Trump has threatened more tariff hikes by 1 August, but markets believe it is another case of TACO.
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China continued to consolidate its position as a key market for chipmaking equipment in 2024, but the outlook for 2025 is less optimistic.
The RMB has risen modestly against the USD in recent weeks due to the USD’s renewed weakness, but it still lags other currencies.
Huawei’s total revenue is nearly back to its peak, but its consumer business revenue has been slower to recover.
China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.
It has been a week since US and Chinese negotiators wrapped up talks in London, but details on outcomes from the meeting have been slow to emerge.
Strong retail sales, decent exports to non-US regions, and more industrial upgrades propped up the Chinese economy in May.
The Party’s anti-corruption campaign continues to accelerate, with several high-profile investigations recently launched.
