Alice Han

I'm in London, but the weather is getting warmer, which is nice. I'm going to head to Ibiza and a couple of warm places for conferences, which is good.

I'm in London, but the weather is getting warmer, which is nice. I'm going to head to Ibiza and a couple of warm places for conferences, which is good.

I'm in London, but the weather is getting warmer, which is nice. I'm going to head to Ibiza and a couple of warm places for conferences, which is good.

Well, it's a great question, Scott. And I was actually in China a month ago at a track two dialogue between Australia and China. So I had the chance to meet with government officials and talk to people on the ground. Barring obviously what has happened in the last 24 hours, I would say that when I was there in the midst of the huge tariff hikes, 50 and then 100 percent on top of the 30 percent.

Well, it's a great question, Scott. And I was actually in China a month ago at a track two dialogue between Australia and China. So I had the chance to meet with government officials and talk to people on the ground. Barring obviously what has happened in the last 24 hours, I would say that when I was there in the midst of the huge tariff hikes, 50 and then 100 percent on top of the 30 percent.

Well, it's a great question, Scott. And I was actually in China a month ago at a track two dialogue between Australia and China. So I had the chance to meet with government officials and talk to people on the ground. Barring obviously what has happened in the last 24 hours, I would say that when I was there in the midst of the huge tariff hikes, 50 and then 100 percent on top of the 30 percent.

percent or more after Liberation Day. What the vibe was on the ground was that China will defend its position at all costs. There was a revival of Cold War II Korean War rhetoric about being able to defend against U.S. hegemony. But more importantly than that, there was a confidence that they had the fiscal monetary capacity to offset some of the shock.

percent or more after Liberation Day. What the vibe was on the ground was that China will defend its position at all costs. There was a revival of Cold War II Korean War rhetoric about being able to defend against U.S. hegemony. But more importantly than that, there was a confidence that they had the fiscal monetary capacity to offset some of the shock.

percent or more after Liberation Day. What the vibe was on the ground was that China will defend its position at all costs. There was a revival of Cold War II Korean War rhetoric about being able to defend against U.S. hegemony. But more importantly than that, there was a confidence that they had the fiscal monetary capacity to offset some of the shock.

Now, with tariffs risking at the height of 145%, this was going to be a very daunting task.

Now, with tariffs risking at the height of 145%, this was going to be a very daunting task.

Now, with tariffs risking at the height of 145%, this was going to be a very daunting task.

But I was struck by the fact that, A, the policymakers had spent the last eight years not only aggressively rerouting trade through third-party countries, but finding ways to cushion the blow, as they saw in Trade War I. And secondly, there was this feeling on the ground that there was going to be more policy support, especially for the private sector, for the tech sector.

But I was struck by the fact that, A, the policymakers had spent the last eight years not only aggressively rerouting trade through third-party countries, but finding ways to cushion the blow, as they saw in Trade War I. And secondly, there was this feeling on the ground that there was going to be more policy support, especially for the private sector, for the tech sector.

But I was struck by the fact that, A, the policymakers had spent the last eight years not only aggressively rerouting trade through third-party countries, but finding ways to cushion the blow, as they saw in Trade War I. And secondly, there was this feeling on the ground that there was going to be more policy support, especially for the private sector, for the tech sector.

I saw tech executives being more positive and ebullient.

I saw tech executives being more positive and ebullient.

I saw tech executives being more positive and ebullient.

about the future pathways more so than in any time since 2018 so that was the feeling on the ground obviously i would say in the last 24 hours we're seeing remarkable improvement and sentiment i would say because we now have a complete diminishing of the risk that was being held for chinese companies and as well as the chinese macro situation which was these exorbitant tariffs

about the future pathways more so than in any time since 2018 so that was the feeling on the ground obviously i would say in the last 24 hours we're seeing remarkable improvement and sentiment i would say because we now have a complete diminishing of the risk that was being held for chinese companies and as well as the chinese macro situation which was these exorbitant tariffs