Starcast
Join the waitlist
Trump-Xi: Stability without resolution
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
The recent summit between Presidents Donald Trump and Xi Jinping brought greater stability to US-China relations, but little substantive resolution. Continued dialogue and an extension of the trade truce offer grounds for optimism, however major questions around trade, geopolitics and AI remain unresolved. In this episode of Barclays Brief, host Patrick Coffey is joined by Mitul Kotecha, Head of FX & EM Macro Strategy, Asia, to consider the implications for Asian markets. They explore how strong AI-related demand continues to support technology exporters, particularly Korea and Taiwan, with related investment and activity providing support elsewhere in the region. Beyond the tech sector,…