11 h. ago Major foreign banks raise China’s GDP forecast, annual target seen as ‘on track’

Several major banks forecast stronger economic growth for China this year, buoyed by third-quarter data showing slightly better-than-expected expansion despite domestic and external headwinds. Investment bank Goldman Sachs raised its full-year gross domestic product forecast for 2025 from 4.8 per cent to 4.9 per cent, noting that the government’s target of “around 5 per cent” remains “largely on track”. The bank also revised its estimate for 2026, up slightly from 4.2 per cent to 4.3 per cent,...

Events

11 h. ago Overseas banks raise China GDP forecasts, say Beijing ‘on track’ for 2025 target

Several major banks forecast stronger economic growth for China this year, buoyed by third-quarter data showing slightly better-than-expected expansion despite domestic and external headwinds. Investment bank Goldman Sachs raised its full-year gross domestic product forecast for 2025 from 4.8 per cent to 4.9 per cent, noting that the government’s target of “around 5 per cent” remains “largely on track”. The bank also revised its estimate for 2026, up slightly from 4.2 per cent to 4.3 per cent,...

Events

19 h. ago BHP bets on iron ore resilience despite China slowdown; Q1 output misses

BHP bets on iron ore resilience despite China slowdown; Q1 output misses  Reuters

Politics

20 h. ago CK Hutchison gets encouraging signs of a deal with Panama government

A senior Panamanian official said on Monday that Panama will remain flexible and potentially reach an agreement with CK Hutchison as the Latin American country navigates the geopolitical rivalry between the United States and China. “We are working on a plan in case that [Panama’s Supreme Court] ruling goes against the extension of the contract” for CK Hutchison, said Jose Ramon Icaza, Panama’s minister of canal affairs. “In that case, we have to step in as the Panama Maritime Authority to take...

Politics

21 h. ago To avert war, the West must shatter the mirror by which it views China

In the shadow of escalating tensions between the United States and China, Graham Allison’s concept of the Thucydides Trap has become a staple of geopolitical discourse. Coined by the Harvard scholar, the term evokes the ancient Greek historian Thucydides’ observation that “it was the rise of Athens and the fear that this instilled in Sparta that made war inevitable”. Allison’s study of 16 historical cases, where a rising power challenged a ruling one, found war in 12 instances. He warns that...

Events

22 h. ago A Troubled $140 Billion Bet on China Property Gets Even Worse

A Troubled $140 Billion Bet on China Property Gets Even Worse  Bloomberg.com

Economics

26 h. ago Q&A: ‘Balancing between China and the US will be increasingly difficult’

Q&A: ‘Balancing between China and the US will be increasingly difficult’  Dialogue Earth

Politics

28 h. ago China’s rare earth magnet exports to US plunge 29% as tensions simmer

The decline in China’s exports of rare earth magnets to the United States accelerated in September – a period predating Beijing’s expansion of controls over the flow of the critical minerals – an indication the prized items remain a major battleground in the ongoing trade war between the world’s two largest economies. China’s total exports to the US of the permanent magnets – essential components in manufacturing for several hi-tech industries, including electric vehicles and defence – reached...

Events

29 h. ago Gold climbs on rate cut bets, broader uncertainty; investors eye US

Gold climbs on rate cut bets, broader uncertainty; investors eye US-China trade talks  Reuters

Economics

37 h. ago Asia stocks rise on China data, trade talks; Nikkei hits record highs on Takaichi bet

Asia stocks rise on China data, trade talks; Nikkei hits record highs on Takaichi bet  Seeking Alpha

Events

38 h. ago Asia stocks rise: Japan surges on Takaichi bets, China buoyed by positive GDP

Asia stocks rise: Japan surges on Takaichi bets, China buoyed by positive GDP  Investing.com

Politics

42 h. ago PLA tanker ‘spotted resupplying coastguard vessel’ near Scarborough Shoal

The PLA Navy replenishment ship Qinghaihu was reportedly seen resupplying a China Coast Guard vessel near the disputed Scarborough Shoal last week. The manoeuvre highlights growing coordination between China’s naval and coastguard forces amid heightened tensions with the Philippines in the contested South China Sea. According to a report by Manila-based ABS-CBN news, two Chinese navy warships and four coastguard vessels, as well as several Chinese maritime militia vessels, were monitored by the...

Events

46 h. ago Trump may cut a deal with China as markets bet on Fed easing: Jefferies (XAUUSD:CUR:Commodity)

Trump may cut a deal with China as markets bet on Fed easing: Jefferies (XAUUSD:CUR:Commodity)  Seeking Alpha

Politics

52 h. ago Drum Tower newsletter: The uncomfortable embrace between China and America

Drum Tower newsletter: The uncomfortable embrace between China and America  The Economist

Politics

55 h. ago Trade tensions between the U.S. and China are escalating ahead of Trump

Trade tensions between the U.S. and China are escalating ahead of Trump-Xi meeting  NPR

Politics

60 h. ago China Eastern Airlines to Resume Flights Between Two Most Populated Countries

China Eastern Airlines to Resume Flights Between Two Most Populated Countries  Aviation A2Z

Politics

2 d. ago Week Ahead: Impasses Between U.S. And China And Between Republicans And Democrats

Week Ahead: Impasses Between U.S. And China And Between Republicans And Democrats  Seeking Alpha

Politics

3 d. ago Nexperia said to halt salaries and system access for Chinese employees

Nexperia has withheld access to work accounts and halted salaries for its employees in China, according to local news reports citing a letter from the Chinese unit of the Dutch chipmaker, marking the latest escalation in a growing political dispute between the Netherlands and China. The Chinese unit of Nexperia informed customers on Friday that it had been notified by headquarters that salary payments would cease and employees’ access to company systems would be suspended, according to Chinese...

Politics

3 d. ago Top US and China envoys set trade talks after ‘constructive’ phone call

Chinese Vice-Premier He Lifeng and US Treasury Secretary Scott Bessent held a phone call on Saturday morning and stated that trade negotiators from their countries would meet next week. “This evening, Vice-Premier He Lifeng and I engaged in frank and detailed discussions regarding trade between the United States and China,” Bessent wrote on social media on Friday evening in Washington. “We will meet in person next week to continue our discussions.” In a separate read-out, China described He’s...

Politics

3 d. ago Top US and China envoys set trade talks after ‘constructive’ video call

Chinese Vice-Premier He Lifeng and US Treasury Secretary Scott Bessent held a video call on Saturday morning and stated that trade negotiators from their countries would meet next week. “This evening, Vice-Premier He Lifeng and I engaged in frank and detailed discussions regarding trade between the United States and China,” Bessent wrote on social media on Friday evening in Washington. “We will meet in person next week to continue our discussions.” In a separate read-out, China described He’s...

Politics