China Tariff Watch: Walmart Sets Price-Increase Strategy With Supplier-Cost Tool

Walmart Inc. has updated the information network used daily by its suppliers to let them submit cost increases directly attributable to higher U.S. tariffs on Chinese goods. The move shows how the world’s largest retailer, which sells billions of dollars of goods made in China annually, is incorporating the reality of tariffs into its day-to-day […]

Trump Tariffs Will Hurt Lower Income Americans Above All: Economists

Donald Trump’s hardline stance on trade with China–and, now, Mexico–may be rattling the markets and shaking investor confidence. But according to some of the nation’s top economists, the Trump administration’s newly imposed import tariffs will be felt most sharply by a group that the President is loathe to alienate: ordinary, working American households. In a […]

Why the U.S. Should Embrace ‘Green China Inc.,’ Not Fight It

If the relationship between the U.S. and China were a potential corporate merger, now would seem a good time to short the stocks. Nowhere is the interplay more fraught than in the clean-energy sector, the universe of fast-growing industries built around products such as solar panels, batteries, and electric cars. China, which has decreed green […]

Trump’s Huawei Ban: A Bane for Apple?

Greetings from Hong Kong. Clay Chandler, filling in for Alan, with CEO Daily’s weekly Sino-Saturday edition. When the Trump administration slapped punitive tariffs on Chinese imports last July, Apple was the only major American tech firm granted an exemption. Because US consumers are so addicted to their iPhones, and because so many Chinese workers are […]

The U.S. Grants Huawei a Temporary Reprieve from Blacklist—And Saves Itself Some Trouble

The U.S. has thrown Huawei Technologies a lifeline, but it likely isn’t doing it for the Chinese company’s sake. Last Wednesday, the Commerce Department added Huawei and 68 affiliates to its prohibitive “entities list”–a catalogue of companies considered threats to national security. Entities on the list are required to apply for special permission to purchase […]

How China’s top-down political system holds it back

Clay Chandler here, chiming in from Hong Kong with CEO Daily’s weekly Sino-Saturday edition. It has been more than a week now since the collapse of trade talks between the world’s two largest economies. China and Washington have since announced billions of dollars in new tariffs on each others’ exports. Official rhetoric between the two […]

China Is Running Out of U.S. Goods to Tariff, But It Has Other Trade War Weapons to Unleash

When President Donald Trump suddenly hiked tariffs on $200 billion worth of Chinese imports last week, China said it would respond with “necessary countermeasures.” But then it announced a tariff increase on just $60 billion of U.S. goods. China simply doesn’t import enough from the U.S. to match tariffs “tit-for-tat,” hence the $140 billion shortfall […]

Tesla Stock Plunged Due to Fear of Auto Tariffs from China

The re-escalation of the U.S.-China trade war is hitting Tesla Inc. shares hardest among major automakers, with investors betting it won’t be long before cars crossing the two countries’ borders are again subject to bigger tariffs. Tesla plunged as much as 6.3% to $224.50, the lowest intraday since January 2017, after China defied U.S. President […]