Key takeaways Trump–Xi may extend the trade truce, but firm tariff cuts and timelines are needed to prevent a sell-the-fact reversal. Rare-earth licences and AI-chip rules are the key swing factors for USD/CNH, Hong Kong 33 and the Nasdaq 100. AUD/USD is the cleaner China-growth trade, while the Singapore 30 provides lower-beta regional exposure. Look […]
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