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Asia Key Issues
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Asia Key Issues

The China-US Trade War

2 October 2018 PMIs Show China is Slowing Risks of a Government Overreaction

China's September PMIs, most of which were released over the weekend, mark out a clear downtrend in activity since late last year.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 September 2018 China's Belt and Road Initiative is Likely to Undergo a Major Rethink

China's once much-talked-about "Belt and Road Initiative" has gradually disappeared from the headlines over the past twelve months.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

19 September 2018 Tariffs Could have been Worse Have we Reached Peak Pain for this Year

Mr. Trump laid out plans yesterday to impose a new 10% tariff on a further $200B-worth of imports from China, to be levied from next week.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

11 September 2018 The Trade Wars are Neutral in China's Trade Surplus, so far

At the time of writing, Mr. Trump reportedly is finalising plans to impose tariffs of up to 25% on a further $200B of imports from China.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

4 September 2018 Asian PMIs Signal Trade Spat Damage, Korean Uptick is Transitory

China's Caixin manufacturing PMI edged down to 50.6 in August, from July's 50.8. This clashed with the increase in the official PMI, though the moves in both indexes were modest.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

3 September 2018 China's PMIs Point to Tariff Pain, and Only Minimal PPI Inflation Slowdown

China's official PMIs were little changed in August, with the manufacturing gauge up trivially to 51.3, from 51.2 in July and the non-manufacturing gauge up to 54.2, from 54.0.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

17 August 2018 China Talks Could Help Support The RMB But it Won't Last

China and the U.S. are officially to restart trade talks, according to China's Ministry of Commerce, after previous negotiations stalled in June.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 August 2018 China's Authorities have Enough to Worry About...Tariff hit yet to Come

Our view on the trade data last week was that U.S. tariff hikes have caused minimal damage, so far. China's tariff increases on imports to date have resulted in stockpiling, with little evidence in the CPI of any inflationary pressure.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

9 August 2018 War and Peace in China's Trade Data... and Some Capital Flows

China's export data shows little impact from trade tensions so far.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

6 August 2018 China's PMIs Point to a Loss of Momentum in Q3

China's PMIs point to softening activity in Q3. The Caixin services PMI fell to 52.8 in July, from 53.9 in June.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

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