The recent confrontation between the USA and China in the areas of trade and currency management triggered temporary losses for risky asset classes such as equities. Are the negative implications of an ongoing USA-China conflict strong enough to set off a decline or even a recession?
Why the trade war with the US does not mean the end of the development story and what speaks for the continuation of China’s growth story.
Trade war, a possible cooling of the world economy and growing uncertainties at the home market: is the Chinese dragon spinning?
This blog entry will discuss three scenarios for the coming quarters and the coming year.
The announcement by the US President, Donald Trump, to levy import tariffs on steel (25%) and aluminium (10%) has made waves. Can the favourable economic environment be toppled an will we see a trade war between the US and the EU?