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China Strategy

China Strategy:

China: May Activity Data Indicate Low Stimulus Urgency | CHESS Update

Michael Hirson & Houze Song June 16, 2025 4:50 PM

China: London meetings preserve an uneasy truce

Michael Hirson & Houze Song June 11, 2025 9:35 AM

China Quick Take: Activation of Trump-Xi channel lowers near-term trade risks

Michael Hirson & Houze Song June 5, 2025 1:19 PM

China: Improvement in Sentiment Rests on Trade Truce (CHESS Update)

Michael Hirson & Houze Song June 4, 2025 4:17 PM

Outlook for US/China/Europe Trade – Video Update

Kim Wallace & Michael Hirson & Jacob Kirkegaard June 4, 2025 1:10 PM

China Brief: Why Trump and Xi Need to Talk | Beijing’s Infrastructure Financing Tool

Michael Hirson & Houze Song May 30, 2025 2:18 PM

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