Fast Retailing’s Uniqlo will reduce its exposure to China in response to tariffs and may already be taking action. The home decorating industry has also fallen afoul of U.S. tariffs – Kronos has been able to build its market share. Also: the ground is being prepared for the next round of U.S. agricultural trade conflicts; EU may have more to fear than China as Trump’s trade metric worsens; Canada joins Americas export downturn in July as oil slips; Raizen, Valero may find ethanol growth in India; UNGA opportunity missed but PRC-70 hurdle leaped for new U.S.-China talks; Brexit Halloween ...
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