China
14 mentions across Convex research, last mentioned
Recent Analysis Mentioning China
A new Chinese coastguard deployment east of Taiwan puts semiconductor supply chains and Monday's risk open in the crosshairs.
GeopoliticsChina blacklisted MP Materials, a Section 122 tariff cliff hits on 24 July, and a 60-day US-China pause is ticking. This scenario is the base case markets keep underpricing.
TradeBeijing's reported move targets the chemical backbone of fertiliser and metal processing worldwide
GeopoliticsMetrics Affected By China
Scenarios Involving China
What happens when China devalues its currency? Global deflation export, emerging market contagion, commodity impact, and US equity market reactions.
What happens when China devalues the yuan beyond 7.5? Global deflation impulse, emerging market stress, and US trade implications.
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Topic hubs aggregate extracted entity mentions from Convex research with related metrics, scenarios, and relationships. Information is for research purposes only and does not constitute financial advice.