Good morning from Sinocism. Here are the top things I am watching about China today: The discord among President Trump’s advisors over restrictions on Chinese technology investments and purchases is confusing just about everyone. US and Chinese stock markets have both been dropping. Xi may not care so much about stock prices but Trump does and a continued drop in the stock market may lead him to make concessions to China to avoid a full-blown trade war.
Hi Bill was wondering if you heard anything on President XI asking provinces/cities and ministries to get preped up for trade war? Saw a BBG headline stating Sassan from SGH sent out notes on that. Thanks.