Supply Chain Research

The forthcoming “phase 1” trade deal between the U.S. and China will include the roll-back of tariffs by the U.S. according to China’s Commerce Ministry. A deal may only be struck at a meeting between President Trump and President Xi in December, but could provide relief in particular to importers of “list 4A” products. Tariffs of 15% were applied to those products in September, resulting in a 20.3% year over year drop in imports. Just three products accounted for half the dollar value of the drop in imports. The most significant were network connected devices – including products such a...