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China
Today29 stories · 52 articles
Net tone● +10% 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
2328 Sept
Policy● mixedUS, China eye lower tariffs on $30 billion of goods each in fresh trade frameworkUS–ChinaTrade and tariffsUS tariffs
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
Policy● mixedPharma PLI attracts over Rs 46,700 crore investments, but China still dominates API importsPharma and healthcareManufacturingTrade and tariffs
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 tariffs
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 costsInfrastructure
Data▲ bullishIndia’s steel output rises 4.6% in August even as global production declinesIndia’s steel output rose 4.6% in AugustSteelMetals and miningManufacturing
Policy● mixedUS to share details of China trade talks on MondayUS Trade Representative Greer said details on the talks would come MondayUS–ChinaTrade and tariffsSemiconductors
Policy● mixedCould China get a waiver under the US-Russia sanctions law while India faces tariff risk?RussiaUS tariffsRussian oil
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 Trump
● mixedPanda Diplomacy Shows Thawing US-China Ties as Xi and Trump MeetUS–ChinaXi JinpingDonald Trump
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 usersTikTokByteDance
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 data
● 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 manufacturing
Market move● mixedChina's Yuan off four-year high against US dollar, CB Leading Economic Index for China dips yet againUS dollarGlobal marketsUS–China
● mixedCNBC Daily Open: The return of panda diplomacyXi Jinping promised two giant pandas to Zoo AtlantaXi JinpingUS–China
● mixedHere's who attended the Trump-Xi state dinnerU.S. President Donald Trump hosted a dinner Thursday for Chinese President Xi JinpingDonald TrumpXi JinpingUS–China
Market move● mixedGlobal Market: Hong Kong stocks slide as investors await Trump-Xi summit detailsHang Seng fell 1.7% as investors awaited details from the Trump-Xi summitAsian marketsGlobal marketsUS–China
Market move● mixedUS-China trade truce, election risks & rising bond yields: Todd Buchholz on what markets are watchingTodd Buchholz discussed US-China trade talks and President Trump’s push for an…US–ChinaDonald TrumpGeopolitics
● mixedXi invokes Thucydides Trap as US and China discuss avoiding rivalryXi Jinping invoked the “Thucydides Trap” during his White House meeting with Donald TrumpXi JinpingDonald TrumpUS–China
Expansion▲ bullishSuzuki targets 24-month vehicle development by decade-endSuzuki aims to cut vehicle development time to 24 months by the end of this decadeCars and SUVsAutosElectric cars
Policy● mixedEU urges Britain to raise tariffs on Chinese cars, FT reportsEU urged Britain to raise tariffs on Chinese cars to prevent export issuesEuropean UnionUnited KingdomCars and SUVs
Market move● mixedStock market holidays: Taiwan to Shanghai Stock Exchange — These Asian markets to remain closed todayChina, Taiwan and South Korea markets are closed on Friday, September 25, for holidaysTaiwanAsian marketsStock exchanges
● mixedTrump-Xi summit goes big on pomp, but key US-China deals remain elusiveThe US and China extended their trade truce for another two yearsUS–ChinaTrade and tariffsDonald Trump
● mixedTrump's no ‘guardrails’ to Xi ‘human control’: Why AI is at the heart of US-China rivalryTrump has increasingly framed China as a competitor in the AI raceAIUS–ChinaDonald Trump
● mixedNepal PM proposes Himalayan climate resilience mechanism with India and ChinaNepal PM Balendra Shah proposed a mechanism led by Nepal, India and ChinaNepal
● mixedXi Jinping pushes Trump to 'oppose' Taiwan independence in rare callXi Jinping urged Donald Trump to oppose Taiwan independence in a rare callXi JinpingDonald TrumpTaiwan
