US policy changes affect the potential for continued growth in the Chinese and East Asian markets [CSOP Asia Pacific Equity Overview]
East Asia
• At Nvidia $NVIDIA (NVDA.US)$ CEO confirms they are rapidly advancing Samsung $Samsung Electronics Co., Ltd. (SSNLF.US)$ After the certification of artificial intelligence memory chips, Samsung Electronics' stock price rose to 3% on November 25, 2024, reaching the level since November 8Niitaka.
• US is about to sell Chinese goodsA 10% tariff will be addedIt could affect the Chinese stock market.
• Loop Capital has $Sea (SE.US)$ oftheTarget share price increaseUp to $135, citing significant improvements in its e-commerce and gaming sectors.
• $Sea (SE.US)$ It will benefit from the strong year-over-year increase in in-app purchase revenue in October, as well as the positive outlook after the Asian Internet Conference mentioned by Jefferies (Jefferies).
PRC
【 $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ ] YTD Earnings: +8.79% [ $CSOP DIV ETF S$ (SHD.SG)$ ] YTD Earnings: +10.07%
• According to the latest Bloomberg survey, China's economy is forecast for the fourth quarter4.9% increase, slightly higher than previously anticipated.
• CATL launched a new commercial vehicle battery series under the Tectrans brand, which has the characteristics of ultra-fast charging, long battery life, and durability. The electrification rate of heavy commercial vehicles is still low, and the market has great potential for growth.
USA
• Trump AppointmentScott Bessent as Treasury SecretaryIt supports tariff and tax reduction programs, but prioritizes economic stability, which initially boosted the US stock market and treasury bonds.
• However, Trump then announced a 10% tariff on Chinese goods and a 25% tariff on Mexican and Canadian imports, citing alleged anti-drug failures and immigration issues.
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