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China
Today26 stories · 43 articles
Net tone● +7% today
Market check
Developing4 storylines
China in three lines
- Sitharaman said Chinese authorities restrict market access and impose requirements
- China asked ByteDance, Alibaba and others to report Nvidia chip purchase plans
- China held naval and air exercises near a disputed South China Sea shoal
1424 Sept
4825 Sept
2226 Sept
1127 Sept
1928 Sept
Policy● mixedUS-China tariff cuts: $30 billion trade relief plan unveiled; check full list of goodsUS–ChinaTrade and tariffsUS tariffs
Market move▼ bearishChinese Stocks Hit One-Year Low as Chip, Optical Firms SlideChinese shares touched a one-year low, led by a selloff in technology firmsSemiconductorsNvidiaAsian markets
Policy● mixedChina says to cut tariffs on US farm goods, but soybeans excludedTrade and tariffsAgricultureFarm commodities
● mixedHere’s the List of Goods the US, China Agreed on for Tariff CutsThe US and China listed $30 billion worth of goods for planned tariff cutsUS–ChinaTrade and tariffsUS tariffs
Deal▲ bullishSun Pharma signs exclusive licensing agreement with LIB Therapeutics Inc.Sun Pharma secured exclusive rights to commercialize and manufacture Lerodalcibep worldwide, excluding the US and ChinaSun PharmaPharma and healthcare
● mixedUS govt releases lists of products for $30 billion China tariff dealThe proposed $30 billion China tariff arrangement covers fireworks, household products, sports equipment and toysTrade and tariffsUS tariffsUS–China
● mixedChina says US trade-truce extension creates room to advance talksUS–ChinaTrade and tariffsTrade deals
Market move● mixedGlobal Funds End Underweight Position on China After Four YearsGlobal fund managers are ending a four-year underweight stance on Chinese stocksAIMarket valuationsGlobal markets
● mixedTrump confirms meeting with Anthropic CEO, repeats dismissal of AI fearsTrump confirmed a meeting with Anthropic’s CEO and repeated his dismissal of AI fearsDonald TrumpAnthropicAI
Data● mixedChina posts weakest industrial profit growth this year, expanding 4.2% in AugustIndustrial profits grew 4.2% in August, the weakest growth this year
Data● mixedChina industrial profit growth slows to 4.2% in AugustIndustrial profit growth was 4.2% in AugustEconomic growthTrade dataAsian markets
Expansion● mixedRio Tinto commissions carbon-capture trial at China's Shougang steel plantSteelMetals and mining
● mixedCNBC Daily Open: The art of the deal-ishXi Jinping’s Washington visit brought more personal diplomacy than breakthroughsXi JinpingUS–ChinaGeopolitics
Expansion▲ bullishBT Big Story: India wants to become a shipbuilding power. Can it match China, Japan & South Korea?India is betting Rs 70,000 crore on becoming a major shipbuilding powerShipbuildingCochin ShipyardShipping and logistics
● mixed'We are playing hockey, they are playing football': FM Sitharaman on China's trade barriersSitharaman said Chinese authorities set requirements and restrict market access, unlike India's consumer-led approachNirmala SitharamanTrade and tariffsTrade deals