Even if one doesn't trust China's data, there's no doubt the economy has proved surprisingly resilient, despite the Trump 2.0 tariffs. And, the outcome of recent Sino-US trade negotiations indicate they enjoy considerable leverage in future talks, given America's current dependence on Chinese rare earth materials. As the Year of the Horse approaches, therefore, is [...]
Tag: yuan
Emerging Markets: Coping with Trump 2.0
2 November 2025 Potus 47 now has returned from his Asian visit: unsurprisingly using superlatives to describe the trade agreements reached with Japan, Korea, and China. Upon taking office, Mr. Trump pledged to impose high tariffs against countries with large bilateral trade imbalances, espcially those conducting "unfair" trade practices with the USA. Potus 47 now [...]
China 2025: Prepared for Trump 2.0?
12 January 2025 How the Sino-American geopolitical relationship evolves during the second Trump presidency may prove to be the key economic and financial market issue in 2025 and beyond. To be sure, the incoming Administration's strategy is still evolving. Pundits consider which of the so-called "C" policy options Mr. Trump will implement, and what the [...]
China: 2023 May Be Even Tougher than 2022
28 October 2022 At China's recently concluded 20th Communist Party Congress, Xi Jinping was re-elected to an unprecedented third term as Party leader. Xi now appears set to lead both the Party and government for the next five years, and likely even longer. With political power now secured, can the same be said about the [...]