Topics
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

Commentary: What’s Behind China’s ‘Liquidity Bull Market’ Debate
A series of state-led policy packages has fundamentally altered market dynamics, channeling funds into equities and fueling a rally. But questions over its sustainability, robustness, and competition from other assets remain

Business Brief (Oct. 14): Chinese Stocks Continue to Fall
China’s September exports grow faster than expected, a fatal Xiaomi SU7 crash dents shares

Caixin Deep Dive: Visa-Free Travel, U.S. Tariffs Drive Chinese Companies to Malaysia
Chinese investment is reshaping Malaysia, from booming flights to factory floors, as trade shifts and visa-free travel deepen business ties between Beijing and Kuala Lumpur

Commentary: Why the Dollar’s Recent Strength Is Built on Shaky Ground
While the greenback has been boosted by turmoil abroad, the rally is a temporary counter-trend move in a long-term depreciation cycle, undermined by domestic political dysfunction

Commentary: As the U.S. Balks, China and Europe Can Lead on Climate
With Washington stepping back, Beijing and Brussels have a shared interest in decarbonizing their power grids. It’s the key to energy security and a more stable relationship

Analysis: AI Boom Fuels Unexpected Surge in China’s High-Tech Exports
An AI-driven tech boom and deepening ties with emerging markets are powering through U.S. tariffs and global uncertainty, signaling a structural shift in global trade

Trade War Monitor, Oct. 13: China Stands Firm on Trade War Fronts, Targeting Minerals and U.S. Tech
Chinese traders and exporters are shrugging off the latest salvos in the U.S.-China trade war, betting that the familiar cycle of threats and de-escalation will repeat itself

Business Brief (Oct. 13): Beijing Decries U.S. ‘Double Standards’ on Trade Controls
China to levy special port fees on U.S. ships, Dutch government orders asset freeze at Chinese-owned Nexperia

Commentary: U.S.-China Tensions Flare, But History Suggests a Truce Is Coming
Tit-for-tat measures on rare earths and shipping have brought tensions to a boil. But as in the spring, domestic pressures in the U.S. will likely force a return to the negotiating table

Analysis: Trump’s Tariffs Reshape U.S. Trade
While tariffs have swelled U.S. revenue, they haven’t shrunk the overall trade deficit. Instead, they have shifted it away from China to other partners like the EU and Vietnam

Energy Insider: China’s Rare Earth Curbs Trigger U.S. Tariff Threats, Market Rout
Sany Heavy Industry gets green light for Hong Kong IPO, Zijin completes acquisition of Kazakhstan gold mine

U.S. Stock Futures Rebound as Trump Softens Tone on China After Tariff Threat
President says ‘everything will be fine’ just two days after threatening 100% tariffs that wiped $2 trillion from markets, as Beijing defends its new export controls on rare earths

Beijing Defends Rare Earth Curbs as U.S. Threatens New Tariffs
Beijing defends its export controls on key minerals as needed to safeguard peace, while accusing Washington of damaging the atmosphere for trade talks with punitive new measures

Commentary: Interoperability, Not Isolation ― Using Trade Data to Navigate a Fragmented World
The real power of digital trade isn’t just cutting paperwork. It’s about turning aggregated data into a shared resource that helps businesses and governments anticipate bottlenecks, manage risks and react before disruptions occur

CX Daily: Chinese Firms Face Shifting Global IPO Landscape
Foreign inflows into Chinese stocks hit a near one-year high, according to a Morgan Stanley report. HSBC plans to take Hang Seng Bank private