Buzzberg Cup Live

China's GDP Growth Weakens to Below Target Range | The China Show | 7/15/2026

Watch on YouTube ↗  |  July 15, 2026 at 06:08  |  1:31:05  |  Bloomberg Markets
Speakers
Herald van der Linde — Head of Asia Pacific Equity Strategy, HSBC
Ignatius Pang — Asia Head of FX Sales and Execution, UBP
Denver Tong — China Renewables Reporter, Bloomberg
Zhang Zhiwei — President and Chief Economist, Pinpoint Asset Management
Winnie — Asia Equities Reporter, Bloomberg
David Ingles — Anchor, Bloomberg

Summary

The China Show covers softer US inflation data that removed July rate hike fears, while oil stays elevated on Iran tensions. China Q2 GDP missed expectations but June retail sales beat, and new home price declines slowed. HSBC strategist discusses Taiwan as the preferred AI market, opportunities in Chinese banks and internet, and Indonesia’s MSCI inclusion progress. Gold is called to $4,800 by UBP. Chinese solar faces prolonged oversupply, with Longi Green warning of deeper losses, and CXMT plans a near‑$10B IPO.

  • US CPI declines for first time in six years, slashing July rate hike probability
  • Fed Chair Warsh stresses commitment to 2% inflation target
  • China Q2 GDP growth misses at 4.3%, below official target, but retail sales beat
  • China new home price declines slow to -0.15% month-on-month
  • HSBC strategist favors Taiwan over Korea for AI exposure due to lower leverage
  • Chinese banks seen benefiting from deposit repricing; internet margins improving as competition eases
  • Gold price target raised to $4,800 by year-end, supported by central bank buying
  • Indonesia making progress toward MSCI inclusion; Chinese solar sector warns of prolonged oversupply
Ideas
Herald van der Linde Head of Asia Pacific Equity Strategy, HSBC 17:00
Taiwan preferred for AI play
Taiwan is the preferred market for the AI/semiconductor play over Korea. TSMC has a stronger position, and Taiwan exhibits less leverage and margin lending excess than Korea, making it a cleaner long-term vehicle for the AI theme.
EWT MED
Herald van der Linde Head of Asia Pacific Equity Strategy, HSBC 27:18
Chinese banks benefit from deposit repricing
Chinese banks are attractive because the flow of deposits leaving China for Hong Kong has slowed, keeping liquidity onshore. At the same time, trillions of yuan in time deposits are rolling over at meaningfully lower rates, which will improve net interest margins for the banks.
KBA HIGH
Herald van der Linde Head of Asia Pacific Equity Strategy, HSBC 27:43
China internet competition easing boosts margins
Margins for Chinese internet names are likely to improve as the intense competitive pressure and price wars that have characterized the sector over the past year are finally starting to weaken.
KWEB MED
Herald van der Linde Head of Asia Pacific Equity Strategy, HSBC 28:08
Indonesia MSCI inclusion progress positive
Indonesia is making tangible progress toward meeting MSCI inclusion requirements. The country is increasing free float, removing some stocks from the index, and making personnel changes. While MSCI has delayed a decision until November, the direction of travel is constructive and inclusion seems likely, which would support Indonesian equities.
EIDO MED
Denver Tong China Renewables Reporter, Bloomberg 30:28
Avoid Longi Green amid solar overcapacity
The Chinese solar industry, including Longi Green, faces a prolonged downturn with chronic overcapacity, a sharp drop in domestic installation demand after pricing rule changes, and no signs of needed consolidation. Profits will remain under severe pressure, making the stock unattractive.
LONGI HIGH
Ignatius Pang Asia Head of FX Sales and Execution, UBP 38:34
Gold to $4800 on central bank buying
Gold is supported by a strong structural story centered on continued central bank purchases. The recent correction is healthy and driven mainly by ETF flow repositioning. Gold is expected to rally to $4,800 per ounce by year-end.
GLD HIGH
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This Bloomberg Markets video, published July 15, 2026, features Herald van der Linde, Denver Tong, Ignatius Pang discussing EWT, KBA, KWEB, EIDO, LONGI, GLD. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Herald van der Linde, Denver Tong, Ignatius Pang  · Tickers: EWT, KBA, KWEB, EIDO, LONGI, GLD