Xi seizes Trump detente to seek lasting gains on trade, Taiwan
Why now
Thesis: China positioning for durable gains in US talks
Catalyst to watch: Concrete tariff or Taiwan policy announcements
Main risk: Detente could reverse on Taiwan friction
Why it matters
Beijing leveraging a US detente to lock in trade and Taiwan concessions affects tariff risk and China equity premia.
Sources
- googlenews · news.google.com · 2026-09-26 01:50 UTC
- googlenews · news.google.com · 2026-09-26 01:50 UTC