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BUSINESSOct 16Anti-China protectionism backfiring on American carmakers’ EV plans: analystWhile Washington’s efforts to block Chinese electric vehicles (EVs) were originally intended to protect its domestic automotive industry, they have sparked concerns the strategy is hurting America’s carmaking competitiveness. With a lack of a coherent industrial policy discouraging long-term investment, the protectionist approach was backfiring on Detroit’s EV transition, said David Zhang, a macroeconomics and policy analyst at Trivium China, who added that EVs could be a “perfect concession” in...South China Morning Post
BUSINESSOct 16China Sufficient Gas Stocks Could Ease Winter Supply ConcernsChina's sufficient gas stocks may alleviate concerns about winter supply. This development suggests potential stability in energy markets and reduced energy insecurity for the region.oilprice.com · United States
BUSINESSOct 16Why is China buying up gold?Beijing’s gold purchases reflect a shift away from reliance on US dollar assets, experts say.Al Jazeera [en]
BUSINESSOct 16Canada should be cautious about deepening trade with China , says Tokyo - based academicA Tokyo-based academic advises Canada to exercise caution regarding increasing trade with China. This highlights an expert opinion on international economic policy and relations.theglobeandmail.com · Canada
BUSINESSOct 16China’s AI boom, self-sufficiency push fuel earnings surge for local chip firmsChinese chip and tech firms have flagged as much as six-fold growth in unaudited third-quarter profits, as huge demand for home-grown processors and artificial intelligence infrastructure filters through links in the supply chain amid the country’s push for self-reliance. Shanghai-listed Yuanjie Semiconductor Technology expected its quarterly net profit to land between 403 million yuan and 453 million yuan, up 579 per cent to 660 per cent from a year earlier. The maker of laser chips for optical...South China Morning Post
BUSINESSOct 16China-North Korea border bridge may do little to spur trade, experts saySanctions and a North Korean leadership that prioritises security dim prospects for trade, analysts say.Al Jazeera [en]
BUSINESSOct 16EU backs trade ‘kill switch’, China exports surge, third-quarter GDPEuropean Union leaders supported creating a tool to potentially shut out Chinese goods as a growing flood of low-cost imports pushed the bilateral trade deficit to a record. Officials could start work on developing a trade “kill switch”, European Commission President Ursula von der Leyen signalled to EU leaders at a Brussels meeting on Thursday, the South China Morning Post reported, citing unidentified people briefed on the talks. Leaders requested a proposal by year-end, Bloomberg News said....South China Morning Post
BUSINESSOct 16LVMH touts ‘special bond’ with China as ‘subdued’ backdrop weighs on salesFrench luxury giant LVMH Group kicked off a global open-house event showcasing its craftsmanship in Shanghai on Thursday, as the event’s founder Antoine Arnault hailed a “special bond” with Chinese customers at a launch event in Paris. It came as the group faced pressure from sluggish demand in China and a backlash over a lawsuit against a local tea company. At the launch event at the Samaritaine department store in central Paris for this year’s Les Journées Particulières, first initiated by...South China Morning Post
BUSINESSOct 16Non-tariff barriers are biggest hurdle in India-China trade, says Nirmala SitharamanIndia-U.S. trade agreement would be concluded at the earliest, in the interest of global trade and bilateral economic ties between the two countries, says the Union Finance MinisterThe Hindu
BUSINESSOct 16ReNew CEO warns China reliance puts energy transition at riskThe CEO of ReNew warns that reliance on China poses a risk to the global energy transition. This highlights concerns about geopolitical dependencies in critical industrial sectors.economictimes.indiatimes.com · India
BUSINESSOct 16Mining cooperation: A new chapter in China-Africa common development, By Yu DunhaiOn 13 October, 2026, Chinese President Xi Jinping put forth a four-point proposition on advancing China-Africa mining cooperation during his meeting with President Duma Gideon Boko of Botswana, who was on a state visit to China. Grounded in the profound transformation of the global critical minerals landscape and Africa’s urgent need for independent development, and […] The post Mining cooperation: A new chapter in China-Africa common development, By Yu Dunhai appeared first on Premium Times Nigeria.Premium Times
BUSINESSOct 16From Imitation to Innovation : How China Industrial Evolution Is Reshaping Global MarketsChina's industrial evolution, transitioning from imitation to innovation, is significantly impacting and reshaping global markets, indicating a major shift in international economic dynamics.alwihdainfo.com · China
