China-EU Trade Tensions Likely to Escalate, Nomura Says -- Market Talk

Dow Jones
Dec 26

0234 GMT - Trade tensions between China and the EU appear to be escalating, Nomura analysts say in a research note. A new wave of Chinese exports--particularly in advanced technology and green industries such as EVs and solar panels--could have a significant impact on the EU market, they say. Deflationary pressures in China and a weaker yuan have made these products highly competitive in the EU, the analysts note. In response, Brussels may increasingly impose tariffs on Chinese goods and raise trade and investment barriers to protect domestic producers, they add. As a result, China's export growth to the EU could slow to around 5% over the next several years, from an average of 7.4% in 2021-2025, they say. (sherry.qin@wsj.com)

 

(END) Dow Jones Newswires

December 25, 2025 21:34 ET (02:34 GMT)

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