Alice Han

Alice Han, a China economist and director at Greenmantle, shares her valuable insights on U.S.-China trade relations. She discusses the ongoing trade war and why a diplomatic resolution seems distant. Alice highlights China's resilience and adaptability amid tariff escalations, painting a picture of optimism in its economic strategies. The conversation also delves into the complexities of U.S.-China negotiations, the impact of the fentanyl crisis, and how global manufacturing dynamics adapt in this competitive landscape.

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.

Alice Han, a China economist and director at Greenmantle, dives into the latest fiscal policies shaping China's economy. She analyzes the recent government stimulus efforts, discussing the mixed effectiveness of tax and interest rate cuts amidst rising debt. The conversation also touches on the potential military implications of China's economic decisions regarding Taiwan and examines Xi Jinping's leadership style. Han provides her insights on investing in Chinese markets and the unique challenges they face in today's landscape.