There's an elephant in the China shop

There's an elephant in the China shop
China is losing market share rapidly as the US diversifies its supply chain. (Image: Getty)
Cameron Bagrie
It’s cyclical, analysts claimed in a recent BusinessDesk article, referring to China’s slowdown, which is now manifesting in commodity prices, particularly dairy.It’s not.You don't have to look too far to see secular problems.Commentators are referring to the three D’s: demographics (an ageing population and low birth rate), deflation and the need to deleverage.  Monetary policy cannot simply reflate the Chinese economy, given high debt levels across several sectors and the need to deleverage. That would be akin...

More Economy

US tariff risk less than expected for FPH, Jarden says
Economy

US tariff risk less than expected for FPH, Jarden says

Jarden says tariff-related impacts on earnings would be "nominal" by 2030.

Iron sand project could deliver $265m GDP boost: NZIER
Economy

Iron sand project could deliver $265m GDP boost: NZIER

Iron sands mining in Taranaki could create 1365 jobs, NZIER report says.

Trump’s tariffs may spur a more dovish RBNZ
Economy

Trump’s tariffs may spur a more dovish RBNZ

The risk appears more weighted to the RBNZ cutting the OCR further than otherwise.

NZX-listed companies take stock in wake of US tariff moves
Economy

NZX-listed companies take stock in wake of US tariff moves

Wine makers, manufacturers and others mull what trade wars will bring.

Ian Llewellyn 03 Apr 2025