This week, Zichen Wang of Pekingnology and I are joined by Johnny Zou, a leading Hong Kong-based venture capitalist who also writes at East8’s Newsletter (#97 rising business Substack right now, previously known as MJ Finance). We discussed last week's most important news item: Trump’s tariff war and its implications for China. Highlights [00:46] Tariff, first impressions [09:46] Is the US underestimating China? [15:00] How would middle-powers from Japan to Vietnam respond? [22:44] Will China have closer integration with the rest of the world or more trade friction? [29:27] Investment strategy post-Liberation day [35:48] How will this affect China’s domestic demand [40:02] SCMP’s science reporting [40:54] Johnny: We shouldn’t ignore RCEP, which could be important for this tariff war This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.baiguan.news/subscribe Rss Apple Podcaster →
