Where next for the US and China after political campaigns?

GLOBAL

clock

The world's two largest economies, together making up more than half of the world economy, saw the conclusion of intense political campaigns last week.

Their campaigns have been fought in very different manners but neither was a particularly good argument for their opposed political ideologies.  In the US, the hyperbole, the lies and the negative campaigning are in the past and markets will quickly turn to the fiscal cliff.  Therefore, polarised US politics, reflected in the close popular vote, and the divided Congress, will come under the spotlight once again. How Obama approaches these divisions and, how the fiscal cliff is managed, will be fascinating, bearing in mind his conciliatory approach during the first term brought limited...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Economics

Tariffs drive record fall in UK exports to US

Tariffs drive record fall in UK exports to US

Imports fall by £400m

Linus Uhlig
clock 12 June 2025 • 2 min read
Partner Insight: What are the implications of policies of the Trump Administration on EMD?

Partner Insight: What are the implications of policies of the Trump Administration on EMD?

Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.

Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM)
clock 12 June 2025 • 7 min read
US-China trade talks progress pending framework approval from Trump and Xi

US-China trade talks progress pending framework approval from Trump and Xi

Following London meetings

Linus Uhlig
clock 11 June 2025 • 1 min read
Trustpilot