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 ...

Highlights The Hearing division delivered -1% organic revenue growth driven by a strong initial uptake of ReSound Vivia, but off-set by a challenged U.S. market as well as some slowdown of existing products in anticipation of ReSound Vivia. The strong uptake of ReSound Vivia has continued into April, lending support for expected market share gains. As a consequence of the launch initiatives and the challenged U.S. market, the divisional profit margin ended at 28.4%.The Enterprise division was challenged in ...

V i e w p o i n t | 14 Apr 2025 02:12:21 ET │ 10 pages China Economics The Sequence of Monetary Policies Amid Tariff Escalations CITI'S TAKE New credit beat in March, and the economy should have stayed in a solid shape. That said, we look through this set of numbers as trade dispute escalated in April. The domestic economy also started to show more weakness in April, especially in the housing sector. More policy easing should be warranted. The next few weeks could be a window for monetary policy actions, in ...