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Prof G Markets
The State of Trade with China — ft. Alice Han
Feb 13, 2025
Alice Han, a China economist and director at Greenmantle, shares her insights on the impact of Trump's tariffs on China. She discusses how weak consumer demand is leading to domestic price drops. Han also examines the significance of the 'Sputnik moment' of DeepSeek for China’s AI race. Furthermore, she offers her perspective on Elon Musk's complex relationship with China and warns of an incoming period of geopolitical instability, highlighting the challenges faced in U.S.-China trade dynamics.
01:03:28
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Quick takeaways
- Alice Han outlines the significant risks posed by Trump's tariffs on aluminum and steel, which may exacerbate inflation and impact consumers negatively.
- The discussion highlights China's current weak consumer environment, which is driving down domestic prices and affecting its overall economic stability.
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