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Monday, February 2nd, 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/

Maybank Singapore Daily: Top Equity Picks, Market News & Investment Insights – 17 October 2025

Broker Name: Maybank Research Pte Ltd Date of Report: 17 October 2025 Excerpt from Maybank Research Pte Ltd report. Report Summary: Sheng Siong Group is highlighted as a key beneficiary of Singapore’s construction boom,...

Geo Energy Resources Ltd: Strategic Investments Drive Resilient Growth Amid Coal Market Challenges

Date and Broker Information Date: October 2, 2024 Broker: KGI Securities (Singapore) Pte. Ltd. 1H24 Financial Performance Geo Energy Resources Ltd reported a 14% year-on-year (YoY) decline in net profit, totaling US$24.2 million for...

Global Market Commentary & Top Singapore Stocks: Suntec REIT Shines, Key Index Updates & Investment Insights (Jan 2026)

Broker Name: OCBC Group Research Date of Report: 23 January 2026 Excerpt from OCBC Group Research report. Report Summary: Global equity markets were volatile due to geopolitical tensions and tariff threats, but US risk...