China: Rethinking Tariff Risks and Macro Implications

Date: 11 April

New US and global tariffs in isolation are unequivocally negative for China’s growth outlook. Beijing’s policy toolkit in response to sustained tariff risks is also much bigger this time around, creating an additional source of uncertainty to the outlook. We dive into our recent forecast changes in light of new sweeping US tariffs, the range of possible retaliatory responses from China to ongoing trade tensions, and the delicate balancing act between managing strategic interests and domestic economic headwinds.

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Louise Loo

Head of Asia Economics

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Louise Loo

Head of Asia Economics

Singapore

Louise Loo is the Head of Asia Economics at Oxford Economics. She leads the firm’s macroeconomic research and forecasting efforts on Greater China.

Prior to joining Oxford Economics, she was a senior economist at Morgan Stanley and Goldman Sachs. At Goldman Sachs, she was also a long-term advisor to China Ministry of Finance and the China-based Asian Infrastructure Investment Bank (AIIB) with regards to their sovereign credit ratings.

Louise is a regular contributor to various international financial news outlets and has earned Economics and public policy degrees with Sheffield University and Columbia University.