5 May 2025 | 5:00AM EDT Americas Transportation: Introducing the US Tariff Impact Tracker – High Frequency Trends Plus Our Trade Scenarios Analysis for 2025 US Tariff Impact Tracker – What We Plan to Disseminate Weekly: We are introducing a series of high frequency data to help assess the ongoing impact of Tariffs on Global Supply Chains and the accompanying ramifications to the flow of freight (e.g., expected ships leaving from China to USA). While we think our data set is representative, we do plan to per ...

1 May 2025 | 10:37PM HKT China Export Tracker Number 2: What corporates are telling us (week of Apr 28, 2025) The China Export Tracker is a research product series put together by the GS China team, focusing on the changing dynamics of China exports to the US, amid the intensified uncertainty around export activity due to the US-China tariff escalation. In this tracker, we present our proprietary work across 48 corporates, with products representing nearly 70% of China export value by product group to the U ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China Healthcare Equities Takeaways on tariffs from clients and expert calls China We held joint marketing with HSBC global healthcare analysts Rajesh Kumar and Damayanti Kerai, as well an expert call, discussing the US tariff impact on China's and the global pharmaceutical supply chain. Below are our key takeaways: Tariff impact from highest to lowest: medical consumables, devices, drugs. The exact timeline and scope of tariffs remains unclear, but we expect tariffs on US pharm ...