Do you see merit in the president trying to restructure trade relationships with the major powers from the EU to China to the smaller ones like Vietnam. Do you see merit. It it's got to happen. It's got to happen for a couple of reasons.First of all, it's one of the reasons we're also getting into a lot of debt, but partially it could also contribute to uh tax revenues, but also these imbalances are not uh sustainable. Not they're not sustainable not only because of the debt issue and the trade issue to mak ...

9 May 2025 Equity Research Report China Equity Strategy Equity Strategy Follow the money: Q&A on 1Q25 fund positioning Q1: Trade tensions – did institutional investors take pre-emptive action? Yes. Active mutual funds and northbound investors increased their positions in tech self- sufficient names during 1Q25. For "going global" stocks, active mutual funds cut their positions, while northbound funds remained constructive, especially for companies with: (1) business models less impacted by tariffs (e.g. inn ...

April 28, 2025 03:56 PM GMT Asia Technology | Asia Pacific Tech Bytes – Can China Do Without US Chips? Huawei has introduced a new AI computing rack system, CloudMatrix 384 Supernode, that can rival the world's best AI infrastructure technology. This could allow China to address its computing power bottleneck, train its own models without relying on the West, and power its next wave of AI innovation Breakthrough in China's AI hardware – new AI accelerator and rack scale architecture: Huawei's CloudMatrix 38 ...