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CNY gaining today after a strong
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China exports surge 21.8% as trade surplus widens at start of 2026 - more detail

  • Stronger-than-expected export growth reinforces China’s role as a key driver of global trade and commodity demand, though persistent reliance on exports may intensify trade tensions with major partners.
Eamonn Sheridan
10/03/2026 | 03:35 GMT
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Eamonn Sheridan
10/03/2026 | 03:35 GMT
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News
China Rare Earths
News

China’s trade data for January–February came in much stronger than expected

  • Just the data
Eamonn Sheridan
10/03/2026 | 03:08 GMT
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Eamonn Sheridan
10/03/2026 | 03:08 GMT
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Central Banks
cny yuan pboc 23 September 2025 2
Central Banks

China to continue 'moderately loose' monetary policy

  • CCTV report
Adam Button
05/03/2026 | 01:41 GMT
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Adam Button
05/03/2026 | 01:41 GMT
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News
China Xi Jinping
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China five-year plan calls for more proactive fiscal policy

  • Reuters acquires a copy of China's five year plan: China five-year plan calls for higher R&D spending and GDP within reasonable rate
Adam Button
05/03/2026 | 00:13 GMT
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Adam Button
05/03/2026 | 00:13 GMT
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News
CHINA FLAG IL
News

China official manufacturing PMI 49.0 vs 49.1 expected

  • Chinese purchasing manager index
Adam Button
04/03/2026 | 01:31 GMT
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Adam Button
04/03/2026 | 01:31 GMT
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News
china president xi 26 February 2026
News

China Two Sessions 2026: growth target, fiscal stance and 15th plan signals in focus

  • If Beijing confirms a 4.5%–5% growth target and keeps stimulus targeted, the near-term read-through is “stable but not reflationary”: supportive for China/Asia risk at the margin, but less obviously bullish for bulk commodities than a big infrastructure push. A stronger “self-reliance/industrial policy” tilt would be a tailwind for select onshore tech/industrial themes but may keep external trade/tech tensions in play.
Eamonn Sheridan
26/02/2026 | 04:01 GMT
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Eamonn Sheridan
26/02/2026 | 04:01 GMT
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News
yen update chart 24 February 2026
News

China adds 20 Japanese firms to export control list, tightening dual-use trade

  • The action may weigh on Japan industrials and aerospace-linked names via higher compliance costs and potential delivery delays, while adding another geopolitical risk layer to Asia supply chains and cross-border tech flows.
Eamonn Sheridan
24/02/2026 | 02:19 GMT
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Eamonn Sheridan
24/02/2026 | 02:19 GMT
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News
china dxy trump tariffs 23 February 2026 update
News

China urges US to drop unilateral tariffs after Supreme Court ruling

  • China pushes tariff clarity ahead of early-April Trump–Xi talks
Eamonn Sheridan
23/02/2026 | 04:04 GMT
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Eamonn Sheridan
23/02/2026 | 04:04 GMT
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News
China Japan
News

Economic and event calendar in Asia 23 February 2026 - Japanese markets are closed today

  • It's a holiday in Japan today.
Eamonn Sheridan
22/02/2026 | 22:09 GMT
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Eamonn Sheridan
22/02/2026 | 22:09 GMT
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News
China humanoid robots
News

Westpac: China must shift to proactive policy in 2026 to sustain growth

  • The note reinforces expectations of potential China stimulus in 2026. Commodities and regional equities may stay sensitive to signs Beijing shifts toward household and housing support.
Eamonn Sheridan
18/02/2026 | 01:42 GMT
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Eamonn Sheridan
18/02/2026 | 01:42 GMT
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News
Trump Xi trade war
News

ICYMI: China to remove tariffs on imports from 53 African nations from May 1

  • The move may support African export sectors and reinforce commodity trade links, while highlighting global trade divergence that could influence supply chains and geopolitical alignment.
Eamonn Sheridan
16/02/2026 | 23:45 GMT
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Eamonn Sheridan
16/02/2026 | 23:45 GMT
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News
China humanoid robots
News

Watch: China's most-watched TV program of the year features impressive humanoid robots

  • Hard to imagine China losing the robot race
Adam Button
16/02/2026 | 15:03 GMT
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Adam Button
16/02/2026 | 15:03 GMT
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Stock market update
CHINA FLAG IL
Stock market update

Investors turn optimistic on Chinese tech and housing policies into Lunar New Year

  • Improving corporate discipline and targeted policy easing could support selective gains in Chinese equities, particularly in technology and financials, though trade and consumer risks temper broad-based bullishness.
Eamonn Sheridan
15/02/2026 | 23:51 GMT
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Eamonn Sheridan
15/02/2026 | 23:51 GMT
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News
Xi Jinping art d
News

Xi Jinping pushes domestic demand as China braces for rising global trade uncertainty

  • The emphasis on domestic demand and innovation suggests limited near-term stimulus but structural support for consumer sectors, green industries and advanced manufacturing, while reduced export reliance may temper external surplus growth expectations.
Eamonn Sheridan
15/02/2026 | 21:26 GMT
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Eamonn Sheridan
15/02/2026 | 21:26 GMT
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News
calendar
News

Economic and event calendar in Asia Monday, February 16, 2026 - China markets closed today

  • Mainland China shuts up shop for the long Lunar New Year holiday break.
Eamonn Sheridan
15/02/2026 | 20:41 GMT
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Eamonn Sheridan
15/02/2026 | 20:41 GMT
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