Washington and Beijing agreed to establish a Board of Trade and a Board of Investment during Trump’s visit to China.
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Some foreign governments are taking measures to strip control of assets from Chinese companies.
The FCC has increasingly made the exclusion of Chinese companies from the US market a core part of its mission.
China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.
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.
The war in Iran has elevated oil prices and shipping costs and added risks to China’s oil supply.
The US Supreme Court has ruled against Trump’s IEEPA tariffs, but the Trump administration has been quick to pursue alternative paths.
In this chartbook, we walk you through the latest developments in the US-China relationship and offer our outlook.