China

China September Trade Balance (USD)+90.45bn (vs expected +98.96bn, prior +102.33bn)

• China September Trade data

China Customs spokesperson, on US imposing shipping fees: China countermeasures necessary

China Customs vice minister: Current external environment still complex and grim

• More encouragingly he says that in Q1-Q3, China’s foreign trade has shown resilience with improving structure

China's exports +7.1% in yuan terms for the January - September 2025 period

• Chinese YTD trade data dibbling out

ANZ says China–US economic decoupling set to deepen amid new trade frictions

• Notes that China has cut its export dependence on the US to 12% and remains confident of meeting 5% growth despite rising trade tensions and likely reciprocal measures.

Goldman sees US–China tariff standoff easing into prolonged pause, not full escalation

• Goldman Sachs expects the US–China standoff over rare earths to cool rather than intensify, predicting both sides will moderate their positions and extend the tariff pause reached in May.

Netherlands intervenes at Chinese-owned chip-maker Nexperia over China technology concerns

• Dutch government steps in at Nexperia over China tech-transfer fears. The government’s rare intervention allows it to block harmful decisions while keeping production running, citing administrative lapses at the company. Nexperia says it complies with all export and sanction rules.

Trump tempers tone after 100% China tariff threat: Recap of Trump China-US trade tirade

• Trump softens tone after 100% tariff threat, says US wants to “help China, not hurt it.”

Trump says he thinks we are going to be fine with China, Nov 1 tariffs still the plan

• Trump's confused remarks on China trade tariff turmoil

China: Rare earth export control measures are 'legitimate', blames US for rising tension

• China isn't backing down on export controls

China’s sweeping export rules threaten US AI and chip supply chains

• China’s sweeping export controls now cover rare earths and key industrial goods, expanding its grip on global supply chains. Analysts warn the move could disrupt US chip and AI industries and intensify trade tensions ahead of APEC.

China's Commerce Ministry tightens rules on rare earths exports

• Tighter export restrictions to come into effect on December 1

China returns from holidays today - Chinese markets reopen

• The alternative headline is 'China shut down ends today!'

Weekend news: China offers huge US investment plan to ease Trump-era security restrictions

• Beijing dangles trillion-dollar investment to ease US curbs on Chinese deals. The offer, made during talks in Madrid, marks a shift from past trade-deal structures focused on US export purchases.

China is stepping up restrictions on European telecom suppliers Nokia and Ericsson

• Is subjecting contracts to opaque security reviews and demanding more detailed disclosures from bidders, the FT reported. The move highlights growing barriers for Western tech firms in China’s telecom sector.