Category: International Business and Trade

Economy and TradingInternational Business and Trade

China Value Stocks Gain Appeal as Trade Risks Reshape Investment Strategy

As Sino-American trade tensions escalate, financial strategists are advising investors to pivot toward China’s value stocks. Citigroup and JPMorgan analysts highlight defensive sectors offering stability and yield. This shift reflects broader market recalibration toward quality assets.

Escalating trade tensions between China and the United States are prompting investment strategists to recommend a strategic pivot toward China value stocks as safer alternatives in volatile markets. According to recent analysis from major financial institutions, the potential for increased tariffs is accelerating a shift from growth-oriented equities to more defensive, value-focused segments of Chinese markets.

Why Trade Tensions Favor Defensive Chinese Equities

by Ortega Rafael
International Business and TradePolicy

China Rare Earth Controls Threaten Global Economy Access, Experts Warn

China’s new rare earth export controls give Beijing power to restrict global economic participation, according to former White House officials. The measures require licenses for products containing over 0.1% Chinese rare earths or using Chinese production technology, escalating trade tensions with the U.S.

China’s sweeping new export controls on rare earth elements represent more than just trade restrictions—they potentially give Beijing the power to exclude any nation from participating in the modern global economy, according to former White House advisor Dean Ball. The controls, announced by China’s commerce ministry and effective December 1, require foreign companies to obtain licenses for exporting products containing more than 0.1% Chinese rare earths or those manufactured using Chinese production technology.

Strategic Economic Leverage Through Rare Earth Dominance

by Daniel R.Collins