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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/

UOL Group Ltd 2025 Update: Strong Residential Sales, Upgraded Fair Value & Positive Outlook

Broker Name: OCBC Investment Research Date of Report: 18 November 2025 Excerpt from OCBC Investment Research report. Report Summary UOL Group Ltd is rated BUY with a fair value estimate of SGD10.06, as its...

LHN Ltd Stock Analysis: Bullish Trend Continues with Strong Growth Prospects and Higher Target Price (September 2025)

Broker: CGS International Date of Report: September 11, 2025 Singapore Markets Surge: Bullish Momentum for LHN Ltd as Growth Prospects Accelerate Market Recap: Inflation Eases, Rate Cut Hopes Rise, and Equities Rally Wall Street...

Lendlease Global REIT: Strong Retail Performance and Sky Complex Progress Drive 7.2% Dividend Yield

Comprehensive Analysis of REITs – February 2025 Comprehensive Analysis of REITs: February 2025 Insights Broker: CGS International Date: February 4, 2025 Lendlease Global Commercial REIT: Progress and Challenges The Lendlease Global Commercial REIT (LREIT)...