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.@bobdavis187 : "There are people in the administration who think of China as an existential threat and people who think that China is a problem" within global economy with other outstanding issues. Trump is neither of those identities 100% of the time
Frisbie: "The American business community has experienced declining optimism in China" re fair competition, good playing field. As China's economy "expanded, moved out and went global," new considerations were that CHinese firms competed around globe with protective base @ home
.@GotoEastAsia asks about technology transfers, and whether it poses challenges to firm operations
Frisbie: There is a lot of tech transfers, there will be desires to get more out of deals from partners. In joint ventures requirements are where leverage is
On Taiwan and commercial pushback from Chinese firms: @GotoEastAsia asks "What does this mean for American firms doing business?"
@bobdavis187 : This is a "put up or shut up" moment. If you face penalties in China, how much does that market mean to you vs company values?
.@bobdavis187 : "If you look at concerns now versus in the 80s when Japan was the target, Trump was one of many and it was easy to criticize because they were locked out of Japan. It's different because companies are in China now."
Adds that "China upends everything we thought"
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