ALK should benefit from a US-China trade war, page-11

Spot on, FWIW an adult perspective:

"The trade war may lead to a double-lost situation, but it should not be too exaggerated. After Trump was elected as President of the United States, he continued to pay attention to the possibility and impact of the Sino-US trade war (see “The Sino-U.S. Trade Opportunity and the Impact”, “The Sino-U.S. Trade Friction: Possible Areas, Possible Impacts”). And the “Sino-U.S. Trade Relations Analysis” at the beginning of March this year. Trump has advocated a U.S.-preferred strategy since he began his campaign, arguing that the U.S. has been damaged by past global trade rules. This year is the mid-term election year in the United States. The political situation in the country is complicated. Trump promised to honor the election campaign and trade protection policies were frequent. We believe that the forced introduction of a trade war may increase the probability of a “double loss” for the United States and the global economy including China. However, it is not appropriate to exaggerate its impact because: 1) Trump’s introduction of a trade war is more to deal with the political considerations selected during the mid-term. If there is an excessive negative impact on U.S. growth and commodity prices, it will mean setting fire to self-immolation; 2) The complementarity of trade relations between China and the United States is greater than that of competitiveness, and China’s current internal market is growing in size and its dependence on external demand is decreasing. 3) China’s exports to the United States will be approximately US$430 billion in 2017. The US imports about US$160 billion, which account for 19% and 8% of China’s total exports and imports, respectively, and is China’s trading partner after the EU. Under the background of increasing trade friction between China and the United States, China is expected to actively adjust its trade structure and further increase the pace of global opening to actively respond to the negative impact of the Sino-US trade war."

I'm guessing Fox News did a 30sec fluff piece on Xi's "Belt and Road" while DonT was out having a twinkle, or otherwise.

https://thediplomat.com/2017/10/the-belt-and-road-initiative-and-the-future-of-globalization/

Buffoon is throwing Western world under a Beijing bus, handing the Dragon the keys to economic superiority, meantime hopefully creating 60,000 ST factory jobs for US peasants.

Only one place LT commodity finance is going to come from in that situation.