China
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US Tech Stocks Set to Slide as Global Chip Selloff Deepens
US technology stocks are poised to fall, tracking a global rout in semiconductor shares. This downturn is driven by increasing concerns over artificial intelligence spending and heightened competition
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Macquarie Predicts China to Tap Commercial Oil Reserves from Q3 2026
Macquarie predicts China's state-owned refiners could begin accessing commercial oil reserves from Q3 2026. This move is expected to support refining margins and benefit Sinopec. The firm also anticip
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Chip Stocks Sink on China Competition Concerns
Chip stocks fell today, reversing early gains, due to concerns over competition from China.
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ASML Shares Fall 6.4% After Report of China Starting DUV Output
ASML shares fell 6.4% to their day's low following a report indicating that China has begun producing deep ultraviolet (DUV) lithography equipment.
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China Aims to Produce Five DUV Machines This Year, Targeting 20 by 2027
China aims to produce five DUV (Deep Ultraviolet) lithography machines this year and increase the output to 20 by 2027, according to The Information. This initiative reflects China's ongoing efforts t
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China Rejects U.S. Tariffs Over Forced Labor Allegations
China has rejected U.S. tariffs linked to forced labor allegations, urging Washington to remove the measures. Beijing stated its openness to trade talks based on mutual respect and equality, but warne
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OpenAI and Anthropic Reportedly Lobbied to Block Chinese Open-Source Models
Svmuu News: According to multiple sources familiar with the matter, OpenAI and Anthropic have held closed-door discussions with U.S. regulators in Washington, D.C., in an effort to push for stricter r
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UBS: Does Not Believe There Is a “Bubble” in China’s AI Industry
Svmuu News UBS Xiong Wei, an analyst covering China’s internet sector at Securities Times, stated that Chinese cloud providers are adopting a more prudent investment strategy, emphasizing ROI and sust
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U.S. Treasury Secretary: If Chinese Companies Use Extraction Attacks to Steal Intellectual Property, Sanctions and Inclusion on the Entity List Will Be Considered
Svmuu News: Treasury Secretary Scott Bessent posted on X, stating that while he supports open-source AI and the innovation it brings, open-source should not be used as an excuse to flagrantly infringe
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People's Bank of China (PBOC) Draft Amendment to the Law Aims to Clarify the Legal Status of the Digital Yuan
Svmuu News: The “Law of the People’s Republic of China on People's Bank of China (PBOC) (Revised Draft)” was submitted for its first review at the 23rd Session of the Standing Committee of the 14th Na
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Iranian Foreign Minister: The issue of navigation in the Strait of Hormuz should be properly addressed, and the relevant memorandum of understanding should be effectively implemented
Svmuu News: Wang Yi, Member of the Political Bureau of the CPC Central Committee and Minister of Foreign Affairs, held a telephone conversation with Iranian Foreign Minister Araghchi on the 17th at th
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State Council Information Office: China Is Stepping Up Efforts to Establish the World Artificial Intelligence Cooperation Organization
Svmuu News: According to a press conference held by the State Council Information Office, China is accelerating preparations to establish the World Artificial Intelligence Cooperation Organization and
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Foreign Ministry: Artificial intelligence is not the exclusive domain of major powers, and should not be allowed to descend into competition and confrontation
Svmuu News: Foreign Ministry spokesperson Mao Ning stated during a regular press conference on June 5 that artificial intelligence is profoundly changing the way people produce and live, becoming a ne
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Hong Kong and Mainland China Regulators Tighten Scrutiny of IPOs, Analysts Say Could Slow New Listings
Securities regulators in Hong Kong and mainland China are intensifying efforts to improve the quality of Hong Kong initial public offerings (IPOs). Analysts suggest this move could slow the flow of ne
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Iran's foreign minister will visit China on September 16 for talks with Wang Yi, following reports that Chinese entities had provided satellite imagery to Iran.
The visit comes amid reports that Chinese entities provided satellite imagery to Iran before attacks on U.S. bases. Market analysis suggests China could play a mediator role in the Middle East conflic
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Russia's Nornickel Seeks New Chinese Partner for Copper Processing Deal to Shut Down Polluting Arctic Plant
Russia's Nornickel Seeks New Chinese Partner for Copper Processing Deal to Shut Down Polluting Arctic Plant
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Australian tungsten miner EQ Resources joins US government-backed initiative to rebuild tungsten supply chain
EQ Resources will hold a 10% stake in the project, which aims to restart production at a long-closed tungsten processing plant in the United States. This move is part of Washington's efforts to rebuil
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China's new travel rules take effect Tuesday, banning citizens for up to 3 years for endangering national security or violating tech export regulations
Observers say the new rules will further tighten the Chinese government's control over its citizens. The regulations also allow for travel bans for those deemed to have "harmed" China's national secur
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China's aluminum output reached a record high last month as government limits loom
Chinese smelters accelerated production to meet a global shortfall exacerbated by the Middle East conflict, pushing output to a new record before anticipated government restrictions take effect.
