Trump To Discuss Taiwan, Jimmy Lai With Xi at Summit | The China Show 5/12/2026

Watch on YouTube ↗  |  May 12, 2026 at 04:49  |  1:34:11  |  Bloomberg Markets
Speakers
Christy Tan — Investment Strateg
Henry McVey — KKR Global Macro and Asset Allocation Head
Mark Cudmore — Executive Editor, Bloomberg Live / Macro Strategist

Summary

The episode covers the upcoming Trump-Xi summit agenda including Taiwan arms sales and AI chip exports, the ongoing AI-driven rally in Asian markets, and Korea's proposal for a citizen dividend from AI profits. Analysts discuss China's AI catch-up, Korea's market volatility, and fixed income positioning amid geopolitical risks.

  • Trump-Xi summit confirmed for Thursday, with Taiwan, AI chips, and Jimmy Lai on the agenda.
  • Asian stocks rally on AI optimism despite Iran war tensions.
  • Korea's KOSPI experiences sharp swings after a policy chief floats a citizen dividend from AI taxes.
  • Christy Tan of Franklin Templeton advocates a short-to-intermediate Treasury position and sees China equities as undervalued.
  • Henry McVey of KKR highlights China's economic stabilization and AI-led growth but remains cautious on public equity timing.
  • Mark Cudmore warns the AI rally is a bubble but may still have room to run.
Trade Ideas
Christy Tan Investment Strateg 66:58
Overweight China equities for AI
China equities are undervalued and underowned, trading at a 36% discount to global markets with global funds having only 1% allocation, while China is catching up in AI and has excess liquidity, making it unreasonable to be underweight.
FXI MED
Christy Tan Investment Strateg 69:45
Be long short-to-intermediate Treasuries
Investors should position at the short to intermediate end of the US Treasury curve rather than the long end, because the fixed income space is cautious and the supply risk from the Strait of Hormuz reopening remains unresolved.
US Treasury bonds (short-to-intermediate maturities) HIGH
Up Next
1:35:08
Bessent in Tokyo Ahead of Xi‑Trump Meet | The Asia Trade 5/12/2026
Bloomberg Markets · May 12
31:23
서클 주가 16% 폭등은 단순 반등이 아니다. 클래리티 법안과, AI 에이전트 코인시장에 불어오는 훈풍 | 서동주, 김동환 ,박상혁 디지털애셋 편집장 [클립토PLUS]
3PRO TV (삼프로TV) · May 12
13:49
8000P 가는데, 철강 주식의 향방은? | 박성봉 하나증권 리서치센터 팀장 [더블 크루]
3PRO TV (삼프로TV) · May 12
18:04
레버리지 출시 눈 앞, 진짜 조심해야 하는 이유| 백인재 하나증권 영업부금융센터 부센터장 [더블 크루]
3PRO TV (삼프로TV) · May 12
41:22
"급등락 폭이 말도 안되는 수준" 어떻게 해요? | 장우진 작가 [더블 체크]
3PRO TV (삼프로TV) · May 12

This Bloomberg Markets video, published May 12, 2026, features Christy Tan discussing FXI, US Treasury bonds (short-to-intermediate maturities). 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Christy Tan  · Tickers: FXI, US Treasury bonds (short-to-intermediate maturities)