🚨 Market Update: US & China Trade ⚡
The US has cut tariffs to 10% after a “major meeting” with China. Analysts react cautiously:
📌 Key Takeaways:
Dickie Wong (Hong Kong Research Head): Markets have already priced in most positives; unlikely to see major upside. This is more of an “anti-climax” than structural change.
Mohammed Seyfuddin (KL Investment Banker): This is a tactical pause to ease tensions, providing short-term relief for global demand and supply chains. Long-term structural divergence remains uncertain.
Tareck Horchani (Maybank Singapore): Seen as a tactical ceasefire rather than a strategic breakthrough. Agriculture is highlighted, but tech, supply chains, and rare minerals tensions remain.
💡 Summary: A short-term relief rally is possible, but structural risks persist. Stay alert for $TRUMP market reactions.$ZEC
