUNTRY GARDEN
RESTRUCTURING PROCESS. AVRIL:
LET’S CHECK IN ON CRYPTO AS
WE’LL BE DISCUSSION HOW THE FED
THIS IS THE SIMILAR BACKDROP
BITCOIN REALLY SURGED ON FRIDAY.
TEPID GAIN IN THE MONDAY
REACHED THE RECORD HIGHS.
BECAUSE WE’RE SEEING SHOWING
BITCOIN SPACE.
FROM THE CLOSE TO ABOUT 200%
WE’LL BE WATCHING THESE MOVES
OUR EYES ON, OF COURSE, THE
MARKETS IN GENERAL GIVEN THAT
WEEK LAST WEEK.
WE HAD THE COMMENTS FROM FED
RATE CUTS TO COME AS SOON AS
AND OF COURSE, WE ALSO ARE
WILL DO NEXT.
RATE DECISION THIS WEEK.
WATCHING SHIPPING AND DEFENSE
THIS COMES AS KOREAN PRESIDENT
PRESIDENT TRUMP.
YU YUNG LEE.
TAKING INVESTMENTS OF $300
INVESTORS FOCUSED ON WHAT COULD
PERHAPS SOME OF THE LOSERS AS
LOOK AT THE KOSPI FUTURES
IF YOU LOOK AT THE PREREGULAR
NUCLEAR ENERGY AND CHIPS AND
DURING THE SOUTH KOREA SUPPORT.
THIS IS THE LAST TRADING DAY IN
TRUMP MEETS THE PRESIDENTS OF
SOME OF THE SECTOR IS THAT IT
THE SHIP BUILDING.
SOUTH KOREA TRIES TO FINALIZE
STATES THAT WAS SIGNED LAST
NOW THERE ARE SOME INVESTMENT
MENTIONING AHEAD OF THE SUMMIT
THE SHIP BUILDING IN THE UNITED
BUILDING.
FURTHER DETAILS OF HOW THAT
AS HOW THE PRO IS IT IS GOING
INVESTORS WILL BE POSITIONED
THE SUMMIT BECAUSE THIS IS THE
LEADERS SPEAK.
OF OPTIMISM IN KOREAN STOCKS
FOREIGN BUYING INVESTORS.
MAYBE PUSHING?
SO THIS YEAR IT HAS BE A STAR
THE KOSPI HAS MORE THAN 30%.
SEEN FOREIGN INVESTORS SHIFTING
SELLING SOME -- SELLING THOSE.
PAUSE IN BUYING IN SOUTH KOREA.
BUT THIS WEEK GIVEN THE JACKSON
PIVOT, WE MIGHT RESUME BUYING
BY GLOBAL INVESTORRING IN SOUTH
>> THANK YOU SO MUCH.
HERE WITH US.
MAJOR MARKET OPEN AND THE
FED CHAIR POWELL SIGNALING RATE
CUTS TO COME AS SOON AS
JACKSON HOLE WAS NOT ONLY
INSECURITY BUT DIVERGENT
MONETARILY PATHS. AVRIL:
CUT BUT THEN AFTER SEPTEMBER
THE FOCUS BASED ON POWELL’S
COMMENTS IS GOING TO BE ON THE
ENGAGEMENT OF INFLATION.
TO CONTEND WITH, WE HAVE NVIDIA
MARKET SHARING.
PHILIPPINES AND SOUTH KOREA.
CONTINUED WAGE PRESSURES
A RATE HIKE TO COME THIS YEAR.
GAINING .08 -- .8%.
JUMPING AGAINST THE U.S.
CHAIR POWELL’S COMMENTS AND NOT
TO MENTION PRESIDENT TRUMP
FED CHAIR COOK.
CAME ONLINE.
AND THE WAN.
CENTRAL BANK TO HOLD RATES
WE’RE WATCHING THE PRESIDENT
WITH BAHIR.
THAT TRADE DEAL WITH THE U.S.
DEAL TO COME LATER IN THE WEEK.
AGAINST DOLLAR IN THE SESSION,
WE REALLY SAW ON THE DOLLAR ON
COMMENTS.
