Shuli Ren

2 days ago | bloomberg.com | Shuli Ren

Workers on both sides of the Pacific will be hurt in this trade war. (Bloomberg Opinion) -- The US and China are calling a 90-day truce in their trade war, temporarily lowering tariffs on each other from eye-wateringly high levels. The sharp climb-down well exceeded market expectations, with investors rushing back into Hong Kong and New York-listed stocks. US levies on most Chinese imports will be reduced to 30% from 145%, while the 125% Chinese duties on US goods will drop to 10%.

3 days ago | bloomberg.com | Shuli Ren

Asian exporters may be a rude awakening for the academic. (Bloomberg Opinion) -- An academic paper has caught Asia’s eye. In a piece published last November, Stephen Miran, Chairman of the Council of Economic Advisers and the brain behind the so-called Mar-a-Lago Accord, mentioned dollar “overvaluation” 10 times. It weighed on American manufacturing, blighted communities, and may even play a role in opioid addiction, he wrote. The economist is probably right that the greenback is expensive.

5 days ago | taipeitimes.com | Shuli Ren

By Shuli Ren / Bloomberg Opinion In a week of tributes to investor Warren Buffett, here is one from me, in the form of stealing one of his best aphorisms: Only when the tide goes out do you discover who has been swimming naked. The currency market is getting a view of that just as traders question the dollar’s dominance and whether the greenback is in a structural decline. Taiwan is among the first left exposed.

6 days ago | telegraphherald.com | Shuli Ren

DeepSeek has changed how the world sees China. Worries over the country’s “3D” problem — that deflation, debt and demographics are structurally hampering growth — have melted away. Instead, investors are talking about how the world’s second-largest economy can take on the U.S. and challenge its technological dominance. In a way, DeepSeek shouldn’t have come as a surprise. Size matters. A bigger talent pool alone gives China a better chance to disrupt.

1 week ago | bloomberg.com | Shuli Ren

At the beach in New Taipei City. (Bloomberg Opinion) -- In a week of tributes to Warren Buffett, here’s one from me, in the form of stealing one of his best aphorisms: Only when the tide goes out do you discover who’s been swimming naked.The currency market is getting a view of that just as traders question the dollar’s dominance and whether the greenback is in a structural decline. Taiwan is among the first left exposed.