Trump said that he will postpone his visit to China to focus on the war in Iran; late April now looks like the most likely time for a leaders’ summit.
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This year’s late Chinese New Year was a big boost for yoy growth in Jan-Feb, and we expect some moderation in March.
The USD/CNY experienced a few volatile trading days, and the gap between the spot rate and fixing rate narrowed.
China has laid out national targets for the 2026-2030 period in its 15th Five-Year Plan.
The war in Iran has elevated oil prices and shipping costs and added risks to China’s oil supply.
ByteDance’s Doubao surpassed DeepSeek last year to become China’s largest AI app and now dominates the chatbot space.
The US Supreme Court has ruled against Trump’s IEEPA tariffs, but the Trump administration has been quick to pursue alternative paths.
SAMR has opened an antitrust investigation into Trip.com, which will likely result in remedial measures and a large fine.
Beijing needs to look for new channels for fiscal revenue, and tax hikes on undertaxed and profitable sectors would make sense.