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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: CHINA
Southeast Asia's China policies are shifting
March 5, 2025
At the 2025 SCMP China Conference, Southeast Asian policymakers discussed the dual challenges of attracting Chinese investment while managing rising trade barriers and compliance complexities due to the US-China trade relationship.
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China’s export pivot to developing countries will be increasingly challenged
February 13, 2025
China's pivot to developing markets faces increasing challenges from rising trade barriers and heightened scrutiny from the US and other regions.
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The US focuses in on the Chinese shipbuilding sector
January 15, 2025
Exploring the implications of the DoD's updated list of Chinese military-connected entities on US trade and corporate strategy.
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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.
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A 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.
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The 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.
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China: 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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