Chinese markets show a split personality, with consumer stocks sliding to decade lows while the AI boom pulls capital elsewhere. The trade truce with Washington is delivering some
Chinese markets show a split personality, with consumer stocks sliding to decade lows while the AI boom pulls capital elsewhere. The trade truce with Washington is delivering some follow-through, including a tariff cut agreement and a coal purchase pledge, though the rare earth dispute remains unresolved. The result is a cautious mood where economic thaw and geopolitical friction sit side by side.
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