Global Macro Service > Research Briefings > China

Impact of US trade action on China to be manageable

​We expect the US to soon roll out further trade restrictions specifically targeting China, as well as restrictions on Chinese investment in the US. The large share of China’s exports to the US that is US-branded and/or coming from supply chains where US firms are involved will constrain the extent of tariff imposition, while China’s response should remain relatively restrained. Although this should limit the economic damage, risks of further escalation exist.

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