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China
Today26 stories · 44 articles
Net tone● +5% today
Market check
Developing5 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
● mixedThere wasn’t much to Xi: A red carpet, a fragile truce and the search for US-China stabilityUS–ChinaTaiwanGeopolitics
● mixedAnthropic CEO Dario Amodei to meet Trump for White House dinnerAmodei is set to have dinner with Trump on Sunday nightAnthropicDario AmodeiDonald Trump
Policy● mixedChina weighs allowing ByteDance and Alibaba to buy Nvidia chipsChina's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plansByteDanceNvidiaAI chips
● mixedIndia's China trade deficit may not tell the full story, FM Sitharaman explains whySitharaman said exports routed through other countries may not be accounted for as exports to ChinaNirmala SitharamanTrade dataTrade and tariffs
Policy● mixedTrump backs unregulated AI to beat China, but it may harm US securityTrump argues robust AI regulation could slow US progress and benefit ChinaDonald TrumpAIUS–China
● mixedGold-rich Nicaragua hands Chinese miners rights to a tenth of its landNicaragua granted Chinese miners concessions covering a tenth of its landGoldMiningMetals and mining
Market move● mixedChina consumer stocks lag as weak spending and AI focus weigh on sectorWeak spending, sluggish incomes and falling property prices pressure consumer companiesFMCG and consumptionAIAsian markets
● mixedTrump rejects closer US-China AI integrationTrump said the US should not join efforts to integrate with China on AIDonald TrumpUS–ChinaAI
● mixedUS-China AI hotline? Why Xi-Trump summit went beyond tariffs to ‘super intelligence’Wang Yi highlighted positive developments in China-US relations after Xi's Washington visitUS–ChinaXi JinpingDonald Trump
● mixedChina is playing a different game when it comes to AIExperts say the U.S. and China aren’t in an AI race because they aren’t targeting the same goalsAIUS–ChinaAI chips
● mixedChina wants in on U.S. AI data center boom. Here's whyChinese data centre manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remainData centresAIUS–China
● mixedChina, US Reach Agreements On Iran, Trade, Military Crisis Prevention: ReportChina and the US reached consensus on trade, Iran, AI and military cooperation after Xi Jinping and Donald Trump talksUS–ChinaTrade and tariffsGeopolitics
● mixedTrump and Xi signal two more meetings as US-China trade truce faces pressureThe leaders signaled plans to meet **two more times this year**US–ChinaDonald TrumpXi Jinping