IN THIS ISSUE:
- An Asian Perspective On Trade
- Mexico Becomes The Second Front
When Chief Economist Carl R. Tannenbaum scheduled hisannual trip to Asia earlier this year, he was hopeful that trade frictions with China would be resolved before the journey. Instead, the acrimony between the main antagonists has increased. While this made my conversations more difficult, it also increased their value. Here are the main takeaways he gleaned from his long series of interactions across four countries late last month. READ MORE
Similar Posts:
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- As Ties With China Unravel, US Companies Head to Mexico (NYT)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- Mexico Could Still be a Winner if NAFTA is Retooled (CNBC)
- Chinese Wages Now Higher Than in Brazil, Argentina and Mexico (Global Insolvency)
- The Mexican Peso as a US Election Barometer (Bloomberg)
- Back to “Old School” Emerging Markets: Mexico (Wellington Management)
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
- Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
