Whatever U.S., China Agree to Will Likely Be Fragile, Says SEB’s Victorino

The transcript discusses the ongoing trade negotiations between the US and China, highlighting the fragile nature of any potential agreements. It examines the impact of these talks on business sentiment and investment, particularly in relation to foreign firms in China. The role of Huawei as a bargaining chip in the negotiations is explored, alongside the influence of US domestic politics, including the impeachment inquiry, on the trade talks. The transcript concludes with an analysis of China's economic strategy, focusing on stability and long-term growth issues.

What assumptions might the Chinese authorities have regarding President Trump's position?

How does the current economic slowdown in China affect its negotiating power?

What long-term issues are likely to be the focus of Chinese negotiations?