Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity, and David Chow, Global Market Strategist at Invesco, dive into the recent U.S. tariff delays and their positive impact on global market sentiment. They discuss potential shifts in U.S. tariff strategies, the broader implications for global trade with China, and the rise of AI in China amid geopolitical tension. Additionally, they highlight strategic shifts in Chinese supply chains and investment opportunities emerging in India’s resilient stock market.
