The China Connection
207 videos • 1,994 views • by CNBC International Live
The China Connection delivers in-depth analysis of China's economy, markets, and its relationship with the global landscape.
1
The only people that were 'liberated' on 'Liberation Day' were adversaries of the US: Analyst
CNBC International Live
Download
2
[Private video]
Download
3
[Private video]
Download
4
US calls SCO 'performative' as China's Xi hosts Modi & Putin
CNBC International Live
Download
5
[Private video]
Download
6
[Private video]
Download
7
India & China can look past 'rivalry' and border issues for regional strength: CCG
CNBC International Live
Download
8
[Private video]
Download
9
Ending de minimis exemptions makes 'complete sense', helps US retailers beat China: FreightWaves CEO
CNBC International Live
Download
10
[Private video]
Download
11
Nvidia's stock remains sensitive to its 'China connection': expect spike on any China revenue news
CNBC International Live
Download
12
Are China markets in a bubble? Strategist argues valuations in most could be overstretched
CNBC International Live
Download
13
All the large Chinese property developers are going to become 'zombies': Strategist
CNBC International Live
Download
14
From boom to bust: Evergrande delists from Hong Kong Stock Exchange
CNBC International Live
Download
15
Return of international investors boosting the HK market: HKEX CEO
CNBC International Live
Download
16
Soft toy power: Is Labubu's popularity a sign of China's changing global image?
CNBC International Live
Download
17
The technological trend of AI plus robotics is too important to be ignored: Goldman Sachs
CNBC International Live
Download
18
Asia’s Answer to March Madness? A New College Basketball League Is Here
CNBC International Live
Download
19
Both China & US run the risk of limiting their options with grains duties, tariffs: CBA Economist
CNBC International Live
Download
20
Trump 'speaks bigly and doesn't carry a stick at all'; the US isn't reliable right now: Analyst
CNBC International Live
Download
21
Access to Nvidia's H20 won't hand China an AI advantage: Analyst
CNBC International Live
Download
22
80% chance there'll be a 'very unsatisfactory' U.S.-China trade deal and summit this year: Expert
CNBC International Live
Download
23
TSMC to escape unscathed from Trump's tariffs: Analyst
CNBC International Live
Download
24
Labubu Mania: Can Popmart's IP Outlast Hello Kitty & Frozen?
CNBC International Live
Download
25
Fortescue secures $2B loan, looks to tap China's rapid energy transition
CNBC International Live
Download
26
The Singapore strategy: How a small island plans to boost tourism receipts by billions
CNBC International Live
Download
27
Is this the start of a friendship between US & China? Maybe, if Trump has his way
CNBC International Live
Download
28
Based on the Trump administration's goals, it's the right move to exempt some companies from tariffs
CNBC International Live
Download
29
Luxury hotels are an 'emotional' business, affected by global uncertainties
CNBC International Live
Download
30
Lyft and Baidu look like perfect partners for the robotaxi business: Analyst
CNBC International Live
Download
31
Beijing Bailout for property giants is a 'pipe dream': Andrew Collier
CNBC International Live
Download
32
Is China's Xi taking a backseat? Asia Society assesses the president's policy priorities
CNBC International Live
Download
33
China's approach to AI development will have 'many fans' in the global south: The Asia Group
CNBC International Live
Download
34
Why Goldman Sachs says now is the time to buy into China’s biotech future
CNBC International Live
Download
35
Smartphones could be exempt from tariffs, Apple and Huawei are neck and neck in China: Counterpoint
CNBC International Live
Download
36
China as a Nissan hub: 6 million vehicles produced and exported
CNBC International Live
Download
37
China doesn't seem concerned about the economy; anti-involution drive needs to address fundamentals
CNBC International Live
Download
38
Competitive edge in autonomous driving will unlock profitability: WeRide CEO
CNBC International Live
Download
39
Tariffs can be an opportunity for banks: Analyst on HSBC, StanChart
CNBC International Live
Download
40
CATL is gaining market share in Europe as US shipments fall: Strategist
CNBC International Live
Download
41
Tariff impact on China's economy to be apparent from August onwards if there isn't a US-China deal
CNBC International Live
Download
42
China's latest childcare subsidy policy is 'just for show', says consultancy
CNBC International Live
Download
43
China's desire for chip self-reliance is clear, but tech firms still don't want to rely on Huawei
CNBC International Live
Download
44
Hong Kong on its way to be Web3 hub: Virtual asset manager
CNBC International Live
Download
45
