16th October:
China’s government is about to spend big on stimulus – can it turn around the country’s sluggish economy? China’s relentless economic growth used to be the marvel of the world. Oh, what a memory. The past couple of years have seen China contend with an economic…
Taiwan and trade: how China sees its future with the US after the election. Beijing does not see there being much difference between a Democratic- or Republican-controlled White House.
Myanmar Junta Chief to Visit China This Month, Report Claims. Yesterday, The Irrawaddy published a report claiming that China’s government is preparing to host Senior Gen. Min Aung Hlaing, the head of Myanmar’s…
China won’t renounce use of force over Taiwan; Xi visits frontline island. China will never commit to renouncing the use of force over Taiwan, the government in Beijing said on Wednesday after another bout of war games and a visit…
How big is ‘big enough’ for China’s stimulus? This article is an on-site version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday.
15th October:
Taiwan reports surrounded by 153 Chinese military aircraft during drills. Taiwan detected 153 aircraft surrounding its territory as China carried out massive military exercises, according to the self-ruled island’s defence…
China launches military drills surrounding Taiwan. China on Monday launched new military drills off the coast of Taiwan in what it described as “punishment” for a speech given by its president William Lai,…
Behind Xi Jinping’s Pivot on Broad China Stimulus. With China’s economy sinking deeper into a funk last month, Xi Jinping finally decided something had to be done. After resisting calls to take forceful…
China’s top private firms slash 300,000 jobs despite revenue growth in 2023. China’s private economy contributes over half of the country’s tax revenues, more than 60 per cent of its gross domestic product, and employs over 80 per…
14th October:
China starts new round of war games near democratic Taiwan. China’s military has started a new round of war games with ships and aircraft near Taiwan, just days after the self-ruled democratic island marked its…
Taiwan condemns Chinese military drills around island as ‘unreasonable provocation’. Taiwan has condemned the latest round of Chinese military drills around the self-governing island as an “unreasonable provocation” after Beijing deployed…
‘China is not Cuba’s sugar daddy’: ties between communist nations weaken. It is the only communist nation in the Americas, was the first in the western hemisphere to recognise the People’s Republic of China and is described by…
China Stocks Whipsaw as Beijing Pledges Business Support. Thanks for joining us. With markets opening after a highly-anticipated briefing on fiscal policy, here are the key takeaways from latest trading moves as…
China’s ‘new great wall’ casts a shadow on Nepal. The Chinese fence traces a furrow in the Himalayas, its barbed wire and concrete ramparts separating Tibet from Nepal. Here, in one of the more isolated…
12th October:
China’s stimulus message leaves investors wanting though hanging onto hope. China’s highly anticipated announcement of financial stimulus plans on Saturday was big on intent but low on the measurable details that investors need to…
Analysts warn more detail needed on new China economic measures. Analysts gave a cautious welcome to China’s announcement Saturday of fresh fiscal stimulus to revive its ailing economy but warned that more details — and…
China shores up its property sector, signals more spending is coming. Local governments will be allowed to use special bonds to buy unsold homes, Finance Minister Lan Fo’an announced.
11th October:
Blinken condemns China’s ‘dangerous and unlawful’ moves in South China Sea. Top US diplomat says Beijing has ‘injured people’ and ‘harmed vessels’ of rival nations in the disputed waters.
China detains iPhone maker workers in ‘strange’ case. The Taiwanese government suggested the detentions may be a case of “abuse of power” by Chinese police.
At ASEAN Meeting, US Condemns Chinese Actions in South China Sea. Secretary of State Antony Blinken’s comments came after Philippine President Ferdinand Marcos Jr. called on China and ASEAN to revive negotiations over a…
China’s cooling stock market raises pressure for next stimulus round. The sugar high from China’s latest batch of economic stimulus is wearing off, as Beijing’s Ministry of Finance prepares for a hi.
EU chief says China must ‘adapt its behaviour’ to solve trade row. The European Council president met Chinese Premier Li Qiang on the margins of a Southeast Asian summit in Laos as Beijing and the European Union impose…
10th October:
Taiwan celebrates National Day amid tensions with China. Taiwan’s National Day saw President Lai reaffirm Taiwan’s sovereignty and call for peace, with celebrations focused on speeches and performances amid rising…
Taiwan’s president calls on China to ‘live up to’ duty to protect peace. Lai Ching-te says Beijing has ‘no right to represent’ Taipei in first National Day speech.
