China Perspectives

Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump’s tariff policies.

  • (00:00) - Introduction
  • (02:04) - Overview of China/ASEAN trade and investment
  • (06:26) - Transshipments
  • (09:57) - Transshipment tariffs effect on China’s investment
  • (12:54) - China+1 strategy
  • (14:58) - Top destinations and sectors for Chinese investment
  • (17:35) - China’s role in global supply chains
  • (20:37) - How will ASEAN manage a surge in imports from China?
  • (24:13) - Conclusion

What is China Perspectives?

China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.