Hong Kong Escalation Brings Disruption Risks For TPV, Gree Electric July 31, 2019 The Chinese government has reportedly deployed troops to the border with Hong Kong SAR, nominally to provide support to local police in the light of worsening protests. There’s the risk that a further escalation could lead to a reduction in Hong Kong’s autonomy. In turn the U.S. may choose to ... Read more →
Panjiva Daily: Hong Kong escalation exposures; Trump’s next target – Vietnam July 31, 2019 A further escalation in tensions in Hong Kong loom, raising the risk of U.S. intervention via trade policy – the electronics sector could be among the biggest losers if that happens. Vietnam looks set to be the next target for the Trump administration’s tariff policies. Also: Ralph Lauren foll... Read more →
Fake Trade Wars – June 2019 in 10 Reports July 2, 2019 The build-up to two major tariff events from the Trump administration formed the hub of our readers’ interest in June. President Donald Trump’s threat to apply 25% duties on exports from Mexico if the latter’s government didn’t help cut migration brought turmoil to a wide-range of industrial s... Read more →
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