95 m. ago EU pushes for China trade "rebalancing" as Trump factor looms

EU pushes for China trade "rebalancing" as Trump factor looms  KrASIA

Politics

8 h. ago Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says

Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says  Fortune

Economics

13 h. ago Hong Kong Urban Renewal Authority eyes Middle East, Europe investors for bonds

Hong Kong’s cash-strapped Urban Renewal Authority (URA) will issue another round of bonds this year and has reached out to investors in the Middle East and Europe, the body’s outgoing chief has revealed. Authority managing director Wai Chi-sing also said that two sites the government gave to the URA this month had strengthened its bargaining power in talks with investors, and that he believed there would be more similar land grants in the future. Wai, who leaves the statutory body on Saturday...

Economics

14 h. ago This Rare Earth Stock Is Soaring as US, China Negotiate. Why It’s the Best Way to Play the Trade.

This Rare Earth Stock Is Soaring as US, China Negotiate. Why It’s the Best Way to Play the Trade.  Barron's

Politics

15 h. ago Huawei’s AI chip output limited to 200,000 in 2025, US commerce official says

Huawei Technologies is expected to ship no more than 200,000 of its advanced artificial intelligence (AI) semiconductors this year, according to a senior Trump administration official overseeing US export controls, who estimated that “most or all of” those chips would be supplied to enterprises within China. That figure would pale in comparison to the more than 1 million China-specific H20 graphics processing units (GPUs) produced by Nvidia in the last nine months of 2024, according to a January...

Politics

15 h. ago China extracts critical mineral rubidium from brine for first time

Chinese scientists have achieved a breakthrough in the commercial extraction of the critical metal rubidium directly from salt lake brine, potentially slashing dependence on imports – mostly from Canada – that now supply two-thirds of China’s needs. This industrial-scale method produces ultra-pure rubidium chloride from ultra-low concentrations, offering a new domestic source for this strategically vital material. The Qinghai Institute of Salt Lakes (ISL) of the Chinese Academy of Sciences (CAS)...

Politics

17 h. ago Despite U.S., China trade deal, tariffs keep economy in state of uncertainty

Despite U.S., China trade deal, tariffs keep economy in state of uncertainty  Axios

Economics

20 h. ago As Chinese exporters explore home market, how are letters of credit helping?

After the United States imposed so-called reciprocal tariffs on imports from China in April, Beijing took steps to help Chinese exporters sell their products domestically. In addition to the staging of product promotion events across the country and the offering of fiscal and financial incentives, Beijing also encouraged the increased use of letters of credit (L/Cs) to help such businesses switch focus to the domestic market. What is a domestic letter of credit? A letter of credit, also known as...

Politics

20 h. ago Cheerleaders to critics: German machinery makers call for EU action on China

Germany’s iconic machine makers used to be among the loudest cheerleaders for ever-closer economic ties between China and Europe. Now, as exports dwindle and facing “increasingly strong [Chinese] competitors” beefed up by “unfair state subsidies”, the industry is demanding that Brussels put in place trade barriers to protect it. A new position paper published on Thursday by the Mechanical Engineering Industry Association (VDMA), representing medium-sized manufacturers that help constitute...

Politics

22 h. ago China delays approval of $35bn US chip merger amid Donald Trump’s trade war

China delays approval of $35bn US chip merger amid Donald Trump’s trade war  Financial Times

Politics

23 h. ago Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad

Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad  WSJ

Transport

25 h. ago Chinese solar firms bank on overseas expansion to survive amid US tariffs

Chinese solar and energy-storage companies will continue to press ahead with their overseas expansion with or without a long-term agreement on trade tariffs, as production abroad holds the key to their long-term survival, according to executives at China’s largest solar industry exhibition. Although the US and China reached a 90-day truce in their ongoing tariff war in May, solar panel exports from China and Southeast Asia to the US are still subject to tariffs of as much as 3,521 per cent, with...

Economics

26 h. ago China’s Economy Withstood Trade Chaos But Momentum Likely Slowed

China’s Economy Withstood Trade Chaos But Momentum Likely Slowed  Bloomberg

Events

28 h. ago Trump cannot hope to solve a China ‘problem’ he has misdiagnosed

Amid a US-China trade truce, negotiators in London reached a “framework” agreement to activate the Geneva deal, raising hopes for an immediate alleviation of the trade conflict, including potentially a US commitment to revoke some of its tech embargoes in return for China’s relaxation of rare earth export restrictions. The full details of the London agreement are expected to be available after both US President Donald Trump and President Xi Jinping have approved it. The two-day London...

Politics

28 h. ago Trump’s fundamental mistake is in seeing China as America’s problem

Amid a US-China trade truce, negotiators in London reached a “framework” agreement to activate the Geneva deal, raising hopes for an immediate alleviation of the trade conflict, including potentially a US commitment to revoke some of its tech embargoes in return for China’s relaxation of rare earth export restrictions. The full details of the London agreement are expected to be available after both US President Donald Trump and President Xi Jinping have approved it. The two-day London...

Politics

29 h. ago Trump’s China Trade Framework Mostly a Reset to Earlier Terms

Trump’s China Trade Framework Mostly a Reset to Earlier Terms  Bloomberg

Politics

29 h. ago China ‘always’ raises this issue in deals with the US, trade rep says

China ‘always’ raises this issue in deals with the US, trade rep says  Fox News

Politics

29 h. ago Trump's China trade 'deal' returns the U.S. right back to where it started

Trump's China trade 'deal' returns the U.S. right back to where it started  MSNBC News

Politics

30 h. ago Nvidia to exclude China from forecasts amid US chip export controls

Nvidia to exclude China from forecasts amid US chip export controls  South China Morning Post

Politics

31 h. ago US, China trade truce: Beijing affirms pact, says both must abide by deal

US, China trade truce: Beijing affirms pact, says both must abide by deal  The Economic Times

Economics