US concerns over CK Hutchison's port operations are 'not grounded in facts': CCG's Zichen Wang
CNBC International Live
Download
46
Trump showing China he wants no friction, aiming for ease in trade: Expert
CNBC International Live
Download
47
Fair to say the US and China have reached some level of transactional stabilization, says AXA IM
CNBC International Live
Download
48
China's AI action plan highlights a new technological label for old geopolitics: Peter Cowhey
CNBC International Live
Download
49
Even with a trade deal, Taiwan will need 'carveouts' or sectoral exemptions: Economist
CNBC International Live
Download
50
The EU is no longer benefitting economically from its trade with China: Natixis
CNBC International Live
Download
51
Stronger Chinese yuan a sign of goodwill ahead of US-China talks: Strategist
CNBC International Live
Download
52
China's steel sector fundamentally has a demand issue, but its structural reforms are working: CBA
CNBC International Live
Download
53
EUCham in China: Beijing needs to address market barriers to foreign companies
CNBC International Live
Download
54
China could 'reinvent' AI architecture: Zack Kass
CNBC International Live
Download
55
Trump's stablecoin bill has China paying attention: Yifan He
CNBC International Live
Download
56
Japan's US trade deal doesn't seem great, Taiwan is a potential negative surprise for the markets
CNBC International Live
Download
57
China's 'everyday app' battle could lead to fragmentation of the food delivery sector: Goldman Sachs
CNBC International Live
Download
58
The west is pulling back development financing to Southeast Asia and that's bad: Lowy Institute
CNBC International Live
Download
59
Hang Seng Index to hit 35,000 within two years: Yang Liu
CNBC International Live
Download
60
Real interest rate in China remains high: Analyst
CNBC International Live
Download
61
China's EV price war – and how buyers & sellers feel about lower prices
CNBC International Live
Download
62
'Real, full policy acceptance' of crypto by Beijing won't happen anytime soon: Financial Consultancy
CNBC International Live
Download
63
Lever Style turns tariff uncertainty into a tailored opportunity
CNBC International Live
Download
64
Best solution to China's overcapacity issues is consolidation: Goldman Sachs
CNBC International Live
Download
65
TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips
CNBC International Live
Download
66
MIT's David Autor on the coming China Shock 2.0 and China's 'Darwinian' private sector competition
CNBC International Live
Download
67
Trump administration's view on China's AI progress 'may be shortsighted': Strategist
CNBC International Live
Download
68
Nvidia has a symbiotic relationship with China and should regain some of its lost market share
CNBC International Live
Download
69
Beijing is increasingly sensitive to deflation, advanced manufacturing is a silver lining: Economist
CNBC International Live
Download
70
China doesn't want Russia to lose this war, likely won't put pressure on Putin: Brookings
CNBC International Live
Download
71
Pony AI CEO on US operations, Hong Kong IPO plans
CNBC International Live
Download
72
Australia must try to keep working relationships with U.S. and China while 'being coerced' by both
CNBC International Live
Download
73
U.S. copper tariffs would be welcome news for China, but there might not be a long-term boost: BMI
CNBC International Live
Download
74
EV price war is bleeding into robotaxis, intelligent driving: Expert
CNBC International Live
Download
75
Taiwan's chipmakers have 'bargaining power', can pass on tariff costs: Analyst
CNBC International Live
Download
76
Gutierrez: US-China trade deal will not be done by August 1, copper tariffs will cause shortages
CNBC International Live
Download
77
U.S. reliance on copper imports is a 'vulnerability,' says former Commerce Sec. Carlos Gutierrez
CNBC International Live
Download
78
Shein's IPO should've always been in Hong Kong and it's in no position to pressure London: Analyst
CNBC International Live
Download
79
Starbucks in China is in a lot of trouble, says China Market Research Group’s Shaun Rein
CNBC International Live
Download
80
The US has shot itself in the foot with its clean energy policies: Snow Bull Capital CEO
CNBC International Live
Download
81
China's 2025 economic growth target is 'in the bag': Economist
CNBC International Live
Download
82
Shein looks to Hong Kong amid city's IPO flurry
CNBC International Live
Download
83
The deployment of AI at the consumer level and edge two years out from now is very exciting: Analyst
CNBC International Live
Download
84
Most of BRICS not really looking to 'rival' the US: Expert
CNBC International Live
Download
85
Expect up to 130 companies to list in Hong Kong this year: KPMG
CNBC International Live
Download
86
Chinese companies have an advantage when it comes to applying AI in their businesses: INSEAD
