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Nick Marro

(馬志昂)

Nick Marro
馬志昂
The latest news and top stories on Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit. He specialises in analysing Asia’s regional economics political developments and international trade policy. His expertise includes the US-China trade war, global supply chains and digital trade. Previously he conducted trade policy research with the US-China Business Council in Beijing.
Illustration: Lau Ka-kuen
Xinjiang

In Focus | As the US widens a Xinjiang trade ban, China’s cotton industry shrugs it off

Dozens of firms that source from the region were added to a US import blacklist, but few appear worried after years of diversification.

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US-China trade war

Did Trump’s tariffs paint the US into an economic corner?

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US-China relations

China accused of trying to ‘infiltrate’ US-Mexico-Canada trade agreement

22
China trade

After US-Iran deal, tanking oil prices, analysts see ‘grey area’ for China firms

‘There’s still uncertainty on the longevity of this deal’, ING analyst says as traders wait to see if sanctions will be lifted while weighing potential for Israeli interference.

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A tanker is seen unloading imported crude oil at a terminal port in China’s Shandong province on Tuesday. Photo: AFP
US-China trade war

‘Utterly absurd’: China and EU push back on US forced labour tariff claims

Trump administration threatens tariffs of up to 12.5 per cent on imports from 60 economies over failure to ban goods made with forced labour.

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2026 Xi-Trump summits

China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?

Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.

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China-Australia relations

China’s fight for Darwin Port could help fragile Sino-Australian relations

Landbridge Group’s legal claim over the port could take several years to resolve, analysts said, providing more time for dialogue.

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China’s Landbridge Group has launched legal action against Australia after failing to reach an agreement over Darwin port in the Northern Territory city of Darwin. Photo: Handout
China energy security

China’s trade with Iran, Gulf states plunges as Hormuz crisis hits energy flows

But increased shipments from Russia, Malaysia and Indonesia help to partially offset the shortfall, official data shows.

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Semiconductors

Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching

The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB.

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China-EU relations

China-EU trade ties are at a crossroads. Could tech bridge the divide?

A hostile Washington is creating openings for a reset – but deep-seated issues remain, analyst says.

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China-EU relations have suffered in recent years, but the Trump administration’s hostility towards the bloc has raised hopes for a reset. Several high-profile European leaders have headed east in recent months, though deep concerns over China’s export machine remain. Photo: Reuters
US-China relations

As Bessent tips next US-China trade talks, analysts see Trump-Xi meeting prep

Treasury Secretary Bessent confirms preparations for high-level dialogue, with analysts expecting a focus on specific transactional wins over a relationship reset.

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US Secretary of the Treasury Scott Bessent speaks in the Oval Office of the White House in December. Photo: Getty Images
China-Australia relations

Why China ties make Darwin Port a bigger test for Australia than Panama

Legal constraints and stronger Beijing-Canberra relations among factors limiting Albanese administration’s options, analysts say.

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US-China trade war

After Xi-Trump talks, lack of a chip deal seen as tech-independence issue

Progress on other contentious points during presidential meeting masks ongoing US-China tensions over technological sovereignty and export controls, analysts say.

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US-China trade war

Why US-China trade talks in Malaysia are key to paving way for Xi-Trump summit

Analysts say both sides have leverage to wield, and the cards they play could fuel or de-escalate tensions.

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A presidential meeting between Donald Trump and Xi Jinping might take place in South Korea next week, but trade talks between senior US and Chinese officials will first take place in Malaysia. Photo: AFP
US-China trade war

The squeeze is on: Beijing and Washington flex muscles as narrative war heats up

With both sides seeking leverage, US frames flare-up as ‘China versus the world’ but finds itself accused of adopting ‘double standard’.

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US Treasury Secretary Scott Bessent (left) and US Trade Representative Jamieson Greer answer reporters’ questions at a news conference in Washington on Wednesday. Photo: AFP
US-China trade war

‘Tit-for-tat response’? Why China unleashed fresh sanction, export curb blitz

Beijing and Washington are ratcheting up sanctions and export controls to gain leverage ahead of crucial negotiations, analysts said.

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Japan

‘Mixed bag’: how Japan’s PM-in-waiting may fuel growth, defence – and debt

After the ruling Liberal Democratic Party elects new leader, economists assess what lies ahead.

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China trade

China sanctions 6 US firms as tensions boil over trade, TikTok sale

US firms handed punitive trade restrictions in advance of high-profile meeting between leaders Xi Jinping and Donald Trump.

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China has sanctioned six US firms ahead of a widely anticipated meeting between President Xi Jinping and US President Donald Trump next month. Photo: TNS
Rare earths

Is a rumoured US rare earth fund coming too late to catch up with China?

A reported US$5 billion fund to secure Washington’s rare earth supply is probably not enough to shake China’s dominance, analysts said.

US-China trade war

US-China trade talks signal shift that could reshape global order: analysts

Future negotiations could take place against a more fragmented backdrop, as the superpowers vie for influence over third countries.

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US-China trade war

Fentanyl likely on US-China trade agenda after long absence: analysts

While the drug was not mentioned publicly after earlier negotiations, recent comments suggest the topic could come back into the spotlight.

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The flow of chemical precursors for the drug fentanyl have been a major sticking point in trade negotiations between the US and China. Photo: AP
China economy

China’s economic crunch may just be delayed

Above-target growth from the first half of the year will be difficult to maintain as China faces risks from trade tensions, front-loaded exports and diminishing returns from stimulus.

Photo: Reuters
US-China trade war

China must ‘play the long game’ with trade partners as US bullies, analysts say

Moving beyond strongly worded warnings, Beijing is seen embracing a more pragmatic approach, steeling itself ahead of more talks with Washington.

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