Monday, 28 September 2026Updated 9m ago
Market pulse › China

China

Place tag · tracked since 24 Sept · also chinese, beijing, prc

Today29 stories · 50 articles118 stories since 24 Sept
Net tone● +8% today+6% over the week
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Developing6 storylinesBiggest: US-China summit on trade and AI · 45 updates

China in three lines

Written 1h ago from its latest stories
  • 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

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

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stories together this week · colour is their tone

Stories

118 in all · newest first
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 markets1 source
44m
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 markets2 sources
2h
● 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 tariffs1 source
4h
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 healthcare4 sources
1h
● 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–China1 source
4h
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 markets2 sources
4h
● 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 TrumpAnthropicAI1 source
5h
Data● mixedChina posts weakest industrial profit growth this year, expanding 4.2% in AugustIndustrial profits grew 4.2% in August, the weakest growth this year1 source
6h
● mixedCNBC Daily Open: The art of the deal-ishXi Jinping’s Washington visit brought more personal diplomacy than breakthroughsXi JinpingUS–ChinaGeopolitics1 source
6h
● 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 deals1 source
13h
● mixedAnthropic CEO Dario Amodei to meet Trump for White House dinnerAmodei is set to have dinner with Trump on Sunday nightAnthropicDario AmodeiDonald Trump4 sources
4h
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 chips4 sources
5h
● 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 tariffs1 source
21h
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–China1 source
1d
● mixedGold-rich Nicaragua hands Chinese miners rights to a tenth of its landNicaragua granted Chinese miners concessions covering a tenth of its landGoldMiningMetals and mining1 source
1d
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 markets2 sources
1d
● mixedTrump rejects closer US-China AI integrationTrump said the US should not join efforts to integrate with China on AIDonald TrumpUS–ChinaAI1 source
2d
● 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 Trump1 source
2d
● 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 chips1 source
2d
● 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–China1 source
2d
● 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 tariffsGeopolitics1 source
2d
● 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 Jinping3 sources
5h
● 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 tariffs5 sources
1d
● 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 Trump2 sources
2d
● mixedChinese AI models surge in global popularity — and Washington is worriedUsage of Chinese AI models by businesses globally increased substantially in 2026AIAI labsOpenAI1 source
2d
● 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 Trump3 sources
2d
● 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 JinpingIran1 source
2d
● 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–China1 source
3d
● 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 economy1 source
3d
● mixedTrump told Xi that China’s assistance to Iran was unacceptable, US ambassador saysTrump told Xi that China helping Iran was unacceptableDonald TrumpXi JinpingIran2 sources
3d
Data▲ bullishUS, UK, China drive India's engineering goods exports in AugustIndian engineering exports rose 24.86% year-on-year in August to $12.32 billionTrade dataUnited KingdomTrade and tariffs1 source
3d
Market move● mixedHigh input costs, policy support will likely keep steel prices higher than 2025Steel prices likely to stay higher than 2025, supported by high input costs and policy supportSteelInput costsInfrastructure1 source
3d
Policy● mixedUS to share details of China trade talks on MondayUS Trade Representative Greer said details on the talks would come MondayUS–ChinaTrade and tariffsSemiconductors4 sources
3d
Policy▼ bearishIndia left more exposed to Trump's 100% oil threat as China gets tariff breatherIndia faces greater exposure to US tariff pressure over Russian oil as the US-China trade truce extends until January 10Russian oilUS tariffsDonald Trump1 source
3d
Legal● mixedFirst US trial against TikTok to test claims platform fueled teen mental health crisisAn Alabama jury will hear claims that TikTok and ByteDance made the platform addictive to young usersTikTokByteDance1 source
3d
Data● mixedChina saw 'surprise' jump in U.S. orders ahead of Trump-Xi summit, private survey showsA private survey showed a rebound in China’s exports to the U.S. ahead of the Trump-Xi summitUS–ChinaTrade and tariffsTrade data1 source
3d
● mixedIndia vs China manufacturing: Where India stands as Jefferies flags scale, energy and capex gapsIndia is expanding manufacturing across steel, electronics, solar modules and semiconductorsManufacturingSteelElectronics manufacturing1 source
3d
● mixedCNBC Daily Open: The return of panda diplomacyXi Jinping promised two giant pandas to Zoo AtlantaXi JinpingUS–China1 source
3d
● mixedHere's who attended the Trump-Xi state dinnerU.S. President Donald Trump hosted a dinner Thursday for Chinese President Xi JinpingDonald TrumpXi JinpingUS–China1 source
3d