THEY’RE FATHERINGFUL WE SAW
THE SHORT END OF THE
STILL THE CONCERN ABOUT
THE DEFICIT IN THE U.S. AS WELL.
WE SEE A LITTLE BIT TO THAT
TODAY’S SESSION BUT STOCKS
AUSTRALIA.
COMES TO EARNINGS.
THAT HAS BEEN VERY WELL VALUED.
WE’VE SEEN INVESTORS PUNISHING
EARNINGS.
BE WATCHING IN THE SESSION.
GREEN BACK. LET’S HAVE A LISTEN.
>> THE STABILITY OF THE
STANCE.
NONETHELESS, WITH POLICY AND
SHIFTING BALANCE OF RISK MAY
REALLY GOOD TO HAVE YOU IN
YOUR COMMENTS ON POWELL’S
WHAT IS YOUR SENSE OF WHAT HE
SAID?
CLEAR LAY DOVEISH COMMENT.
RISED IT AS RESTRICTIVE THAT
OTHER MEMBERS ARE OPEN TO CUT
THEY RESUME THE EASING PROCESS
AND ALSO THE FOCUS ON LABOR
THERE, DESPITE THE WIDENING
OVER THE NEXT 12 MONTHS.
KNOW, A LOT OF MEMBERS IN ARE
INFLATION AND FOCUS ON THE
A FEW RATE CUTS.
LINE WITH WHAT WE HAD BEEN
WE HAD BEEN ARGUING FOR SIX
SEPTEMBER, THAT BRINGS THE FED
2026.
LESS CONFIRMS THAT -- OF
IF YOU MIX IN A BIT OF
WHITE HOUSE WHICH WE THINK
THAT WE GET MULTIPLE CUTS HERE.
DOVEISH SPEED.
ASHARKS CENTRAL BANKS AND
ASSETS IN GENERAL?
EMERGING MARKETS.
EMERGING MARKET HOT CREDIT.
DOLLAR.
THAT BROADER TREND IN MY VIEW.
AND SOFT, IT MAKES THE JOB EASY
SO WE DO EXPECT SOME ADDITIONAL
REGION CENTRAL BANKS INCLUDING
EXPECT A PAUSE IN THIS WEEK’S
IT KEEPS THE OVERALL FUNDING
SO WE THINK THE ASIAN ASSETS
DUE TO THIS RELATIVEFULLY
RELATED NOISES WERE SLOWLY
OVER THE CONTEXT, WE THINK IT’S
ASIAN ASSETS.
KOREA HEADED TO WASHINGTON, D.C.
DETAILS OF THOSE NEGOTIATIONS.
THE FOLKS LITTLE IN.
20,000-PLUS TROOPS AS HE HAS
USE MORE ACROSS THE REGION.
THE $300 BILLION INVESTMENT
WHAT’S THE RISK OF THIS MEETING
PRESENTS FOR SOUTH KOREAN AND
OTHER GLOBAL STOCKS.
SOUTH KOREAN MARKET, OBVIOUSLY,
OUTCOME FROM THIS SENATE GIVEN
TACTICS. IT’S A RISK.
WE NEED TO ACKNOWLEDGE THAT.
SOME OF THESE TARIFF THAT’S
PART OF THESE PROGRAMS ARE
FUNDING KOREAN BUSINESSES
SO AS LONG AS THEY CAN KIND OF
ACTIVE, WE THINK THAT THERE ISA
HAMMER THIS STILL -- BASICALLY
SURE THAT THERE ARE NO AUDITION
SO WE ARE STILL CONSTRUCTIVE ON
SUMMIT BETWEEN THE TWO
WE’LL OBVIOUSLY HAVE TO SEE THE
SUMMIT.
OUTCOME.
YOU’RE MAKING FACE OF THE
TARIFFS FOR THE OTHER MARKETS
BUT OF COURSE, IF FAST A VERY
HAVE SOME NEGATIVE IMPACT.
SEE.
