@nickmarro.bsky.social
Principal Economist for Asia and Lead for Global Trade at The Economist Intelligence Unit
Spoke with CNBC this morning about EIU’s outlook for Taiwan amid all of the uncertainty around a potential trade deal. Check it out here: m.youtube.com/watch?v=miso...
28.07.2025 05:26 — 👍 1 🔁 0 💬 0 📌 0
A chart showing percentage of goods imported from China in 2024, sized by value in billions of dollars. Categories include machinery, electronics, textiles, and more. Key highlights include 90% of microwaves, over 80% of smartphones, and 66% of laptops imported into the US coming from China.
New: More than 3/4 of the mobile phones, games consoles, food processors, electric fans and toys shipped to the US last year were made in China.
The products are among more than 50 items with an import value above $1bn subject to Trump’s 125% tariffs.
Free-to-read link: on.ft.com/3Ei8ujf
One country’s trade war is another county’s trade opportunity www.abc.net.au/news/2025-04...
12.04.2025 07:59 — 👍 0 🔁 0 💬 0 📌 0WARNER: Can you explain how it helps natl security or our trade balance - I loved your fancy Greek formula which was bad math on steroids - how with a trade surplus Australia got hit with a 10% tariff as well?
GREER: Australia has the lowest rate available
WARNER: We have a trade surplus!
As Taiwan mulls its response to US tariffs, the KMT wants Lai’s cabinet to spend more (than the NT$88bn pledged) to help the economy.
Hmm… is this the same KMT that forced unprecedented cuts to Lai’s spending plans in the 2025 budget?
focustaiwan.tw/politics/202...
Whether it’s 34%, or 54%, or 104%, after a certain point, final tariff rates often stop mattering. Great insight from Caixin:
www.caixinglobal.com/2025-04-08/i...
Just now: China announces tariffs of 34% across all US goods (effective from midnight, April 10th).
Hold onto your seats…. This rollercoaster is gonna get a whole lot bumpier
(Especially if Trump acts on his threat to punish any retaliatory duties)
The status of global democracy isn't looking too hot these days.
Check out EIU's newest Democracy Index, here: stage.economist.com/interactive/...
As well as our interactive visualization for EIU subscribers, here: viewpoint.eiu.com/analysis/dem...
Brad Setser:
"Take automobiles, the anchor of so many industrialized countries’ manufacturing sectors for the past century. Around 20 years ago, China was a nonfactor in automaking
By 2018, it had the capacity to produce 40M gasoline-powered cars per year, far more than the 25M its economy needed
Prime Minister Christopher Luxon says we “haven't actually been informed by the Chinese government as to why this task group is here”, referring to the naval group of three vessels operating near Australia. www.stuff.co.nz/nz-news/3605...
22.02.2025 02:46 — 👍 3 🔁 2 💬 1 📌 0
EIU has just updated our FDI forecasts for Asia in 2025-29. As the graph shows, we’re expecting ASEAN to become the new center of regional gravity.
Contrast this with China, where we estimate that FDI turned negative in 2024, for the first time in recent memory.
(Data on BoP basis)
Nick Marro, principal economist for Asia at the Economist Intelligence Unit, said Mr. Trump’s pronouncement this week “could be the first salvo in the re-ignition of U.S.-China trade tensions.” www.theglobeandmail.com/business/int...
26.11.2024 10:15 — 👍 6 🔁 5 💬 2 📌 0
