Economic Situation & strategy
November 1, 2024

Political tremors in the West - and what is China doing?

Article by Dr. Rebekka Haller

This week could not have been more eventful. Donald Trump has won the presidential election in the USA. His resounding return to the White House is causing widespread uncertainty and concern, particularly with regard to geopolitical tensions and potential economic consequences. At the same time, the coalition government in Germany collapsed, leading to further instability and political turmoil in the heart of Europe. It is still too early to assess the long-term implications for the economy and stock markets.

In this issue of “Economic Situation and Strategy”, we therefore turn our attention to China - the country that has always been the focus of Trump's foreign policy as a preferred opponent.