bullish
Trump and China: It's Going to Get Interesting!
David has highlighted this Insight as a Top Pick
673 Views21 Oct 2024 09:09
China's trade is growing strongly and less dependent on the US than it was 4 years ago. Trump's will seek to enter trade negotiations with China quickly which may involve the level of the CNY.
What is covered in the Full Insight:
- Introduction: Trump's Impact on China
- China's Evolving Trade Focus
- Semiconductor Manufacturing and Taiwan
- Auto Industry and Global Trade Dynamics
- Currency Issues and Interest Rate Policies
Boomeranged on Thu, 7 Nov 2024 07:01
China will benefit from a Trump presidency. China has cut by half its dependency on US exports as % of GDP which are only 1.5% today. CHINA EXPORTS NO AUTOS TO US. Taiwan issue will be marginalized since it only weakens Trump in trade negotiations. Semi industry will continue to be contentious but balanced by Musk & Cook at the table. US/China relationship will focus on trade not a hot/cold war.
SUMMARY
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
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