Blinken arrives at Asia summit with firm line on Myanmar, China. US Secretary of State Antony Blinken arrived in Laos on Thursday for the East Asia Summit, where he will push a firm line on Myanmar’s junta and Beijing’s.
China removes block on Australian lobster, in last big bilateral trade breakthrough. China has removed the last trade barrier it imposed on Australia, with a timetable to resume full lobster imports by the end of the year.
William Lai: Taiwan’s president vows to resist ‘annexation’. William Lai made the comments on the self-governing island’s national day address amid tensions with China.
Japan: Chinese Authorities Harass Critics Abroad. Chinese authorities are seeking to intimidate people from China living in Japan who take part in activities critical of the Chinese government, Human Rights…
China’s central bank conducts reverse repos Thursday. China’s central bank conducted 150 billion yuan ($21.2 billion) of seven-day reverse repos at an interest rate of 1.5 percent Thursday.
9th October:
Can India navigate a China-dominated BRICS? As the newly expanded BRICS bloc convenes for the first time, a notable commonality among its members is their economic ties with China.
Should China investors hold their breath for a Beijing bazooka? Expectations of fiscal stimulus stoked a stock market rally that fizzled out this week.
French cognac hit hard by Chinese anti-dumping measures. China says it is imposing anti-dumping measures on brandy imports from the European Union, marking the latest development in the growing trade dispute…
China to tap stimulus arsenal with bond-purchase mechanism, new briefing. China’s central bank and finance ministry held their first joint working group meeting, while the Ministry of Finance is set to convene a press conference…
Visa exemption policy expanded. Chinese officials announced the expansion of its visa-free policy to nationals of Denmark, Cyprus, Greece, Portugal and Slovenia.
China’s Golden Week holiday signals persistent consumer caution. China’s Golden Week holiday affirmed a trend in more cautious spending, while consumers put greater emphasis on experiences.
China’s runaway rally stutters on stimulus uncertainty. Chinese shares slumped and commodities were struggling to find a footing on Wednesday as investors tempered expectations for a robust Chinese economic…
China Finance Minister Plans Briefing as Investors Seek Stimulus. China announced it would hold a briefing on fiscal policy on Saturday as investors look for additional measures to stimulate the world’s No. 2 economy.
China stocks lose steam as stimulus skepticism emerges.China’s mainland stock markets opened lower on Wednesday morning after Hong Kong saw a historic single-day drop the pr s day, as inve.
8th October:
China stock rally fizzles as stimulus update disappoints investors. A stock market rally in China has fizzled out as a highly-anticipated announcement on plans to boost the country’s ailing economy disappointed investors.
For Companies in China, Pulling Out of Xinjiang Poses ‘Messy Dilemma’. An investigation by China of an American clothing retailer has escalated concerns among foreign companies about their dependence on Chinese supply chains…
China slaps provisional duties on EU brandy in retaliatory trade strike. Beijing will impose provisional measures against imports of European brandy starting this week, the Chinese Commerce Ministry announced Tuesday, in a first…
China state planner lays out further actions to boost economy but no new plans for major stimulus. China will speed up special purpose bond issuance to local governments to support regional economic growth, senior NDRC officials said.
China to flesh out economic stimulus plans after bumper rally. Top Chinese economic policymakers are expected to flesh out a raft of growth-boosting policies Tuesday, after the announcement of long-awaited stimulus…
China announces more support for economy but holds back on major spending package. China’s economic planning agency has outlined details of measures aimed at boosting the economy but refrained from major spending initiatives.
7th October:
US-Taiwan aid package a signal to China ahead of election? US President Joe Biden recently approved one of Washington’s largest-ever military aid packages for Taiwan, comprising $567 million worth of defense aid.
China’s economy is in bad shape. Can its ‘whatever-it-takes’ stimulus effort turn things around? After four miserable years, stock market in Hong Kong and mainland China are finally soaring, but whether benefits from the economic stimulus measures…
China’s foreign exchange reserves rise to $3.316 tln in September. China’s foreign exchange reserves climbed to $3.3164 trillion at the end of September, a $28.2-billion increase, or 0.86-percent increase, compared to the…
China Further Expands Visa-Free List to Include 5 More Countries. China has now announced visa-free entry for citizens of 5 countries — Cyprus, Denmark, Greece, Portugal, and Slovenia starting October 15.