CNBC International Live
Download
87
Revoking de minimis will lead to diminishing of US in global trade: Hinrich Foundation
CNBC International Live
Download
88
US definition & modeling of transshipment 'crucial': Hinrich Foundation
CNBC International Live
Download
89
Labubu surge signals 'lipstick' effect from anxious spenders: Analyst
CNBC International Live
Download
90
The apparel industry can't decide how to diversify due to a lack of clear tariff policies: AAFA
CNBC International Live
Download
91
Europe 'needs' China EVs to meet green targets: Expert
CNBC International Live
Download
92
Chinese economy 'not doing great but there is no crisis’, Beijing to continue holding back stimulus
CNBC International Live
Download
93
Macao's casinos won't be affected by other Asian gambling hubs: Analyst
CNBC International Live
Download
94
Xiaomi's EVs could be a 'Tesla killer', and Nio faces risk if the industry consolidates: Analyst
CNBC International Live
Download
95
Competition heats up for Tesla in China's EV market
CNBC International Live
Download
96
Airlines are the 'ultimate thermometer' of global health, says Abra Group CEO
CNBC International Live
Download
97
China is at a turning point for the next generation of clean technologies: Analyst
CNBC International Live
Download
98
AI companies see open source as a strategic advantage: Analyst
CNBC International Live
Download
99
Crypto industry needs regulation for 'level playing field', healthy development: Hashkey Capital
CNBC International Live
Download
100
U.S.-China trade truce doesn't even address the 'low-hanging fruits': OCBC
CNBC International Live
Download
101
Market volatility a 'wake-up call', look to secondary markets: Noah Holdings CFO
CNBC International Live
Download
102
China is making breakthroughs in biotechnology like what it is doing in AI and EV: CIO
CNBC International Live
Download
103
Chinese companies are finding it attractive to list in Hong Kong: Guotai Junan
CNBC International Live
Download
104
IKEA sees opportunities in China's 'silver economy' despite competition
CNBC International Live
Download
105
Hong Kong's IPO market is on fire; these 3 factors are driving the boom: HSBC
CNBC International Live
Download
106
DHL says growth from China has held up despite the U.S. trade war
CNBC International Live
Download
107
Trump still wants to declare victory against China: Eswar Prasad
CNBC International Live
Download
108
Hong Kong is a 'super connector' between China & global markets: HKEX's Chui
CNBC International Live
Download
109
The jury is out, but U.S.-China competition is clear: WEF President on trade tensions
CNBC International Live
Download
110
China to urge Iran to leave Strait of Hormuz open, avoid military response to US: Strategist
CNBC International Live
Download
111
It is in China's interest to see de-escalation given its high dependency on gulf oil: CSIS
CNBC International Live
Download
112
China needs more innovative ways other than shopping festivals to boost consumption: Strategist
CNBC International Live
Download
113
Chinese banks remain our top priority: Jefferies
CNBC International Live
Download
114
Aon discusses rising cost risks in shipping, business
CNBC International Live
Download
115
Very bullish on the yuan playing a bigger role internationally in the medium term: StanChart
CNBC International Live
Download
116
This time is different: China market rally is supported by fundamentals, not hope, says Fidelity
CNBC International Live
Download
117
'Huge opportunity' for yuan-backed stablecoin, says fintech platform CEO
CNBC International Live
Download
118
Most of the potential bidders for TikTok don't fit both Washington and Beijing's requirements
CNBC International Live
Download
119
'Not realistic' for industry to operate without China-built ships: Mitsui O.S.K. Lines CEO
CNBC International Live
Download
120
Unlikely that China will act as a mediator in the Israel-Iran conflict: Analyst
CNBC International Live
Download
121
Self-developed chips are a long-term advantage: XPeng's co-founder
CNBC International Live
Download
122
Look at China's 'new consumption' stocks, like Labubu's Pop Mart: Strategist
CNBC International Live
Download
123
Oil prices likely to fall soon as market fundamentals haven't changed despite Israel's Iran strikes
CNBC International Live
Download
124
China market rally and Hang Seng bull run are supported by fundamentals and sentiment: CIO
CNBC International Live
Download
125
Pricing reforms in China's solar energy market could accelerate consolidation of suppliers: Analyst
CNBC International Live
Download
126
Global automakers need to take advantage of China's strengths: Expert
CNBC International Live
Download
127
'Clear case for consolidation' in EV market: Expert
CNBC International Live
Download
128
The Comac Question: Can China's planemaker be a competitor to Boeing & Airbus?
