EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25      

The State of US-China and Global Rebalancing

PRC Macro

Wed 07 May 2025 - 14:00 BST / 09:00 ET

Topics

Impact of Trump tariffs on China’s economy

Effectiveness of China’s stimulus measures

Redistribution and rebalancing of global trade

Shifts in global portfolio flows