In this podcast, John Liu discusses Putin's visit to China, Anitza Nip shares market views from Hong Kong, and Audrey Goh gives insights on APAC market action. Topics include China-Russia collaboration amid US tensions, Taiwan's strategic importance, Fed's rate approach, China's property market dynamics, and potential of AI in trade.
China-Russia alliance counters US influence through historical cooperation and economic interdependency.
Global perspectives on China-Russia partnership vary, focusing on stability, economic growth, and technology collaborations in industries like property and energy.
Deep dives
China and Russia Strengthen Cooperation in Response to US Nuclear Tensions
China and Russia are intensifying cooperation to counter US influence, especially regarding growing nuclear tensions. A strong relationship between China and Russia has historical complexities but has strengthened due to shared opposition to the US. Economically, China holds the upper hand given its global prominence, leading to mutual dependency between the two countries.
Global Impact of China-Russia Alliance and Concerns from the Global South
The China-Russia alliance presents a significant factor in the international arena, with differing perceptions from the West and the Global South. While Putin emphasizes stability, many question the alliance's impact on global development. The Global South focuses on economic growth and views the conflict between the West and the alliance with caution.
Economic Integration and Challenges in China and Asia Property Markets
The China-Russia economic integration includes significant collaboration in various industries, emphasizing energy and technology exchange. The Chinese property market faces challenges, prompting government meetings to address inventory levels and stabilize prices. Investment opportunities arise from the property sector discussions, with a focus on calming market instability and managing liquidity concerns.