A recent S&P Global Market Intelligence roadshow in Asia featured supply chain presentations from Panjiva and S&P Global Ratings in the context of the causes and impact of the U.S.-China trade war. S&P Global Ratings’ Asia Chief Economist, Shaun Roache, noted that bilateral tariffs are just a small part of the economic challenges facing the region – real investment growth in five Asian trade-sensitive regions fell 2% year over year in 1Q, down from growth of 7% in 1Q 2017. Indeed, access to technology is at the heart of the U.S.-China trade conflict because of the importance of total fac...
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