The Bank of East Asia

Wealth Management

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BEA FinTalk April NEW!

24 April 2025

Key Takeaways

  • Direct impact of U.S. trade policy on the China’s IT industry is limited, while some related sectors could be indirectly affected;
  • Market may focus more on domestic substitutes
  • Chinese ADRs may face delisting risk, the impact is expected to be smaller than the impact during Trump 1.0

 

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