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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
Tech Brief (Nov. 6): China Rolls Back Tariffs, Sanctions on U.S. Entities in Trade Thaw
Nexperia denies rumored China-EU deal, SoftBank and OpenAI announce Japan joint venture
U.S. Buyers Return as Canton Fair Hits Record Attendance
China’s flagship trade show drew over 310,000 overseas visitors, with American participation up 14%, signaling a rebound in demand despite ongoing tariffs
CX Daily: China Sees ‘Stable Period’ for U.S. Ties After Xi-Trump Summit
Following the APEC summit in South Korea, China’s foreign minister highlights diplomatic progress with the U.S. and Asian neighbors
Trade War Monitor, Nov. 3: Sweeping Truce Pauses U.S.-China Economic Conflict
The deal provides relief for farmers and shippers but buys Washington time to build new rare earth supply chains, signaling the strategic rivalry is far from over
China to Scrap Tariffs on U.S. Farm Goods, Buy More Soybeans
Beijing will lift retaliatory duties on a range of American agricultural products and has committed to buying at least 25 million tons of U.S. soybeans annually for three years
Energy Insider: U.S., China to Suspend Mutual Port Fees for One Year
White House says China will scrap retaliatory tariffs on U.S. farm goods, PipeChina adds nearly 5 billion cubic meters of gas storage capacity
The Week Ahead (Nov. 3-9): U.S. Supreme Court to Debate Legality of Trump’s Tariffs
The 30th U.N. Climate Change Conference will convene in Brazil, and a Hong Kong court will hold a hearing on Sunac’s restructuring plan
In Depth: Busan Summit Sets Course for New U.S.-China Equilibrium
In their first meeting in six years, Xi and Trump forge a one-year truce on tariffs and export controls, steering the world’s two largest economies toward a pragmatic “G2” equilibrium while long-term tech and trade rivalries persist.
Top Stories of the Month: What China’s New Five-Year Plan Says About the Economy
The blueprint doubles down on manufacturing and tech self-reliance
China’s Factory Activity Contracts as PMI Falls
Manufacturing weakness has offset a holiday boost to the services sector, pulling the composite indicator lower
Weekly Must-Read: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush
As U.S. tech giants pursue compute-heavy infrastructure, China bets on power in numbers with homegrown innovation and modular design
CX Daily: China’s AI Companions Struggle to Turn Intimacy Into Industry
The U.S. and China reach a broad truce to ease trade tensions. China expands a pilot program for easier cross-border trade settlement
Trump Touts Energy Deal With China, but Geopolitical Risks Clouds Outlook
Despite fresh diplomacy and tariff shifts, traders see little chance of a rebound in U.S.-China energy flows without political stability
Soybean Trade Thaws as China, U.S. Scale Back Tit-for-Tat Tariffs
The agreement follows a halt in U.S. soybean purchases as Beijing ramped up imports from Brazil and Argentina, leaving traders watching to see how quickly American shipments will resume
Commentary: The Internationalization of the Yuan and the Role of Stablecoins
Even as U.S. policy instability challenges the dollar’s safe-haven status, the yuan has failed to capitalize. While Hong Kong’s stablecoin licensing offers a new path, capital controls and competition from e-CNY remain major obstacles
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