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China Pours Billions Into Mega Banks and Insurers | The China Show | 9/7/2026


“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 – The China Show opens
00:03:35 – Beijing shores up mega banks’ and insurers’ balance sheets
00:06:04 – DeepSeek is said to be planning a major AI chip order from Huawei
00:12:01 – SGMC Capital’s Massimiliano Bondurri on the AI trade
00:26:53 – Why aren’t Chinese stocks rallying despite strong earnings?
00:30:00 – Investors shift AI bets from Japan and Korea to China
00:32:50 – Iran and the US trade accusations over tanker attacks
00:38:42 – Go Taxi’s Hiroshi Nakajima on Japan’s taxi market
00:49:14 – Fed rate path hinges on inflation after jobs report
00:54:02 – Can Beijing’s capital injection reinvigorate China’s mega banks?
01:01:08 – China Coast Guard presence east of Taiwan grows
01:12:34 – Exclusive: Philippine finance secretary on key investment priorities
01:27:12 – Go Taxi’s Hiroshi Nakajima on competition with Uber and Didi
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