9 h. ago Nvidia: Limited China Impact, Strong Buy Maintained (NASDAQ:NVDA)

Nvidia: Limited China Impact, Strong Buy Maintained (NASDAQ:NVDA)  Seeking Alpha

Politics

29 h. ago China Reviews Impact of US Data Curbs Due to Trump’s Budget Cuts

China Reviews Impact of US Data Curbs Due to Trump’s Budget Cuts  Bloomberg.com

Politics

6 d. ago ‘Making a dent’: race is on to reap rare earths elsewhere amid China’s dominance

Beijing’s imposition of rare earth export restrictions from April – playing its trump card in the face of Washington’s intensifying tariffs and tech curbs – helped send a message to Washington ahead of this week’s discussions over bilateral export-control issues. Considered a trump card because rare earths have an outsized impact on auto, electronics and defence industries, and China dominates the supply chain, the trade in such critical minerals is widely expected to be among the key topics...

Politics

1 week ago AI might solve China’s labour woes, but could also fuel deflation, report says

While the rise of artificial intelligence (AI) is set to mitigate an expected shortage of labour in China in the long run, market observers differ on its impact on deflationary pressures in the near term. The wider adoption of AI in China could exacerbate “China’s prevailing deflationary pressures” by disrupting an already-weak employment market, as the labour displacement effects of the technology might dominate in the short term, Morgan Stanley analysts said in a research report published last...

Politics

2 w. ago India's Maruti says no immediate impact from China rare earth magnet curbs

India's Maruti says no immediate impact from China rare earth magnet curbs  Reuters

Politics

2 w. ago Nvidia earnings live: Nvidia beats on Q1 revenue, sees $8 billion impact from China export rules

Nvidia earnings live: Nvidia beats on Q1 revenue, sees $8 billion impact from China export rules  Yahoo Finance

Economics

2 w. ago Nvidia earnings updates: Wall Street watching for tariff impact, China market share

Nvidia earnings updates: Wall Street watching for tariff impact, China market share  Business Insider

Economics

2 w. ago The Belt and Road Initiative: what impact on China and the global economy?

The Belt and Road Initiative: what impact on China and the global economy?  Economics Observatory

Politics

2 w. ago Trump’s China Tariffs Are Having a ‘Massive Impact’ on Small Business

Trump’s China Tariffs Are Having a ‘Massive Impact’ on Small Business  The New York Times

Politics

3 w. ago Nvidia Stock Rises. Why This Analyst’s Shrugging Off China Chip Restrictions Impact.

Nvidia Stock Rises. Why This Analyst’s Shrugging Off China Chip Restrictions Impact.  Barron's

Politics

3 w. ago Lutnick: Trump "felt horrible" about impact of China tariffs

Lutnick: Trump "felt horrible" about impact of China tariffs  Axios

Politics

3 w. ago Fed's Musalem warns tariffs could have 'significant' impact on economy despite China trade truce

Fed's Musalem warns tariffs could have 'significant' impact on economy despite China trade truce  Yahoo Finance

Events

4 w. ago US port most dependent on China trade braces for new tariff impact after 90

Container traffic up in April ahead of US import tariffs, but first week of May saw a 30 per cent plunge in container volume.

Politics

4 w. ago US port most reliant on China braces for new tariff impact after 90

US port most reliant on China braces for new tariff impact after 90-day truce  South China Morning Post

Politics

4 w. ago China's factory output resists tariff impact, retail sales disappoint

China's factory output resists tariff impact, retail sales disappoint  Reuters

Economics

4 w. ago China April slowdown shows the impact of economic uncertainty

China April slowdown shows the impact of economic uncertainty  ING THINK economic and financial analysis | ING Think

Economics