China in the Crossfire of Bessent’s Latest Iran Sanctions | The China Show | 8/25/2026
“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
00:02:52 – US threatens Iran’s trading partners with sanctions
00:07:50 – US, China said to be extending trade truce
00:10:33 – Chip rout weighs on Asian markets
00:14:30 – SWS Research’s Yi Dong on Alibaba’s share rebound
00:25:51 – SWS Research’s Yi Dong on why he prefers high-dividend stocks
00:28:59 – How Xiaomi’s AI mobile chip stacks up against the competition
00:30:53 – PDD shares slip after a mixed second-quarter earnings report
00:33:51 – China’s IPO boom masks broader market weakness
00:40:52 – Guggenheim’s Anne Walsh on the buying opportunity in US Treasuries
00:47:28 – Will Scott Bessent’s sanctions threat reduce Iran’s leverage over Hormuz?
00:55:45 – Leapmotor’s Michael Wu on the EV maker’s delivery targets
01:09:57 – JLL’s Cathie Chung on why Hong Kong’s luxury residential rents will continue to rise
01:19:53 – Beijing projects resilience despite slowing growth
01:24:25 – How South Korea is using AI to upgrade its cultural exports
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