Name: Traders Brace For CXMT's Blockbuster Debut | The China Show | 7/24/2026
Uploaded: 2026-07-24T04:38:30+00:00
Duration: 5596 s

Speakers

Stephanie Leung — CIO, StashAway

Katrina Nicholas — Managing Editor, Asia Equities, Bloomberg

Anthony Stevens — Bloomberg Market Producer

Eugene Hsiao — Head of Research, Blockworks

Ed Ludlow — Co-Host, Bloomberg Technology

Nicholas — Oil Reporter, Bloomberg

Summary

Markets reel from a confluence of shocks: US-Iran escalation drives Brent above $100, a global bond selloff intensifies, and mixed tech earnings raise AI sustainability doubts. Amid the risk-off, Chinese equities extend their outperformance streak. The show features investment views on AI, China tech, the CXMT IPO, Cambodian trade challenges, and rising South China Sea tensions.

Oil tops $100 as US strikes Iran; Red Sea disruptions threaten a second crisis phase.
Intel forecasts beat, but hyperscaler capex fears and a rate selloff hammer global tech stocks.
StashAway CIO says AI remains the core of the bull market but Mag7 is in 'no man's land'.
CXMT's $10bn IPO priced at steep discount to DRAM peers sparks bargain-hunting expectations.
Macquarie strategist favors CATL and BYD for their long-term overseas growth stories.
Chinese equities show relative resilience, outperforming the S&P 500 for a fourth straight week.
New US Section 301 forced-labor tariffs hit 60 economies; Cambodia, Philippines react.
South China Sea flared up as China took 'control measures' on Philippine vessels near Scarborough Shoal.

Ideas

Stephanie Leung CIO, StashAway 17:14

AI remains core bull market driver.

The best earnings growth remains in AI, which offers the most visibility on return on investment and remains the core of the overall bull market, despite short-term volatility.

Katrina Nicholas Managing Editor, Asia Equities, Bloomberg 28:07

CXMT IPO is a bargain boost.

CXMT's blockbuster IPO is priced at a 50-80% discount to global DRAM peers with exceptionally strong investor demand, making it almost a steal and a potential catalyst for renewed rally in Chinese chip stocks.

Anthony Stevens Bloomberg Market Producer 49:16

China equities resilient, outperform.

Chinese equities are more resilient in this environment because they are more cash-flow driven than debt-driven and have greater oil resilience, supporting continued outperformance versus global markets.

Eugene Hsiao Head of Research, Blockworks 63:03

CATL long-term story strong.

CATL's long-term growth story is very good, and the de-rating after its Q1 result and H-share issuance presents an opportunity for long-term investors despite near-term noise.

Eugene Hsiao Head of Research, Blockworks 68:04

BYD overseas growth remains strong.

BYD's overseas numbers continue to be strong, providing a legitimate growth story outside China and reducing dependence on the intensely competitive domestic market.

This Bloomberg Markets video, published July 24, 2026, features Stephanie Leung, Katrina Nicholas, Anthony Stevens, Eugene Hsiao discussing AI, CXMT, MCHI, CATL, BYD. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Stephanie Leung, Katrina Nicholas, Anthony Stevens, Eugene Hsiao · Tickers: AI, CXMT, MCHI, CATL, BYD

Traders Brace For CXMT's Blockbuster Debut | The China Show | 7/24/2026

Summary

Ideas

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