Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
590 Views
Trade War Returns, After a 4-Month Hiatus of Complacent Optimism
President Trump has threatened to raise the 10% tariffs on US$200bn of imports from China (imposed on 24 September 2018) to 25% by Friday (May...
468 Views
Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
604 Views
Precipitous Deceleration Implies 2019 Is a Year of Stress, Despite Help from US$ Weakness
China has won the trade war so far, with China's exports to the US rising 11.3% YoY in 2018, while its imports from the US rose just 0.7% YoY. For...
475 Views
China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
382 Views