Strategy Report
China And The Tariff Reckoning
Trump's presidential re-election makes US tariff rate hikes on Chinese exports an imminent threat. Beijing has made extensive efforts to derisk the domestic economy and diversify trade away from the US. However, China is no better positioned today than it was in 2018 to withstand the impact of a renewed trade war.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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