China - US trade war | Ipse by Context

Lynn Kuok

Inserted 1 day ago

“Chinese officials have quietly conveyed that the way the U.S. treats its longstanding allies and partners in Europe is a sign of what's to come for Southeast Asia. With Trump's steep, sweeping tariffs across the region, that message needs no reinforcement.”

Nytimes

Lee Kuan Yew Chair in Southeast Asia Studies at the Brookings Institution

17 Apr 2025 5 4

Christopher Beddor

Inserted 1 day ago

“It [tariff of 145% on all Chinese goods] makes a fairly bad situation worse. The economy has been grinding through one deflationary shock for several years now, and there is another shock that is imminent. The trade war is going to leave some sort of hole in the economy.”

Nytimes

Deputy China research director at Gavekal Dragonomics

17 Apr 2025 3 4

Rush Doshi

Inserted 2 days ago

“What is the Trump administration's grand strategy for China? They don't have a grand strategy yet. They have a range of disconnected tactics. I remain hopeful that Mr. Trump could reach deals with Japan, South Korea, India, Taiwan and the European Union that would allow them to confront Chinese trade practices together, attract allied investment in U.S. industry and increase security ties. If you are up against someone big, you need to get bigger scale - and that's why we need our allies to be with us.”

Nytimes

One of America's leading China strategists, now at the Council of Foreign Relations and Georgetown University

15 Apr 2025 8 2

Anastassia Fedyk

Inserted 3 days ago

“I think it's [rising Treasury yields] a pretty serious indicator of concern. It's not necessarily the case that investors expect the US government to be unable to repay its debts in the near term, but investors are facing a lot of uncertainty with regards to the direction of the US economy. There is still a lot of uncertainty, and the market situation is quite fragile. What will happen at the end of the 90-day pause? How will the trade war with China evolve? For bonds specifically, China is the second-largest foreign holder of US government debt, so one potential escalation could see China strategically unloading some of those positions.”

Aljazeera

Assistant professor of finance at the Haas School of Business of University of California Berkeley

15 Apr 2025 9 3

Nguyen Khac Giang

Inserted 3 days ago

“The trip to Vietnam, Malaysia, and Cambodia is all about how China can really insulate itself against the tariffs from Trump. Since Xi became the president in 2013, he has only visited Vietnam twice. But the intensification of the trade war has put Vietnam in a very precarious situation given the impression in the U.S. that Vietnam is serving as a backdoor for Chinese goods.”

Apnews

Analyst at Singapore’s ISEAS–Yusof Ishak Institute

14 Apr 2025 9 5

Xi Jinping

Inserted 3 days ago

“There are no winners in a trade war, or a tariff war. Our two countries [China and Vietnam] should resolutely safeguard the multilateral trading system, stable global industrial and supply chains, and open and cooperative international environment.”

Apnews

President of the People's Republic of China

14 Apr 2025 5 4

James Litinsky

Inserted 3 days ago

“Drones and robotics are widely considered the future of warfare, and based on everything we are seeing, the critical inputs for our future supply chain are shut down.”

Nytimes

Executive chairman and chief executive of MP Materials

14 Apr 2025 5 3

Julian Evans-Pritchard

Inserted 4 days ago

“The fact that the Chinese authorities had repeatedly matched U.S. tariff hikes suggested that they were in no rush to negotiate. A partial rollback of tariffs still seems likely at some point. But it is hard to envisage a meaningful reset in the U.S.-China relationship.”

Nytimes

Head of China economics for the research firm Capital Economics

13 Apr 2025 6 5

Richard A. Mojica

Inserted 5 days ago

“Companies are scrambling to mitigate their tariff exposure, particularly those with supply chains involving China. But there are only a few levers they can pull.”

Nytimes

Customs lawyer at Miller & Chevalier

12 Apr 2025 5 2

Joseph Torigian

Inserted 1 week ago

“Xi has spent his whole career hardening the country for precisely this moment. He likely believes that the Chinese political system is superior to the American one because it has greater cohesion and discipline. He probably thinks the Chinese people will sacrifice for a mission of national rejuvenation. The Chinese population may not be in a sacrificial mood after Covid. The economy has struggled to rebound. I doubt very much that Xi Jinping is blind to that problem. Even if you think you have a strong repressive capacity to hurt doubters and a jingoistic story to rally supporters, economic dislocations are still dangerous because you never know how bad they will get and whether they will turn into something worse.”

Nytimes

Associate professor at American University in Washington who studies elite politics in China

11 Apr 2025 6 5

Xi Jinping

Inserted 1 week ago

“There will be no winners in a tariff war, and going against the world will only isolate oneself. For more than 70 years, China has always relied on self-reliance and hard work for development. It has never relied on anyone's gifts and is unafraid of any unreasonable suppression.”

Nytimes

President of the People's Republic of China

11 Apr 2025 3 4

Sophia Busch

Inserted 1 week ago

“The shift from the Trump administration offers a little bit of a clue of its priorities in its tariff policy. You can see the administration is releasing some pressure on markets, releasing some of the pressure on US businesses, so that it can keep the pressure on China high, with possibly the ultimate goal of getting Beijing to the negotiating table for better terms of trade. However, it may be difficult to reach that goal. I think if the current pattern stands, China will continue to retaliate until there starts to be some kind of progress. We've seen Beijing is very comfortable and has plenty of practice with these kind of coercive economic tools beyond just tariffs. You're looking at US companies getting blacklisted, import bans on US agriculture products like poultry and sorghum. I think Beijing is perfectly comfortable and will continue increasing this kind of pressure on the US until there's some kind of give, or at least a willingness to step back down.”

