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Mexico’s tariff news follows a plan to plan to implement the rules of origin for indirect shipment. Natix Asia Pacific’s Chief Economist Alicia Garcia Herero commented on China’s views for business terms, saying: “Realing in the second half will be very difficult. So it is going to hit Chinese exports indirectly. Therefore, the second half…
Approach to economists Natics Asia Pacific Chief Economist Alicia Garcia Herero recently commented: “China can reach its 2025 development target, but with even more stimulation and the second half will be difficult. All, while the Chinese economy is more likely to meet the government’s development target, there are significant uncertainty below the road. Despite moving…
Hang Seng Mainland Properties Index – Daily Chart – 260825China marketing another potential trigger for equity consumer expenses Monday’s Housing Sector Policy Adjustment promoted investor spirit, which was another important piece of puzzle. Prominent economist Hao Hong recently commented on the possible impact of China equity market recovery on the consumer spirit, saying: “There is…
Consumer spirit can be raised by dealing with youth unemployment and addressing the habitat area crisis. Improvement in emotion and low dependence on trade can revive domestic expenses and potentially provide 5% GDP development target. Economic approach and risk Natix Asia Pacific Chief Economist Alicia Garcia Herero recently commented on the need for more government…
The heavy investigation S&P Global China General Manufacturing PMI (formerly Caxin Manufacturing PMI) fell below the neutral 50 levels in July (June: 50.4), as manufacturing production fell for the second time since 2023. In the new export orders, a fourth monthly contraction and an output affected by a weak order book sector. The effects of…
Retail recession, job loss, and soft factory outputs are betting for China’s policy makers.
A US-China trade deal with low tariffs on Chinese goods can further promote export, which can reduce deflation pressure. On the other hand, an increase in US-China stresses may be weight on external demand, potentially intensifies deflation pressure. Market Outlook: Trade Dialogue and Lump Economic Data Key China’s inflation number will determine the initial tone…
China’s trade routes threatened as American target In July, the two major trading partners reached the trade deals with the US, possibly influenced China’s efforts to bypass the US tariff. The US imposed a 20% tariff on Vietnam and, more importantly, 40% levy on transmission. Additionally, Indonesia faces 19% tariff on shipment in the US….
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Will tariffs rebuke China’s rebound? However, American tariffs over major South East Asian countries have expressed concern about China’s economic approach. Vietnam agreed to 20% tariff and 40% levy on transmission bound for the US, potentially ignored the US tariffs, targeting Chinese exporters. China’s exports to Southeast Asian countries including Vietnam jumped 16.8% YOY in…
China’s export growth defies tariffs, but new American levy takes new risks on transmission. Hang Seng and Aud/USD responded as traders weigh China’s export benefits against the US cracks.
Economists raise red flags on China’s economic trajectory East Asia Econ, a research service specialized in the markets and Macro in China, Japan, Korea and Taiwan, commented on recent Chinese figures. In response to Caixin Services PMI, the forum said: “In Caixin services, the PMI, like the official version, both data and anecdotes are weak….
In particular, private sector firms absorbed the rising cost due to the competitive landscape, which suggests a constant corporate profit crisis. Failure to start further subsidies can put additional pressure on the labor market. Manufacturers and service providers may need to manage fixed costs and reduce staffing levels to limit the impact of competition on…
The US-China trade deal leaves the tariff in the impact: what’s next? Last week, a trade agreement was signed by US President Trump and Commerce Secretary Howard Lutnik. However, the details of the agreement were limited, enhancing concerns about the effectiveness of the deal and whether the two sides will stick to the terms. While…
In particular, the contract of manufacturing continued, mainly due to the influence of American tariffs. Demand and industry trends of manufacturing sector CN Wire revealed important trends in June PMI survey: Manufacturing production as demand for demand improved 0.3 percentage (PPS) to 51.0%. The new order index rose 0.4 pPS to 50.2, which is above…