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Trade war

Weekly investor research

26 March 2018

The US has taken unilateral action to start a potential trade war with China. This is a policy mistake of gigantic proportions resting on a misunderstanding about how open economies work. The direction of US economic policy contrasts sharply with Chinese policies and we expect only a measured, proportional and targeted response from China, which will remain open to deeper trading ties with third countries. This week’s research examines the likely ramifications of a US-led trade war with China for Europe, UK and Emerging Markets (EM).

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