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Asia Key Issues
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Asia Key Issues

The China-US Trade War

16 May 2019 Chinese Activity Comes Back Down to Earth--and Then Some--in April

Official industrial production growth in China plunged to 5.4% year-over-year in April, from 8.5% in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 May 2019 From Zero to King's Landing, how Bad Could Chinese Trade Become

Following Chinese retaliation against new U.S. tariffs last week, the U.S. responded last night, as promised, setting in train the process to slap tariffs on the remaining approximately $300B of imports from China.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

14 May 2019 China's Retaliation is a Face-Saving Operation Somebody Tell Mr. Trump

Yesterday, China finally retaliated against Mr. Trump's Friday tariff hikes, promising to increase tariffs on around $60B-worth of U.S. goods.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

9 May 2019 China's Imports are U-Turning, but Exports Still Face Major Headwinds

China's trade surplus collapsed unexpectedly in April, to $13.8B, from a trivially-revised $32.4B in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

11 March 2019 Chinese Authorities are Right to be Increasingly Worried about Exports

China's unadjusted trade surplus collapsed in February, to just $4.1B, from $39.2B in January.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

26 February 2019 A U.S. China Trade Deal is in Sight Trump's Huawei U-Turn is Positive

Nothing is done until it's done, and, in the case of Sino-U.S. trade talks, even if a deal is reached, the new normal is that tensions will be bubbling in the background.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 February 2019 Japan's Q4 GDP Growth Looks Poor, but the Details are Better

Japan's 0.3% quarter-on quarter increase in Q4 GDP was disappointing, on the face of it, after a downwardly-revised 0.7% fall in Q3.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

31 January 2019 Japanese Retail Sales Demand a Q4 Private Consumption Upgrade

The value of Japanese retail sales bounced back strongly in December, rising 0.9% month-on-month, after a 1.1% drop in November.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 January 2019 China's Trade Data will get Nastier but Expect a V-Shaped Recovery

China's December foreign trade numbers were unpleasant, with both exports and imports falling year-over-year, after rising, albeit slowly in November.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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