Aje

Assistant director at the Atlantic Council’s GeoEconomics Center

09 Apr 2025 10 2

Wang Yuesheng

Inserted 1 week ago

“The impact on China is mainly that Chinese products have nowhere to go. That will ravage export-oriented companies making things like furniture, clothing, toys and home appliances along China's eastern seaboard, which largely exist to serve American consumers. These companies will be hit very hard.”

Nytimes

Director of the Institute of International Economics at Peking University

09 Apr 2025 5 3

Scott Kennedy

Inserted 1 week ago

“Trump has never gone into a back-alley brawl where the other side is willing to brawl and use the same kind of tactics as him. For China, this is about their sovereignty. This is about the Communist Party's hold on power. For Trump, it might just be a political campaign.”

Nytimes

Senior adviser at the Center for Strategic and International Studies

09 Apr 2025 3 3

Muhammad Habib

Inserted 2 months ago

“China really learned a lesson from the first Trump administration. It's not wise to immediately take a dramatic measure against Trump, because at the end of the day, we know for sure Trump is very transactional.”

Aje

Researcher at the Center for Strategic and International Studies

10 Feb 2025 5 5

Huo Jianguo

Inserted 2 months ago

“Placing additional tariffs on Chinese goods will not help the US to address its own issues, including the fentanyl crisis. Such issues can only be addressed through dialogue and cooperation. Such unchecked actions will only cause catastrophe to global economic growth and trade.”

Globaltimes

Vice chairman of the China Society for World Trade Organization Studies in Beijing

04 Feb 2025 10 4

Wu Chenhui

Inserted 2 months ago

“The heightened export controls on rare metals could potentially impact the US high-tech and defense industries, which are highly reliant on imports. It highlights the resourcefulness of the Chinese government's toolkit in responding the US' unilateral move.”

Globaltimes

Independent analyst who closely follows the critical minerals industry

04 Feb 2025 7 5

Zhou Mi

Inserted 2 months ago

“China's swift response to the US tariff hikes underlines the Chinese government's determination to safeguard its legitimate rights and interests. There are no winners in any trade war. Tariffs placed on some of the US' comparatively competitive exports to China such as energy and certain categories of machinery will affect the performance of US companies, as the tariffs will affect their market share in China. However, China's countermeasures are meant to serve as a reminder to US policymakers and hopefully help them better reflect on the negative impacts of the tariffs they imposed.”

Globaltimes

Senior research fellow at the Chinese Academy of International Trade and Economic Cooperation

04 Feb 2025 9 4

Gary Ng

Inserted 2 months ago

“It is a response with equal magnitude but in a different way than in 2018 [US - China tariff war during Trump's first term]. This time, it is a mix of tariffs on targeted products, export control and restrictions on market access. It means China is using its role as one of the world's largest markets and producers to bargain with the US.”

Aljazeera

Senior economist with the investment bank Natixis in Hong Kong

04 Feb 2025 9 4

Julien Chaisse

Inserted 2 months ago

“Much will depend on the US and how Trump views China's decision to threaten retaliatory tariffs. If Trump sees this as a direct challenge, his administration could respond with additional trade restrictions. This would intensify the conflict.”

Aljazeera

Professor at City University of Hong Kong who specialises in international economic law

04 Feb 2025 6 4

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China - US trade war

“Chinese officials have quietly conveyed that the way the U.S. treats its longstanding allies and partners in Europe is a sign of what's to come for Southeast Asia. With Trump's steep, sweeping tariffs across the region, that message needs no reinforcement.”

“It [tariff of 145% on all Chinese goods] makes a fairly bad situation worse. The economy has been grinding through one deflationary shock for several years now, and there is another shock that is imminent. The trade war is going to leave some sort of hole in the economy.”

“There are no winners in a trade war, or a tariff war. Our two countries [China and Vietnam] should resolutely safeguard the multilateral trading system, stable global industrial and supply chains, and open and cooperative international environment.”

“Drones and robotics are widely considered the future of warfare, and based on everything we are seeing, the critical inputs for our future supply chain are shut down.”

“The fact that the Chinese authorities had repeatedly matched U.S. tariff hikes suggested that they were in no rush to negotiate. A partial rollback of tariffs still seems likely at some point. But it is hard to envisage a meaningful reset in the U.S.-China relationship.”

“Companies are scrambling to mitigate their tariff exposure, particularly those with supply chains involving China. But there are only a few levers they can pull.”

“There will be no winners in a tariff war, and going against the world will only isolate oneself. For more than 70 years, China has always relied on self-reliance and hard work for development. It has never relied on anyone's gifts and is unafraid of any unreasonable suppression.”

“Trump has never gone into a back-alley brawl where the other side is willing to brawl and use the same kind of tactics as him. For China, this is about their sovereignty. This is about the Communist Party's hold on power. For Trump, it might just be a political campaign.”

“China really learned a lesson from the first Trump administration. It's not wise to immediately take a dramatic measure against Trump, because at the end of the day, we know for sure Trump is very transactional.”

“Placing additional tariffs on Chinese goods will not help the US to address its own issues, including the fentanyl crisis. Such issues can only be addressed through dialogue and cooperation. Such unchecked actions will only cause catastrophe to global economic growth and trade.”

“The heightened export controls on rare metals could potentially impact the US high-tech and defense industries, which are highly reliant on imports. It highlights the resourcefulness of the Chinese government's toolkit in responding the US' unilateral move.”

“Much will depend on the US and how Trump views China's decision to threaten retaliatory tariffs. If Trump sees this as a direct challenge, his administration could respond with additional trade restrictions. This would intensify the conflict.”

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