EP26. TARIFF!!! - With Zichen Wang and Johnny Zou
Description
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
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