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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
How China’s response to a second Trump administration may impact supply chains
November 26, 2024
China is expected to respond more strongly to trade measures from a second Trump administration, leveraging its policy tools to target specific American firms and products.
Read MoreA credible PNTR bill offers insight into pathways to China tariffs
November 21, 2024
The Restoring Trade Fairness Act aims to repeal Permanent Normal Trade Relations (PNTR) with China, subjecting Chinese imports to tariffs, quotas, and other trade remedies.
Read MoreThe world has changed. Have Trump’s goals changed along with it?
November 14, 2024
Geopolitical conflicts and economic strategies are shaping the next Trump administration's trade policies, with a focus on key appointments and their implications for global trade.
Read MoreChina: The long-awaited stimulus is here. What's next?
October 1, 2024
China has implemented stimulus measures, including cutting the reverse repo rate and reserve requirement ratio, and lowering existing mortgage rates. Will they be sufficient to help China reach its annual 5% growth target?
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