美银:《中国观察》-3 月中国宏观考察要点总结,为应对更高关税做好准备
美银·2025-03-31 02:41
Accessible version China Watch March China macro tour takeaways: Bracing for higher tariffs We hosted our China macro tour during March 25-26 in Beijing. With investors from within China and outside, we had 11 meetings with academics, policy advisors and industry experts. Below is a summary of our key takeaways from the tour. Trade: consensus expects a bumpy road ahead Both Chinese and US experts largely agreed that additional US tariff hikes on Chinese products are likely and that China stands ready to rea ...