Tag Archives: Trade War

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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Listen to MTD’s New Podcast Series, “Managing The Dragon: Demystifying China”

If you have not already done so, I would encourage you to sign up for our new podcast series, Managing the Dragon: Demystifying China on iTunes or Spotify. As discussed below, we have been adding new podcasts covering topical issues in the country that you will not want to miss.

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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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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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The US-China Trade War: How Will It End?

Last Thursday, September 6, the comment period ended for the list of an additional $200 billion of Chinese imports slated for tariffs. Depending upon the recommendation of the United States trade war Representative (USTR), tariffs of 10 or 25 percent are now ready to be imposed on these products. On Friday, President Trump further raised […]

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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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Low Expectations for Asia Trip

Low Expectations for Asia Trip

The Obama Administration has lowered its expectations for what the President may accomplish on his four-nation Asia trip, which begins today in Japan, and also includes visits to Singapore, China and South Korea. As reported in The Wall Street Journal: Administration officials say the President isn’t likely to bring along tangible concessions on hot-button issues, […]

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