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Research - AUGUST 13, 2018

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Top four macro trends in China

by Jennifer Molloy

China, the world’s second-largest economy, is also viewed by many as the “epicenter” of global macro trends, according to KKR’s latest report, China: A visit to the Epicenter, which details four major trends to watch:

 

The escalation of U.S.-China trade barriers and their undeniable influence on the traditional global supply chain.

It is likely current escalating trade barriers between China and the United States can no longer be easily repaired or negotiated, adding a greater headwind to global growth than already exists. If correct, third quarter 2018 should see increased market-based volatility. In addition, the shift away from globalization to a more nationalistic agenda could see more global multinat

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