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Impact of Trump’s Tax/Aluminum Policies on China

May 1, 2017

The careful policymaking dance continues, as Trump attempts to follow through on populist economic promises regarding Aluminum tariffs while ensuring China’s support in containing the North Korea threat. As a result of the tip-toeing and shifting alliances, other nations (notably Japan) are seeking to hedge bets and placate a growing China by attending the upcoming One Belt, One Road summit. China’s economic dominance was on display this week as Alibaba’s homegrown Yu’e Bao fund surpassed JP Morgan to become the world’s largest money market fund. The implications of all of these items are discussed in the attached PDF.

Topics covered: Alibaba, Tax, Aluminum, Trump, “One Belt, One Road,” PBOC

 

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The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles.