Barings’s Do Expects Measured Response From China Over Tariffs

The transcript discusses the ongoing trade talks between the US and China, focusing on the potential stumbling blocks such as intellectual property and state subsidies. It highlights market reactions to recent developments, including President Trump's tweets and comments from Light Heiser. The discussion also covers the potential policy response from Beijing if tariffs are increased, suggesting a measured approach rather than a catastrophic one.

What are the long-term issues mentioned that will take time to resolve in the trade talks?

How did the market react to President Trump's tweet and Mr. Light Heiser's comments?

What is the expected response from Beijing if tariffs are increased?

What is the significance of the increase in tariffs from 10% to 25%?

What does the speaker believe about the potential retaliation from China?