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.