Blogs - us china trade

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EMs: The Good, the Bad and the Ugly

EMs: The Good, the Bad and the Ugly

11 Jun 2018 - Martin Shenfield

Our latest thoughts from my colleague Larry Brainard re the EM recent washout. Recent EM market weakness is not a broader retrenchment in EM assets, but risks of contagion from the Argentine and Turkish crises are growing; ​US-China trade conflicts a...

Argentina Emerging Markets Turkey US China Trade


Trump’s Trade Follies Threaten Wider Fallout In Markets

Trump’s Trade Follies Threaten Wider Fallout In Markets

11 May 2018 - Martin Shenfield

As President Trump’s trade delegation returns from Beijing from preliminary discussions, we question how and when the US and China will be able to resolve their trade and economic disputes. Given not only the gulf that lies between the ultimate object...

Donald Trump Made in China 2025 Protectionism Trade War US China Trade


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