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28 August 2019 

Good MornING Asia - 28 August 2019

The latest tit-for-tat-retaliation in the trade war may have given China new confidence that it has tools with which it can push back against the US - one of these is the CNY - we are revising our CNY forecasts upward.

Good MornING Asia - 28 August 2019

In this bundle

China's new approach to the trade war
Opinion
Opinion

China's new approach to the trade war


The latest tit-for-tat-retaliation in the trade war may have given China new confidence that it has tools with which it can push back against the US - one…

We’re revising our yuan forecast again and expect far more volatility
FX
China

We’re revising our yuan forecast again and expect far more volatility


China’s unexpected retaliation last week and the hasty US reaction means means we can expect China to use tools other than tariffs for future…


China industrial profits turned positive thanks to infra
China

China industrial profits turned positive thanks to infra


China industrial profits turned positive in July, mostly because of support from infrastructure projects and a technically low base last year. Both…


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Trade WarMonetary PolicyIndustrial profitsFiscal stimulusCNYChinaBrexit

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In this bundle
Good MornING Asia - 28 August 2019 China's new approach to the trade war We’re revising our yuan forecast again and expect far more volatility China industrial profits turned positive thanks to infra

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