HOW MUCH OF THE RISK OR BEN
MARKET AS OPPOSED TO EVERYTHING
BUT OF COURSE, WE HAVE NVIDIA,
EARNINGS THIS WEEK AS WELL.
COUNTRY’S TARIFFS ARE LIKELY
WE HAVE NO NUMEROUS BILATERAL
TARIFF RATES AT THE AGREED
IN THIS RELATIONS BETWEEN U.S.
GIVES US GREATER CONFIDENCE AND
ARE. SO IN SOME SENSE MARKETS
RATES WILL CONTINUE.
UNREASONABLE THINGS TO HAVE.
ESPECIALLY FOR SEMICONDUCTORS.
COLES.
FOREVER IF SOME COMPANYS THAT
FROM SOME OF THESE TARIFFS.
CASE FOR TARIFF, SEG OR THE
BUT ULTIMATELY, THE POLITICAL
SOMETHING MORE PRAGMATIC.
CASE.
OF THE PROGRESS THAT’S BEING
SOME OF THESE CORPORATE
RETURNS, TAX, PLANS?
>> SO THE RULING PATIENT IS
TACK.
POLITICALLY ATTACHED TO -- IT
AND IT’S GOING TO BE A MARKET,
FAVORABLE THRESHOLD.
CODE AS CONCERNED THAT’S
WE THINK IN THE SIMILAR
WHICH HAS BEEN FAVORED TO THE
FORGE AHEAD ON THE ISSUES THAT
CUMULATION AND OTHER ISSUES
CORRESPONDENT GOVERNMENT.
MARKET-FRIENDLY ON THESE TAX
AND ALSO POSSIBILITY OF A
GOVERNS NANCE REFIRM.
WE THINK THE PILLAR IS STILL
THE COUNTRY WITH THE MOST
OTHERS.
ON ALL THAT.
OUTPERFORM D.M.’S THIS YEAR.
STRONG PERFORMANCE IN THE FIRST
REMAINING UPSIDE.
DOLLAR ENVIRONMENT HELPS KEEP
AND ALSO, THE ASSETS ARE QUITE
WHEN YOU HAVE A SHIFT IN THE
ECONOMIES GOING FORWARD.
UPSIDE.
GOING TO HAVE IT.
SET.
SENIOR MARKET STRATEGIST. WE DO
BLOOMBERG.
TUMO BRAVO IS NEARING A DEAL TO
THEY’RE SAYING THAT THE DEAL
BILLION.
AN AGREEMENT COULD BE ADAMANCED
NO FINAL DECISION HAS BEEN MADE.
THROUGH ACCORDING TO SOURCES.
THE TWO ARE TALKS.
ACQUIRE THAT INASSISTANCE A
NOW WE ARE WATCHING INTEL
DENNED DEAL GIVEN A 10% STAKE
IN THE CHIPMAKER.
MORE THAN 5% ON THE NEWS,
THOUGH, ANALYSTS WARN MONEY
GROUND TO RIVALS.
I THINK AMERICA SHOULD BE GIVEN
THAT I WOULD LIKE YOU TO DO
LEFT BLIND.
THERE WAS AN EXPECTATION THAT A
DOWN.
INVESTOR EXPECTATION.
AND INVEST OF THES ALSO HAVE
LATEST DEVELOPMENT WHEN IT
CONSORTIUM.
IT IS CLIMBING ABOUT THREE-PLUS
IT’S FIRST LOSS IN FOUR YEARS
AND AMONG THE STOCKS WE’RE
WATCHING IN AUSTRALIA.
THIS IS BLOOMBERG
SOUTH KOREA AND JAPAN HAVE
FOLLOWING A WEEKEND MEETING
KOREAN PRESIDENT IS NOW IN
PRESIDENT TRUMP LATER MONDAY.
CORRESPONDENT STEVEN ENGEL
TALK TO US WHAT STOOD OUT FROM
STEPHEN:
I’M TALK ABOUT YI AND ISHIBA.
TOKYO AHEAD OF THE SOUTH KOREAN
WHERE HE IS THERE NOW.
WHITE HOUSE LATER ON MONDAY.
