Research Briefing
Geopolitical tensions are escalating as US-China trade policy shifts from tariffs to sanctions. Our research highlights global supply-chain risks, with...
US-China trade war
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Research Briefing
US President Donald Trump's announcement of an additional 10% tariff on imports from China was in line with our baseline expectation. But the immediacy of implementation, the blanket style of tariffs, and the inclusion...
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
