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An unrealistic target would push local governments to take aggressive stimulus measures, especially by promoting infrastructure investment. That could lead to a "flood" of monetary easing, and capital-intensive infrastructure investments would not be helpful for reducing unemployment in the short run, he said.

Analysts say their arrivals will lure some potential customers away from startups including Tesla because the majority of Chinese customers are more inclined to choose long-established brands.

Analysts said the recent tensions merely reflect a more independent ROK flexing its political muscle.

And that doesn’t even get to the .7 billion deal to buy Whole Foods Market, drastically expanding Amazon’s grocery reach. That wasn’t included in discussions because the deal has not closed yet.

Analysts from Nomura Securities said Beijing is expected to maintain its wait-and-see approach to policy in the near term, neither easing further nor starting to tighten.