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Chinese economy

  • Thursday, 10 October, 2024
    Markets InsightArthur Kroeber
    China’s real intent behind its stimulus inflection

    Technology and self-sufficiency matter more than growth and profits

    3 hours ago
    The departure hall of Beijing Daxing International Airport
  • Thursday, 10 October, 2024
    EU-China relations
    EU plywood dumping probe opens new front in China trade dispute

    Investigation into cheap wood exports follows producers’ claim the products originated in Russia

    A circular saw going through some plywood
  • Wednesday, 9 October, 2024
    Oil
    Who and what is driving oil price volatility

    Algos versus humans

  • Wednesday, 9 October, 2024
    Explainer
    As Chinese stocks slide, should investors bet on a Beijing bazooka?

    Expectations of fiscal stimulus stoked a market rally that fizzled out this week

    The financial district of Pudong in Shanghai, China, is visible through a circular hole on a bridge. The scene includes the Oriental Pearl Tower and other skyscrapers
  • Wednesday, 9 October, 2024
    Chinese equities
    Chinese stocks tumble as Beijing tries to shore up confidence in economy

    Investors turn to finance ministry briefing on Saturday in hope of more fiscal stimulus

    A montage of the Shanghai skyline and a column chart going down
  • Tuesday, 8 October, 2024
    Chinese equities
    Chinese stock rally cools after Beijing holds off on fiscal stimulus

    Investor disappointment with lack of detailed plans limits gains in CSI 300 and triggers sharp sell-off in Hong Kong

    A security guard stands guard on the Bund with the backdrop of the financial district of Pudong in Shanghai
  • Tuesday, 8 October, 2024
    EU-China relations
    China targets EU brandy imports with anti-dumping penalties

    Trade retaliation comes after bloc voted to approve steep tariff increases on Chinese electric cars

    Frederic Barbot, a producer of Cognac, smells a barrel of ageing cognac at Domaine Marcadier-Barbot in Segonzac, south-western France
  • Tuesday, 8 October, 2024
    Chris Miller
    Exploding pagers and spy chips: the rising risk of hardware tampering

    Unreliable suppliers can modify devices, yet companies devote few resources to verifying the origin of components

    The remains of exploded pagers
  • Monday, 7 October, 2024
    Adam Tooze
    The old US economic policy is dying and the new cannot be born

    Industrial rivalry and tensions with China frame a confused debate about the pressures of globalisation

    An employee wearing a cleanroom suit walks beneath Automated Material Handling Systems (AMHS) vehicle robots moving along tracks on the ceiling inside the GlobalFoundries semiconductor manufacturing facility in Malta, New York,
  • Monday, 7 October, 2024
    Global Economy
    Fade the Chinese market euphoria?

    Investors need to see (much) more for this to be sustained

  • Monday, 7 October, 2024
    Trade Secrets
    A divided EU presents China with easy targets Premium content

    Member states are failing to show Beijing a united front over electric vehicles

    Electric vehicles at the Port of Taicang, China, bound for shipment to Europe
  • Monday, 7 October, 2024
    Chinese equities
    Goldman raises China stocks forecast after Beijing’s stimulus pledge

    Investment bank says equity valuations remain low as market prepares to reopen following buying frenzy

    Line chart showing China’s CSI 300 index from 2020 to 2024
  • Monday, 7 October, 2024
    Renminbi
    Beijing tightens grip on renminbi after stimulus rally

    Stronger currency is challenging China’s exchange rate management with US election looming

    Chinese 100 renminbi banknotes are spread out, each displaying the portrait of Mao Zedong
  • Sunday, 6 October, 2024
    Renewable energy
    Indian companies move in as US cuts China out of its solar industry

    Washington weighs more tariffs on imports after flood of Chinese panels drove global prices to record lows

    Workers install solar panels at Adani Group’s Khavda Renewable Energy Park in Khavda, India
  • Saturday, 5 October, 2024
    The Long ViewKatie Martin
    China’s stock rally for the ages shows power of crowds

    Market shunned by foreign investors suddenly skyrockets

    Montage of Chinese flag with bar chart design overlaid
  • Friday, 4 October, 2024
    EU-China relations
    EU member states agree to impose tariffs on Chinese electric vehicles

    China’s carmakers have been increasing market share in Europe

    New vehicles are being loaded on to special frame transports at the International Container Terminal in Taicang Port, Suzhou, China.
  • Friday, 4 October, 2024
    Europe Express
    EU countries set to greenlight tariffs on Chinese electric vehicles Premium content

    Also in this newsletter: European governments ramp up evacuations from Lebanon

    An aerial photo of BYD electric cars awaiting export
  • Thursday, 3 October, 2024
    Free LunchMartin Sandbu
    How to fragment the global economy Premium content

    The many ways in which the big blocs can make it hard to stay non-aligned

    Cranes used for shipping containers rise from the Port of Newark, visible across the water. In the foreground, people with bicycles stand near a railing looking out over the water
  • Thursday, 3 October, 2024
    LexChinese equities
    Retail investors can sustain China’s market bounce Premium content

    Beijing’s stimulus efforts may not be enough to win over battered foreign investors

    Investors sit on chairs in front of an electronic stock board displaying rows of numbers and Chinese characters in red and yellow at a securities brokerage in Shanghai, China.
  • Thursday, 3 October, 2024
    Trade SecretsAlan Beattie
    Why the US can’t impose its will over global trade in electric cars

    The American market is too small to give Washington leverage over Chinese software in EVs

    An employee works at the BYD Coach and Bus manufacturing facility in Lancaster, California
  • Wednesday, 2 October, 2024
    Chinese business & finance
    China’s foreign investors hope stimulus will end ‘deep winter’

    International backers of Chinese equities want package to be accompanied by fiscal spending and reforms

    A bull statue in front of the Shenzhen Stock Exchange building
  • Wednesday, 2 October, 2024
    Asian Infrastructure Investment Bank
    China’s ‘World Bank’ gives backing to wave of renminbi bonds

    Asian Infrastructure Investment Bank will provide guarantees and support for developing nations’ ‘panda bonds’

    Jin Liqun speaks during an interview at the bank's headquarters in Beijing, with the AIIB logo in the background
  • Wednesday, 2 October, 2024
    Automobiles
    European carmakers brace for a deeper and longer downturn

    Profit warnings have come from a sector facing weak sales at home, intense competition in China and slowing EV demand

    A man looks at an Volkswagen ID.Next concept car at an auto show in Shanghai
  • Monday, 30 September, 2024
    Inside BusinessEleanor Olcott
    Signs of China’s troubles around Hainan’s white beaches

    Province is scattered with unfinished projects conceived when country’s growth appeared unassailable

    Ocean Flower Island, the artificial archipelago off the north coast of Danzhou in Hainan
  • Monday, 30 September, 2024
    Chinese equities
    Chinese stocks surge 8.5% in best day since 2008

    Investors bet that rally which began with Beijing’s stimulus package has further to run

    Shanghai skyline with a rising bar chart in the background.
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