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 →
Hong Kong Intervention Could Hurt Graco and Mattel June 14, 2019 The U.S. Congress may introduce a new Act to reassess whether Hong Kong is independent of China in the wake of proposed extradition legislation. Should Hong Kong be found not to be independent then preferential trading arrangements would be revoked. While passage of the Act, the State Departme... Read more →