Tag Archives: Donald Trump

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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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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Managing The Dragon’s 2019 Predictions

“If you are going to be a bear, be a grizzly,” my father used to tell me. That’s the way I feel about going into 2019 with my five predictions for the New Year. Four of the five are dependent to a greater or lesser degree on the trade war between the United States and […]

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China’s Auto Brands Are Coming To America

If successful, GAC Motor would be the first Chinese automaker to penetrate the U.S. market, following in the footsteps of German, Japanese, and Korean carmakers that have made the jump from their home markets to the world’s most demanding auto market over the past 70 years.

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2017 Predictions: How Did We Do?

Given the importance of the Sino-American relationship, three of the predictions by Managing The Dragon (MTD) for 2017 dealt directly or indirectly with the relationship between the two countries, and two dealt with issues specific to China. In general, MTD did well on the former, and not as well on the latter.

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Managing The Dragon’s 2017 China Predictions

Ever since MTD began making China predictions in 2009, the state of China’s economy has been a major question mark. For that reason, I have felt compelled to throw my hat into the ring and make my own prediction for the growth of China’s gross domestic product (“GDP”).

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Tesla, Trump, and China

After nearly quadrupling in 2015, sales of New Energy Vehicles (NEVs), which includes plug-in hybrids (PHEVs) and pure electric vehicles (EVs), surged by 82.2 percent to 337,000 units in China during the first 10 months of 2016. This does not include the 700,000 low-speed electric vehicles which were sold during the same period and which are […]

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Trump on China

Trump on China

I want to make it clear to all MTD readers that I have never been, nor will I ever be, a fan of “the Donald,” as Donald J. Trump is often called. Despite the media hype regarding his potential run for President of the United States in 2012, I also don’t believe that he will […]

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