Chinese sovereign bonds are luring buyers as speculation grows that the nation’s central bank will ease monetary policy before the end of the year to support the economy in the face of trade risks https://t.co/0vFcOnyy4K ...

CONCLUDED Stock Market News From Oct. 17, 2025: Dow Rises After Trump's China Comments Last Updated: 16 hours ago Chinese Stocks Drop as Trade Risks Bite By Tracy Qu, Dow Jones Newswires Chinese stocks ended lower, with the Shanghai Composite Index dropping 1.95% to close at 3839.75. The Shenzhen Composite Index fell 2.7% to 2396.92 and ChiNext Price Index declined 3.4% to 2935.37. So far this year, China's equity market remains one of the best-performing Asian stock markets. HSBC analysts noted that risks ...

Nearshoring and Trade Dynamics - Companies are relocating production from China to Mexico, driven by factors like the North American Free Trade Agreement (NAFTA) and its successor, USMCA [2][3] - Chinese companies are establishing plants in Mexico to compete, forcing existing companies to improve competitiveness [3][4] - The USMCA agreement is up for review in 2026, with China's role in North American supply chains being a key issue [9][10] - Tariffs on Mexican exports could lead to higher prices for US consumers due to the integrated nature of the economies [12] Investment Climate and Risks - Investors are concerned about issues like judicial reform and security in Mexico, which are creating uncertainty [5][6][7] - Homicide rates remain high, and extortion and kidnappings have increased, contributing to investor uncertainty [6][7] - Investment in Mexico has been frozen due to uncertainty, despite the search for alternatives to Asia [8] - Mexico aims to increase its share of North American imports to approximately 25% through integration with the US, contingent on attracting private capital [17] Automotive Industry and Tariffs - Tariffs on steel, aluminum, and auto imports, particularly those imposed by the US, are disrupting the automotive supply chain [18][19][20] - Parts can cross the border multiple times during the manufacturing process, making the industry vulnerable to tariffs [20] - Canada imports more vehicles from Mexico than from the US for the first time in 30 years [24] - The industry advocates for tariff-free movement of vehicles and parts within North America to ensure competitiveness and lower consumer costs [29][30] - Stronger North American content rules and penalties for non-compliance are needed, along with measures to encourage OEMs in Europe, Japan, and Korea to manufacture more vehicles in North America [26][27] - The industry suggests keeping China out of the North American automotive market due to concerns about unfair competition [28]

South Korea’s parliament approved a $23.3 billion extra budget as President Lee Jae Myung seeks to revive an economy struggling with weak consumption and mounting trade risks from US tariffs https://t.co/J9ytaqJYwh ...

Taiwan Semiconductor Manufacturing Co. TSM just delivered a quarter that Wall Street won't soon forget – but you wouldn't know it by looking at the stock chart.The chip giant crushed first quarter estimates, powered by AI-hungry demand for its 3nm and 5nm chips, yet shares continue to short-circuit.Strong Fundamentals, Stronger HeadwindsFirst quarter revenue surged 41.6% year-over-year to $25.53 billion, topping expectations of $23.92 billion. EPS came in at $2.12, well above the $1.82 consensus. TSM also p ...