Donald Trump is back in the White House, and his policy actions are being watched closely by the markets and the world at large. Trump’s tariff plans — including those toward China — feature prominently in his policy rhetoric. Yet China’s global manufacturing dominance persists, and the United States remains reliant on it for imports. How will U.S. trade with China change in a second Trump administration? Join host Brent Robinson, Head of Research for Japan, Australia, North & South Asia, as he discusses this topic in detail with Johanna Chua, Head of Emerging Markets Economics.
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Brent Robinson is a Managing Director and Head of Research for Japan, Australia, North & South Asia. Brent has been instrumental in driving the Citi Research franchise to become a top house in Asia-Pacific today. He joined Citi in September 2005 from Macquarie Securities, where he was Deputy Head of Asia Pacific research and head of Pan-Asian industry research since 2002. Brent was promoted to his current role in July 2009. Prior to that, he spent 16 years at Merrill Lynch, including 10 years in New York, where he worked in a variety of roles relating to unit trusts, sales-trading, trading and private client research. Brent moved to Hong Kong in 1996 as Product Manager for Asian research, and was subsequently promoted to Deputy Head of Research for Asia Pacific. Brent completed his Bachelor's degree at the University of South Carolina in 1985 and his Executive MBA degree at Kellogg/HKUST in 2000.
Johanna Chua is a Managing Director, Head of Emerging Market Economics, and Chief Asia Economist at Citigroup. Based in Hong Kong, she oversees economic research across Emerging Asia, Central & Eastern Europe, the Middle East & Africa, and Latin America. Prior to her appointment, she was the head of Economics Research for Asia-Pacific, including Japan and Australia. Before 2009, she was the Chief Asia Emerging Markets Trading Strategist (Fixed Income, Commodities and Currencies), and the Asia Sovereign Fixed Income Analyst. Johanna has a Ph.D. in Economics from Harvard University and is a summa cum laude graduate of the University of the Philippines.