Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics. 

TOPIC: CHINA

How China’s response to a second Trump administration may impact supply chains

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.

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A credible PNTR bill offers insight into pathways to China tariffs

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.

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The world has changed. Have Trump’s goals changed along with it?

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.

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China: The long-awaited stimulus is here. What's next?

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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