AND ALSO REAFFIRM THE NEED TO
PRETTY VAGUE STATEMENTS
BUT THERE IS INCREASING
AND SECURE THE ALLIANCES IN
AND OF COURSE, AT THE BACKDROP
KOREAN ISSUE.
NEW LEADERS IN THESE THREE
COUNTRIES, THE UNITED STATES,
REPROCHMOND IN TERMS OF THESE
NOW YOU HAVE THE THREE NEW
THE DYNAMICS ARE DIFFERENT.
ISHIBA WOULD GET ALONG AND BE
ISSUES TRADE, ISSUES AND
PRESIDENT SI PICKED HIS, BRAIN
HE HAS HAD MULTIPLE PHONE CALLS
OFFICE IN SEOUL AND GOING TO
HAVING STRUCK A TRADE DEAL JUST
LOT OF UNCERTAINTY GOING
THINK I THIS IS THE SMALLER
BILAT IS COMING UP IN THE WHITE
HOUSE.
PRESIDENT TRUMP SO IMPORTANT,
WE’RE ALREADY SEEING PRESIDENT
FORCES IN SOUTH KOREA.
ASPECT THAT NEEDS TO BE
MENTIONED, THE TRADE DEAL.
SPECIFICS.
AND THERE’S BEEN A LOT OF
BY SOUTH KOREA TO HELP
GREAT AGAIN.
PLEDGED IN INVESTMENT PLEDGES
THAT TRADE DEAL THAT EVENTUALLY
TARIFF ON THE SOUTH KOREANS.
IN SOUTH KOREA.
CRITIC NOT PONYING UP ENOUGH
FOR PAYING FOR ITS OWN SECURITY
WE’RE HEARING THE PRESIDENT
KNOW, REACH OUT AGAIN TO THE
ANOTHER SUMMIT BECAUSE DONALD
ALREADY WITH KIM JONG-UN IN
KOREA, BUT HE DID NOT MAKE ANY
THROUGH WITH ANOTHER PROMISES
SO AGAIN, WE’LL HAVE TO SEE.
OUT OF THAT MEETING IN THE
BUT AGAIN, YOU’RE ABSOLUTELY
DETAILS ON THIS TRADE DEAL AND
DONALD TRUMP CAN GIVE ON THE
LATERAL AGREEMENTS.
OBVIOUSLY.
STATES AND JAPAN AND THE UNITED
SO AGAIN, A LOT OF QUESTION
ANSWERED GOING FORWARD WITH
THAT MEETING IN D.C.
EXPECT FROM THE U.S.-SOUTH
THERE IN THE COMING HOURS.
PRESIDENT’S VISIT TO
AND TAKE A LOOK AT HOW FUTURES
EUROPEAN FUTURES TO THE DOWN
DOLLAR SINKING ON THE OTHER
WE HAD SEEN CHAIR POWELL’S
GREEN BACK LOWER BUT ALSO
HE WOULD FIRE IF SHE DOES NOT
LA GAAR TALKING ABOUT N THE
MARKET. WE HAVE MORE AHEAD.
TREMENDOUS FROM COMMENTERS AT
REMINDING MARKETS THAT THEY ARE
LABOR MARKET.
EXPECTATIONS OF A D.O.J.
WE ARE SEEING THAT PRESSURE ON
10-YEAR -- A BIT OF A REARS ARE
WHERE WE SAW THIS BUYING LED BY
TWO YEARS IN PARTICULAR, BUT
MOMENT, THE FED HIGHLIGHTED
DATA-DEPENDENT.
THAT SEEMS TO BE THE TAKEAWAY
MOSTLY ACROSS THE G-10
YEARS CLIMBING AGAINST THE
THE FEDERAL RESERVE IN THE
BULLOCK SAYS THERE’S A CASE FOR
100 BASIS POINTS FOR NEXT YEAR.
POWELL.
CUT ON THE TABLE.
>> HE USED THE SPEECH TO
I WAS EXPERTING THAT ANYWAY.
WHAT YOU WANT TO DO AT THE
I HAD SET UP 100 BASIS POINTS,
YOU KNOW, GOING INTO 2026.
