trump and the white house have power. it appears beijing will be -- want to be a part of it as well. haslinda: asia tech reporter zheping huangd this hour, we unpacked china's latest pmi numbers and look ahead to india's gdp with our guest from oxford economics. rishaad: next, we speak to a money manager who has serious doubts about the rally in tech shares. they tell us why. that is next. this is bloomberg. ♪ haslinda: stocks seem to be enjoying the best of both worlds. they are seeing signs of improving economic momentum. auditory stimulus continues to be very accommodative. the rally is not based on fundamentals but on demand exceeding supply. in our guest. it does seem like another day, another record. when you take a look at fa are showing highs and the bullish momentum seems to be stalling. >> the momentum is still there. i don't know when the top might be but the fact is that when you have the stock market being up as by the prices going the basis for buying something, it is impossible to predict when it all comes to an end and right now, we have certain developments that make it more nerve-racking, i would say, to be