DISCO 1Q Shipment Guidance Up, Tariff Impacts Await Observation
Apple FY2Q25 read-through: iPhone/China weakness and US$900mn tariff cost; Mixed outlook into 2H25E
China Economy: Rerouting and front-loading mask tariff impact
NE:Larger-than-expected Tariff Cuts, Earnings Upside Likely
Capital Goods: Major global players’ forecast about tariff impact
Exports cooled amid evolving tariff policy
Limited impact from tariff given low US exposure
The Macroeconomic Consequences of Import Tariffs and Trade Policy Uncertainty
China Economy:Tariff shock amplifies deflationary drag
Transmission & Distribution Equipment: How To Navigate Tariff and Policy Shifts