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Investment Weekly

China’s tech-led rebound
16 May 2025
    Articles

    Chart of the week – China’s tech-led rebound

    Chart of the week – China’s tech-led rebound’

    Is it deal-done and crisis-averted in investment markets? This week’s agreement between the US and China to slash tariffs for at least the next 90 days is the strongest marker yet of a shift to policy de-escalation. In truth, investors have been alert to this theme since the market recovery began in the third week of April. But this week’s price action takes US stocks decisively above their “Liberation Day” levels – and Chinese markets have also been strong.

    More from this week:

    Market Spotlight

    • Euro vision

    Lens on…

    • Hard times
    • Efficient frontier
    • Thinking small

    Read the full commentary PDF, 514KB

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