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China's high-tech industry investment grew by 5.2% year-on-year from January to August, with information services increasing by 22.7%.
China's National Bureau of Statistics announced on September 15 that investment in high-tech industries grew by 5.2% year-on-year from January to August. Specifically, investment in information servic
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China's total goods imports and exports increased by 19.8% year-on-year in August, with exports up 18.6% and imports up 21.7%.
China's National Bureau of Statistics announced that the total value of goods imports and exports in August was 4.6455 trillion yuan, a year-on-year increase of 19.8%, 0.6 percentage points faster tha
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China's CPI rose 0.8% year-on-year in August, an increase of 0.3 percentage points; core CPI rose 1.0% year-on-year.
China's National Bureau of Statistics announced that the national Consumer Price Index (CPI) rose by 0.8% year-on-year in August, an increase of 0.3 percentage points from the previous month; on a mon
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China's value-added industrial output for August rose 5.2% year-on-year, accelerating by 0.7 percentage points from the previous month.
China's National Bureau of Statistics reported that in August, the value added of industrial enterprises above designated size increased by 0.54% month-on-month. Among these, the manufacturing sector'
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China's fixed-asset investment nationwide fell by 7.2% year-on-year from January to August, with private investment down by 10.1%.
According to data from China's National Bureau of Statistics, from January to August 2026, national fixed asset investment (excluding rural households) was 29,309.2 billion yuan, a year-on-year decrea
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China's crude oil output grew steadily by 0.8% in August, while crude oil processing saw a narrowing decline.
China's National Bureau of Statistics reported that in August, crude oil output for industrial enterprises above designated size was 18.43 million tons, a year-on-year increase of 0.8%, maintaining th
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China's National Bureau of Statistics: In August 2026, sales prices of commercial residential buildings in 70 large and medium-sized cities decreased both month-on-month and year-on-year.
According to data from the National Bureau of Statistics, in August 2026, among China's 70 large and medium-sized cities, the sales price index for new commercial residential buildings showed that Bei
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Asian Junk Debt Is Beating Returns on Bonds Almost Everywhere
Asian high-yield debt has emerged as a surprising global winner in bond markets, driven by ever-cheaper money in China which burnishes issuer finances.
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CNBC reports: China expands controls over overseas deployment of tech talent, US tightens visas for Chinese students and journalists.
According to CNBC's "China Watch" newsletter, China officially began restricting citizens who violate technology export controls from leaving the country on Tuesday, aiming to plug loopholes in techno
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Chinese Official Calls AI 'Core Engine of New Technological Revolution'
A top Chinese official said AI is the “core engine of a new round of technological revolution” and the main battleground of its rivalry with the U.S.
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Donald Trump called stricter AI regulation a "sick conspiracy," fearing China would win the AI race as a result; global AI-related stocks plummeted on Monday.
U.S. President Donald Trump stated that calls for increased regulation of artificial intelligence (AI) are a "sick conspiracy" designed to allow China to surpass the United States in AI technology. He
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Vale S.A. (VALE) Considers Debut Yuan Bond Issuance in China, Aiming to Diversify Funding and Deepen Ties
Brazilian mining giant Vale S.A. is exploring a potential Panda bond issuance in China's domestic bond market as early as this year. CFO Marcelo Bacci stated the company is preparing for the move, whi
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Germany to Lobby EU on New China Policy, May Seek More Tariffs
Germany to Lobby EU on New China Policy, May Seek More Tariffs
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Some companies that left China to avoid U.S. tariffs are now returning, citing difficulties in replicating China's factory ecosystem
A year after shifting production and sourcing out of China, some firms are finding it challenging to replicate the country's skilled labor, supplier networks, and reliable power elsewhere. U.S. retail
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China's M2 money supply rose 7.5% YoY in August, slightly below the estimated 7.6%, while new yuan loans for Jan-Aug totaled CNY10.44T, missing the estimated CNY10.784T.
China's M2 money supply rose 7.5% YoY in August, slightly below the estimated 7.6%, while new yuan loans for Jan-Aug totaled CNY10.44T, missing the estimated CNY10.784T.
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Taiwan to open second quasi-diplomatic mission in the Philippines, sources say
Taiwan and the Philippines are finalizing plans for Taipei to open a new office in Cebu, aiming to shore up cooperation and investment as both sides face security challenges from China. The move comes
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China’s spy agency warns of AI risk to national security
Beijing is signaling growing concern over how rapid advances in technology could be used against the country.
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Pakistan raises record $3bn in largest-ever international bond sale, signaling shift from G2G borrowing
Pakistan secured the $3 billion from global investors, marking its largest-ever international bond sale. This move underscores the country's gradual shift away from intergovernmental loans, aiming to
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