China Strategy - 22V Research

China Strategy:

China: What to Expect from Switzerland Talks

Michael Hirson & Houze Song May 9, 2025 2:23 PM

China: Trade War Knocks Economic Sentiment to Pre-Pivot Lows (CHESS Update)

Michael Hirson & Houze Song May 1, 2025 5:17 PM

China: Exemptions Are a Risky Substitute for a Truce

Michael Hirson & Houze Song April 30, 2025 5:53 PM

China: How quickly can tariff de-escalation happen?

Michael Hirson & Houze Song April 23, 2025 4:39 PM

China: Updated Views on Trade Tensions and April Stimulus Signals

Michael Hirson & Houze Song April 20, 2025 7:23 PM

China Brief: Trade war hits macro sentiment | Preview of Q1 GDP and latest thoughts on stimulus

Michael Hirson & Houze Song April 15, 2025 6:14 PM

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