China of Tomorrow

This week on China of Tomorrow, Liqian Ren unpacks the recent policy escalation between the U.S. and China from rare earth export controls to tariff talk and long-arm sanctions. As both countries shift from symbolic measures to reciprocal action, she explores what this means for investors, the outlook for bilateral talks, and the long-term competition in hard tech.

Patriotism, policy, and performance are intersecting in China’s markets. In this week’s episode of China of Tomorrow, Liqian Ren discusses the strategic signals behind China’s recent military display, the latest run-up in equities, and how subtle shifts in currency and interest rate dynamics could support sentiment heading into year-end.

From tech restrictions to infrastructure stimulus, China is walking a tightrope between global pressure and domestic priorities. This week on China of Tomorrow, Liqian Ren examines how shifting dynamics with the U.S., EU, and Russia are reshaping China’s economic outlook and what it means for investors.

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From tariffs and tech to local protests and market stimulus, this week on China of Tomorrow, Liqian Ren cuts through the noise. She offers a grounded take on China’s economic positioning, domestic sentiment, and how investors should interpret the latest U.S.-China trade dynamics.

China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.

As global demand softens and trade tensions simmer, can China successfully pivot from export-driven growth to building stronger local markets? This week on China of Tomorrow, Liqian Ren explores how Chinese companies are navigating a shifting global landscape. She unpacks the pressures of evolving regulations and what these changes mean for the broader economy and global investors.

This week on China of Tomorrow, Liqian Ren breaks down what’s really changing in China’s trade and economic landscape, from shifting tariff dynamics and import charges to consumer price trends and tech competition. Liqian also explores how these shifts may impact markets, multinationals, and everyday investors navigating exposure to China in a volatile global backdrop.

This week on China of Tomorrow, Liqian Ren breaks down the latest in U.S.-China tensions from tariff escalations and tech carve-outs to delisting risks and shifting investor sentiment. As markets weigh the potential for a near-term deal, she cuts through the noise with clear analysis on what's driving the headlines, where the pressure points lie, and how capital markets are adapting.

What do tariffs, tech, and Taiwan mean for your portfolio? This week on China of Tomorrow, Liqian Ren unpacks the latest developments between the U.S. and China—from market volatility and currency shifts to the broader investment landscape.

This week on China of Tomorrow, Liqian Ren unpacks the latest trends in U.S. and Chinese retail sales, the impact of U.S.-China relations on investment strategies, and continued decline in China’s housing market. Liqian also explores shifting policies aimed at stimulating demand and the resilience of Chinese consumers amid economic challenges – while addressing the broader geopolitical competition shaping these dynamics.

This week on China of Tomorrow, Liqian Ren discusses the emergence of DeepSeek, a generative AI platform developed by a quantitative trading firm, and its implications for Chinese technology and equity markets. Listen now to learn more about the advancements in AI and biotech in China, the macroeconomic environment affecting the equity landscape, and the rising significance of Hangzhou as a tech hub.