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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
Commentary: China’s Yuan Defies Its Economic Woes
Beijing’s stimulus isn’t firing on all cylinders as households pay down debt. Yet the currency is surprisingly strong, creating a puzzle for policymakers
Commentary: Why This China Bull Market Is Different — The ‘Tech Revaluation’ Boom
Beijing’s policy pivot and a wave of innovation have changed investor sentiment, but expect a bumpy ride ahead. The rally in A-shares will continue
Business Brief (Sept. 25): China to Forgo New Special Treatment in WTO Talks
OpenAI, Oracle and SoftBank to invest over $400 billion in U.S. AI data centers, Trump administration imposes 15% tariff on EU auto imports
Reporter’s Notebook: Vietnam’s New Industrial Zone Bets It Can Thrive Amid a Trade War
Global manufacturers like Foxconn are pouring billions into a sprawling industrial park near the Chinese border, betting its strategic location and Vietnam’s competitive edge can overcome the threat of new U.S. tariffs
CX Daily: Beijing Bets on New Policy Tool to Bolster Emerging Sector Investment
China will stop seeking preferential treatment reserved for developing countries in future WTO talks, Premier Li Qiang says
In Depth: Beijing Bets on New Policy Tool to Bolster Emerging Sector Investment
The program will channel hundreds of billions of yuan into areas such as AI through China’s three policy banks
Trade War Monitor, Sept. 22: Fragile Optimism as TikTok Deal Takes Shape
A phone call between Xi and Trump signals a breakthrough on TikTok, but Beijing’s new antitrust probe into Nvidia shows the U.S.-China trade war is far from over
Analysis: China Fortifies Its Financial Defenses
Beijing is accelerating its push for yuan internationalization, digital currencies and alternative payment systems to shield its economy from geopolitical risks and the dollar’s dominance
China’s GAC to Build $19M Auto Assembly Plant in Cambodia
The project adds to GAC’s growing Southeast Asia footprint as Chinese automakers expand abroad to offset slowing sales at home
Analysis: How U.S. Corporate Profits Are Withstanding the Tariff Shock
A weaker dollar, front-loaded imports, the AI investment boom and slowing wage growth are helping U.S. companies weather the Trump administration’s trade measures
Weekend Long Read: Lawrence Summers and Caixin’s Hu Shuli Discuss U.S.’ Tariff War
At the Asia New Vision Forum in Singapore, the former U.S. treasury chief called on Beijing and Washington to have mutual understanding of each other’s ‘red lines’ and offer ‘strategic reassurance’ to avoid risk of conflict
Business Brief (Sept. 19): Nvidia to Take $5 Billion Stake in Intel
Huawei unveils three-year AI chip roadmap, 13 arrested in HK$59 million gold heist
Business Brief (Sept. 16): China Opens Further Antitrust Probe Into Nvidia
U.S. and China reach framework consensus on TikTok in Madrid talks, SAFE eases cross-border investment forex rules
CX Daily: Why Modi Won’t Play Cowboys and Indians With Trump, Opting Instead for Strategic Autonomy
Top Chinese and U.S. officials are set to meet in Spain this weekend. China ousts four more senior generals from its national legislature.
XPeng Partners With Magna to Build EVs in Europe
Facing rising trade barriers, XPeng begins local production in Austria to stay competitive in the EU’s fast-growing electric-vehicle market
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