White House Holds Off on New Chinese Chip Tariffs, U.S. Economy Growth

This podcast transcript features two segments from Bloomberg Daybreak Asia. The first segment includes an interview with Tiffany Hsiao, a Portfolio Manager at Matthews International Capital Management, discussing US-China tech tensions, AI development, and robotics. Hsiao highlights the potential for a parallel AI universe, China's advancements in power infrastructure, and the pragmatic approach to AI in Asia. The second segment presents an interview with Chris Kampitsis, Managing Partner at Barnum Financial Group, who analyzes the US economy, the likelihood of Fed rate cuts, and investment strategies for 2026, including a barbell approach, international markets, and the bond market. Both segments provide expert insights into current economic and technological trends, offering listeners a detailed analysis of market dynamics and investment opportunities.