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High Drama and Big Impact: Trump’s Bold Tariff Plans and What to Expect

Expect significant new tariffs on Chinese imports and moderate levies on goods from other nations , as President-elect Donald Trump rolls out his protectionist agenda. However, with his preference for chaotic policymaking and sudden shifts , there’s uncertainty on how soon these import taxes will actually hit. Dubbed “ Tariff Man ,” Trump aims to use tariffs both strategically and tactically . He’s mentioned taxing all Chinese goods up to 60% and potentially setting 10%-20% tariffs on imports globally , but details on these plans remain vague . Key players within Trump’s team are divided: Robert Lighthizer , a staunch tariff advocate, sees permanent duties as crucial to balance US trade , while others, like billionaires John Paulson and Scott Bessent , view tariffs as temporary leverage. Trump’s previous administration had mixed feelings, especially on national security-related trade limits , which he sometimes dismissed, favoring an “open for business” approach. High-profile busin

Alibaba, JD, and Meituan Surge After China's Stimulus Announcement

 Alibaba Group Holding Ltd, JD.com Inc, and Meituan saw their best trading days in years following the Chinese government’s announcement of wide-ranging stimulus measures aimed at boosting the struggling domestic economy. Meituan and JD.com surged over 20% in Hong Kong trading on Thursday and Friday, marking their best two-day performance since 2022, while Alibaba rose as much as 15%.


The stimulus package includes support for the property sector, cash handouts for residents in hardship, and increased social security benefits for unemployed graduates. These measures helped ease concerns over China’s debt-ridden property market and high youth unemployment, which in turn bolstered consumer tech firms.

Cash-rich companies like Alibaba, based in Hangzhou, are leading share repurchases this year, boosting investor confidence. Alibaba’s shareholder yield at the start of this month was over 8%, more than double that of any company in the Magnificent Seven in the US. These buyback efforts, combined with Beijing’s new stimulus policies, are helping to reignite interest in China’s tech sector.

With additional fiscal and monetary measures on the horizon, China’s policymakers are signaling a commitment to reviving economic growth, stabilizing employment, and enhancing social stability. The latest moves are expected to further stabilize the job market and lift consumption demand.

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