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The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the US. The trade deficit is at record...
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries...
Vietnam’s transformation into a global manufacturing hub over the past decade helped it outperform most economies in 2020 and further strengthened...
The Joe Biden administration faces unresolved trade disputes across the world, but the US-China relationship is the area with the greatest...
At the start of Joe Biden’s presidency, attention has turned to the new administration’s likely impact on China via the impact on the US economy...
While a Biden government should mean a less aggressive and more predictable US policy towards China, we don’t think the overall US stance on...
China’s economic outlook is challenged by tensions with the US – with the current US government looking to “decouple” from China – as well as,...
The coronavirus crisis makes it even less likely that China will achieve its trade deal targets for US export purchases. This could further strain...
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