United States, Hong Kong, China discussed on Bloomberg Daybreak: Asia


Three was kinda come this way. So I think at this point in time the problem is that it's difficult for the market solution to this. You know, it's just basically to strongman punching at each other not negotiating at all. So I think at the end of the day, I think the things it's gonna get worse before it gets better. But at the same time, it seems to have given a window to US businesses to do adjust their supply chains a little bit. And I'm wondering whether or not that could have a material impact on longer term relations between the two countries that that may not be able to be repaired. Well, I mean, if you look at the trade war between US Japan in the eighties, right? That's region for almost ten years hasn't. That's the reason why I think it's gonna be a long lasting through negotiation process going on. I think for the US companies though, it's a little difficult for them to find a sort of a surprise s cheap and also quality as good those who has expertise in supply ching sophistication areas as very difficult to combine Asian area. So for some of the US companies they may have to relegate back to the US. How briefly what sort of reaction can we expect from China? I would say, unfortunately, you no more terrorists on this side. We have five. You know, fifty billion more to go. I think you know, low Jiwei suggests that China can mystically sexploitation to the US as well. As to see what's going to happen. All right. We'll continue the discussion in a moment with how Hong head research and chief strategist at bocom international as mentioned the reaction in the markets is fairly light this morning. However, Hong Kong and China have not opened up and we often see them.

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