UK steel industry calls for protectionist measures over glut driven by China. Lobby group UK Steel said country faces ‘cliff edge’ in 2026 when current protections run out.
How E-Commerce Is Making China’s Deflation Worse. The push by Pinduoduo to lower prices has helped it become one of China’s fastest-growing e-commerce apps, and epitomizes a broader force plaguing the…
6th October:
China’s Xi vows to ‘deepen cooperation’ with N. Korea’s Kim. China and North Korea are traditional socialist allies, and Beijing has long provided crucial support for Pyongyang’s diplomatically isolated government.
China’s Authoritarian Pitch Gains Ground Globally. New research shows China is remarkably effective in promoting its authoritarian governance to a global audience. The United States must up its game.
For Companies in China, Pulling Out of Xinjiang Poses ‘Messy Dilemma’. An investigation by China of an American clothing retailer has escalated concerns among foreign companies about their dependence on Chinese supply chains…
China’s Communist Party has ruled for 75 years. Will it make it to 100? More than three decades after the collapse of the Soviet Union, the Communist Party of China retains a firm grip on power.
China’s Drive for Global EV Dominance and the Roadblocks It’s Facing, in Charts. The push by Chinese electric-vehicle makers to export their made-in-China vehicles is running into roadblocks just a few years after it got going,…
Golden week: China’s property market gets boost from Beijing’s stimulus measures. Strong sales in Shenzhen during the week-long holiday reflect the impact of recent wide-ranging stimulus measures rolled out by Beijing.
Xi, Kim exchange congratulatory messages over 75th anniversary of China-DPRK diplomatic ties. Chinese President Xi Jinping and Kim Jong Un, general secretary of the Workers’ Party of Korea and president of the State Affairs of the Democratic People’s…
5th October:
How India-China border tensions impact Ladakh nomads. One evening in mid-September, as the sun began to set, the grunts of Kunzes Dolma’s yaks filled the sandy streets of Chushul, a Himalayan village in Ladakh,…
Electric cars: EU hits China with tariffs in battle for sales. Big taxes will be imposed on imports of electric vehicles from China to the EU after the majority of member states backed the plans.
EU greenlights tariffs for Chinese electric vehicles. Germany strongly opposes the tariffs amid fears of a trade war with China. Meanwhile, Beijing called the move “protectionist” and threatened retaliatory…
U.S. Wiretap Systems Targeted in China-Linked Hack. A cyberattack tied to the Chinese government penetrated the networks of a swath of U.S. broadband providers, potentially accessing information from systems…
4th October:
As communist China turns 75, can Xi fix its economy? As China prepared to celebrate its Golden Week holiday and mark the 75th anniversary of the People’s Republic, the ruling Communist Party rolled out a raft…
China to raise retirement age amid demographic decline. With fewer working age people to support pension systems, Chinese authorities have approved a plan to gradually raise the retirement age.
For Companies in China, Pulling Out of Xinjiang Poses ‘Messy Dilemma’. An investigation by China of an American clothing retailer has escalated concerns among foreign companies about their dependence on Chinese supply chains…
Vietnam Accuses China of ‘Brutal’ Behavior in South China Sea. Vietnam claims an attack by Chinese law enforcement on a Vietnamese fishing vessel in disputed waters resulted in injuries to 10 crewmen.
The US and China draw strategic triangles in Northeast Asia. The United States and China are deploying the same strategies to win the favour of Japan and South Korea.
India Must Match China’s Speedy Moves in Bangladesh’s New Political Landscape. Both were close to former Prime Minister Hasina. But China built ties with other parties too and has reached out faster to the new interim government.
EU governments face pivotal vote on Chinese EV tariffs. European Union members will vote on whether to impose tariffs of up to 45% on imports of Chinese-made electric vehicles in the bloc’s highest profile trade…
China’s Dollar Dilemma. Increasingly intensifying U.S. economic sanctions targeting Russia’s financial system have deepened concerns in China over its extensive dollar asset…
3rd October:
Vietnam Protests ‘Brutal’ Chinese Attack on Fishermen in Paracel Islands. Beijing claims that the Vietnamese fishing boat was operating illegally in Chinese waters, and that its actions caused “no injuries.”
