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The U.S.-China Trade War Is Dead. Long Live the Supply Chain War.

Original article by Leland Miller, released by Aspen Strategy Group as part of a series of original papers examining the rapidly evolving U.S.-China relationship at a time of major upheaval in the international system.

Hidden Forces

Shehzad Qazi explains the impact of Trump’s China tariffs on the U.S. and Chinese economies, rising geopolitical risk for markets, and prospects of a big U.S.-China deal.

Beyond the Data: China’s Economy

In a wide-ranging conversation, Dr. Elizabeth Economy and Leland Miller talk about his experiences running China Beige Book, his insights on the Chinese economy, and conclude with a discussion about the Trump Administration’s trade policy.

@ChinaBeigeBook

Tell us if you’ve heard this story before.

"A glut of Chinese #AI companies raising equity in Hong Kong is contributing to the stock market’s lacklustre performance, w/investors warning that IPOs are pulling cash out of established names.

While equity issuance in HK has surpassed last yr’s total, the benchmark Hang Seng

"The unusually blunt assessment by Chen Yixin, the head of China’s Ministry of State Security, is in contrast to the warnings dominating the A.I. debate in the United States"

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