Topics
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
In Depth: Chinese Carmakers Push Deeper Into Europe Despite Rising EU Trade Barriers
EV-makers, from giants such as BYD to upstarts including Leapmotor and XPeng, are gaining market share despite tariffs, while new localization and carbon rules accelerate the shift toward manufacturing inside Europe
Commentary: How China and the EU Can Avert a Costly Trade War
With the U.S. trade truce holding, Beijing and Brussels are carefully managing their own economic disputes. Through localized manufacturing and open dialogue, both sides have strong incentives to find a common denominator
CX Daily: Big Questions Loom as China’s Memory Chipmakers Prepare Blockbuster IPOs
An AI-driven shortage has turned CXMT and YMTC into profit machines, but investors disagree about how to value them
Business Brief (June 4): China Responds to New U.S. Section 301 Tariffs
Tencent’s market capitalization surges to HK$4 trillion on WeChat AI expectations, BYD ventures into humanoid robots with plans for home use
CX Daily: China’s Housing Market Flashes Signs of Life in Core Cities
Real estate transactions and prices in megacities like Shenzhen and Shanghai are rebounding, though a nationwide recovery remains elusive
Xreal Founder Bets AI Will Push Smart Glasses Beyond Hype
Xu Chi, founder of the Chinese augmented reality startup is leaning on a Google partnership to help commercialize smart glasses, though the sector faces hurdles including limited battery life and a lack of apps
Business Brief (June 3): U.S. Cuts Tariffs on Farm Equipment
Tencent Cloud slashes AI prices, Ministry of Finance allocates childcare subsidies
SAIC Motor to Build $232 Million Auto Plant in Spain
The Galicia facility will produce 120,000 vehicles annually as Chinese automakers rush to localize production in Europe
Economists Urge Export Tax Rebate Cuts as Trade Surplus Hits Record
Researchers and policy advisers say scaling back some export tax rebates could ease trade tensions and free fiscal resources to boost household consumption and rural incomes
Commentary: When the WTO Fails, Global Trade Turns to a Little-Known U.S. Court
With the World Trade Organization’s dispute mechanism paralyzed, multinational companies are relying on the American judicial system to rein in executive overreach on tariffs
Analysis: Dollar’s Pain Is Yuan’s Gain
Geopolitical fragmentation, weakening confidence in the greenback and China’s efforts to expand financing channels are creating an opening for the yuan to evolve beyond a settlement currency
Analysis: Where Is the Strengthening Yuan Headed?
As the Chinese currency hits a three-year high against the dollar, analysts predict further gains. But the central bank is stepping in to keep the rally from getting out of hand
CX Daily: How the Gree Windfall Got Squandered
After the city of Zhuhai sold its economy’s crown jewel, the state-capital binge that followed produce some unwelcome consequences
China’s Machinery, Tech Exports Hit Record as U.S. Shipments Rebound
Mechanical and electrical exports climbed to a monthly high, offsetting weakness in consumer goods while lower effective U.S. tariffs helped revive bilateral trade
Asian Allies Rush to Consult Trump After His China Visit
Leaders of Japan and South Korea press for details on the Sino-U.S. summit, highlighting fears of being bypassed in trans-Pacific strategic shifts
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