China: Stimulus or Status Quo? Beijing Faces Crossroads Amid Trade Uncertainty

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…

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US-China Trade War Escalates as Tariffs Climb and Markets Diverge

“Malaysian Prime Minister Anwar Ibrahim said that amid growing unilateralism, Malaysia is ready to strengthen cooperation with China jointly to face risks and challenges with China. He emphasized that ASEAN would not support any unilateral imposition of tariffs and increase collective flexibility through cooperation to maintain economic development.” China Premier XI Jinping also traveled to…

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China EV Boom and AI Surge: Why Hong Kong Stocks Are Outpacing Mainland Markets

Global part of passenger car productionMajor players in China’s EV space continue innovation and development: Byd company limited (01211.hk), Announced A success unveiled a 5-minute superfast charging technology and its God-i-Adeas Edas Self-Driving System. The stocks are 56.41% year-on-year-year (YTD). NIO Inc. (09866.hk): Record monthly delivery reported in December, with 2024 delivery 39% year-on-year (YOY)….

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China’s Stimulus Push: Wage Hikes, Rate Cuts, and AI-Driven Growth

Increasing minimum wages. To expand work-maintain programs. Facing wages outstanding wages in SME space. Sunday’s vows followed the commitment of the People’s Bank of China (PBOC) earlier this month, which was for financial support amidst American-China trade tension. Major vows include: Cut into interest rates and reserved requirement ratio (RRR) if required. Introduction to new…

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China Stimulus: Banking Sector Shake-Up and AI Investments Fuel Market Optimism

However, improving household incomes and labor market conditions remains critical for sustaining consumer confidence. China’s consumer confidence index rose slightly from 86.2 in November to 86.4 in December, hovering just above the November 2022 record low of 85.5. Recent government pledges could support a shift in sentiment and spending appetite. On February 10, Beijing announced…

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