
Analysis by Region - Emerging Markets - China
Description
Since our last forecast update, two factors have come together to raise China’s industrial growth forecasts somewhat for this year. Q1 production came in much hotter than expected (we believe largely due to tariff front-running) and the “trade truce” has lowered the tariff level on US imports of Chinese goods from an astonishing 145ppts to a still-high 30ppts above where it was before President Trump took office.
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30 Pages
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