23 May 2025 | 4:38PM CST China Multi-Industry Tariff Impact - Feedback from Appliances, Autos, Industrial Tech & Solar Companies (week of May 23) We have conducted discussions with select companies in the appliances, autos, industrial tech and solar sectors to understand the latest management thoughts on the business outlook following the increase in US tariffs. Details inside. China Consumer Durables We have interviewed selected covered companies within the white goods, consumer electronics and furniture s ...

14 May 2025 | 11:20PM HKT China Cargo Transport Tracker 3 key updates from high-frequency data points; restocking and frontloading may kick off post tariff deal As a follow-up to our 3 key findings from week 1 high-frequency data, we introduce datapoints on daily containership departures from China to US to more accurately track the direct China-US trade as proxies within this round of our cargo tracker report. By analysing the high-frequency data, we summarize three key updates: 1. China total container th ...