18 h. ago Kenya’s plan to switch debt payments from US dollars to yuan is a ‘win

Kenya’s plan to convert its US dollar-denominated Chinese debt to yuan is a “win-win”, as it is expected to reduce interest payments for the African nation while advancing China’s goal of increasing the global use of its currency, according to analysts. The deal would be precedent-setting and could establish a new rule book for future debt restructuring and possibly cut reliance on the US dollar. In late August, Kenya’s Treasury announced that talks with the Export-Import Bank of China were at...

Economics

20 h. ago China export growth seen slowing in August as US trade truce boost fades

China export growth seen slowing in August as US trade truce boost fades - Reuters poll  Reuters

Politics

3 d. ago US revokes TSMC’s ‘fast track’ China export status as controls tighten

The US has revoked Taiwan Semiconductor Manufacturing Company’s (TSMC) authorisation to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older generation facility. The change removes a fast track export privilege known as Validated End User (VEU) status, meaning future shipments of US-origin chipmaking tools to TSMC’s Nanjing site will require individual licences. The action mirrors steps the US took to revoke the same...

Politics

8 d. ago Wuliangye Yibin’s profit slump mirrors rival Kweichow Moutai’s woes

Wuliangye Yibin, China’s second-largest liquor distiller, reported its slowest earnings growth in a decade, reflecting the impact of an intensified anti-corruption campaign on ostentation and a slowing economy that has also affected its peers. First-half revenue of the Yibin, Sichuan-based company rose 4.2 per cent to 52.8 billion yuan (US$7.4 billion) from a year earlier, while net profit attributable to equity holders increased 2.3 per cent to 19.5 billion yuan, according to its earnings...

Politics

1 week ago Trump Threatens 200% Tariffs On China If Beijing Does Not Export Rare

Trump Threatens 200% Tariffs On China If Beijing Does Not Export Rare-Earth Magnets To US  NDTV Profit

Politics

2 w. ago China’s shipments of major fertiliser surge 600%, signalling softer export curbs

Chinese shipments of urea – a major fertiliser and chemical used to reduce emissions – have surged after Beijing reportedly eased an export ban imposed last year to curb domestic prices and maintain food security. Analysts said exports of the chemical – a type of nitrogen used in agriculture as well as to curb diesel and industrial emissions – may continue rising in August and September, as a large portion of the quota remained unused and shipments to India might resume. China exported 567,184...

Politics

2 w. ago BHP Banks on China Export Resilience and India Growth for Demand

BHP Banks on China Export Resilience and India Growth for Demand  Bloomberg.com

Politics

2 w. ago Nvidia plans more powerful chip for China after H20 approval: sources

Nvidia is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, according to two people briefed on the matter. US President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China, but the sources noted US regulatory approval was far from guaranteed amid deep-seated fears in Washington about giving China too much...

Politics

2 w. ago China lifts curbs on export of rare earth magnets to India, says Indian media

China lifts curbs on export of rare earth magnets to India, says Indian media  Reuters

Politics

2 w. ago Nvidia, AMD Cleared to Export Downgraded AI Chips to China Under Trump Deal

Nvidia, AMD Cleared to Export Downgraded AI Chips to China Under Trump Deal  Yahoo Finance

Politics

2 w. ago Nvidia’s China Export: Buy The Rumor And Sell The News (Rating Downgrade) (NASDAQ:NVDA)

Nvidia’s China Export: Buy The Rumor And Sell The News (Rating Downgrade) (NASDAQ:NVDA)  Seeking Alpha

Politics

2 w. ago Is US trade policy for sale? America’s partners deserve an answer

Any lingering doubts about the extent to which US President Donald Trump has rewritten the rules of global trade should have been laid to rest with reports that chip giants Nvidia and AMD have agreed to pay the US government 15 per cent of the revenue from chip sales in China. The payments are a quid pro quo for approval of the export licences needed to sell semiconductors critical to China’s artificial intelligence (AI) ambitions. The previously stalled licences were approved by the Commerce...

Events

2 w. ago Nvidia says H20 export controls didn’t stop China’s AI progress — claims 'they only stifled U.S. economic and technology leadership'

Nvidia says H20 export controls didn’t stop China’s AI progress — claims 'they only stifled U.S. economic and technology leadership'  Tom's Hardware

Politics

3 w. ago Beijing's Consumer Loan Push And Trade Truce Boost China ETFs

Beijing's Consumer Loan Push And Trade Truce Boost China ETFs  Benzinga

Politics

3 w. ago Applied Materials’ forecast hit by weak Chinese demand, US export curb

Applied Materials’ forecast hit by weak Chinese demand, US export curb  South China Morning Post

Events

3 w. ago Applied Materials' forecast hit by China pause, export‑license woes; shares down 13%

Applied Materials' forecast hit by China pause, export‑license woes; shares down 13%  Reuters

Events

3 w. ago Soybean Prices Drop as Export Sales Lag Amid China’s Absence

Soybean Prices Drop as Export Sales Lag Amid China’s Absence  Transport Topics

Economics

3 w. ago China’s Rare Lending Slump Feeds Worry on Slower Economic Growth

China’s Rare Lending Slump Feeds Worry on Slower Economic Growth  Bloomberg.com

Economics

3 w. ago Indian firm ships diesel to China & Beijing removes urea export curbs, as political thaw continues

Indian firm ships diesel to China & Beijing removes urea export curbs, as political thaw continues  ThePrint

Politics

3 w. ago How China seeks to distribute AI while US only wants to dominate

Within days of each other, the world’s two artificial intelligence (AI) superpowers unveiled duelling blueprints for the future. The United States released its sweeping AI Action Plan, calling for deregulation, semiconductor expansion and “full-stack” AI export packages to allies. Days later, China put forth its proposal at the World Artificial Intelligence Conference in Shanghai: a global AI governance body open to the Global South, a push for open-source collaboration and a subtle rebuke of AI...

Politics