China Markets See Worst 2H Start in 3 Years

The transcript discusses the recent market rebound and ongoing pressures due to economic fundamentals and the trade war. It highlights the tactical rejection of China Mobile's application amidst impending tariffs on Chinese imports. The discussion anticipates further market losses due to these tariffs and potential Chinese retaliation, with no signs of negotiations to ease tensions.

What factors are currently putting pressure on the assets mentioned in the text?

What does the term 'dead cat bounce' refer to in the context of the market?

How is the trade war affecting the economy according to the text?

What are the implications of the 25% tariffs on Chinese imports as discussed in the text?

What is the expected market reaction to the tariffs and China's potential retaliation?