What's the Future for China's Economy as Trade Talks Resume?

The transcript discusses China's economic strategies and global trade dynamics, focusing on the Silk Road initiative and policy stimulus. It highlights China's shift from a frontier to a consumer economy, addressing deflation concerns and the impact on global markets. The conversation also covers corporate earnings and growth expectations, emphasizing the temporary nature of deflationary pressures and the potential for economic upswing.

What concerns does the speaker express about China's approach to trade?

What is the speaker's outlook on corporate earnings growth for the year?