
mudong
263 posts












1. Retaliation List: • Banning U.S. services exports • Halting IP protection for U.S. companies • Imposing forced tech transfers • Banning U.S. food and agricultural products • Limiting access to China’s financial markets • Devaluing the RMB


China has three options: 1. Concede defeat to whatever terms Trump demands 2. Devalue the yuan by 20-40% 3. Unleash biggest fiscal stimulus in its history (talking $2-3 trillion) which will push its debt off the chart





I’ll be speaking with @andrewrsorkin at the @dealbook summit next Wednesday (11/30).


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