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2025/11/4
In early November, U.S. President Trump embarked on an Asia tour, visiting several countries and achieving notable progress in both diplomacy and trade. This article outlines newly updated U.S. economic and trade policies with Malaysia, Japan, South Korea, and China. These include: strengthening cooperation with Malaysia; enhancing defense ties with Japan; deepening industrial cooperation with South Korea; and resuming trade with China, signaling a de-escalation of the U.S.-China trade war.
# USA
# China
# Southeast Asia
# News
# Japan
# Consumer Discretionary
# Basic Industries
# Basic Materials
# Energy
# Infrastructure
2025/7/14
The recently passed "One Big Beautiful Bill Act” is considered the signature legislative achievement of Donald Trump’s second term. This comprehensive bill integrates tax reform, national defense, border security, social welfare, and energy policy. Key provisions include: extending and expanding TCJA-related tax cuts and investment incentives, significantly increasing defense and border security spending, cutting back on welfare programs such as Medicaid and food assistance, and shifting energy and environmental policy to support fossil fuel development. The bill is projected to boost U.S. real GDP growth to 0.9% in 2026, though its tax cuts and subsidy reductions are expected to intensify social divisions across the country.
# Macroeconomics
# Consumption
# Manufacturing Industry
# Editor's Pick
# Semiconductors
2025/4/9
On April 2, President Donald Trump announced a sweeping new trade policy: starting April 5, the U.S. will impose a 10% baseline tariff on all trade partners. Countries deemed to have unfair trade practices will face reciprocal tariffs ranging from 10% to 50%, effective April 9. Taiwan's rate is set at 32%, while China faces a staggering total tariff burden of 104%, including previously implemented levies. This article breaks down the complete tariff schedule, including region-specific rates, product exemptions, and future planned tariffs on key sectors. It also analyzes the global market response, with U.S. stocks tumbling—particularly in the energy sector—and heightened volatility across oil, gold, and other commodities amid escalating trade war fears and rising risk-off sentiment.
# Stocks
# Bonds
# Investment Analysis
# Taiwan
# Taxation
2024/12/23
Trump's tariff policies have once again become a focal point, with plans to impose significant tariff hikes on major trading partners such as China, Mexico, and Canada. The objectives include addressing trade deficits, political strategy, and security concerns. In the short term, tariff policies may drive up import costs. However, as a negotiation tool, the final tariff rates could end up lower than initially proposed. Investors should closely monitor supply chain adjustments and U.S. domestic companies that may benefit from order shifts.
# Investment
# Inflation
2024/10/18
The construction industry supply chain is primarily divided into upstream, midstream, and downstream sectors as following. Upstream includes the supply of building materials, along with involvement in foundational and electrical engineering. Midstream encompasses construction and development, responsible for project execution and property sales. Downstream covers interior design, renovation, and property management. Each part of the chain plays a crucial role in the overall development process.
# Utilities
