Counterpoint Macro Snapshot - April 2025
Overview:
The Counterpoint Macro Snapshot – April 2025 report analyzes key global tech events, focusing on the economic and political risks affecting the tech industry. It discusses the development of the global tariff war, including new tariffs, retaliatory measures, and the broader consequences for global trade and technology markets. The report also highlights the significant fiscal stimulus under the new German government and its expenditure plans. Additionally, it covers China's new policy support amid growth challenges and trade uncertainty, and finally, it explains the trend of automotive players raising capital on the Hong Kong Stock Exchange.
Table of Contents:
- Macro Index, February 2025
- Risk-Impact Map, February 2025
- Trump’s Tariff War Developments Before ‘Liberation Day’
- China Poised for Stronger Policy Support in 2025 Amid Growth Challenges and Trade Uncertainty
- Germany Plans for Big Fiscal Stimulus, Heralding End of Decades of Budget Austerity
- Automotive Companies in China are Raising Large-scale Capital through the Hong Kong Stock Market
Number of Pages: 10
Category
Industry
Macro & Geopolitics
Service
Macro & Geopolitics
Report Type
Report
Time Period
Monthly
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Author
Andres Silva
.
Yang Wang
Yang is a Principal Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market. Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.
Bob Obrien
Robert J (Bob) O’Brien joined Counterpoint Research as part of its acquisition of DSCC, where he was Co-Founder, Principal and CFO of DSCC. Bob has decades of experience turning market and business analysis into strategic insights in the display and electronics industries. At DSCC, Bob takes the lead role in analysis of display materials, including glass and AMOLED materials, and covers developments in TV and other large-screen display applications. He is the principal author of DSCC’s AMOLED Material Report, the Advanced TV Shipment Report, and the Display Glass Report, and Bob contributes regularly to the DSCC Weekly Review.