Trump-Xi Summit: Beyond the Optics

The May 2026 Trump-Xi summit resulted in a three-year stability framework, featuring major Chinese purchases of US aircraft and agricultural goods and a pivot toward technology cooperation.

Key Takeaways

• 1.The summit established a more stable framework for US-China relations through concrete trade and investment agreements.
• 2.China committed to significant purchases of US aircraft and agricultural goods while both sides pursue tariff cuts on non-sensitive items.
• 3.Business delegations indicate a shift in focus toward high-tech sectors like AI, semiconductors, and green energy over legacy manufacturing.

Table of Contents

• Trump-Xi summit: Beyond the optics
• Sector implications from the business delegations
• China's export resilience driven by tech and renewable
• China's export cost advantage vs. rest of world has widened since 2025, despite higher tariffs
• Global asset class preferences definitions
• Appendix

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