$NIO Inc. USD OV (NIO.SG)$ Bloomberg (gated) interview with Robert Friedland, the founder of Ivanhoe Mines.
In brief:
China "exports to the US are much lower than they were in the first Trump administration. So they have a lot less sensitivity to tariffs in the US than seven or eight years ago.”
“China is still taking a number of steps to stimulate consumer demand to sort of get rid of its problems with local government debt, and I think over a three- to five-year term China still looks very soli...
In brief:
China "exports to the US are much lower than they were in the first Trump administration. So they have a lot less sensitivity to tariffs in the US than seven or eight years ago.”
“China is still taking a number of steps to stimulate consumer demand to sort of get rid of its problems with local government debt, and I think over a three- to five-year term China still looks very soli...
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$NIO Inc (NIO.US)$ Time to pick up some cheap NIO
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$Seatrium Ltd (5E2.SG)$ Buy on rumor sell on news.....
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$Ryde Group (RYDE.US)$ Another junk stock
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Grogu OP : Fears for China on US tariffs are overblown