Report
What is US multinationals’ exposure to China?
The shutdown of part of China's economy to contain the coronavirus epidemic exposes other countries, including the US, to two risks. First, a disruption in the production chain if intermediate goods from China become scarce. In the absence of timely and comprehensive data, we can only speculate here. Second, a drop in final demand in China. We examine here the exposure of US multinationals. Their sales in China make up 1.9% of the total. This share climbs to 2.9% for the industri...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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