This week we revisit a topic we first spoke of when the great Trump Trade War was very much in its infancy. That is the future of global trade and industry and, more importantly, what this means for Australia. The recent moves made by regulators in the US (including blocking off of Tencent and forced sale of TikTok) have brought many of our broader predictions, perhaps unfortunately, to a reality.
This morning the potential for the imposition of import duties on Australian wine by China has made it incumbent upon our government to formulate nuanced policy in an increasingly hostile and uncertain world. What does this mean for Australian investments? What is our world likely to look like over the next decade? These are the fundamental questions we seek to answer this week.
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We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have we seen this type of empire building before? What does it mean for the average investor at the bottom of the world?
This is the fourth and final installment in a series of articles that look to explore the potential impact, both short and long term, of a trade spat between Australia’s largest investor and Australia’s largest trade partner. This installment looks at how the conflict might actually play out; perhaps more importantly, we touch upon what the impact will be on Australia.
This is the third in a series of articles that will ultimately look to explore the potential impact, both short and long term, of a trade spat between Australia’s largest investor and Australia’s largest trade partner. This installment looks at the two key individuals in this conflict; Xi and Trump are important to understand in order to truly examine the impact of a trade war on Australia and the broader global economy.
This is the second in a series of articles that will ultimately look to explore the potential impact, both short and long term, of a trade spat between Australia’s largest investor and Australia’s largest trade partner. This installment looks at the way growth is done in China; an important dynamic to understand in order to truly examine the impact of a trade war on Australia and the broader global economy.
This is the first in a series of articles that will ultimately look to explore the potential impact, both short and long term, of a trade spat between Australia’s largest investor and Australia’s largest trade partner. This installment looks at the way business is done in China; an important dynamic to understand in order to truly examine the impact of a trade war on Australia and the broader global economy.
Robert Swift, of API Capital and the TAMIM Asia Small Companies strategy, tackles confirmation bias in an examination of the China-USA trade war situation.
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes the time to answer one of the key questions around this newly launched strategy, Trump's trade war.
Robert Swift and the global equity team take a quick look at the USA China Trade War while also presenting the opinion of an associate of theirs, Stewart Paterson.
The Tamim Global Equity investment team take a closer look at Trump's Trade War and a the potential ramifications as it ramps up.
This week TAMIM Director Darren Katz takes a look at the potential trade war brewing. Will it really be Donald Trump vs. the World or is it all talk?
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