Trump's second-term tariffs escalated (then de-escalated) dramatically since April 2025. Markets careened on impulsive policy shifts: tariff announcements made on ‘liberation day’ triggered $2.48tn in US blue-chip selloffs, while the market expectation on future volatility rose 250% in the week following. China, the world’s second-largest economy and a centrepiece in the global trading network, is not new to such turbulence. What are Chinese suppliers’ reactions to the tariffs? Which suppliers now exhibit tariff-resilience?

This Intelligence report unveils how non-traditional data streams – from app data intelligence to supply chain relationship mapping – help us understand Chinese suppliers' operational shifts or resilience under the Trump 2.0 tariffs. Lastly, we will discuss the discovery mechanisms of things that are potentially triggering market movements, including policies and their aftermath.