The highlight of next week will be the highly anticipated Xi-Trump meeting at the G20 in Osaka on Friday or Saturday. BCA does not anticipate a deal that will end the trade to come out of this get-together, but an agreement for…
Highlights So What? Markets remain complacent about U.S.-China trade. Why? The U.S. has escalated the trade war by threatening sanctions on key Chinese tech firms. Chinese President Xi Jinping is preparing his domestic audience for…
Highlights So What? Odds of a total breakdown in U.S.-China relations are highly underrated. Why? The key market-relevant geopolitical event is Trump’s large risk appetite. Inflationary pressures resulting from the trade…
Highlights Even if higher tariffs are imposed tonight, there is a good chance that China and the U.S. will reach a temporary trade truce over the coming weeks. Contrary to President Trump’s assertion, U.S. companies and…
President Donald Trump has threatened to raise tariffs on $250 billion of Chinese imports this Friday. The threat came ahead of a week of meetings in Washington that had been billed as the final round of negotiations. Chinese…
This should temper enthusiasm regarding the long-term durability of the trade truce, highlighting that China’s credit data is the more important factor for the 12-month horizon, though the trade issue is an impediment that…
Our China Investment Strategy has highlighted that the BCA Activity Indicator has now fully registered the negative impact of trade tariffs as well as the broader slowdown. President Xi Jinping is not truly a modern-day…