CNBC International Live
Download
129
China's consumption environment is bottoming out but not rebounding significantly: Goldman Sachs
CNBC International Live
Download
130
Trump is now recognizing China has more leverage than he thought: Expert
CNBC International Live
Download
131
Don't have high expectations that U.S.-China trade talks in London will resolve tensions: Economist
CNBC International Live
Download
132
India is 'no replacement' for China in pharmaceutical supply chain: Consultant
CNBC International Live
Download
133
China holds all of the cards when it comes to rare earths, says mining CEO
CNBC International Live
Download
134
Wide 'bid-ask' gap between US & China shows mismatch: Morgan Stanley
CNBC International Live
Download
135
Meituan's drone deliveries 'just one part of the picture': Vice President
CNBC International Live
Download
136
How has Japan reduced its dependence on China for rare earths?
CNBC International Live
Download
137
AI can make anyone an anime creator: CreateAI
CNBC International Live
Download
138
AUKUS has serious problems, Australia probably won't receive any submarines: Malcolm Turnbull
CNBC International Live
Download
139
Former Australian PM Malcolm Turnbull: I'm sure that Trump will not get his way with China
CNBC International Live
Download
140
Hong Kong will be 'very challenged' if trade war broadens: Roach
CNBC International Live
Download
141
South Korea's new president Lee Jae-myung is sworn in
CNBC International Live
Download
142
US government likely to appeal for emergency stay of trade court order
CNBC International Live
Download
143
The U.S. is trying to create bargaining chips to trade with China for rare earths: Strategist
CNBC International Live
Download
144
Trump-Xi phone call could happen this week, China might be ready to cut a deal: Frank Lavin
CNBC International Live
Download
145
Countries are balancing US tariff threats with Chinese overcapacity: Eswar Prasad
CNBC International Live
Download
146
Relying on exports is 'dangerous' for China: Eswar Prasad
CNBC International Live
Download
147
H-shares have more upside, better-structured than A-shares: Strategist
CNBC International Live
Download
148
US still considered a 'check on China' for Taiwan: Former defense minister
CNBC International Live
Download
149
Port of LA's Gene Seroka: China remains biggest our trading partner
CNBC International Live
Download
150
Very positive on the spending potential of China's youth: Keyu Jin
CNBC International Live
Download
151
China should give Trump an award for accelerating its economic reform
CNBC International Live
Download
152
Important for markets to stay resilient and 'orderly' in face of rising uncertainty: HKEX CEO
CNBC International Live
Download
153
Positive about inclusion of China in 'globalization of AI', says analyst
CNBC International Live
Download
154
Xiaomi's EV business could break even next quarter, analyst predicts
CNBC International Live
Download
155
BYD's price cuts are a desperate attempt to get rid of excess inventory, says consultancy
CNBC International Live
Download
156
China's retail & delivery space facing 'overcapacity', eating into profits: Blue Lotus
CNBC International Live
Download
157
Lenovo CFO: Markets have clearly rejected U.S. Tariffs
CNBC International Live
Download
158
Kazakhstan a gateway for trade: Astana International Financial Center
CNBC International Live
Download
159
Trump's tariffs are starting to weigh on China's economy: Economist
CNBC International Live
Download
160
Globalfoundries CEO: Southeast Asia key in semiconductor innovation, not just manufacturing
CNBC International Live
Download
161
Bernstein's Beveridge calls CATL "the TSMC of lithium-ion batteries"
CNBC International Live
Download
162
China would be cautious about a Xi-Trump meeting, says former US consul general to HK
CNBC International Live
Download
163
WTO: Must seize the opportunity to implement reforms, 2025 is pivotal
CNBC International Live
Download
164
Kai Tak Sports Park opening a welcome 'tipping point' for Hong Kong: GEG
