Trump to Impose 100% Tariff on Chinese Imports Effective 01-Nov

MACROECONOMY 
Trump to Impose 100% Tariff on Chinese Imports Effective 01-Nov 
U.S. President Donald Trump announced a new 100% import tariff on all goods from China starting 01 Nov-25, alongside export controls on critical software, in retaliation for China’s newly imposed restrictions on rare earth mineral exports. The move escalates trade tensions as China supplies about 70% of global rare earths essential to high-tech, defense, and semiconductor industries. Trump also canceled his planned meeting with President Xi Jinping at the upcoming APEC Summit in South Korea. Current U.S. tariffs on Chinese imports average around 40%, with additional levies of up to 50% on steel and aluminum. (CNBC) 

China Imposed New Port Fees on U.S. Ships Effective 14 Oct-25 
China announced new port charges for U.S.-owned, operated, or built vessels starting 14 Oct-25 as retaliation for similar tariffs imposed by Washington. The new fee is set at 400 yuan (USD 56.1) per net tonnage, rising gradually to 1,120 yuan (USD 157.2) by Apr28. Beijing stated the measure aims to protect its shipping industry amid escalating maritime trade tensions. (China daily) 

China Tightened Export Controls Ahead of Trump–Xi Meeting in Seoul 
Beijing announced new export restrictions on synthetic diamonds and graphite anode materials on 10-Oct 25 to strengthen control over high-tech manufacturing supply chains, escalating tensions with Washington. The move came as the 90-day trade truce nears expiration on 09-Nov, with both sides preparing for talks during the upcoming APEC Summit. The policy adds to five key flashpoints, including critical minerals, semiconductors, and Taiwan, deepening U.S.–China trade strains. (MOFCOM) 

COMPANY 
Blibli (BELI) Strengthened Quick Commerce Ecosystem in Online Groceries Segment 
BELI, through its BlibliFresh service, strengthened its position in Indonesia’s online groceries segment amid 10% YoY growth in the national fresh goods market as of Jul-25. The co. integrated technology, supply chain, and logistics to deliver “Pasti Cepat,” “Pasti Segar,” and “Pasti Mudah” services, focusing on <1-hour delivery, fresh product curation via Segari, and easy returns. The expansion targets higher customer loyalty and market reach beyond Greater Jakarta. (Emitennews)