BilbyTry Bilby

All predictions

Every prediction, with the date it was made and its outcome so far.

37 predictions · ChinaNewest first
9 Oct 2026A weak RMB will exacerbate the woes of French automakers Stellantis and Renault, putting further pressure on the EU to impose import quotas.Unresolved5 Oct 2026Beijing is likely to close its new chemical trade case against the EU by October 2027 with relatively mild duties of 20% or less.Unresolved2 Oct 2026Expect Chinese manufacturers to accelerate production localisation in Vietnam through 2027.Unresolved30 Sep 2026The share of China's science and technology small firms holding a bank loan will stay below 52% at the end of 2026, up less than 2 points from 50.2% in end-2025.Unresolved29 Sep 2026Vietnam's US shipments of the toys, bedding and kitchenware on the 77-item US-China tariff-cut list will still be at least 50% above their 2024 level in the first half of 2027, with LEGO, Mattel and Hasbro among those keeping their Vietnamese output.Unresolved29 Sep 2026A Chinese-owned battery recycler other than Gotion, most likely CATL's Brunp, Huayou Recycling or GEM, will announce a battery recycling or black mass processing site in an EU country by June 2027.Unresolved28 Sep 2026China will hit its pledge to import at least 10 million tonnes of US coal in 2027, making it the only Trump-Xi summit commitment Beijing fulfils cleanly.Unresolved25 Sep 2026KPMG and EY will see a gradual erosion of their Chinese state-bank and SOE client base.Unresolved23 Sep 2026Samsung SDI and SK On will see battery margins fall as Chinese export controls raise input costs.Unresolved15 Sep 2026Chinese SOEs will face short-term credit stress over the next 12 months as Beijing enforces payment cap on large corporations.Unresolved11 Sep 2026China's below-cost dumping crackdown will hit solar and steel export volumes within six months, not domestic prices.Unresolved8 Sep 2026Beijing's new anti-dumping duties on Japanese dichlorosilane, reaching 99.2%, will end up benefiting South Korean and European chip-material suppliers rather than Chinese producers.Unresolved
NewerPage 2 of 4Older

You are reading bilby.ai as an agent does: the same page, in markdown.