In today’s briefing:
- The Drill – Will Chinese stimulus be a home run for commodities?
- Strategic Outlook 2025: Winter Is Coming, Can Asia Keep Itself Warm?
- Rains Continue To Pummel SL Rubber, Percolate To Downstream Too
- Actinver Research – Macro Daily: Inflation 2h-Nov
- CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow
The Drill – Will Chinese stimulus be a home run for commodities?
- Welcome back to our weekly editorial on everything commodity and energy-related!This week is all about China as the Politburo and PBoC have announced new (undefined) stimulus measures aimed at simultaneously countering tariffs from the Trump administration in 2025 and bolstering the economy, regaining confidence as China battles structural issues.
- This naturally raises the question of how this will impact commodities.
- As the world’s largest importer of commodities by a significant margin, China’s injection of capital into its economy could provide a substantial boost.
Strategic Outlook 2025: Winter Is Coming, Can Asia Keep Itself Warm?
- With the US and China distracted from stabilizing the world geopolitical order, flare-ups and stresses will occur more frequently as various actors feel emboldened to undertake risky gambits.
- The world, including emerging Asia, will have to contend with “much higher for much longer” geopolitical risk and its aftereffects on global trade, investments, and financial markets.
- But most economies in the region retain agency to adapt to a more hostile environment by bolstering internal resilience and forming new coalitions of the willing to pursue shared objectives.
Rains Continue To Pummel SL Rubber, Percolate To Downstream Too
- Squeezed supply owing to rains lifts prices in domestic market
- Exports down 23.4% MoM at US$79.5 million in Sept
- Michelin seeks proactive policies to up rubber production
Actinver Research – Macro Daily: Inflation 2h-Nov
- Inflation for the second half of November stood at -0.12%, supported by the extended effects of “El Buen Fin” sales event.
- During this period, general inflation benefited from the continuation of discounts offered during “El Buen Fin.”
- This year, the discount season began on November 15 and extended through November 18.
CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow
- Autos / In Depth: China’s auto industry reaches turning point as EV exports slow
- Funds /: Chart of the Day: Value of China’s mutual funds comes down from peak
- Nvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe
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