On Challenges Facing China & South Korea

China has a shot at overshooting the government’s 5% GDP growth target in coming years, William reports, if it keeps its exports flowing, as they have been, to developed nations other than the US. But this would risk geopolitical collision with President Trump’s vision for US-China trade. … Also: South Korea’s stock market is up dramatically so far this year, reflecting newfound political stability, faith in the government’s reform plans, and exposure to the AI boom. Is the bull run sustainable? Several geopolitical, economic, and reform-related obstacles lie ahead.