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Sunday, February 1st, 2026

China Strategy October 2025: US-China Tensions, Rare Earth Export Controls, and Hong Kong Market Outlook 1

CGS International, October 13, 2025
Excerpt from CGS International report.
Report Summary:

  • China and the US have escalated trade tensions ahead of a key leaders’ meeting, with China imposing new export controls on rare earths and other critical products in response to US tightening of tech sanctions.
  • Despite threats of further tariffs and export restrictions, both sides may seek a temporary truce as several deadlines approach, although profit-taking and market volatility are expected in the short term until new policy signals emerge from China’s upcoming Fourth Plenum.

Above is an excerpt from a report by CGS International. Clients of CGS International can be the first to access the full report from the CGS International website: https://www.cgsi.com/

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