EVENTUALLY GET A FEW 100 BASIS
POINTS BUT I WOULD GO SLOWLY.
IN THE YEAR, THEY HAD TARGETED
FRAMEWORK DISCUSSION AND THAT
SPEECH.
SPECULATED ON.
AS THEY CON THE FRAMEWORK SIDE.
>> G GOOD MORNING TO YOU.
YOU SERVE A LENGTHER LENGTHY
HAVE LIVED THE DECLINE OF A
GREATER ECONOMY.
NEXT CHAIRMAN OF THE FED,
AMERICAN ECONOMIES ACTION
ECONOMY AND AMERICA FLAT ON
DISTRIBUTION HAVE BECOME MORE
IT’S NOT THAT CLEAR WHAT THE
INTEREST RATE FOR THE WHOLE
ECONOMY IF YOU CHANGE THE RATE
NOT JUST ONE PARTICULAR GROUP
THAT YOU MIGHT BE TARGETING.
THEME NOW GOING FORWARD.
PRESIDENT JAMES BULLARD
SPEAKING TO TOM KING.
>> SOME TOP STORIES WE ARE
KYIV ON UKRAINE'S INDEPENDENCE
LONG AS IT TAKES.
VOLODYMYR ZELENSKYY, MARK
MUST COME THROUGH STRENGTH.
1.4 BILLION DOLLARS IN MILITARY
AND RECONSTRUCTION AID.
SECURITY GUARANTEES FOR A
IN DAYS.
MEETING WITH THE DUTCH PRIME
UKRAINE IS READY FOR PEACE AND
INTENTION.
EXCHANGED 146 PRISONERS EACH IN
OF COURSE GEOPOLITICS ALWAYS IN
SOME OF THESE MARKET MOVES.
CAN POTENTIALLY GET IN TERMS OF
DO WE SEE MORE DETAILS ON
FOR THE MOMENT THE SOUTH KOREAN
HELPED ALONG WITH WHAT WE GOT
YEAH.
GEOPOLITICAL BACKDROP FROM
SCHEDULED TO MEET WITH
MONDAY WITH TRADE NEGOTIATIONS
ALLIANCE TOPPING THE AGENDA.
OF THE MEETING WITH THE
BOTH LEADERS PLEDGED TO
TRILATERAL COOPERATION WITH THE
LET'S GET MORE WITH PRESIDENT
INNOVATION HUB.
NEGOTIATOR FOR KOREA AT THE WT
US. WELCOME TO THE SHOW.
HOW IMPORTANT IT IS FOR SOUTH
IT COMES TO REAL THE FUNCTION
IT COMES TO INVESTMENTS INTO
PROFITS WILL BE DIVIDED. CHOI:
IMPORTANT TRADE DEAL WITH WAS
THIS SUMMIT IS TAKING PLACE IN
TRADE DEAL.
HAVE DIFFERENT INTERPRETATIONS.
LI AND TRUMP, THEY WILL TRY TO
ESPECIALLY FOCUSED ON THE
MAKE AMERICAN SHIPPING GREAT
ON TOP OF THAT, SOME TRADE
ISSUES. KOREA AGREED TO REDUCE
SEMICONDUCTOR TARIFFS TO
TIMEFRAME HAS NOT BEEN DECIDED.
IT IS VERY IMPORTANT FOR THEM
TO PIN DOWN THE EXACT DATE.
PRESIDENT IN THIS SUMMIT LOOK
WHAT DOES HE NEED TO ACHIEVE?
WHEN YOU CONSIDER THE SITUATION
DEAL AND THE EU AGREED FOR A
FROM KOREA'S PERSPECTIVE THEY
PACKAGE TO MAKE SURE TRUMP WILL
BUT BECAUSE OF TIME PRESSURE IT
OUT DIFFERENCES.
BE DONE. FROM THE U.S.
THE MONEY IN SEMICONDUCTORS AND
BATTERIES AND ENERGY.
