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China
Today28 stories · 49 articles
Net tone● +8% today
Market check
Developing6 storylines
China in three lines
- Two giant pandas sent by China arrived at Zoo Atlanta
- Chinese shares touched a one-year low, led by a selloff in technology firms
- Global fund managers are ending a four-year underweight stance on Chinese stocks
1424 Sept
4825 Sept
2226 Sept
1127 Sept
2228 Sept
Market move▼ bearishGlobal Market: Chinese stocks slide as US-China optimism fades, tech shares tumbleChina’s CSI300 fell 2.2% as optimism from the US-China summit fadedUS–ChinaGeopoliticsAsian markets
Expansion▲ bullishExplained - Two key reasons why Borosil shares are up 6% in a weak marketBorosil shares rose 6% in a weak marketBorosilManufacturingTrade and tariffs
● mixedGiant pandas arrive in US after Trump-Xi summit: What is China’s ‘panda diplomacy’?Two giant pandas sent by China arrived at Zoo AtlantaZoo AtlantaUS–China
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 to cut tariffs on US farm goods, but list excludes soybeansTrade 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 secures rights to commercialise Lerodalcibep outside the US and ChinaSun Pharma will commercialise and manufacture Lerodalcibep worldwide, excluding the United States 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
● mixedIndia-China trade has a Vietnam twist, says FM Sitharaman as she flags market-access barriersTrade and tariffsNirmala Sitharaman
Policy● mixed‘Made in EU’ rules: Brexit strikes back and the China factorEuropean UnionUnited Kingdom
● mixedUS and China agree to $30 billion tariff cut and launch AI dialogueThe two countries agreed to a $30 billion tariff cutUS–ChinaTrade and tariffsUS tariffs
● mixedChina agrees to buy 10 million tonnes of US coal in 2027 and 2028China is set to buy 10 million tonnes of US coal across 2027 and 2028CoalUS–ChinaDonald Trump
● mixedAmerica and China’s leaders indulge in pageantry as crises mountUS–ChinaXi JinpingGeopolitics
Market move● mixedStock market holidays next week: India, China, Taiwan to Hong Kong — these global indices to remain closed on these daysAsian markets have a holiday-shortened trading week from September 28 to October 2Asian marketsGlobal marketsStock exchanges
● mixedChinese AI models surge in global popularity — and Washington is worriedUsage of Chinese AI models by businesses globally increased substantially in 2026AIAI labsOpenAI
● mixedUS and China agree to channel for AI incidents and a Super Intelligence dialogueThe countries agreed to establish a communication channel for AI-related incidentsUS–ChinaAIDonald Trump
Policy● mixedUS lawmakers aim to keep China's datacenter tech out of sensitive government systemsData centresUS–ChinaAI
● mixedTrump warns Xi against support for Iran — China gives conflicting assurancesUS says Beijing committed not to support Iran; an Iranian official says China intends to maintain its…Donald TrumpXi JinpingIran
Market move● mixedSoybean futures rise as traders await US-China trade detailsFarm commoditiesUS–ChinaTrade and tariffs
● mixedTrump, Xi wrap state visit centered on spectacle over substance. Here are the top takeawaysTrump and Xi spent two days in Washington focused on ceremony, with few deliverablesDonald TrumpXi JinpingUS–China
● mixedDatanomics: Love-hate relationship between the two largest economiesChinese FDI into the US and jobs created by each side’s multinationals in the other’s economy have declinedFDIUS–ChinaUS economy
● mixedTrump, Xi to meet again in China, Miami after ‘very productive’ Washington visitDonald TrumpXi JinpingUS–China
Policy● mixedUS’ Graham Act, trade restrictions are sustained coercion; US, China, EU weaponise trade: CEACEA called the US Graham Act and trade restrictions sustained coercionUS–ChinaTrade and tariffsGeopolitics
● mixedTrump told Xi that China’s assistance to Iran was unacceptable, US ambassador saysTrump told Xi that China helping Iran was unacceptableDonald TrumpXi JinpingIran