3 h. ago China Bonds Get a Boost as Trade Angst Spurs Bets on PBOC Easing

China Bonds Get a Boost as Trade Angst Spurs Bets on PBOC Easing  Bloomberg

Politics

4 h. ago China increases criticism after tense military encounter between planes

China increases criticism after tense military encounter between planes  Australian Broadcasting Corporation

Events

5 h. ago Nexperia crisis: how geopolitics disrupts a global chip supply chain

The ongoing dispute between China and the Netherlands over chipmaker Nexperia has highlighted how geopolitical tensions can disrupt an otherwise smooth global supply chain, according to analysts. Based in Nijmegen, Netherlands, Nexperia exemplifies a typical multinational company with front-end fabrication plants in Hamburg, Germany, and Manchester, UK, as well as back-end assembly facilities across Asia, including Dongguan, China; Laguna, the Philippines; and Negeri Sembilan, Malaysia. The...

Politics

10 h. ago Newcomers Shrug Off China’s EV Headwinds With Bets on Niche Cars

Newcomers Shrug Off China’s EV Headwinds With Bets on Niche Cars  Bloomberg

Politics

11 h. ago U.S., China Try to Defuse Tensions. Don’t Bet On Lower Tariffs or Risks.

U.S., China Try to Defuse Tensions. Don’t Bet On Lower Tariffs or Risks.  Barron's

Events

23 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

23 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

31 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

32 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

33 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

34 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

38 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

40 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

41 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

49 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

50 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

54 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

58 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

64 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

67 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