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Published: April 7, 2018

Brewing US-China trade war spooks asset managers

By The Editor
trade

A worker stands on a shipping container at a container terminal in Tokyo, Japan, on Tuesday, April 21, 2015. U.S. and Japanese officials failed to reach agreement in marathon trade talks in Tokyo, a setback for Prime Minister Shinzo Abe's hopes of arriving for a summit in Washington next week with a pact in hand. Photographer: Kiyoshi Ota/Bloomberg via Getty Images


A full-blown trade war between Washington and Beijing could lead to falls of up to 50 per cent in equities, instability in the US Treasury market and damage to China’s banking system.

That warning from BNP Paribas Asset Management coincided with an escalation in tensions after President Donald Trump said on Thursday that the US would consider imposing an additional $100bn in tariffs on imports from China, ramping up the dispute that has unsettled financial markets worldwide.

Mr Trump’s move followed a threat from Beijing to impose tariffs on $50bn of US imports shortly after Washington revealed plans for a 25 per cent tariff on imports of 1,333 Chinese products.

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