Chinese equities still carry the trade-war overhang, with the US slowing aircraft-part exports as negotiating leverage even as the truce extension into January keeps a floor under
Chinese equities still carry the trade-war overhang, with the US slowing aircraft-part exports as negotiating leverage even as the truce extension into January keeps a floor under sentiment. Tech names show a split picture: Tencent's chip lease deal and record Hong Kong fundraising point to resilient AI-driven capital flows, while Nvidia chip disclosures keep export-control tensions alive. The official manufacturing PMI's return to expansion remains the clearest domestic anchor, suggesting growth is firming even as headline friction persists.
Sources
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