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09
Sep
Three forces are shaping the investment climate. The US-China trade conflict escalates at the start of September as both will raise tariffs on each other's goods and are threatening another round in mid-December (US 25% tariffs on $250 of Chinese imports will increase to 30% on October 1).
Some third parties may benefit from the re-casting of supply chains, but the first impact is understood to weaken growth impulses. That is aggravating the slowdown already evident in several large...