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Xi Looks South: China’s Pivot to ASEAN Adds New Trade Dimension

Market Summary Markets remain gripped by volatility as U.S.-China trade tensions intensify. Washington’s imposition of 145% tariffs met with a 125% retaliation from Beijing, effectively freezing bilateral trade and triggering broad risk-off sentiment globally. Confusion deepens as the U.S. mixes temporary tech exemptions with fresh threats—particularly aimed at semiconductors—shaking investor confidence. Safe-haven demand surged: goldContinue Reading

Trade War Deepens: Tariffs Soar, Markets Shaken, Safe Havens Surge

Market Summary Markets are grappling with renewed pressure as the U.S.-China trade tensions intensify. Washington’s decision to hike tariffs on Chinese goods to 145% triggered an immediate response from Beijing, which imposed a 125% levy on American imports. The tit-for-tat escalation has deepened fears of a prolonged trade war, driving global risk-off sentiment. Confusion overContinue Reading

Monetary, EU CPI & Tariff—A Triple Threat for Global Markets

Key Events to Watch: Wednesday, 16 April 2025 – 05:00 China Q1 GDP (YoY)With Q1 GDP coming in at 5.4%, China’s economic momentum remains intact—for now. But the newly imposed US tariffs on Chinese imports are likely to darken the outlook moving forward, potentially weighing on export-driven sectors. Risk sentiment may turn cautious, especially forContinue Reading

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