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The U.S.-China Trade War Is Dead. Long Live the Supply Chain War.

Original article by Leland Miller, released by Aspen Strategy Group as part of a series of original papers examining the rapidly evolving U.S.-China relationship at a time of major upheaval in the international system.

Hidden Forces

Shehzad Qazi explains the impact of Trump’s China tariffs on the U.S. and Chinese economies, rising geopolitical risk for markets, and prospects of a big U.S.-China deal.

Beyond the Data: China’s Economy

In a wide-ranging conversation, Dr. Elizabeth Economy and Leland Miller talk about his experiences running China Beige Book, his insights on the Chinese economy, and conclude with a discussion about the Trump Administration’s trade policy.

@ChinaBeigeBook

AI frenzy drives Chinese tech valuations to multiples of US peers
“Even after a recent sell-off, the overall price-to-earnings ratio of the Star 50 is more than 150, well above the Nasdaq 100’s 35 in the US.”

"#Volkswagen faces a reality check for its ambitious China comeback plan, as #Europe's largest carmaker weighs mass layoffs on its home turf.

The group kicked off its "largest-ever product offensive" in its single biggest market, w/>20 electric & hybrid models set to launch in

China poised to lift travel ban on Manus founders

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