US-China - Global Business and Finance Magazine

Beyond tariffs: Chinese state-owned enterprises in the trade war

GLOBAL BUSINESS AND FINANCE MAGAZINE
July 11, 2025
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While tariffs have been the most visible policy tool during the US-China trade war, anecdotal evidence points to the use of Chinese state-owned enterprises as a hidden lever of protectionism. This column presents new systematic evidence showing that state-owned enterprises drove a significant share of the decline in US exports to China in 2018–2019, especially […]

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Identifying potential Chinese export redirection in 2024 US trade data

GLOBAL BUSINESS AND FINANCE MAGAZINE
April 25, 2025
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Tariff escalation between China and the US will result in decoupling of goods trade, raising fears that Chinese exports destined to the US market in 2024 will be redirected or deflected to third markets. Fearful of intensified competition from Chinese products, some business associations and officials are calling for pre-emptive measures by importing governments. This […]