INVESTMENT, PRESIDENT TRUMP
ALL THE TERMS AND CONDITIONS OF
PRESIDENTIAL OFFICE INTERPRETS
THIS IS TIME FOR THEM TO MEET
WE ARE VERY CURIOUS AT THE END
OUT WITH A JOINT STATEMENT,
BUT CONSIDERING THE PROCESS
THERE IS A POSSIBILITY WE NEED
MORE TIME. AVRIL:
PRESSURE FROM PERHAPS
DETAILS.
BUT WE KNOW HOW TRADE DEALS
KNOW, TO IRON OUT.
POTENTIALLY IN A BILATERAL THAT
ESPECIALLY SINCE TRUMP DOES
BARGAINING CHIP? CHOI:
YOU HAVE TO UNDERSTAND WHAT IS
KOREA AND THE UNITED STATES.
DECLARED LIBERATION DAY FOR THE
HE IS NEGOTIATING WITH SO MANY
FROM KOREA'S PERSPECTIVE IT IS
MINDFUL BEFORE KOREA, MANY
AFTER KOREA STILL MANY
A DEAL INCLUDING COUNTRIES LIKE
MAYBE CHINA IS ALSO ON THE LINE.
NEGOTIATIONS AND BE MINDFUL OF
FROM THE NEGOTIATING
SURE THAT DEAL OR THE AGREEMENT
NOT BE MORE DISADVANTAGEOUS.
UP TO 300%.
WHICH PLEDGED INVESTMENT IN THE
THAT ARE EXEMPTED BUT THAT DOES
IF IT COULD BE LIKE SAMSUNG,
WHICH IS EXPORTING OUTSIDE OF
IT EXEMPTED TO TARIFFS OR THE
ALL OF THOSE ARE SPECULATIONS.
TRUMP IS STILL HINTING AND MORE
AND SO ON AND SO FORTH.
DECLARED DOESN'T MEAN THE END
MANY THINGS TO GO FURTHER.
HELP US UNDERSTAND THE APPETITE
POTENTIALLY FOR INVESTING INTO
AMONG THE SECTORS INCLUDING
KNOW, TOP OF THEIR CLASS.
THEM? CHOI:
AND ALL THESE KOREAN COMPANIES,
SHIPBUILDING.
ECONOMIC SECURITY.
COMPETITION BETWEEN THE U.S.
PERSPECTIVE, THERE SHIPPING AND
AND KOREA CAN MAKE THAT
KOREA'S MANUFACTURING CAPACITY.
LIKE BILLION TO 5 BILLION
BUT TO MAKE IT HAPPEN, THE U.S.
WHETHER OR NOT THEY CAN COME
TANGIBLE DELIVERABLE, INCLUDING
PROMISE IS SOMETHING TO SEE.
DYNAMICS AND HOW THAT COULD
EVEN WHEN IT COMES TO
FROM THE U.S.
IN THE U.S.
KOREA BENEFIT FROM THE
PLAY RIGHT NOW GEOPOLITICALLY?
CHOI: WELL, YOU SEE, THE
THE TOP OF THE NEGOTIATIONS.
INVESTING COUNTRY TO THE USA IN
WHICH IS ALSO AT THE CENTER OF
CHINA AND THE USA.
TREMENDOUS AMOUNT OF MONEY IN
THEY OBVIOUSLY BENEFITED FROM
THE TRUMP ADMINISTRATION
WANT A DEAL, DEMANDING MORE
SEMICONDUCTORS.
DONE OR NOT IS A VERY SERIOUS
OBVIOUSLY THAT IS AN AREA KOREA
SHOULD HAVE A LOT OF BENEFIT IN.
YOUR INSIGHTS.
US.
TRADE STRATEGY AT INNOVATION
MORE AHEAD ON "THE ASIA TRADE."
EVERGRANDE WILL BE REMOVED FROM
TODAY, 1.5 YEARS AFTER SHARES
ALMOST 16 YEARS AFTER IT WAS
LET'S BRING IN MINMIN LOW FROM
WE'VE BEEN TALKING ABOUT THIS
WHAT HAPPENS NEXT?
I AM SURE A LOT OF EQUITY
IS GOING TO HAPPEN TO THEIR
THERE IS STILL A LONG LIST OF
GET THEIR MONEY BACK AS WELL.
