Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s on Ice; What Beijing is Doing in New York City
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Show Notes:
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China…
The skinny
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