CNBC International Live
Download
165
Delisting ADRs would jeopardize US-China trade talks: Kraneshares
CNBC International Live
Download
166
CATL could bring production to the US under Trump administration:
CNBC International Live
Download
167
Tea companies crowd Hong Kong's IPO scene
CNBC International Live
Download
168
Currency swings & tariffs could weigh on Foxconn's AI boom: Strategist
CNBC International Live
Download
169
Beijing may need to do more to boost economy despite trade thaw: Strategist
CNBC International Live
Download
170
China seems annoyed despite supposedly 'getting a lot' from talks with US: Macrolens
CNBC International Live
Download
171
US & China could easily extend 90-day trade truce, but issues still remain, says analyst
CNBC International Live
Download
172
'False positives' from US-China trade talks; too early to declare victory: Expert
CNBC International Live
Download
173
Trump is 'moderating' his tone on China tariffs due to pushback: Expert
CNBC International Live
Download
174
Bubble tea chain Auntea Jenny's IPO happened at the right time and place: GROW Investment Group
CNBC International Live
Download
175
Hong Kong's success depends on free port status, HKD-dollar peg: HKGCC
CNBC International Live
Download
176
Still expect China's GDP to grow around or just below 5% in 2025: Economist
CNBC International Live
Download
177
PBOC measures not enough for China's economy to exit its holding pattern: Economist
CNBC International Live
Download
178
Chinese government's stimulus measures are boosting employment & consumption: CLSA
CNBC International Live
Download
179
Like Chinese consumer stocks as stimulus efforts take effect: Analyst
CNBC International Live
Download
180
China steers industrial policy with exports like Huawei, BYD: Expert
CNBC International Live
Download
181
China's future lies in tech; watch biotech and semiconductors: CIO
CNBC International Live
Download
182
Mongolia wants tourism to be 10% of GDP by 2030, minister says
CNBC International Live
Download
183
CanSino Biologics CEO on earnings, business outlook, and international partnerships
CNBC International Live
Download
184
Venture Capital investor on the UAE's strategic bet on blockchain
CNBC International Live
Download
185
Venezia FC on finding new audiences and challenging the most popular football clubs
CNBC International Live
Download
186
2 medium-term drivers and keywords for China markets strategy: Goldman
CNBC International Live
Download
187
Hong Kong faces a survival test, airport suffering from trade war: Lawmaker
CNBC International Live
Download
188
Tariff impact on major China banks will be 'manageable': Analyst
CNBC International Live
Download
189
The upcoming UN General Assembly could be an opportunity for Trump and Xi to meet: Asia Society
CNBC International Live
Download
190
European companies seem to be 'shifting to China': Analyst
CNBC International Live
Download
191
Returning capital market activity in Hong Kong key to property sector: Hongkong Land CEO
CNBC International Live
Download
192
Trump needs to 'back off' from overheated rhetoric: Kurt Campbell
CNBC International Live
Download
193
Chinese automakers face the ultimatum to either 'export or die': Dunne
CNBC International Live
Download
194
Recent US volatility good reason to get back to equal-weight China, says strategist
CNBC International Live
Download
195
Higher freight costs are coming from tariffs: S&P Global
CNBC International Live
Download
196
U.S. cannot onshore the critical mineral supply chain alone: Analyst
CNBC International Live
Download
197
Trump has 'already flinched' in China trade war, says consultancy
CNBC International Live
Download
198
US needs to out-smart and out-innovate China: Gecko Robotics
CNBC International Live
Download
199
TSMC's US fabs are a win for 'everyone', from US to Taiwan, says analyst
CNBC International Live
Download
200
Impact of US-China trade war "immaterial": Xpeng Vice Chairman
CNBC International Live
Download