The agenda is expected to cover trade tensions, TikTok’s U.S. operations and broader technology access. TikTok’s American business is currently being negotiated with a consortium led by Oracle, Andreessen Horowitz and Silver Lake, with a potential valuation in the tens of billions of dollars.
Analysts expect only limited agreements from the call, likely confined to tariffs, technology access, and TikTok ownership, with broader disputes on industrial policy and national security unlikely to be resolved.
Its very likely that rare-earth supply chain tensions will remain unresolved, adding longer-term risk.
This fragile truce highlights uncertainty; markets may react more to tone than substance. Stay tuned for the headlines.
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