US begins its second review of China IP policies under Section 301

The start of the second review of China's intellectual property policies under Section 301 could signal a renewed focus on trade tensions between the US and China. This could lead to potential tariffs or restrictions if the US finds China's practices inadequate, influencing global supply chains and market sentiment, particularly in the sectors tied to materials and packaging. Traders should be on alert for shifts in risk appetite and impacts on relevant equities, especially those associated with international trade.