🔍 US-China Trade Deal: Risk or Opportunity?

Over the last two weeks, the most significant news regarding China-US trade relations has been the 90-day pause on reciprocal tariffs.

Stephen Tseng
May 21, 2025 • Estimated Reading Time: 6 minutes

May 21th, 2025

Hey, Stephen here.

Over the last two weeks, the most significant news regarding China-US trade relations has been the 90-day pause on reciprocal tariffs.

This isn't just a political move — it's a strategic window for businesses in both markets to recalibrate their approach.

The real question that keeps business owners awake at night: What happens after these 90 days?

No one really knows.

Particularly concerning is how the current U.S. administration operates.

It runs the country like a high-stakes startup, constantly testing and pivoting without a predictable roadmap.

This approach creates unprecedented market uncertainty that traditional forecasting simply can't model.

The feedback from my clients across both countries is:

Smart leaders are using these 90 days to build resilience, not just hope for resolution.

What's your company's approach to this 90-day window?

Are you seeing it as breathing room or a countdown to potential disruption?

Let me know:

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Until next time,

— Stephen Tseng