China Strategy - 22V Research

China Strategy:

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

China: Trump’s exemptions create space for de-escalation, not deal-making

Michael Hirson & Houze Song April 13, 2025 7:14 PM

China’s Response to the Trump Shock: Our Latest Views

Michael Hirson & Houze Song April 4, 2025 4:06 PM

US-China AI themes: Webinar Replay and Summary

Michael Hirson & Houze Song April 2, 2025 7:07 AM

China Brief: Tariff uncertainty | March PMIs | Consumption hopes

Michael Hirson & Houze Song March 31, 2025 6:45 PM

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