The performance rating of countries for the last month demonstrates the concerns of investors about the price to be paid for a de-globalization of the world by those countries whose companies focus on exports. Alphavalue offers a ranking of these countries according to its coverage
J. P. Marín-Arrese | The latest trade offensive launched against China will inevitably escalate into full-fledged warfare. Imposing tariffs on 200 billion imports amounts to a vicious and indiscriminate attack triggered by mere irritation at the counter-veiling measures undertaken by the Asian giant. Unleashing such large-scale hostilities will raise the stakes prompting further bouts of unfettered retaliation on both sides. The US is already threatening to punish all trade flows totalling 500 billion.
Caixin | The country’s National Development and Reform Commission, together with the Ministry of Commerce, announced at the end of June a shortened “negative list” for foreign investors, which will come into effect on July 28. The newly shortened list removes restrictions on entrance to primary, secondary, and tertiary industries, and includes 22 opening-up measures in important areas, including finance, transportation and logistics, trade circulation, professional services, manufacturing, infrastructure, energy, natural resources and agriculture.
For both China and the US, government policy is more important than monetary policy right now. “Interesting that for China, many of its perceived problems are being dealt with through greater use of technology”, explains Mark Tinker, Head of Framlington Equities Asia at AXA IM.
China has the world’s second largest economy and, at circa US$12tn, the world’s third largest bond market. According to AXA IM’ findings this market will continue to grow and transform with the rest of the economy, which “we believe will become more capital-market oriented and open to foreign investors
Jens Bastian via Macropolis | Like a deer caught in the headlights of an oncoming truck, EU member states and candidate countries aspiring to join the club in Brussels are watching with growing trepidation the escalating trade conflict between the United States and China.
By Alicia Garcia Herrero and Jianwei Xu via Caixin | It is not the first time that the world has been caught in the China-U.S. crossfire, but the US protectionist move looks different this time. In fact, they are broader-based both as they involve a much larger number of products and in that they also target the global competition for US companies and not only the US market.
S. Ramakrishna Velamuri via Caixin | A leading Indian business daily reported on March 6 that Chinese corporations had made investments of $5.2 billion in Indian early- and growth-stage companies in 2017, and the figure for the first two months of 2018 had already crossed $1 billion.
In response to the US tariffs on Chinese exports worth USD 50 billion, it threatened to impose levies of 25% on a range of US goods worth about the same amount, including soybeans. The US is one of two world’s largest sellers of soybeans, together with Brazil. China is the world’s dominant buyer, accounting for more than 60% of all imports