PODCAST: A Microchip Mega-Fund, and an Accounting Crisis

China has set up a $50 billion fund to support its microchip sector. Will the big bucks be enough to overcome U.S. sanctions? And a growing number of Chinese companies dump PwC as their auditor. Is the flight related to PwC's role as auditor for insolvent developer Evergrande?

PODCAST: Construction Material Woes, and a New Bull Market

Much has been said about China's suffering property developers, but construction material makers are also in trouble. Will the government come to their rescue? And offshore China stocks enter bull territory with a 25% rally for the Hang Seng Index. What's driving this sudden surge, and will it last?