Trump’s tariffs could drive Chinese M&A in Europe – Dealcast podcast
4th December 2024 12:36 PM
Dealmakers in China and the country’s government are unsurprised by US President-elect Donald Trump’s election victory and have been preparing for strategies to cope with his threats of tariffs.
A strong protectionist stance from the US could fuel Chinese-led transactions in other regions like Europe and Southeast Asia, particularly in mid-market sector. From stimulus packages to increasing inquires about M&A opportunities, China has been prepared for this American political outcome.
Ling Yang, Mergermarket’s China-based editor, joins Dealcast host Julie-Anna Needham to discuss the impact of Trump’s re-election on US-China deals.
- How could this impact retail M&A like the presence of Walmart’s Sam’s Club in China, given its recent sale of JD.com?
- How have underlying trends been shaping China-US dealmaking since before the election?
- How have Chinese dealmakers been preparing for geopolitical volatility in China? Other than Europe, which regions are they thinking about for cross-border transactions?
All this and more in this week’s Dealcast.