Hello! Welcome to the 8th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8.

[3:30] Did Trump plan for all of this?

[12:42] Optimism about China-EU relationship

[21:06] Pessimism about China-EU relationship

[23:10] Will China see Trump’s sexemption for consumer electronics as a chance to soften its stance?

[27:13] Who in the Trump team can actually call the Chinese side now?

[30:31] The hope for China’s domestic demand stimulation

[35:11] What’s the right policy to boost domestic demand?

[39:58] Where does the money to boost domestic demand come from?

[47:01] Are Chinese assets in the US in danger of confiscation?

The episode was recorded on night of Saturday, April 12, ET.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pekingnology.com