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We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4 2021. And we expect 5.4% GDP growth in...
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 levels...
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries are...
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 barriers...
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 and...
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 economic...
China’s economic outlook is challenged by tensions with the US – with the current US government looking to “decouple” from China – as well as, more...
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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