The US-China negotiations in Kuala Lumpur saw higher tariffs called off, but other outcomes will be unclear before Xi and Trump’s Thursday meeting.
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Most exporters at the Canton Fair say that sales to the US have taken a hit, but some have shown remarkable resilience.
Exports and industrial activity picked up again, while most domestic demand indicators softened.
The BIS’s new “50% rule” is already having a significant impact on Chinese companies.
Beijing decided to carry out new export controls on rare earths and launch its own version of the US foreign direct product rule.
China’s passenger car exports have continued to grow rapidly, with EV exports increasing faster than ICE car exports this year.
Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
Chen Long and Bo Zhengyuan discuss the latest from the US-China relationship and what’s behind the concurrence of a strong stock market and struggling economy.
The Chinese equity rally is lasting into the fall, with tech stocks out in the lead.
Trump and Xi will meet at APEC in October, but Trump’s China visit has been set for 2026, pointing to another tariff extension but no deal this year.