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International Trade News 5 November 2025 - 8 December 2025

Japan’s GDP Revised to 2.3% Contraction in Q3 2025 as Tariffs Bite and BoJ Eyes Rate Hike

Japan’s GDP Revised to 2.3% Contraction in Q3 2025 as Tariffs Bite and BoJ Eyes Rate Hike

Deeper July–September slump raises questions about “Sanaenomics”, but markets still bet on a December rate increase. TOKYO — December 8, 2025 Japan’s economy shrank more sharply than first reported in the July–September quarter, with revised figures showing an annualised 2.3% contraction, compared with an initial estimate of 1.8%. On a quarter‑on‑quarter basis, real GDP fell 0.6%, versus the preliminary 0.4% drop and slightly worse than economists’ median forecast of a 0.5% decline. Reuters+1 The revision confirms Japan’s first GDP contraction in six quarters and the steepest fall since the third quarter of 2023, underscoring how new U.S. tariffs, weaker capital spending
Jio’s ₹100 JioHotstar Add-On Explained and Australia’s Trade Surplus Update: Key Asia News for December 6, 2025

Jio’s ₹100 JioHotstar Add-On Explained and Australia’s Trade Surplus Update: Key Asia News for December 6, 2025

New Delhi / Sydney, December 6, 2025 — Indian telecom giant Jio is doubling down on ultra-cheap OTT bundles with a new wave of sub-₹100 add-on packs, headlined by a ₹100 JioHotstar offer that’s quickly becoming a fan favourite. At the same time, traders across Asia are digesting fresh Australian trade figures that anchor this week’s regional economic calendar. Here’s a detailed look at both developments and why they matter for consumers and markets. Jio’s Sub-₹100 Strategy: Streaming + Data for the Mass Market Jio has quietly built a mini-ecosystem of sub-₹100 add-on packs designed to bolt onto existing prepaid plans rather than
BHP Group (ASX: BHP) Share Price Today, 28 November 2025: Anglo Deal Fallout, China Iron Ore Standoff and Class Action Deadline

BHP Group (ASX: BHP) Share Price Today, 28 November 2025: Anglo Deal Fallout, China Iron Ore Standoff and Class Action Deadline

Sydney, Friday 28 November 2025 – BHP Group Ltd (ASX: BHP), the world’s largest listed miner, ended Friday’s session slightly weaker as investors weighed a busy mix of corporate headlines: the collapse of its latest Anglo American approach, escalating iron ore tensions with China, a major UK court ruling over the 2015 Brazil dam disaster and a key shareholder class action deadline that falls today. BHP share price on 28 November 2025 On the ASX, BHP shares closed at A$41.58, down about 0.4% for the day. The stock traded between A$41.29 and A$41.69 after opening at A$41.35, with around 1.4
Japan Stock Market Opening Preview for Nov. 25, 2025: Nikkei Futures, BOJ Rate Hike Bets, Rapidus Funding and China Travel Boycott in Focus

Japan Stock Market Opening Preview for Nov. 25, 2025: Nikkei Futures, BOJ Rate Hike Bets, Rapidus Funding and China Travel Boycott in Focus

Japan’s cash equity market reopens on Tuesday, November 25, 2025, after Monday’s holiday — and it’s coming back into a very different world than the one traders left at the end of last week. Wall Street has just logged another powerful tech-led rally on rising expectations of a December U.S. Federal Reserve rate cut. Reuters The Japanese yen is hovering near 10‑month lows around ¥156–157 per dollar, keeping FX intervention risk firmly on the radar. TradingView At home, a fresh GDP shock, a “Sell Japan” narrative around government debt, big new money for chip champion Rapidus, and early signs of
Warren and Scott Unveil “License Monopoly Prevention Act” to Curb Huawei-Style Export Deals

Warren and Scott Unveil “License Monopoly Prevention Act” to Curb Huawei-Style Export Deals

Washington – November 20, 2025 — A bipartisan pair of U.S. senators, Democrat Elizabeth Warren of Massachusetts and Republican Rick Scott of Florida, has introduced new legislation aimed at stopping the U.S. Commerce Department from granting exclusive export licenses that effectively turn one company into the only American supplier to a sanctioned foreign customer.Reuters+2Rick Scott Senate+2 The bill, called the License Monopoly Prevention Act of 2025, targets the way Washington approves exports of advanced technologies — particularly to entities on the Commerce Department’s Entity List, such as Chinese telecoms giant Huawei Technologies. It would force officials to run a formal “competitive market review” before approving any license that could create
BHP Group (ASX: BHP) pre‑open briefing for Monday, 17 Nov 2025: UK dam ruling fallout, China iron‑ore tensions, and overnight cues

BHP Group (ASX: BHP) pre‑open briefing for Monday, 17 Nov 2025: UK dam ruling fallout, China iron‑ore tensions, and overnight cues

At a glance (before the ASX opens in Sydney): The big story: UK court finds BHP liable over 2015 Brazil dam disaster Late Friday (London time), the High Court of England & Wales ruled that BHP can be held liable as a “polluter” under Brazilian environmental law and at fault under Brazil’s civil code for the Fundão dam collapse, which killed 19 people and polluted the Doce River system. The judgment relates to conduct before November 2015 and does not yet set damages; a second‑stage trial on quantum is due in 2026. BHP says it will appeal and continue to
Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Shockwave: 2025 Trade War Revival Rocks Global Markets and Economy

