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BUSINESSJul 29The CXMT shock: how China’s viable alternatives punch Nvidia, Micron, SK Hynix sharesChina’s increasing clout in the global semiconductor supply chain is accelerating the unravelling of the artificial-intelligence trade, as expectations grow that the Asian nation will challenge foreign tech juggernauts by supplying the world with cheaper alternative products. The US$9.8 billion stock offering of ChangXin Memory Technologies (CXMT) in Shanghai provided the Chinese maker of dynamic random access memory (DRAM) chips with equity funding to finance its expansion of market share home...South China Morning Post
BUSINESSJul 29Nike was once China's sneaker king. Here's why its sales have fallen 30%China was once Nike's fastest-growing region but the company has lost relevance among young consumers and ceded market share to smaller, domestic brands.CNBC
BUSINESSJul 29Porsche profit jumps 34% despite China slump and falling salesPorsche maintained its full-year guidance as cost-cutting and stronger 911 sales lifted profit, despite a 32% fall in Chinese deliveries and plans to eliminate thousands of jobs by 2035.EuroNews [en]
BUSINESSJul 29Why has the China-US profit gap widened on the Fortune Global 500?China’s unaddressed economic structural problems are swallowing profits and leaving its multinationals falling far behind their US peers in the latest Fortune Global 500 list, despite its firms remaining strong in terms of revenue. The profit gap between Chinese and US companies has continued to widen. Chinese companies posted an average profit of US$4.5 billion in 2025, or some 40 per cent of the US$11.24 billion recorded by their US counterparts, according to the list released by Fortune...South China Morning Post
BUSINESSJul 29China’s Pop Mart opens new store in Singapore’s Sentosa amid slowing domestic salesChinese toymaker Pop Mart International ramped up its global expansion on Wednesday by opening a new store on Singapore’s Sentosa Island – alongside its first overseas Pop Bakery dessert store in the same venue – with observers predicting that more overseas locations would help drive growth, especially those in underpenetrated markets. The launch comes amid softer domestic sales and normalising demand after a strong intellectual property (IP) cycle in 2025. Analysts said improved inventory...South China Morning Post
BUSINESSJul 29Mercedes CEO pledges to defend U.S. business from sales ban amid China pressureThe CEO of Mercedes has pledged to protect the company's U.S. business against a potential sales ban, amidst increasing pressure related to China. This reflects strategic concerns about geopolitical influences on global automotive markets.Seeking Alpha Tech
BUSINESSJul 29China builds up rail freight with EuropeChina is expanding its rail freight services with Europe, signifying growth in international trade and logistics.global.chinadaily.com.cn · China
BUSINESSJul 29Rogers forecasts Q3 revenue of $233M-$243M with 19.7% adjusted EBITDA margin amid China ramp headwindsRogers has released its Q3 financial forecast, anticipating revenues between $233M-$243M and an adjusted EBITDA margin of 19.7%. This forecast considers headwinds related to the China ramp.Seeking Alpha Tech
BUSINESSJul 29Editorial | China drive to sidestep weaponised Western finance gains speedChina is accelerating its efforts to circumvent Western financial systems that are perceived as 'weaponized.' This indicates a significant geopolitical and economic strategy to reshape global finance.scmp.com · China
BUSINESSJul 28Can China and Indonesia’s strong financial ties withstand ‘resource nationalism’?Back in 2009, when China’s economy was expanding at about twice today’s pace, a little-known private firm made a quiet bet on uncharted territory: Indonesia. The company was on a quest: to secure nickel, a vital industrial metal used in stainless steel production and, increasingly, to power advanced batteries. That bet proved lucrative. By leveraging Indonesia’s vast nickel reserves – the world’s largest – and securing greater control over upstream supplies, Tsingshan Group has grown into a...South China Morning Post
BUSINESSJul 28Rising CIIE participation signals foreign firm strong confidence in China marketIncreased participation in the CIIE indicates strong confidence among foreign firms in the Chinese market. This suggests a positive outlook for international business engagement with China.heraldglobe.com · United States
BUSINESSJul 28Rising CIIE participation signals foreign firm strong confidence in China marketIncreasing participation in the CIIE indicates strong confidence among foreign firms in the Chinese market. This suggests a positive trend in international business engagement with China.jamaicantimes.com · Jamaica
BUSINESSJul 28China hits back at criticism over excess industrial capacity as more US tariffs loomChina has responded to criticism regarding its industrial overcapacity, as the possibility of additional US tariffs increases. This indicates rising trade tensions between the two major economies.naharnet.com · Syria
BUSINESSJul 28Rising CIIE participation signals foreign firm strong confidence in China marketIncreased participation in the CIIE indicates strong confidence from foreign firms in the Chinese market. This suggests a positive outlook for China's international trade relations.trinidadtimes.com · Trinidad and Tobago
BUSINESSJul 28Mercedes gets shares boost on stable second quarter despite China woesYahoo Finance
BUSINESSJul 28AM Markets Need to Know: China advances chip tools, AI credit risk rises, and moreMorning market insights highlight China's advancements in chip tools and the rising credit risk associated with AI. These are key developments for markets to consider.Seeking Alpha Tech
BUSINESSJul 28Mercedes-Benz cuts sales forecast as profit rises despite China weaknessGerman premium carmaker Mercedes-Benz reported a 22% rise in second-quarter operating profit but cut its full-year car sales forecast due to weakness in China.EuroNews [en]
BUSINESSJul 28Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to ChinaTaiwan is reportedly investigating Nvidia's office concerning alleged smuggling of AI chips to China. This probe highlights international trade control issues and the sensitive nature of advanced technology transfers.Seeking Alpha Tech
BUSINESSJul 28China’s rare earth reserves could be much larger than reported: leading geologistThe world’s largest known rare earth deposit in northern China could contain far more resources underground than currently reported, according to a leading Chinese geologist. Containing 100 million tonnes of rare earth reserves, the Bayan Obo mine in the Inner Mongolia autonomous region has served as the backbone of China’s rare earth industry for decades. According to Yang Li, a Peking University geologist, “Bayan Obo’s rare earth resources have been the dominant source of global rare earth...South China Morning Post
BUSINESSJul 28China's BYD rolls out ultracompact EV to challenge Japan's minicar marketChina's BYD Co. on Tuesday launched a new ultracompact electric vehicle developed specifically for Japanese customers to challenge the country's minicar market, long dominated by domestic automakers. The…Japan Today
BUSINESSJul 28China-made vessel carries record number of EVs in shipment from Shanghai to EuropeChina has shipped a record number of electric vehicles (EVs) overseas from a Shanghai terminal, carried by a new generation of China-built car carrier ships – the latest instance of the country’s products taking on an even larger role in global supply chains. The Malta-flagged Glovis Nova, a newly delivered vehicle carrier built in China, loaded 7,738 new energy vehicles at Shanghai’s South Port Terminal on Sunday, setting a new domestic record for the number of vehicles shipped from a Chinese...South China Morning Post
BUSINESSJul 28The unexpected winners from China’s blockbuster chip IPOFunds run by local government in Hefei make gains of 5,000% from chipmaker’s blockbuster listingFinancial Times
BUSINESSJul 28Profits of China electronics industry up 96 . 9 % in H1The electronics industry in China experienced a significant increase in profits during the first half of the year. This indicates strong economic performance within that sector.china.org.cn · China
BUSINESSJul 27Charting a New Course : Countering China Dominance in Global Shipbuilding • Stimson CenterThe Stimson Center is exploring strategies to counter China's dominance in global shipbuilding. This indicates a focus on international economic competition and strategic industry analysis.stimson.org · United States
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