Are China tariff risks priced in emerging markets?
Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, ...
An industrial Chinatown near the US southern border readies its options should Trump tariffs come
Chinese companies moved production to Mexico to have tariff-free access to the US market under the USMCA trade deal. With President-elect Donald Trump now threatening tariffs, these companies and ...
Korea’s economy looks like it’s shrugging off Yoon’s impeachment crisis. Don’t be fooled
War, weak growth, and policy uncertainty around Trump’s return already threaten the Korean economy. An extended political ...
Indonesia seeks a Chinese solar boom in the shadow of US tariffs
With billions of dollars in Chinese pledges and regulatory reforms, Jakarta is betting big on solar - with a weather eye on ...