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ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

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<ul>
<li>A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated.</li>
<li>A Fuyao Glass case illustrates that a win-win solution for US-China trade relations is for real.</li>
<li>Global reflation trade is alive and well; for China market, we recommend technology, consumer discretionary, and infrastructure plays.</li>
</ul><p>With the first official 2-day meeting between the US President Donald Trump and China President Xi Jinping kicking off today, we would like…</p>


A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated.
A Fuyao Glass case illustrates that a win-win solution for US-China trade relations is for real.
Global reflation trade is alive and well; for China market, we recommend technology, consumer discretionary, and infrastructure plays.
With the first official 2-day meeting between the US President Donald Trump and China President Xi Jinping kicking off today, we would like…

China Communications Construction (1800 HK)

China Strategy: (Much) Smoother US-China Relations Ahead?