China’s Coast Guard claims to have entered the Arctic Ocean for the first time as it ramps up security ties with Russia. China’s Coast Guard claimed it entered waters of the Arctic Ocean for the first time as part of a joint patrol with Russia – in the latest sign of enhanced…
Escalating contest over South China Sea disrupts international cable system. China’s effort to dominate the disputed waterway is taking a toll on the network of underwater cables that provide essential Internet connectivity in Asia.
Russia and China’s cooperation in the Arctic is a rising nuclear threat. While Beijing and Moscow have been working to establish a strategic foothold in the region for more than a decade, Washington and Brussels are just now…
China’s Patriotic Rhetoric Takes a Violent Turn. ‘Hate education’ becomes new buzzword in China after stabbings of foreigners, while online pleas for compassion are stifled. Chinese police officers passed…
2nd October:
For China, war in Gaza a chance to flex diplomatic muscle at little risk. As Israeli air strikes began raining down on Lebanon last week, China moved quickly to condemn the latest escalation of fighting in the Middle East.
The 75-Year Quest to Make China Great Again. On the surface, there is little that connects Xi Jinping’s PRC to that of Mao and Deng. But a closer examination of Xi’s rejuvenation strategy reveals an…
China marks 75 years of Communist Party rule as economic challenges and security threats linger. China is marking the 75th year of Communist Party rule as economic challenges and security threats linger over the massive state.
Indo-Pacific Program. GMF’s Indo-Pacific Program advances US and European coordination and cooperation on the Indo-Pacific, a region which promises to be the center of gravity
Chinese coast guard fleet has entered the Arctic sea for the first time, for a joint patrol with Russian counterparts, state media reported on Wednesday.
China Is Ready for War. Amid a growing bipartisan consensus that the United States needs to do more to contain China, much of the policy debate in Washington has focused on China’s…
1st October:
Thank You from the Uyghurs, President Erdoğan—But. The Turkish leader deserves credit for mentioning the Uyghur issue at the 79th UN General Assembly. But a stronger tone is needed.
Platform for investigative journalism. Forced labour, toxic products and foul play: How fast-fashion firm Shein lost its shine. Shein, one of the world’s fastest-growing fashion retailers, plans to list on the London Stock Exchange this year in an IPO that could value it at 50…
Recent Actions Set Up Frightful Fall for Some Importers of Chinese-Origin Goods. Just in time for Spooky Season, the Biden Administration announced executive actions related to the much used – and much lamented, depending on who…
150 Uyghurs, Tibetans, and South-Mongolians Unite for Justice on Amsterdam’s Dam Square. On the eve of China’s National Day, Uyghurs, Tibetans, and South-Mongolians gathered on Amsterdam’s iconic Dam Square to demand justice and…
Tibetan Youth Congress organises cycle rally against cultural genocide in Tibet by China. The Tibetan Youth Congress recently organised a cycle rally to raise awareness about the cultural genocide in Tibet and demand that the Chinese government…
China Has Ties to and Supports Hamas: Here Is the Proof. Most people realize that the Islamic Republic of Iran provides money, equipment, training, intelligence, and diplomatic support to Gaza terror groups,…
30th September:
Japanese students fear for safety in China after stabbing. The killing of a schoolboy in China has heightened concerns about the safety of Japanese people in the country, which academics predict will hit student…
29th September:
China holds drills near disputed South China Sea reef. Chinese naval and air forces have held maneuvers in a disputed part of the South China Sea. The drills came shortly after high-level talks between Beijing…
Blinken dismisses China’s Ukraine peace plan over material support for Russia. U.S. Secretary of State Antony Blinken said Friday that China’s words and actions regarding ending Russia’s war on Ukraine do not “add up,” as the Beijing…
‘I was so naive’: 10 years after Umbrella protests, Hongkongers remember China’s crackdown. Anniversary of pro-democracy demonstration takes place in city where protest has been largely criminalised and activists silenced.
China nuclear sub sank in its dock, US officials say. The submarine sank earlier this year, in a major setback for the Chinese military, say US defence officials.
