China

USTR Greer calls for smaller, balanced China trade and tighter USMCA enforcement

USTR Greer said the U.S. wants a stable but smaller and more balanced trade relationship with China, highlighting a 25% decline in the U.S. goods deficit as progress. He also warned of problems within the USMCA and stressed the need to prevent Mexico and Canada from being used as export hubs for Asian producers.

1 hour ago

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1 hour ago

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AMD ready to ship licensed AI chips to China and pay 15% Trump fee

AMD’s willingness to comply with the 15% export-fee regime signals a pragmatic path for U.S. chipmakers seeking to retain limited China access under tightening controls. While the volumes are constrained, confirmation of licensed MI308 shipments may ease sector uncertainty and support semiconductor equities, though any legal challenge to the fee could inject fresh volatility.

2 hours ago

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2 hours ago

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China President Xi says will expand domestic demand in 15th five-year plan

Positive comments from Xi for the China trade and China proxy trade (eg, a tailwind for AUD).

19 hours ago

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19 hours ago

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Trump to decide whether to provide licences to allow Nvidia to export the H200 to China

Financial Times reporting

19 hours ago

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19 hours ago

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China RatingDog general services PMI 52.1 vs 52.6 prior

This is an S&P Global PMI but uses the RatingDog banner in China

Adam Button

03/12/2025 | 01:48 GMT

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Adam Button

03/12/2025 | 01:48 GMT

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Recap - China export-oriented factory PMI falls back into contraction as new orders weaken

Renewed contraction among China’s small and export-driven manufacturers highlights lingering domestic weakness and could pressure commodity currencies, Asian equities, and China-linked supply-chain names.

01/12/2025 | 03:54 GMT

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01/12/2025 | 03:54 GMT

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China S&P Global Rating Dog Manufacturing PMI 49.9 (expected 50.5)

Back into contraction

01/12/2025 | 01:46 GMT

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01/12/2025 | 01:46 GMT

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China’s factory and service PMIs contract again as holiday boost fades, recovery softens

The broad PMI slowdown reinforces concerns over China’s domestic demand and property-sector drag, keeping pressure on commodity currencies, Asian equities and China-sensitive plays.

30/11/2025 | 21:06 GMT

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30/11/2025 | 21:06 GMT

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S&P cut Vanke to CCC-, flags deepening distress. New stage in Vanke’s rapid deterioration.

The downgrade tightens pressure on China HY property markets, adds downside risk to CNY sentiment, and intensifies expectations for stronger state intervention.

28/11/2025 | 03:37 GMT

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28/11/2025 | 03:37 GMT

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Japan GDP at risk as China tensions threaten key tourism flows, Goldman says

The risk of tourism retaliation may weigh on Japan travel-related equities, add volatility to JPY crosses tied to growth expectations, and sharpen focus on geopolitical spillovers into East Asian demand.

28/11/2025 | 02:36 GMT

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28/11/2025 | 02:36 GMT

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Repayment delay sparks panic selling in China Vanke debt. Record low, trading halt.

A shock repayment delay has pushed once-reliable Vanke into deep distress, signalling the property crisis is far from contained.

28/11/2025 | 02:10 GMT

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28/11/2025 | 02:10 GMT

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FT: China aims to replace foreign imports with its own tech and dominate exports

The FT argues China is making long-term foreign trade increasingly unviable, importing key technologies only until it can develop domestic replacements — and ultimately export them itself.

27/11/2025 | 04:15 GMT

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27/11/2025 | 04:15 GMT

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Headline gains mask a weaker October as China’s industrial profit recovery loses steam.

China’s industrial profits rose 1.9% in January–October but October’s standalone result fell 5.5% y/y, indicating softening momentum after a stronger September period.

27/11/2025 | 01:41 GMT

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27/11/2025 | 01:41 GMT

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WSJ: Trump urged Japan’s Takaichi to soften tone on Taiwan in private call

WSJ reports Trump urged Japan’s Takaichi to moderate her tough Taiwan stance, warning that sharper rhetoric could complicate U.S.–China–Japan dynamics.

26/11/2025 | 23:39 GMT

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26/11/2025 | 23:39 GMT

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Taiwan warns China speeding up military preparations and intensifying grey-zone pressure

The comments highlight persistent geopolitical risk in the Taiwan Strait, a key fault line for global technology and semiconductor supply chains.

26/11/2025 | 03:41 GMT

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