Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

Trade War!/Whither China?/Steel Stirs/Bond Confidence/Ponzis & Fakes

China Economist

Kerry Liu

Macroeconomics

<p>The Trump administration said on 15 June 2018 that it would impose a 25 percent tariff on USD 50 bn of Chinese products that are imported into the US. On 18 June, Mr Trump said that US may further identify another USD 200 bn worth of Chinese goods that could face 10 percent tariffs. China US Trade war has escalated. Neither side seems to prepare for a retreat anytime soon. During our weekly call at Bondcritic, we exchanged view on what is next for the US, China, and the world.</p><p>As far as we know…</p>

The Trump administration said on 15 June 2018 that it would impose a 25 percent tariff on USD 50 bn of Chinese products that are imported into the US. On 18 June, Mr Trump said that US may further identify another USD 200 bn worth of Chinese goods that could face 10 percent tariffs. China US Trade war has escalated. Neither side seems to prepare for a retreat anytime soon. During our weekly call at Bondcritic, we exchanged view on what is next for the US, China, and the world.As far as we know…

The China-US Trade War:  What Is the Next