Xi’s big stimulus week aims to draw a line under China slowdown. For months, President Xi Jinping appeared unfazed by slowing growth as stocks sank, prices fell and discontent grew around China. This past week showed he’s…
Blinken criticizes China’s Ukraine peace proposals following meeting with his counterpart. U.S. Secretary of State Antony Blinken expressed strong U.S. concerns to Chinese Foreign Minister Wang Yi on Sept. 27 regarding Chin
In global game of influence, China turns to a cheap and effective tool: fake news. When veteran U.S. diplomat Kurt Campbell traveled to the Solomon Islands to counter Beijing’s influence in the South Pacific country,…
China-backed hacker hijacked 9,200 Canadian devices to operate illegal hacking network: FBI and CSIS. Group “working at the direction of the Chinese government” called Flax Typhoon operated a “botnet.”
‘Unfair,’ says Alice Guo as she denies Chinese spy tag. Dismissed Bamban, Tarlac mayor Alice Guo reiterated that she was China’s spy after a Chinese tycoon jailed in Thailand claimed she was…
Chinese spy network. The speculative angle smacked of show biz with a bit of racism. But now a Chinese tycoon detained in Thailand, with no seeming political ax to grind in the…
28th September:
‘Education of hatred’: Killing of Japanese boy sparks soul searching in China over rising nationalism. The killing of a Japanese schoolboy in China has sparked an outpouring of anger and soul searching over the rise of extreme nationalism in the country,…
China probes Calvin Klein over Xinjiang cotton. Beijing says it suspects US brands are discriminating against Chinese cotton after allegations of forced labour.
Finland zoo is returning its 2 pandas to China due to financial issues. A zoo in Finland has agreed with Chinese authorities to return two loaned giant pandas to China more than eight years ahead of schedule because they have…
GP Profile: BA Capital revamps China consumer thesis. China’s declining consumer sentiment, triggered by COVID-19 but felt most keenly since the beginning of 2023, has prompted GPs with exposure to the sector…
Yesterday’s stick, today’s carrot? China’s removal of the Japan seafood ban. On 20 September, Beijing announced it would soon begin removing a blanket ban on the import of Japanese seafood products originally imposed in August 2023.
Russia’s Secret Drone Project in China. Russian President Vladimir Putin (left) shakes hands with Yan Novikov, the director of Russian arms manufactur
Chinese Navy Chopper ‘Harasses’ Philippines Aircraft Over Scarborough Shoal; Comes Amid Boiling Tensions In Indo-Pacific. In yet another engagement between two nations embroiled in a violent territorial conflict, the Philippines alleged on September 25 that a Chinese navy…
US deploys laser-equipped warship to Japan with eye on China war threat. USS Preble is the only American destroyer with the advanced Helios laser weapon that can intercept aerial threats such as drones and missiles.
How Russia, China & Iran Are Targeting US Elections. While these threats remain a valid concern, US government agencies have doubled down on their assurances to the American public that election infrastructure…
US House Bill Addresses Growing Threat of Chinese Cyber Actors. House GOP unveiled a bill to combat Chinese cyber threats to US infrastructure, led by CISA and FBI.
China’s Salt Typhoon: Cyber Threats Rise. Chinese-linked hackers have recently infiltrated several U.S. internet service providers in a covert operation called “Salt Typhoon.”
27th September:
United States House Committee on Oversight and Accountability – (.gov). Hearing Wrap Up: House Oversight Committee Warns of CCP’s Infiltration of U.S. Industries and Federal Agencies
China’s Car Dealers Association Warns Gov’t About USD20 Billion Losses in First Wight Months. (Yicai) Sept. 25 — The China Automobile Dealers Association issued a warning to the government about the widening losses of Chinese dealers, which reached…
China’s youth unemployment fuels rise in postgraduate studies. Chinese universities see postgraduate students overtake graduate ones to avoid entering job market.
China says test-launched ICBM with ‘dummy warhead’ into Pacific. First public test-launch of missile likely to raise concerns about China’s nuclear build-up.
China probes Calvin Klein over Xinjiang cotton. Beijing says it suspects US brands are discriminating against Chinese cotton after allegations of forced labour.
China needs more than rate cuts to boost economic growth. China’s slowing economy needs more than interest rate cuts to boost growth, analysts said. “We will need a major fiscal policy support to see higher CNY…
China’s youth unemployment fuels rise in postgraduate studies. Chinese universities see postgraduate students overtake graduate ones to avoid entering job market.
Will China’s $100bn war chest for shares lift the real economy? Chinese markets have given a short-term welcome to an “unprecedented” toolbox promised by Beijing to stabilise capital markets and revive animal spirits,…
