Welcome to another collaboration episode between Baiguan, Pekingnology’s Zichen Wang and East8’s Johnny Zou. Highlights [3:30] Did Trump plan for all of this? [12:42] Optimism about China-EU relationship [21:06] Pessimism about China-EU relationship [23:10] Will China see Trump’s “electronic exemption” as a chance to soften its stance? [27:13] Who in the Trump team can actually call the Chinese side now? [30:31] The hope for China’s domestic demand policies [35:11] What’s the right policy to boost domestic demand? [39:58] Where does the money to boost domestic demand come from? [47:01] Are Chinese assets in the US in danger of confiscation? 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 →
