US-China trade talks, India-Pak conflict, new stimulus policies in China, April export data - [Curated Transcript]
This is a curated transcript of Episode #30 of Baiguan Radio, reserved for the paying subscribers of Baiguan.
Key Viewpoints & Insights
1. The US-China trade talks in Switzerland show promising signs of dialogue
The high-level trade negotiations between China and the US in Switzerland appear to be progressing constructively, contrary to false reports of walkouts.
> "Given the length of the discussion—I think there's some reports saying it took eight hours for the first day, right? That's quite long for initial talk. And I believe the overall vibe is a bit better than the sort of Alaska talk back in 2021 between the Biden administration and China." - Johnny Zou
> "What's encouraging is the talk has been now being done by this level of officials... It is not the top. These are, at best, aids to the top leadership. But at the working level, a lot of the real discussion can happen, and I think this may be the only chance for these people who are high enough in the bureaucracy, but then also low enough not to be too politically minded to talk, to share information with each other." - Robert Wu
The involvement of China's Public Security Minister Wang Xiaohong suggests willingness to discuss broader issues beyond trade, including security concerns like Fentanyl.