BUSINESSOct 15The China decoupling paradox: why the world still needs its manufacturing machineTalk of global decoupling from China has persisted for years, as has speculation that emerging economies such as India and Vietnam could soon replace it as the “world’s factory”. But for Indian hardware engineer Neeraj Arora, the growth of India’s electronics manufacturing industry has not eliminated the need to source components from China. Instead, it has changed the nature of those imports. A decade ago, Arora imported finished phone chargers from the world’s second-largest economy. Today,...South China Morning Post
BUSINESSOct 15Visa’s China approval a ‘direct outcome’ of Trump-Xi summit, Beijing saysChina said on Thursday that the recent government approval allowing American bank card payment giant Visa to operate in the country was the “direct outcome” of Chinese President Xi Jinping’s state visit to the United States last month. “The Visa card was granted permission to establish a banking card clearing institution,” said Qiu Wenxing, the Deputy Chief of Mission at the Chinese embassy in Washington. “It is a direct outcome of the presidential summit.” Visa received administrative approval...South China Morning Post
BUSINESSOct 15China bought half of Brazil's oil exports as Iran war shut Hormuz, driving sales to recordTrade between Brazil and China reached a record US$143 billion in the first nine months of the year, driven by Brazilian oil sales that surged after the war on Iran disrupted Gulf supply, according to a report by the Brazil-China Business Council. Brazilian exports to China rose 12 per cent to US$84.7 billion between January and September, while imports from China grew 9.9 per cent to US$58.6 billion, the council said in its quarterly analysis of government data. The resulting US$26.1 billion...South China Morning Post
BUSINESSOct 15Hybrid deal with surprise benefit eases fears of EU-China trade warBeijing’s concessions to cap hybrid exports have taken the heat out of EU leaders push to get tough on ChinaIrish Times World
BUSINESSOct 15The Radioactive Ore That Could Break China’s Grip on Rare EarthsWestern powers are scrambling for monazite ore—but can they handle it?Foreign Policy
BUSINESSOct 15Memory stocks are getting hammered. China and a 2029 oversupply are the big worriesSK Hynix, Samsung and Micron have been some of the hardest-hit names in the latest tech sell-off.CNBC
BUSINESSOct 15Long-delayed China-North Korea bridge officially opensChina and North Korea have officially opened the New Yalu River Bridge after a 12-year delay.Al Jazeera [en]
BUSINESSOct 15China indicates rare earths will keep flowing to EU, regardless of U.S. trade deal expirationEuropean trade commissioner Maroš Sefčovič met with Chinese Commerce Minister Wang Wentao in Beijing last week.CNBC
BUSINESSOct 15SK hynix ties U.S. NAND factory to approval for more equipment at China fab - reportA report indicates that SK hynix is linking its plans for a U.S. NAND factory to the approval of more equipment for its China manufacturing facility. This highlights potential dependencies and strategic leverage in global semiconductor manufacturing and trade.Seeking Alpha Tech
BUSINESSOct 14‘China shock 3.0’ to be driven by AI, biotech and robot exports, economist saysThe world is on the cusp of a “China shock 3.0” driven by exports of artificial intelligence (AI), biotechnology and robots, which could hit harder than the current wave, a leading economist on China has said. “We are already at the starting point of the China shock 3.0,” Alicia Garcia-Herrero, a senior fellow at Brussels-based think tank Bruegel and chief economist for Asia-Pacific at investment bank Natixis, told the South China Morning Post from Taipei after a virtual panel hosted by the...South China Morning Post
BUSINESSOct 14Can China’s coal industry ride to the rescue of a world in oil shock?Be warned. The global economy is likely to experience a recession next year. War across the Middle East is set to escalate, wrecking energy supplies for many years, even as the artificial intelligence (AI) bubble is ripe to burst. This, however, would also create an energy leadership opportunity for China. High energy prices already fuel demand for Chinese renewable energy products and electric vehicles. But as a leader in building coal-fired power plants, China can also offer the global market...South China Morning Post
BUSINESSOct 14ASML’s chip equipment sales to China soar 109% despite US export curb pushDutch semiconductor equipment giant ASML expects China to account for about 20 per cent of its total sales this year, after seeing shipments to the market more than double during the previous quarter despite mounting US pressure for tighter export restrictions on less advanced chipmaking machinery. The company’s sales to China surged 109 per cent in the third quarter compared with the previous three months, according to financial results released on Wednesday. That took China’s share of ASML’s...South China Morning Post
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