Highlights
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25 Jun 2018
- Chinese tariffs would have limited impact on US semiconductor equipment makers
For Applied Materials Inc., Lam Research Corp. and KLA-Tencor Corp., indigenous Chinese customers represent just 6% of aggregate revenue, though earnings from China are growing. Full Report - Restrictions on exports to China would have low to moderately negative effects on various US sectors
Export restrictions and investment controls aimed at curbing technology transfer, intellectual property infringement and the effects of the "Made in China 2025" initiative could lead to a variety of disruptions in specific US industries, particularly those with extensive involvement in China. Full Report - Strengthened regulation of Chinese leasing companies reduces risks for ABS
The new supervisory structure reduces risks for asset-backed securities (ABS) supported by leasing receivables, a credit positive, may, in the long run, result in a greater proportion of Chinese leasing ABS deals issued under the Credit Asset Securitization (CAS) scheme. Full Report
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