What could be impact of global trade wars on China?

clock • 2 min read

President Donald Trump's trade policies could backfire and instead spur China's drive toward technological self-sufficiency, writes Cazenove Capital's Janet Mui.

As it unfolds, the conflict appears to show the US position as being more about stopping Chinese technological dominance than reducing the trade deficit. This suggests the US will maintain a tough stance during future negotiations. There is huge disparity between the two countries on core values including intellectual property rights and technological rivalry. As a result, any "non-negotiable" issues are likely to lead to various stages of conflict escalation and deadlocks. History suggests conflicts typically escalate until they reach a state of mutually-destructive stalemate. One poten...

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 Investment

Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Almost half of UK investors using social media for financial advice

Almost half of UK investors using social media for financial advice

Many sources 'unregulated and unverified’

Sorin Dojan
clock 23 June 2025 • 2 min read
Trustpilot