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新聞亮點
CUSEF Opinion Tracker | Jun 18, 2020
2020-06-18
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Inu Manak and Logan Kolas from Cato Institute: “Reshoring production is therefore an ill‐fitting policy prescription to our current challenges. Instead of pushing for policies that would further disrupt supply chains, the United States should prioritize an economic environment conducive to trade and investment. Protectionism is being offered as a cure for our misdiagnosed overreliance on other countries, and the implications of enacting policies that isolate the United... 更多
新聞亮點
CUSEF Opinion Tracker | Jun 16, 2020
2020-06-16
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How will the coming crash in the Dollar unfold? Stephen Roach, faculty member at Yale University and former chairman of Morgan Stanley Asia: “My forecast that a 35% decline in the value of dollar could well be in the offing is couched in terms of the comparison between the U.S. and the currencies of a broad basket of America’s trading partners. Individual components in this basket are weighted by country-specific trade shares with the U.S. and expressed in real terms to... 更多
新聞亮點
CUSEF Opinion Tracker | Jun 10, 2020
2020-06-11
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Today’s focus is on 5G technology. Bloomberg reports that according to a new study, Huawei Technologies Co. owns the most patents on next-generation 5G technology, ensuring the Chinese company will get paid despite Trump administration efforts to erase it from the supply chain. Arjun Kharpal from CNBS writes about the challenges Huawei are facing in becoming the No. 1 in smartphones by 2020. 更多
新聞亮點
CUSEF Opinion Tracker | Jun 4, 2020
2020-06-04
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“US suffers more if it decouples with China”, says He Weiwen, senior fellow at the Chongyang Institute for Financial Studies, Renmin University of China - adding that “the US ban will deal a fatal blow to its own high-tech industry, especially the semiconductor sector.” 更多
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CUSEF Opinion Tracker | Jun 3, 2020
2020-06-03
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The relationship between China and the U.S. are seeing many ebbs and flows over Hong Kong. Kurt Tong, Former U.S. Consul General in Hong Kong, defends Hong Kong’s autonomy and the two countries’ bilateral relationship, saying “the decoupling will hurt the people of Hong Kong and damage U.S. business and foreign policy interests—and it will do so without punishing China much at all.” 更多