Trade War 2.0: New Tariffs and 2025 Policy Moves A Tariff Revival: Upon returning to the White House in January 2025, Trump wasted no time reasserting his “Tariff Man” persona. By early April he declared April 2, 2025 as “Liberation Day” – unveiling the most sweeping U.S. tariff hikes in decadescsis.org. This included a blanket 10% tariff on all imports effective April 5, on national security grounds, aiming to shock trading partners into concessions and kick-start domestic industrycsis.org. At the same time, the administration rolled out sector-specific duties: a 25% tariff on all imported cars and trucks (and a matching 25% on
Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba (BABA) sinks ~3.8% at the close after White House memo allegations; France flags AliExpress; class‑action probe announced — Nov. 14, 2025

Alibaba’s U.S.-listed shares finished Friday sharply lower after fresh geopolitical and regulatory headlines weighed on sentiment into the bell. Key takeaways (Nov. 14, 2025, after market close, ~4:00 p.m. ET) What moved Alibaba stock today White House memo report and company denial.Reuters reported that a White House memo—citing declassified intelligence—alleges Alibaba supported Chinese military operations; the company called the assertions “completely false.” The political sensitivity of the claim and the prospect of further scrutiny spurred selling through the afternoon. Reuters Fresh European pressure on marketplaces.In Paris, France’s DGCCRF said AliExpress and peers were found listing prohibited items (including child‑like sex
Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Published: November 13, 2025 Belgium’s Solvay has signed two agreements to supply rare‑earth oxides to U.S. magnet makers Noveon Magnetics and Permag, a fresh sign that demand—and government backing—in North America is pulling new non‑Chinese supply into the market. The stock reacted on Thursday, rising about 3.4% to lead Belgium’s BEL 20 index. Reuters What happened Solvay said the Noveon deal covers neodymium and praseodymium (NdPr) alongside the heavy rare earths dysprosium and terbium (DyTb)—key ingredients for high‑performance permanent magnets used in EVs, wind turbines and defense systems. A second agreement will see Solvay supply samarium oxide to Permag, which
FedEx (FDX) Jumps as CFO Signals Stronger Q2 Profit; Holiday Webcast Highlights, Veterans Day Operations, and New APAC–Europe Trade Insights — Nov. 11, 2025

FedEx (FDX) Jumps as CFO Signals Stronger Q2 Profit; Holiday Webcast Highlights, Veterans Day Operations, and New APAC–Europe Trade Insights — Nov. 11, 2025

Published: November 11, 2025 Key Takeaways FedEx Lifts Near‑Term Profit Outlook; Stock Rallies FedEx Corporation (NYSE: FDX) told investors today it expects adjusted earnings in its fiscal second quarter (ending Nov. 30) to come in above last year’s $4.05 per share—a level that also sits ahead of the ~$4.02 average analyst estimate referenced by Bloomberg data. The upbeat signal helped send FDX shares up roughly 5% intraday. Investing.com Speaking at an industry conference, the company also acknowledged potential cost and capacity headwinds tied to the ongoing grounding of MD‑11 freighters industry‑wide in the wake of last week’s UPS accident, though
11 November 2025
U.S.–Switzerland Near Tariff Deal: 39% Duties Could Drop to 15% as Trump Confirms Talks; Swiss Watch Stocks Rally (Nov. 11, 2025)

U.S.–Switzerland Near Tariff Deal: 39% Duties Could Drop to 15% as Trump Confirms Talks; Swiss Watch Stocks Rally (Nov. 11, 2025)

Published: November 11, 2025 Key points What’s new today The U.S. and Switzerland appear to be edging toward a breakthrough that would slash the punitive 39% “reciprocal” tariff Washington placed on Swiss goods this summer. Speaking in the Oval Office on Monday, President Trump said, “We’re working on a deal to get their tariffs a little bit lower,” confirming active talks but declining to name a number. Reuters Multiple outlets report the target under discussion is around 15%, aligning Switzerland with the effective baseline rate applied to European Union goods under the current U.S. tariff regime. Bloomberg’s update this morning
China Import Expo 2025 Shatters Records: $40B Deals, US Firms Return After Xi–Trump Summit – Experts Sound Off

China Import Expo 2025 Shatters Records: $40B Deals, US Firms Return After Xi–Trump Summit – Experts Sound Off

Expo Highlights & Speeches The CIIE is China’s flagship trade fair to demonstrate “free trade credentials” and attract importsreuters.comscmp.com. Premier Li stressed high-level opening-up, promising to keep China’s economy “fairer and more transparent”reuters.com. Reuters notes Li said rising tariffs “are seriously undermining international economic and trade rules”reuters.com. He repeated China’s commitment to increase imports of “high quality products” and let global companies expand with confidencereuters.com. This year’s expo will coincide with dozens of Hongqiao Economic Forum conferences on global economic governance. Shanghai’s Liu Liang (social sciences researcher) calls the expo a chance to see “innovative technologies” that will “boost the new

Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

7 February 2026
Binance bought 3,600 bitcoin for its Secure Asset Fund, bringing its holdings to 6,230 BTC after bitcoin rebounded above $70,000 following a sharp drop. The broader crypto market lost about $2 trillion since October, with $1 billion in leveraged bitcoin positions liquidated in 24 hours. Strategy reported a wider Q4 loss as bitcoin fell. Gemini will cut up to 200 jobs and exit the UK, EU, and Australia.
Halma share price: Friday’s lift sets up what investors watch next week

Halma share price: Friday’s lift sets up what investors watch next week

7 February 2026
Halma shares closed up 0.7% at 3,548 pence on Friday, valuing the group at about £13.4 billion. The Bank of England held rates at 3.75% in a split vote, keeping rate-cut speculation in focus. Halma’s next trading update is set for March 12. The FTSE 100 ended the week up 0.6%, lifted by bank stocks.
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