CONTINUE SEPTEMBER 2 IS THE DAY
THAT IS WHEN LIQUIDATORS WILL
HIMSELF AND THEY HAVE TO
BASICALLY FORCE THE FOUNDER TO
FAR THE TRIALS HAVE FOCUSED ON
OF WHOM HAVE USED A VARIETY OF
DISCLOSURE OF THEIR ASSETS BUT
TO AVOID IT.
UNCOVER A LOT OF ASSETS
OF EXPENSES AT WORK AS WELL AS
LUXURY PROPERTIES AROUND THE
ABOUT $7 BILLION OVER THE PAST
AND GENEROUS PAYOUTS FROM THE
IT IS ESTIMATED TO BE ABOUT 1/8
COMPANY OWES, WHICH IS $45
ANTICIPATED.
HOLISTIC WAY TO RESTRUCTURE THE
THAT IS NOT WITHIN REACH.
CREDITORS IS THAT A LOT OF THE
WILL BE VERY HARD FOR THEM TO
DIFFERENT JURISDICTION.
OF THE ORGANIZATION ITSELF, IT
DIFFERENT JURISDICTIONS,
IN DIFFERENT CITIES.
UNDERTAKING TO GO THROUGH ALL
OF IT. SHERY:
SECTOR CONTINUE AS WELL.
EARNINGS OUT, THEY DO NOT LOOK
THE PRELIMINARY EARNINGS FOR
WIDENED TO $3 BILLION IN LOSSES.
THEY SUFFERED A YEAR EARLIER.
BACKDROP OF THE BROADER HOUSING
DATA LOOKING PRETTY NEGATIVE AS
OVER THE PAST COUPLE MONTHS.
ACCELERATE -- DECLINED AFTER IT
IT LOOKS LIKE WE ARE SEEING
RECOVERY.
FORECAST OF THE RECOVERY IN THE
AND IF HOME PRICES ARE FALLING,
OF COMPANIES LIKE COUNTRY
STRUGGLING TO RESTRUCTURE ITS
IT DEFAULTED ON A DOLLAR BOND
THE COMPANY SAYS IT IS IN TOUCH
PREVIOUSLY LAST MONTH AND
TERMS REQUESTED BY SOME BANK
ITS WAY TO PERHAPS REACH A
BUT OVERALL THE SECTOR IS NOT
MINMIN LOW THERE.
WEIGHING ON THE CHINESE
AND IN SPITE OF ALL OF THAT
BULL RUN.
DOUBTS ABOUT THE RALLY'S
WINNIE HSU JOINS US NOW FROM
HOW CONCERNED ARE INVESTORS
CHINA'S ONSHORE STOCK RALLY AND
WINNIE:
TOPIC AMONG INVESTORS.
LIKES OF BANK OF AMERICA.
TALKING TO MAINLAND INVESTORS,
THEY ARE HAVING.
BETWEEN THE MACRO BEARS AND THE
THAT IS DIVERGING RIGHT NOW.
A FLASHBACK OF WHAT HAPPENED IN
QUESTION ABOUT IF A RALLY IS
SUSTAINABLE DURING A
BEING DISCUSSED AMONG A LOT OF
AND ACTUALLY, WE DON'T REALLY
DEFLATIONARY ENVIRONMENT
THAT IS MAINLY BECAUSE DURING A
GOING TO HURT COMPANY'S PRICING
MARGINS.
IS KIND OF AN EARLY SIGN OF A
THE KEY STRATEGISTS LAST WEEK
2015.
OF THE BUBBLES, THE ELEMENTS
THE RETAIL FRENZY.
ARE SEEING SOME EXCITEMENT
ALSO THE BIG PICTURE PEOPLE ARE
THIS TIME IT IS IMPROVEMENT OF
U.S. AND CHINA.
MIGHT BE 5000 AT THE LEVEL WE
THERE ARE SOME ELEMENTS OF THAT
STARTING TO EMERGE. AVRIL:
HOW THE FUNDAMENTALS DON'T
MOVES.
