Latest / The Investment Perspective, with Ninety One
#108 Trump's welcome for Xi signals a shift markets shouldn't ignore
Xi Jinping's Washington visit was more significant than the tariff concessions it produced. The symbolism, including Trump meeting Xi on the tarmac, points to Washington finally treating Beijing as a peer, Philip Saunders argues. For investors who've long priced in a Taiwan flashpoint, that shift deserves more attention than the trade headlines it generated.
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