All Things Policy Two Leaders, Too Many Tales
Nov 10, 2025
Anushka Saxena, a staff research analyst at the Takshashila Institution, dives into the complex US-China economic and technology tensions. She discusses the recent Trump-Xi meeting, emphasizing the temporary nature of their concessions and the ongoing rivalry. Anushka highlights the implications for India, suggesting strategies for negotiating better access and diversifying supply chains. The conversation also touches on TikTok's data issues and semiconductor controls, painting a vivid picture of the geopolitical landscape.
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Pause Not Peace
- The Xi–Trump meeting paused immediate economic escalation without ending US–China strategic competition.
- Both sides delayed painful measures rather than conceding long-term strategic advantage.
Dual Chinese Readouts
- China used staged readouts to signal resilience while managing domestic audience perceptions.
- The Ministry of Commerce later confirmed specific trade easements that MOFA's first readout avoided.
Tangible Short‑Term Concessions
- The meeting yielded concrete short-term changes: a one-year pause on rare-earth export licensing and reciprocal tariff/investigation adjustments.
- These steps reduced immediate commercial panic but left many measures unresolved.