France and Germany are the biggest beneficiaries of Sino-U.S. trade escalation.

Chanel Holden

2019-07-11 10:48:00 Thu ET

France and Germany are the biggest beneficiaries of Sino-U.S. trade escalation, whereas, Japan, South Korea, and Taiwan suffer from the current trade standoff. U.S. Commerce Secretary Wilbur Ross reiterates that President Trump still may impose tariffs on all of the other $325 billion Chinese imports if the Xi administration fails to agree with the U.S. to deliver a bilateral trade deal.

Barclays economic research head Christian Keller emphasizes in his recent report that the additional U.S. tariffs may lead to trade substitution with fresh opportunities for France and Germany to garner greater export market shares worldwide. Euro area exposure concentrates in Chinese computer and electronic exports and U.S. transport equipment exports.

As France and Germany choose to accommodate Chinese export diversions, this transition may result in primary economic repercussions in light of U.S.-E.U. trade negotiations. On the other hand, Japan, South Korea, and Taiwan rely heavily on trade linkages with the Chinese economy. As Asia Pacific chief economist Steve Cochrane suggests, these industrial tiger economies face substantive exposure to Chinese consumers and electronic supply chains. In recent times, the East Asian economies experience hefty stock market losses due to the current trade standoff between China and the U.S. amid trade deal uncertainty.

 


If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.

Blog+More

Michael Woodford provides the theoretical foundations of monetary policy rules in ever more efficient financial markets.

Fiona Sydney

2023-09-07 11:30:00 Thursday ET

Michael Woodford provides the theoretical foundations of monetary policy rules in ever more efficient financial markets.

Michael Woodford provides the theoretical foundations of monetary policy rules in ever more efficient financial markets. Michael Woodford (2003)  

+See More

Corporate cash management

Jacob Miramar

2022-03-25 09:34:00 Friday ET

Corporate cash management

Corporate cash management The empirical corporate finance literature suggests four primary motives for firms to hold cash. These motives include the tra

+See More

Financial institutions benefit from higher equity risk premiums and interest rate spreads.

Charlene Vos

2017-04-01 06:40:00 Saturday ET

Financial institutions benefit from higher equity risk premiums and interest rate spreads.

With the current interest rate hike, large banks and insurance companies are likely to benefit from higher equity risk premiums and interest rate spreads.

+See More

Leon Cooperman points out that the current Trump stock market rally now approaches normalization.

Amy Hamilton

2017-10-27 06:35:00 Friday ET

Leon Cooperman points out that the current Trump stock market rally now approaches normalization.

Leon Cooperman, Chairman and CEO of Omega Advisors, points out that the current Trump stock market rally now approaches normalization. The U.S. stock market

+See More

Treasury Secretary Steven Mnuchin welcomes a weak U.S. dollar amid pervasive fears of an open trade war between America and China.

James Campbell

2018-01-15 07:35:00 Monday ET

Treasury Secretary Steven Mnuchin welcomes a weak U.S. dollar amid pervasive fears of an open trade war between America and China.

Treasury Secretary Steven Mnuchin welcomes a weak U.S. dollar amid pervasive fears of an open trade war between America and China. At the World Economic For

+See More

Main reasons for share repurchases

Apple Boston

2022-09-25 09:34:00 Sunday ET

Main reasons for share repurchases

Main reasons for share repurchases Temporary market undervaluation often induces corporate incumbents to initiate a share repurchase program to boost the

+See More