Can Insilico's Drug Help Turn Back the Biological Clock? | The China Show | 9/8/2026

Watch on YouTube ↗ | September 08, 2026 at 04:25 | 1:33:04 | Bloomberg Markets

Speakers

Ruth — Bloomberg Chief Correspondent, FX Rates Asia

Anthony Stevens — Bloomberg Market Producer

Yifan Hu — Head of Macroeconomics, UBS Global Wealth Management

Cai Huabo — Founder, Longsys

Paul

David Savage — Editor, The Block

Jason Sadler — Global President, Cigna Healthcare International

Rieko Shofu — Executive Deputy President, Sapporo Breweries

Alex Zhavoronkov — Founder & CEO, Insilico Medicine

Avril — Anchor, Bloomberg

Karen Leigh — Bloomberg Reporter

Yvonne Man — Head of APAC, CoinDesk

Summary

The episode covers the yen's sharp rally and BOJ rate hike expectations, rising oil and record copper prices, China's AI-related export strength, and the market debut of Longsys. It also features extensive discussion of Insilico Medicine's AI-discovered drug with anti-aging potential, Cigna's Asia healthcare growth, Sapporo's tariff-driven U.S. production shift, and a Hong Kong-Singapore talent comparison.

Yen surged to its strongest since February on BOJ hike expectations, carry unwind, and thin liquidity.
Oil prices rose as China restocked crude, while copper hit a record on AI demand and tariff stockpiling.
UBS remained constructive on China tech and Asia AI hardware amid stimulus and infrastructure spending.
Longsys debuted in Hong Kong with founder describing a technology-driven semiconductor shift and rising memory prices.
Insilico Medicine reported AI-discovered drug data showing biological age reversal; CEO is accumulating stock.
Cigna executives highlighted Asia growth and cross-border healthcare opportunities.
Sapporo discussed localizing U.S. production to manage tariffs and expanding in Vietnam.
Hong Kong and Singapore were compared for finance jobs, housing costs, and talent competitiveness.

Ideas

Ruth Bloomberg Chief Correspondent, FX Rates Asia 4:48

Yen bullish on BOJ hike momentum.

Dollar-yen has broken below 154 and bullish yen momentum can continue because BOJ rate hike expectations are rising, yen-funded carry trades are being unwound, and thin U.S. holiday liquidity is not defending the 155/154 levels.

Anthony Stevens Bloomberg Market Producer 8:41

Chinese restocking supports oil upside.

China has reemerged as a crude buyer with state refiners restocking and diversifying suppliers across Africa and Latin America, which may push oil prices up at the margin in a calmer, less panicked manner.

Anthony Stevens Bloomberg Market Producer 10:30

Tech and EM FX benefit from calm oil.

Calm oil with a more confident price range has allowed investors to put money to work in Taiwan and Korea, and is also supporting emerging-market FX alongside the tech trade.

Yifan Hu Head of Macroeconomics, UBS Global Wealth Management 29:08

Fed hikes push Treasury yields higher.

The Fed is very likely to hike rates in September and November because oil is rising and inflation is unlikely to fall by itself, so U.S. yields likely keep rising and 5% on the 10-year is the next level to watch.

Yifan Hu Head of Macroeconomics, UBS Global Wealth Management 30:14

China tech benefits from AI stimulus.

China and Asia AI hardware and semiconductor names should perform better because China is accelerating AI infrastructure investment, providing capital injections, and announcing stimulus for new network projects.

Yifan Hu Head of Macroeconomics, UBS Global Wealth Management 31:18

Recapitalization supports Chinese financials.

Chinese banks and insurers are set for recapitalization and policy easing, which can increase tier-one capital, support financial expansion, and help GDP growth recover.

Cai Huabo Founder, Longsys 39:03

Longsys pivots to technology-driven semiconductor.

Longsys is shifting from being just a memory module house to a technology-driven semiconductor company, spending 78% of IPO proceeds on R&D and developing advanced controller chips one or two generations ahead of industry nodes.

Cai Huabo Founder, Longsys 39:25

Memory prices keep rising.

Memory prices will continue to rise with no near-term limit, driven by supply and demand dynamics.

Paul 42:50

Copper record on tight supply demand.

Copper hit a record because weather outages, electrification and AI data-center demand, plus U.S. tariff-driven stockpiling, have drained Shanghai and London inventories.

Paul 44:00

BHP and Rio leverage copper rally.

BHP and Rio Tinto have prioritized copper growth, making their share prices more reflective of copper's rally as electrification and AI demand accelerate.

David Savage Editor, The Block 50:03

JGB yields face upward pressure.

Repatriation risk and upward pressure on U.S. long-end Treasury yields from auctions and inflation data could filter into higher long-end JGB yields.

David Savage Editor, The Block 51:09

AI infrastructure stocks regain bid.

Equity investors are returning to AI infrastructure stocks that can grow through commodity risk, which helps Korea, parts of the Japanese equity complex, and Taiwan.

Jason Sadler Global President, Cigna Healthcare International 53:32

Cigna expands on Asia healthcare demand.

Cigna sees significant Asia growth from aging populations, rising chronic disease, and cross-border Greater Bay Area healthcare demand, while AI can help affordability and personalization.

Rieko Shofu Executive Deputy President, Sapporo Breweries 65:42

Sapporo grows via localized production.

Sapporo is growing double-digit in the U.S. and is localizing production to avoid tariffs, building or acquiring U.S. capacity and expanding in Vietnam for international markets.

Alex Zhavoronkov Founder & CEO, Insilico Medicine 73:12

Insilico anti-aging drug shows promise.

Insilico's AI-discovered drug reversed biological age by three to six years in early data, is in Phase 3, and the CEO is personally accumulating up to HK$60 million of stock because the direction looks promising.

Alex Zhavoronkov Founder & CEO, Insilico Medicine 84:54

AI drug discovery field validated.

The study validates the broader AI-powered drug discovery field and the aging-first drug development template, with multiple licensed drugs and future readouts to come.

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This Bloomberg Markets video, published September 08, 2026, features Ruth, Anthony Stevens, Yifan Hu, Cai Huabo, Paul, David Savage, Jason Sadler, Rieko Shofu, Alex Zhavoronkov discussing FXY, WTI, EWY, EWT, Emerging market Asian FX, U.S. 10-year Treasury notes, KWEB, BOTZ, KBA, Chinese insurers, Longsys, DRAM, COPPER, BHP, RIO, JGBUX, AI infrastructure equities, CI, Sapporo Holdings, Insilico Medicine, AI-powered drug discovery. 16 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ruth, Anthony Stevens, Yifan Hu, Cai Huabo, Paul, David Savage, Jason Sadler, Rieko Shofu, Alex Zhavoronkov · Tickers: FXY, WTI, EWY, EWT, Emerging market Asian FX, U.S. 10-year Treasury notes, KWEB, BOTZ, KBA, Chinese insurers, Longsys, DRAM, COPPER, BHP, RIO, JGBUX, AI infrastructure equities, CI, Sapporo Holdings, Insilico Medicine, AI-powered drug discovery