● mixedXi Jinping invites 100,000 young Americans for exchanges, study in ChinaXi Jinping said 100,000 young Americans will be invited to China over five years for exchanges and studyXi JinpingUS–China
● mixedTrump, Xi review ties, vow to chart future course over common interestsDonald Trump said the US and China have “never gotten along better”US–ChinaDonald TrumpXi Jinping
● mixedMusk, Cook, Huang and other business leaders attend Trump-Xi state dinnerGuests included Apple’s Tim Cook, Nvidia’s Jensen Huang, Elon Musk and OpenAI’s Sam AltmanDonald TrumpXi JinpingElon Musk
● mixedAtlanta is getting pandas: China's Xi revives a longtime diplomatic strategy at summit with U.S.Xi Jinping promised two giant pandas to Zoo AtlantaXi JinpingUS–ChinaZoo Atlanta
● mixedFirms linked to sanctioned Chinese cotton producer continue exporting garments to USA large shipment of cotton shirts reached Los Angeles in July after travelling from southern VietnamTrade and tariffsGeopoliticsShipping routes
● mixedTrump hosts Xi at state dinner attended by technology executivesTrump welcomed Xi with honors for a rare state visitXi JinpingDonald TrumpUS–China
● mixedXi urges US-China cooperation on AI during White House meeting with TrumpDonald Trump hosted Xi Jinping at the White House on ThursdayXi JinpingAIDonald Trump
● mixedTrump-Xi Summit: Xi's ‘Thucydides Trap’ warning, push for Taiwan stance — 6 key takeaways from White House talksTrump and Xi Jinping held talks at the White HouseUS–ChinaDonald TrumpXi Jinping
● mixedTrump and Xi extend trade truce while differences remain over Taiwan and AIThe leaders discussed trade, Taiwan and AIUS–ChinaDonald TrumpXi Jinping
● mixedIndia’s global economic role expands as markets and influence deepen: ThakurEconomic growthGlobal marketsTrade deals
● mixedXi-Trump summit: Nod to historic ‘peace toast’, seabass and a lot of Chinese influence, what's on state dinner menu?Xi-Trump state dinner is scheduled for this evening in the White House East RoomXi JinpingDonald TrumpAmazon
● mixedWhy India did not sign an FTA with China, according to Piyush GoyalPiyush Goyal said concerns partly drove India’s decision not to join the Regional Comprehensive Economic PartnershipTrade dealsTrade and tariffs
● mixedUS-China talks: Trump calls for balanced trade; Xi urges fair treatment for Chinese firmsUS–ChinaTrade and tariffsDonald Trump
● mixedXi says US and China must ensure AI develops under ‘human control’, warns both sides must avoid...Xi JinpingUS–ChinaAI
● mixedTrump says AI will feature in Xi meeting but wants no change to current approachTrump said AI would be a “big topic of discussion” when he meets Xi on ThursdayDonald TrumpXi JinpingUS–China
● mixedTrump-Xi Summit: New bill proposed to overhaul Chinese tech bansDonald TrumpXi JinpingUS–China
● mixedAI could overshadow Taiwan and Iran at Trump-Xi summit: Why US and China want a crisis hotlineAIUS–ChinaGeopolitics
● mixedUS farmers push for China commitments on imports as Trump and Xi talk tradeUS–ChinaAgricultureTrade and tariffs
Expansion● mixedTencent launches payments app for ‘China-maxxing’ foreign touristsTencent launched a payments app for foreign tourists visiting ChinaFintech and payments
● mixedChina's rare earths dominance to overshadow Trump's talks with XiCritical mineralsUS–ChinaDonald Trump
Policy▲ bullishMeitY secretary says India needs technology ‘sovereign autonomy’ amid US-China dependenceKrishnan said India needs “sovereign autonomy” in technology amid US-China dependenceUS–ChinaElectronics manufacturingChip plants
Market move● mixed11:11 | A grand welcome for Xi in Washington; NSE makes market debut; insurance stocks tumbleTrump welcomed Xi Jinping in Washington as the US and China extended their trade truceXi JinpingDonald TrumpUS–China
● mixedChinese authorities reportedly in possession of F-35 components in Hong KongUPS diverted a shipment carrying an F-35 cockpit canopy and weapons bay door to Hong KongShipping and logisticsUPSHong Kong