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China Update: Navigating Turbulence in a Complex Geopolitical Landscape

Fragile US-China Relations Strain Global Markets

In recent days, the delicate truce between the world's two largest economies—China and the United States—appeared to be unraveling once again, fueling heightened uncertainty across global markets. On Sunday, US Trade Representative Gemson Grier disclosed that China had deferred a request for new talks, mere days after President Donald Trump announced plans to impose an unprecedently steep 100% tariff on all Chinese goods starting November 1st. This tariff hike, which would push the effective tariff rate to 130%, sent shockwaves through financial markets, erasing trillions in market value and intensifying fears of a prolonged trade conflict.