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Global Trade Talk: Reconfiguring US-China Supply Chains for a Post-Coronavirus World

This article appeared in the recent edition of Global Trade Magazine. Global Trade is considered to be “The Authority For US Companies Doing Business Globally.” In my interview with Keith Rabin of KWR International, Inc., I discuss a wide range of issues, including China’s role in the global economy, the history and future prospects for […]

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Managing The Dragon’s 2020 Predictions

While the Phase One Agreement (the “Agreement”) signed by U.S. President Donald Trump and China’s Vice Premier Liu He on January 15 represented a promising start to the New Year, the outbreak of the coronavirus in Wuhan and surrounding Hubei Province quickly stole the spotlight. Reports of its spread have dominated the news ever since, […]

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2019 Predictions: How Did We Do?

The trade war between China and the United States that erupted in March, 2018 impacted all things China in 2019.

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Perspective on US-China Trade War Resolution, Phase One

Last Thursday, the United States and China announced that the two countries had reached agreement on a “phase one” trade deal.

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Who Pays For Tariffs?

The Trump Administration’s tariff strategy begs the question as to who actually pays for these duties. Does the American consumer pay through higher prices and efficiency losses caused by disruptions in the global supply chain as Liberty Street Economics argues in a recent article?

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Electric Commercial Vehicles in the U.S.

Despite the trade war, JFP Holdings is building a substantial business working with ADOMANI, Inc., a California company, to source electric drive trains, neighborhood electric vehicles, trucks, delivery and passenger vans, and buses from Chinese manufacturers for sale to fleet owners in the United States. China is, by far, the global leader in the manufacture […]

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The U.S.-China Trade War Enters Uncharted Waters

In the five predictions we made for 2019 at the beginning of the year, our first and most important was that the trade war between the United States and China would be successfully resolved by June 30. U.S. President Donald Trump and China’s President Xi Jinping are scheduled to meet at the G20 Summit in […]

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Encouraging Signs in China’s Sluggish Auto Industry

China’s vehicle sales declined for the 10th month in a row in March and fell by double digits during the first three months of the year. Despite this gloomy performance, however, encouraging signs are providing hope that the worst may be over for China autos. After slowing throughout 2018, China’s economy has responded to recent […]

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The Road Ahead For China’s Automobile Industry

For the first time in memory, China’s unit vehicle sales declined in 2018, registering a 2.8 percent year over year decline.

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Apple’s Problem: China’s Economy or Loss of Market Share?

At the end of the first day of trading in the New Year, Apple announced that it was cutting its revenue guidance. Tim Cook, Apple’s CEO, blamed a slowing Chinese economy and the impact of the trade war between the United States and China for the reduced guidance. In a letter to investors, Cook said: […]

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