17th Caixin Summit Opens in Beijing Under the Theme “Challenges Abound, Growth Answers”

CX Daily: Governments Grapple With How to Tax AI

As automation threatens labor-linked tax revenue, China’s reliance on VAT highlights a potential route to capturing productivity gains

Charts of the Day: China’s Demographic Shift Reshapes Education

Preschool and primary student numbers fell again in 2025, while secondary schools expanded, prompting plans to share campuses and reallocate teachers across education levels

China’s Nonfinancial State Firms’ Assets More Than Double Since 2017

Assets reached 430.7 trillion yuan at the end of 2025, while state-owned equity rose 5.4% from a year earlier to 115.3 trillion yuan

U.S. Extends Tariff Exclusions for 178 Chinese Product Categories

The two-month extension runs through Jan. 9, 2027, alongside continued suspensions of port fees targeting Chinese ships and additional tariffs on Chinese-made port cranes

Business Brief (Nov. 9): China Moves to Stabilize Stock Markets

Regulators crack down on AI-generated impersonations, vice premier raises concerns over U.S. trade restrictions

China Extends Gold-Buying Streak to Two Years Despite Falling Prices

Central bank adds 830,000 ounces as global demand grows amid concerns over dollar’s long-term credibility

Weekend Long Read: Former WTO Chief Proposes a Plan B to Reach an EU-China Trade Rebalance

Pascal Lamy suggests a transparent, sector-specific mechanism as a backup plan for Europe to restrain imports from China, while engaging with Beijing on a negotiated settlement

Charts of the Day: AI Roles Fuel Training Rush in China

The market is forecast to grow 67% this year to 32 billion yuan, as employers seek workers skilled in the technology, and specialist job postings surge

Weekly Must-Read: The Global Tech Sell-Off Tests the Economics Behind AI Boom

Anthropic’s IPO filing offers investors a potential valuation benchmark as debt strains, price wars and a cooling Chinese listing market expose the costs of the AI investment race

Commentary: After the Midterms, a Case for Realism in U.S.-China Relations

As political leaders look toward the post-Trump era, the temptation to overcorrect on Beijing should be weighed against the economic realities of American constituencies

Fujian Names Former Banker Guo Ningning Acting Governor

The appointment puts Guo on course to become China’s first woman born in the 1970s to hold full provincial rank

Opinion: A Graying China Needs More Than Baby Bonuses

Subsidies can ease the cost of raising children, but a family-friendly society depends on policies that work throughout everyday life

China Issues 18-Point Plan to Protect Workers From AI Job Losses

State Council guidelines call for job-risk assessments of high-impact AI projects and urge employers to give affected workers advance notice and help finding new jobs

Former Power Executive Xie Weijiang Takes Charge of Hunan Government

Xie succeeds former State Grid chairman Mao Weiming as Hunan becomes the latest province to change its government leadership this year