April 2025 - ORIGINATE PARTNERS

China Outlook in 2025 and Beyond

After a decade of exponential growth, China’s economy has entered a period of slower, more deliberate transformation. The headline growth figure is no longer the story. Instead, investors are now focused on China’s evolving macroeconomic strategy, internal consumption shifts, regulatory environment, and its realignment within global supply chains. Slower Growth ≠ Weaker Fundamentals China’s projected […]

Trump Tariffs — A 2025 Perspective on Global Markets

Leave a Comment / Insights / By Andrew Newton

Protectionism resurfaces—and global markets brace for impact. The re-emergence of tariffs as a central policy lever under a potential second Trump administration is reshaping expectations across global markets. Proposed blanket tariffs—10% on all imports, and 60% specifically on Chinese goods—signal a return to broad protectionist strategies unseen in decades. These policies could provoke countermeasures, trigger

Trump Tariffs — A 2025 Perspective on Global Markets Read More »