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Trade War
The Trump administration has been stepping up pressure on China for a more balanced trading relationship, sparking a trade war including protective tariffs by Washington and retaliatory moves from Beijing.
Trump Slaps New Tariffs on $200 Billion of Chinese Goods
With long-threatened new round of tariffs, almost half of China’s annual exports to U.S. will be subject to trade penalties
Year in Review: China’s Energy Transition Hits Resistance
The past year tested Beijing’s resolve as it grappled with painful electricity market reforms, crippling overcapacity in green industries, and an escalating mineral and tech battle with the U.S.
Clouds Loom Over Longi’s Bet on Brazil’s Solar Market
Rooftop and off-grid systems have driven most of Brazil’s rapid capacity growth, but transmission constraints and tightening regulations threaten to slow new investment
Year in Review: How Price Wars, Platform Battles and IP Booms Defined China’s 2025
From subsidy-fueled competition in retail to explosive growth in culture and services, 2025 laid bare the contradictions in China’s consumption-led recovery
Four Things to Know About Hainan’s New Free Trade Framework
The aim is to build a hub that can rival established free ports such as Hong Kong and Singapore, while remaining deeply integrated with China’s vast domestic market
2050 Global Net-Zero Goal Is Out of Reach, Says S&P’s Daniel Yergin
The target ‘probably was unrealistic to begin with,’ the Pulitzer-prize winning author tells Caixin, citing rising energy demand, security concerns and geopolitical tensions
China’s Imported Car Sales Hit Decade Low Amid EV Onslaught
Decline marks fourth straight year of sliding sales, driven by the rise of domestic electric vehicles and a consumer shift to lower-priced models. German marques like Mercedes-Benz, BMW and Audi saw sales plunge
SMIC Buys Out Chip Unit For $5.8 Billion in Consolidation Push
Deal allows state investors to cash out while the foundry giant secures full control of a profitable 12-inch fab
Commentary: As Hainan Closes Its Customs Border, Hong Kong Must Find a New Purpose
Beijing’s new “closed customs” experiment won’t replace Hong Kong — but it will force the city to compete on institutional trust, not tax rates
The Week Ahead (Dec. 29 - Jan. 4): Mexico Hikes Auto Tariffs; China Licenses Steel, EV Exports
Warren Buffett hands Berkshire CEO role to Greg Abel, Hong Kong implements Basel crypto asset standards
Commentary: The Yuan’s Rebound Is Just Beginning
After breaking the key 7-per-dollar level, fundamental strengths and shifting U.S.-China ties will drive further gains, boosting Chinese assets and challenging bearish narratives
CX Daily: ByteDance Riles Smartphone Ecosystem With AI Pitch
TikTok parent riles up the mobile industry after unveiling a ZTE smartphone featuring a virtual assistant with way too much access
Commentary: The Mighty Yuan Makes a Comeback
A weaker dollar and a hot stock market are driving the currency’s rally. But what matters for exports is not the dollar rate, but the yuan’s value against all trading partners
U.S. to Hit Chinese Chips With New Tariffs in 2027
Decision follows a yearlong probe into China’s industrial policies, drawing firm opposition from Beijing
Offshore Yuan Breaches 7.0 Per Dollar to Hit 15-Month High
The Chinese currency’s move past 7 per dollar highlights shifting sentiment, with Goldman Sachs arguing policymakers can tolerate gradual gains
Commentary: China’s Export Engine Is Shifting, Not Sputtering
Despite U.S. tariffs, a pivot to new markets and higher-value goods will keep shipments resilient in 2026. The real risk is domestic unemployment
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