Tech, Media & Telecom Roundup: Market Talk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 11 2025
0mins
Source: WSJ
China's Export Trends: China's export competitiveness is bolstered by strong economic ties with regions like the Middle East and Africa, particularly in sectors such as semiconductors, ships, and autos, despite U.S. tariffs impacting its trade dynamics.
Risks from Trade Agreements: The introduction of transshipment clauses in trade agreements poses potential risks for China, especially with increased scrutiny on re-export hubs like Vietnam, which may complicate China's workaround strategies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
