EP26. TARIFF!!! - With Zichen Wang and Johnny Zou

This week,

Zichen Wang

of

Pekingnology

and I are joined by Johnny Zou, a leading Hong Kong-based venture capitalist who also writes at

East8’s Newsletter

(#97 rising business Substack right now, previously known as MJ Finance).

We discussed last week's most important news item: Trump’s tariff war and its implications for China.

Highlights

[00:46] Tariff, first impressions

[09:46] Is the US underestimating China?

[15:00] How would middle-powers from Japan to Vietnam respond?

[22:44] Will China have closer integration with the rest of the world or more trade friction?

[29:27] Investment strategy post-Liberation day

[35:48] How will this affect China’s domestic demand

[40:02] SCMP’s science reporting

[40:54] Johnny: We shouldn’t ignore RCEP, which could be important for this tariff war