U.S.-China Tariff Disputes to Keep Looming Over Chinese Equities -- Market Talk

Dow Jones

Feb 19

0323 GMT - The AI investment theme that has buoyed Chinese equities still has legs, but risks related to U.S.-China tariff disputes remain on the horizon, OCBC analysts write in a note. With the U.S. due to conclude a tariff review across a range of countries by April 1, the potential for an escalation in trade disputes is highly likely to persist in 2Q, they say. The outcome of Trump's potential visit to China is another key event to keep an eye on, OCBC says. Domestically, the National People's Congress meeting in March should shed light on China's next steps in policy support, especially more clarity on quantifying fiscal stimulus, it adds. The brokerage reiterates its preference for leading internet and platform companies with exposure to the broadening and acceleration of AI adoption. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 18, 2025 22:24 ET (03:24 GMT)

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With the U.S. due to conclude a tariff review across a range of countries by April 1, the potential for an escalation in trade disputes is highly likely to persist in 2Q, they say. The outcome of Trump's potential visit to China is another key event to keep an eye on, OCBC says. Domestically, the National People's Congress meeting in March should shed light on China's next steps in policy support, especially more clarity on quantifying fiscal stimulus, it adds. The brokerage reiterates its preference for leading internet and platform companies with exposure to the broadening and acceleration of AI adoption. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 22:24 ET (03:24 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S.-China Tariff Disputes to Keep Looming Over Chinese Equities -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.-China Tariff Disputes to Keep Looming Over Chinese Equities -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-19 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0323 GMT - The AI investment theme that has buoyed Chinese equities still has legs, but risks related to U.S.-China tariff disputes remain on the horizon, OCBC analysts write in a note. With the U.S. due to conclude a tariff review across a range of countries by April 1, the potential for an escalation in trade disputes is highly likely to persist in 2Q, they say. The outcome of Trump's potential visit to China is another key event to keep an eye on, OCBC says. Domestically, the National People's Congress meeting in March should shed light on China's next steps in policy support, especially more clarity on quantifying fiscal stimulus, it adds. The brokerage reiterates its preference for leading internet and platform companies with exposure to the broadening and acceleration of AI adoption. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 22:24 ET (03:24 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999000343.SGD","symbol_name":"Schroder Singapore Trust A Dis SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512144476","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512144476","pubTimestamp":1739935440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0323 GMT - The AI investment theme that has buoyed Chinese equities still has legs, but risks related to U.S.-China tariff disputes remain on the horizon, OCBC analysts write in a note. 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With the U.S. due to conclude a tariff review across a range of countries by April 1, the potential for an escalation in trade disputes is highly likely to persist in 2Q, they say. The outcome of Trump's potential visit to China is another key event to keep an eye on, OCBC says. Domestically, the National People's Congress meeting in March should shed light on China's next steps in policy support, especially more clarity on quantifying fiscal stimulus, it adds. The brokerage reiterates its preference for leading internet and platform companies with exposure to the broadening and acceleration of AI adoption. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 18, 2025 22:24 ET (03:24 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}