FURTHER TO GO ON THE UPSIDE?
WHILE IT IS GIVING PEOPLE SOME
2015, MANY ARE STILL SAYING
SUSTAINABLE.
TECHNICAL SIDE OF THINGS, THE
THERE, BUT THIS TIME THE PACE
THE BROADENING OF THE RALLY.
THE SAVINGS OF HOUSEHOLDS STILL
SITTING THERE.
COMES TO DEPLOYING THAT MONEY
FROM SAVINGS INTO INVESTMENT IN
INSTITUTIONAL INVESTORS GOING
FROM THAT ASPECT, WE ARE SEEING
WHEN YOU ALSO LOOK AT THE
ARE SOME STRUCTURAL CHANGES WE
BE IT ADVANCEMENT IN ARTIFICIAL
DEEPSEEK AND ALSO THE BIOTECHS
ALSO THE POLICY TONE IS MORE
GOVERNMENT SAYING IT IS GUIDING
INTO EQUITIES.
HAVE A MORE FAVORABLE
BUT JUST TO KEEP IN MIND WHEN
JAPAN, SOME PEOPLE WERE TALKING
AFFECTATION OF CHINA.
THAT LAST THREE DECADES, UNTIL
KICKED IN IN 2024 FOR THE STOCK
HIGHS.
CAN LEARN FOR THE CHINESE
WE ARE ALSO WATCHING THE HANG
MARK, THE MAKER OF THE FAMOUS
INCLUDED OF THE INDEX? WINNIE:
YES. ANALYSTS HAVE BEEN TALKING
-- POP MART FOR A COUPLE
FINALLY BECAUSE OF HOW MUCH THE
THE CHANGE OF THE PATTERNS WHEN
AND CONSUMER BEHAVIORS IN CHINA.
THIS STOCKS.
MEANS THEY WILL BE MORE PASSIVE
WHEN WE JUST LOOK AT THE
CHANGES WHEN IT COMES TO THE
RESHUFFLING WE ARE GETTING --
INCREASE BY 1.6%.
COMPANIES INTO HSI IS ALSO
TAILWIND.
THE PEAK OF EARNINGS SEASON SO
MORE VOLATILITY UNTIL THE
SEPTEMBER. AVRIL:
NEWER CONSUMER HABITS IN CHINA
AS WELL POTENTIALLY.
WINNIE HSU FOR US.
MARKET ASSETS BECAUSE WE SAW
POWELL'S MORE DOVISH COMMENTARY
POTENTIALLY AS SOON AS
WE HAD EMERGING MARKET STOCKS
GROUND.
PRESSURE THE PREVIOUS SESSION.
HAVE NOT SEEN IN WEEKS SINKING
CHAIR POWELL TALKING ABOUT
CALM.
HAVE SEEN EMERGING-MARKET
APRIL, WHEN IT COMES TO
MARKETS ARE GOING COME ANALYSTS
AT HEAD OF GAINS COMING FROM
GAINS OF AROUND 15% IN THE NEXT
REASONS ARE PRETTY CLEAR IF YOU
INVESTMENTS PIVOTING AWAY FROM
AND OF COURSE A LITTLE MORE
AVRIL: YEAH.
THE DOOR TO THESE FED RATE
COVER FOR THEIR CENTRAL BANKS.
WILL BE HELPFUL FOR E.M. ASSETS.
THE CLIMB AGAINST THE GREENBACK.
SEEING IN E.M.
THEY HAVE BEEN OUTPERFORMING
SEEING AMONG THEM IS HOW THE
OF DISCIPLINE AMONG EM'S.
E.M. BONDS OVERALL.
A LOOK AT HOW CRYPTO CZAR
SURGED FRIDAY FOLLOWING ON FROM
JACKSON HOLE.
WE ARE PULLING A BIT SOFTER.
MOMENT AGAINST THE BACKDROP OF
CRYPTO OVERALL ALTHOUGH TRADERS
INSTEAD TO CHASE THESE PRICE
SWINGS.
OUR MARKET COVERAGE CONTINUES.
THE CHINA SHOW IS NEXT.