Visualizing the Impact of the G20’s Corporate Subsidies

A visual representation of the G20's corporate subsidies reveals that China and the US are responsible for a significant number of market distortions, with China's subsidies primarily consisting of financial grants and the US offering grants, loans, and production subsidies; the onset of the COVID-19 pandemic led to a surge in market distortions in 2020.

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Relevant topic timeline:

8/21/2023

Investor pressure group urges G20 to reform agricultural subsidies

A group of investors managing $7.3 trillion in assets has called on the G20 countries to align agricultural subsidies with climate and nature goals by the end of the decade, citing concerns over the risks to investment portfolios and the environmental damage caused by subsidies.

8/24/2023

Stimulus or bust: Investors staying out of China until the spending starts

Global investors are urging China's leadership to increase fiscal stimulus and spend more in order to revive the economy and address the property crisis, as they express frustration with the slow and insufficient measures taken by the Chinese government to boost growth.

8/29/2023

US companies are finding China increasingly 'uninvestible', commerce secretary Gina Raimondo says

US companies are becoming increasingly hesitant to invest in China due to concerns over new anti-spying laws, competition from state-funded firms, and the country's economic challenges such as deflation and a property crisis.

9/7/2023

Kelly Evans: Why China is turning into a liability for American companies

China's economic challenges and failed rebound post-Covid are causing U.S. investors and businesses to view Chinese exposure as a liability, leading to underperformance in companies with high China exposure and potential bans on foreign devices, signaling a potential decline in China's economic growth.

9/8/2023

Bank of America Names 10 US Companies With Highest Revenue Exposure to Slowing China Economy

US companies with significant revenue exposure to China are at risk due to the country's struggling economy, characterized by high youth unemployment rates and recent property defaults, according to Bank of America.

9/12/2023

Fund Managers Make Record Shift to U.S. Stocks Over Emerging Markets Amid China Slowdown

Global fund managers have increased their allocation to U.S. stocks and reduced exposure to emerging markets, particularly China, due to concerns over the Chinese economy, according to Bank of America's monthly survey.

9/14/2023

Economic Outlook: Labor, Rates, and Geopolitics to Shape Returns Amid AI Promise and Inflation Threat

The global economy is expected to be influenced by three key factors in the next five years, including increased labor bargaining power, potential conflicts between central banks and governments over borrowing costs, and the power struggle between the US and China, which will lead to higher risk-free rates and lower expected equity risk premiums for investors.

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Posted 8/22/2023, 5:18:55 PM