V i e w p o i n t | 15 May 2025 21:53:32 ET │ 10 pages China Economics China Export Tracker (2): Shipping to US Stabilizes into May CITI'S TAKE We update our high-frequency trackers of Chinese exports up to May 15th . Overall exports could have softened marginally into May, while we expect positive growth for the whole month thanks to the Phase 1.5 Deal. Shipping to the US stabilized and picked up at the end of April following the earlier slump. Overall exports weakened marginally into May — Container expor ...

Zim Integrated Shipping Services (ZIM -1.50%) stock has been delivering more than cargo to its shareholders over the past few trading days. On positive developments in the China-U.S. trade dispute, investors piled into the stock, sending it to a more than 26% gain week to date as of early Thursday night, according to data compiled by S&P Global Market Intelligence.A move related to international relationsThe most powerful boost to Zim's stock came on Monday, when the U.S. and China agreed to mutually slash ...

As the world’s largest chip-equipment maker, the success of Applied Materials Inc (NASDAQ:AMAT) on the charts is tied to how U.S.-China trade tensions thaw out. After the close today, the company steps into the earnings confessional for its second-quarter report, where analysts expect revenue of $7.13 billion and earnings of $2.31 per share, both within the company’s previously issued guidance.AMAT has a history of negative post-earnings reactions, with declines in three of its last four next-day sessions - ...

14 May 2025 | 10:39PM HKT Tariff turnover; reverting to our pre-Liberation Day base case Kinger Lau, CFA +852-2978-1224 | kinger.lau@gs.com Goldman Sachs (Asia) L.L.C. China Musings 1. After the two-day trade talks in Switzerland over the past weekend, on May 12, the US and China announced a 90-day pause in retaliatory tariffs imposed in April. The effective US tariff rate on Chinese goods will be lowered from 107% to 39% starting May 14, whereas the import levy from the US to China will be cut to 30% from ...

The U.S. and China just delivered exciting news to investors. The two countries halted escalating trade tensions and brought import tariffs down from astronomical levels to manageable ones. Since import tariffs are paid by the importer, an excessively high rate could hurt the consumers and companies that buy products from abroad. That concern weighed on investors' minds -- and on the stock market in recent weeks. But after the U.S. and China reached an initial agreement, one in place for 90 days as the coun ...

13 May 2025 | 6:25PM SGT Global Markets Daily: Asian FX — What's Changed, What's Not, and Where Next From Here? (Suwanapruti) Asian FX — What's Changed, What's Not, and Where Next From Here? On Monday, 12 May, the Trump administration announced a 90-day pause in retaliatory tariffs imposed on Chinese imports in April, which will leave the US tariff increases at +30pp (from +145pp, previously). Likewise, China also reduced its retaliatory tariff on US imports to +10pp (from +125pp, previously). While we expe ...

Core Insights - Chen Suwei, a swimmer from Dongguan, successfully swam across the Strait of Gibraltar in 3 hours and 51 minutes, highlighting his exceptional athleticism and determination [1][2] - This achievement adds to Chen's impressive record of completing some of the world's most challenging open-water routes, including the English Channel, Catalina Channel, and Molokai Channel [2] - The crossing was organized by the Dongguan Swimming Association and supported by the Dongguan Municipal Bureau of Culture, Radio, Television, Tourism and Sports, aiming to promote the upcoming 15th National Games of China [3][4] Event Context - The 15th National Games of China is scheduled for November 2025 and will be held across Guangdong, Hong Kong, and Macao, with Dongguan hosting key events such as men's five-a-side basketball and weightlifting [4] - Dongguan is leveraging this sporting event to enhance its global image and promote the Greater Bay Area as a hub for athletic excellence [4]

一、紧抓新质生产力 从大趋势看，世界500强企业过去几年对中国的投资呈波动状态。可以看到，随着全球贸易冲突的激化，500 强企业在华投资曾在2019年出现下滑。但疫情中中国制造业的出色表现以及转型升级的迅猛程度使得500强 企业信心回归并在2021年到达高点。不过，2024年后全球经济下滑，又影响了在华投资。 当今世界正经历百年未有之大变局。地缘政治博弈加剧、产业链深度重构、技术革命裂变式突破、绿色转型 全面提速，全球经济格局加速重塑。在这一背景下，中国作为全球第二大经济体、第一大工业国和最具活力 的新兴市场，始终是跨国资本布局的核心阵地。 2025年将是全球经济周期切换的关键节点，也是中国实现"十四五"目标的收官之年。世界500强企业的投资 选择，既是对中国发展前景的投票，更是全球产业价值链条重构的缩影。 在这个关键节点上，前瞻产业研究院即将发布《2025年挖掘投资新机遇—世界500强对中国投资分析(行业 篇)》，基于全球产业链变迁、中国产业发展趋势等多维视角，深度解析世界500强企业在华投资的新特征， 为投资者、政策制定者和产业研究者提供一套穿透不确定性的分析框架，在变革中洞见确定性的未来。 从具体领域来 ...

May 12, 2025 10:21 AM GMT China Economics | Asia Pacific Morgan Stanley Asia Limited US-China Tariff Cut: Sooner and Deeper US-China tariff de-escalation arrived faster and deeper than the market expected with a joint announcement today of reversal of the tit-for-tat tariff escalation and suspension of 24% of the remaining reciprocal 34% hike for a 90-day window, from May 14. This puts the effective US trade-weighed tariff on China at ~40%, down from 107%, significantly better than our baseline assumption o ...

Group 1 - The article discusses the ongoing trade war, highlighting that while it is not completely resolved, China remains a significant player in trade deals [1] - The author emphasizes the complexities and uncertainties surrounding the trade deal, indicating that the situation is fluid and requires close monitoring [1] Group 2 - The author has a background in private credit and commercial real estate financing, which may provide insights into investment opportunities in these sectors [1] - The author has experience working with prominent commercial real estate developers, suggesting a strong understanding of the industry dynamics [1]