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After the US government announced a 34% “reciprocal” tariff hike on China last Wednesday (2nd), the A-share market fell sharply, UBS released a report saying. UBS estimated that the US' weighted ad valorem tariff rate on imports from China could reach about 63% on average after the tariff hike. On 7 April, the A-...
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China’s National Financial Regulatory Administration (NAFR) issued the Notice on Matters Concerning the Adjustment of Regulatory Proportions for Insurance Funds’ Equity Assets, optimizing the investment proportions for insurance capital, Cailian Press reported.Calculations from Fullgoal Fund indicated that the total ...
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According to a report from UBS, the escalated US-China trade war does not have a direct impact on Chinese insurers and AIA (01299.HK), yet there are indirect effects. The global market may increase the demand for wealth preservation, which will benefit the sales of savings-type products.In China, insurance is one of the few inve...
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In order to thoroughly implement the decisions and deployments made at the Central Financial Work Conference and to enhance the quality and efficiency of insurance funds to serve the real economy, the National Administration of Financial Regulation (NAFR) recently published the Notice on Adjustment on the Supervisory Ratio of In...
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Morgan Stanley’s report forecast potential economic support measures China may introduce in 2Q25 and 2H25 in response to U.S. President Donald Trump’s announcement last week of a slew of “reciprocal tariff” measures:2Q25 Measures Forecast:1. Expected acceleration of the RMB2 trillion fiscal stimulus packa...
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