Trucks on the outskirts of Shanghai, China. Photo: Bloomberg Trucks on the outskirts of Shanghai, China. Photo: Bloomberg
Trucks on the outskirts of Shanghai, China. Photo: Bloomberg
Neil Newman
Opinion

Opinion

Abacus by Neil Newman

If it’s goodbye to Chinese goods, then it’s hello to runaway inflation

  • Consumers in developed economies like the US, Britain and Australia say they’re willing to pay more to lessen reliance on China
  • The true cost of that stance may come as a surprise

Trucks on the outskirts of Shanghai, China. Photo: Bloomberg Trucks on the outskirts of Shanghai, China. Photo: Bloomberg
Trucks on the outskirts of Shanghai, China. Photo: Bloomberg
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Neil Newman

Neil Newman

Neil Newman is a thematic portfolio strategist focused on pan-Asian equity markets. Experienced in the major global financial centres of Tokyo, London and New York, he is a regular commentator on commercial investment strategies that suit constantly changing investor trends. He is a long-term resident of Hong Kong.