Tech stocks across Asia rebounded on July 31, 2026, driven by renewed investor enthusiasm for artificial intelligence infrastructure despite recent market volatility and earnings fluctuations. The surge in AI-linked equities was supported by sustained demand for hardware, even as broader economic indicators, including Japanese monetary policy and regional PMI data, were scrutinized. Watch the full episode at YouTube.
“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, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:02:51 - Breaking: WSJ reports Tesla is weighing a sale of China business 00:04:00 - Will Japan's FX interventions influence the BOJ's rate decision? 00:10:07 - Tech stocks lead Asia stock gains 00:15:06 - Apple, Amazon earnings in focus with Lopez Research's Maribel Lopez 00:32:20 - ChinaAMC Hong Kong's Serene Cai on China's bond market 00:39:28 - Situational Awareness assets shrink to $10 billion after Citadel deal 00:46:17 - Impact of Apple and Amazon earnings on Asia stocks 00:52:31 - Scott Bessent says Japanese yen remains undervalued 00:59:06 - Silicon Motion's Jason Tsai on growth drivers behind blockbuster guidance 01:11:16 - Pendal Group's Amy Xie Patrick reacts to Warsh's inflation outlook 01:20:31 - South Korea unveils a $14 billion push to bolster its AI ambitions 01:25:15 - Tesla's China future comes under the spotlight -------- More on Bloomberg Television and Markets
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