May 11, 2025 09:00 PM GMT China Market-Wise | Asia Pacific M Idea How China Market Dynamics May Shift as Trade Talks Kick Off Investors at our China BEST Conference confirmed rising interest and willingness to allocate towards China. More measured macro and earnings drag from tariffs than peers and low positioning point to a better chance of inflow upside than downside. Expect US-China trade talks to be prolonged. New developments externally (trade talks) and domestically (PBOC & CSRC easing gestures) lead ...

Tyson Foods reported lower-than-expected quarterly sales and stuck to its annual revenue forecast on Monday amid weaker demand for beef, sending shares down 9% and overshadowing better-than-anticipated profits.President Trump’s trade policies hung over the meat company due to concerns that tariff disputes could raise prices for a range of consumer goods and further reduce demand for pricey meat products.Beef prices have already climbed after US ranchers slashed their cattle herds due to a years-long drought ...

Key Takeaways U.S. stocks suffered the worst performance in the first 100 days of the Trump presidency in modern times. Consumer confidence has fallen, inflation expectations have risen and tourism has declined sharply. ETFs like VXX, SGDM and EPOL are winners, while ARKZ, WGMI and XES from different corners are losers.President Donald Trump’s return to the White House in January 2025 ushered in a whirlwind of economic policy changes that left investors grappling with historic levels of uncertainty and ma ...

V i e w p o i n t | 14 Apr 2025 05:32:28 ET │ 10 pages China Economics Exports to Brace for More Volatilities CITI'S TAKE Exports growth surged ahead of US reciprocal tariffs. External demand could have again provided solid support for growth in 25Q1. For the near term, the bias to China's exports could be towards the stronger end. China's front-loading to the US could continue with a very short window between announcement and implementation this time. Its exports to ASEAN and other EMs could also benefit f ...