Trump and China and the potential surprises
From an Asian perspective, there are three new US policy directions (under President Trump) that are relevant to China’s growth, policy and reform outlook this year: Trade restrictions against China, protectionism, isolationism.
China’s possible reaction (I): Allowing the renminbi to drop sharply as retaliation is unlikely, in my view. At this stage, Beijing’s overriding policy objective is stability. The…
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What are the drivers of demand in view of China's evolving economic environment?
In China, policy is driving the push to cleaner energy, but the setup in India makes the transition tougher