Alice Han

Alice Han, a China economist and director at Greenmantle, joins to discuss China's positive market trends and their global implications. The conversation covers China's surprising shift towards stock market investments and the government's increasing support for the private sector. They delve into the country’s military displays and their role in rising nationalism amidst U.S. tensions. Han also emphasizes critical revisions in U.S. job statistics, critiquing the Bureau of Labor Statistics and highlighting the potential decline in public trust.

Rohan Goswami, a business reporter at Semafor, dives into Warner Bros. Discovery's decision to reject Paramount's bid, explaining the appeal of Netflix's offer. He highlights financing risks and the complex dynamics affecting investor confidence. Joining him is Alice Han, a China economist at Greenmantle, who discusses China's record trade surplus and questions surrounding weak fixed investments. She also analyzes geopolitical relationships and anticipates continued reliance on export-led growth for China in 2026.

Alice Han, a China economist and director at Greenmantle, shares her valuable insights on U.S.-China trade relations. She discusses the ongoing trade war and why a diplomatic resolution seems distant. Alice highlights China's resilience and adaptability amid tariff escalations, painting a picture of optimism in its economic strategies. The conversation also delves into the complexities of U.S.-China negotiations, the impact of the fentanyl crisis, and how global manufacturing dynamics adapt in this competitive landscape.

Alice Han, a China economist and host of the China Decode podcast, dives into China’s alarming birth rate drop and its long-term economic consequences, emphasizing cultural factors over policy changes. William Chou, Senior Fellow at the Hudson Institute, discusses Japan's bond market and the implications of Prime Minister Takeuchi's fiscal strategies, drawing comparisons to Liz Truss. The discussion also touches on President Trump's recent tariff reversal at Davos, exploring its potential market impacts and the uncertainty it creates.

Robin Brooks, a former Goldman Sachs FX strategist now at Brookings, and Alice Han, China AI commentator and China Decode co-host. They explore Chinese AI launches and why models are 10–20x cheaper and locally downloadable. They discuss cost-driven adoption, niche uses like toys and hardware, Sweden’s euro debate and its currency implications, and the Pentagon’s clash with Anthropic over AI use.

Alice Han, a savvy commentator on China's economic policy, joins James Kynge, a Financial Times correspondent, to explore China's global strategy. They discuss Beijing's potential preference for a prolonged Ukraine conflict and how U.S. policies may be inadvertently reinforcing the China-Russia alliance. The pair also dive into the implications of state capitalism and the rise of China’s tech ambitions, highlighted by the inaugural humanoid robot games, which offer a comedic yet insightful look into the country’s advancements in AI and robotics.

Alice Han, a China economist and director at Greenmantle, shares her insights on the impact of Trump's tariffs on China. She discusses how weak consumer demand is leading to domestic price drops. Han also examines the significance of the 'Sputnik moment' of DeepSeek for China’s AI race. Furthermore, she offers her perspective on Elon Musk's complex relationship with China and warns of an incoming period of geopolitical instability, highlighting the challenges faced in U.S.-China trade dynamics.

Gil Luria, D.A. Davidson tech analyst, digs into Nvidia’s trillion-dollar chip forecast, shaky market confidence, AI infrastructure spending, and whether physical AI could prolong the boom. Alice Han, Greenmantle director and China watcher, explores Beijing’s leverage over Iran, why it stays publicly distant, and how Middle East turmoil could reshape China’s diplomatic posture.

In this discussion, Ed Ludlow, co-anchor of Bloomberg Technology, unpacks the $2 billion investment structure between NVIDIA and xAI, exploring the benefits of SPV financing for AI startups. He tackles concerns about a potential AI bubble amid circular deals. Alice Han, a China economist at Greenmantle, highlights the factors behind the surge in Chinese tech stocks, including Beijing's pivot towards the private sector and AI advancements. She provides insights on emerging investment opportunities in sectors like robotics and semiconductors.

Alice Han, a China economist at Greenmantle and co-host of China Decode, discusses rising U.S.-China trade tensions, explaining key tariff moves and miscalculations in China's export controls. She also touches on how these developments might impact TikTok and future tech restrictions. Telis Demos, co-host of The Wall Street Journal's Take on the Week, analyzes big bank earnings, emphasizing their impressive performance driven by diversified revenue and affluent consumers. He warns, however, about potential market uncertainties despite record profits.