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China set for 5% growth in 2026 on strong exports, Macquarie's out of consensus call says

  • Macquarie sees China maintaining 5% growth next year, powered by stronger-than-expected export demand.
Eamonn Sheridan
13/11/2025 | 03:51 GMT
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Eamonn Sheridan
13/11/2025 | 03:51 GMT
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EU CHINA
News

FT says EU to accelerate limitations on incoming cheap Chinese parcels

  • Financial Times report
Eamonn Sheridan
12/11/2025 | 22:32 GMT
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Eamonn Sheridan
12/11/2025 | 22:32 GMT
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News
He Lifeng
News

China's He Lifeng: China and US have vast room for cooperation in trade, economy

  • Comments from the Vice Premier
Adam Button
12/11/2025 | 14:14 GMT
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Adam Button
12/11/2025 | 14:14 GMT
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News
china spain 12 November 2025 flag
News

China's Xi and Spain’s King vow deeper ties, citing a trusted strategic partnership

  • Xi Jinping and Spain’s King Felipe VI pledged to strengthen China–Spain relations, describing the partnership as steady and built on mutual trust during a document-signing ceremony in Beijing.
Eamonn Sheridan
12/11/2025 | 04:24 GMT
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Eamonn Sheridan
12/11/2025 | 04:24 GMT
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Japan Takaichi
News

Chinese state media is paying out on Japan PM Takaichi, "spewing sh*t"

  • Wow, fierce remarks from Xinhua, saying the Japanese PM may have to pay a price for her Taiwan comments
Eamonn Sheridan
12/11/2025 | 03:49 GMT
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Eamonn Sheridan
12/11/2025 | 03:49 GMT
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News
CHINA FLAG IL
News

Huawei gains state backing as chip shortages worsen under U.S. curbs

  • China is directing SMIC to prioritise scarce advanced chips for Huawei, worsening shortages caused by U.S. export controls. The move underscores Beijing’s push to sustain domestic AI ambitions as Washington debates whether to tighten or ease restrictions on Nvidia’s China sales. Despite poor yields at SMIC, Huawei’s chip output is expanding rapidly, highlighting both the impact and the limits of U.S. curbs.
Eamonn Sheridan
12/11/2025 | 03:30 GMT
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Eamonn Sheridan
12/11/2025 | 03:30 GMT
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News
central bank dollar
News

Chinese banks inflate lending data with short-term “phantom” loans

  • Chinese banks are inflating loan data with “phantom” short-term lending to meet targets as demand weakens, drawing scrutiny from regulators. Credit growth has slumped to record lows, with investment and local-government financing both under pressure.
Eamonn Sheridan
12/11/2025 | 01:59 GMT
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Eamonn Sheridan
12/11/2025 | 01:59 GMT
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News
rare earths china mine
News

China to restrict U.S. military access with new rare-earth export system

  • Beijing is drafting a “validated end-user” export system to speed rare-earth shipments to civilian firms while cutting off U.S. military suppliers. The plan mirrors U.S. export-control law but flips it to protect China’s strategic position.
Eamonn Sheridan
11/11/2025 | 21:44 GMT
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Eamonn Sheridan
11/11/2025 | 21:44 GMT
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News
China IL
News

Nomura: China’s anti-involution push insufficient to revive growth as demand weakens

  • Nomura sees only tentative signs of recovery in China’s inflation data and expects continued weakness in demand. The firm maintains its near-zero CPI and -2.5% PPI forecasts, warning that “anti-involution” reforms alone won’t reverse the broader slowdown.
Eamonn Sheridan
10/11/2025 | 21:40 GMT
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Eamonn Sheridan
10/11/2025 | 21:40 GMT
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News
aud china us relations 10 November 2025 2
News

China suspends special port fees on US ships for one year

  • Warming China-US relations continue
Eamonn Sheridan
10/11/2025 | 04:38 GMT
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Eamonn Sheridan
10/11/2025 | 04:38 GMT
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News
Trump Xi
News

Satellite images show China’s missile buildup accelerating since 2020, CNN reports

  • CNN’s findings highlight persistent geopolitical tension and potential defence sector implications. The scale of expansion may drive renewed U.S. and allied investment in deterrence and defence supply chains.
Eamonn Sheridan
10/11/2025 | 03:38 GMT
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Eamonn Sheridan
10/11/2025 | 03:38 GMT
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News
Trump Xi South Korea
News

US suspends investigation of China targeting of maritime, logistics, shipbuilding sectors

  • Concessions from both sides continue
Eamonn Sheridan
10/11/2025 | 03:17 GMT
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Eamonn Sheridan
10/11/2025 | 03:17 GMT
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Stocks
Tech Chips IL
Stocks

Wingtech shares jump as Beijing, Netherlands signal easing of Nexperia export dispute

  • The easing of export restrictions marks a significant step toward normalising China–EU tech trade and reducing supply chain risk for automakers reliant on Nexperia chips. The development also suggests a broader de-escalation in semiconductor tensions involving Western allies.
Eamonn Sheridan
10/11/2025 | 03:07 GMT
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Eamonn Sheridan
10/11/2025 | 03:07 GMT
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News
Goldman Sachs sized 22 July 2025 2
News

Goldman Sachs raises 2026 China growth outlook to 4.8% on export strength, policy support

  • Goldman Sachs raised China’s GDP forecasts to 4.8% in 2026 and 4.7% in 2027, citing resilient exports, easing tariffs after the Trump-Xi meeting, and Beijing’s focus on technology and manufacturing in its new five-year plan.
Eamonn Sheridan
10/11/2025 | 01:56 GMT
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Eamonn Sheridan
10/11/2025 | 01:56 GMT
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Commodities
China Rare Earths
Commodities

Weekend - China suspends export ban on gallium, germanium and other critical metals to US

  • China’s commerce ministry has suspended export restrictions on gallium, germanium, antimony, and related materials to the U.S. until late 2026. The decision, part of a wider easing of tech-material curbs, follows earlier suspensions on rare earth and battery materials.
Eamonn Sheridan
09/11/2025 | 23:26 GMT
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Eamonn Sheridan
09/11/2025 | 23:26 GMT
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