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China Strategy

China Strategy:

China: Weak Stimulus Sentiment Points to Summer Growth Doldrums Ahead

Michael Hirson & Houze Song June 16, 2026 12:30 PM

CHINA: The View from Washington

Michael Hirson & Houze Song June 3, 2026 5:47 PM

China: Too early to call a property bottom

Michael Hirson & Houze Song May 29, 2026 10:44 AM

China: Where Trump’s Beijing Visit Leaves Trade and Tech Tensions

Michael Hirson & Houze Song May 21, 2026 2:21 PM

China: Growth Slowdown Is a Policy Choice (And It Won’t Be Reversed Soon)

Michael Hirson & Houze Song May 18, 2026 11:26 AM

Trump’s China Trip Extends a (Mostly) Stable Strategic Stalemate

Michael Hirson & Houze Song May 15, 2026 2:34 PM

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