General Thesis Is Trump Will Cave in Trade Dispute, Says MUFG’s Tan

The transcript discusses the ongoing US-China tariff negotiations, focusing on the potential outcomes and challenges, particularly regarding enforcement mechanisms. It highlights the impact on market sentiment and investment regimes, noting that investors have already started positioning based on the assumption that Trump might cave. The discussion also touches on the economic realities of the trade imbalance and the potential for increased purchases of US goods by China.

What concerns does the speaker express about the Chinese equity market?

What does the speaker imply about the future of Chinese technological innovation?

How does the speaker view the possibility of a significant trade deal between the US and China?