We learned from a recent trip to the Canton Fair that China’s exports to the US are taking a huge hit but have not been wiped out.
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Most of China’s major economic indicators improved in March, but the impact of Trump’s tariffs looms on the horizon.
Some AI companies, best represented by DeepSeek, have challenged the established notion that top-tier AI talent has to be trained in the US.
Tariffs between the US and China have ballooned in recent days, but it seems more likely now that the two sides will start talking to each other.
Chen Long and Bo Zhengyuan discuss Trump’s latest tariffs, Beijing’s response, and what we expect to happen next.
Beijing has retaliated against Trump’s latest tariff hike with a basket of measures and vowed to provide greater support to the economy.
Trump has announced a major new tariff package, including a 34-ppt hike on China; the US also revoked the de minimis treatment for Chinese shipments.
The USD/CNY spot rate has been quite stable over the past two months despite higher tariffs from the US, largely due to a weak USD.
Beijing has expressed opposition to CK Hutchison’s plan to sell its Panama ports, and we doubt the deal can proceed as originally planned.
Chinese internet giants have begun to integrate AI into their mainstream applications.