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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Andy Browne

Andy Browne

China Editor

Email Andy@abrownepek

Dugongs won’t move the needle for US businesses in China

The US-China trade deal is good for politics, not-so-good for business.
Maxim Shemetov/Reuters

The US-China tectonic plates have shifted

In rolling out the red carpet for China’s Xi Jinping, US President Donald Trump underscored how rapidly the balance of power in the relationship has shifted.
Jonathan Ernst/Reuters

The summit won’t break the US-China stalemate

Beneath the diplomatic surface, the two sides are radically at odds over just about everything.
U.S. President Donald Trump and Chinese President Xi Jinping talk as they leave after a bilateral meeting at Gimhae International Airport, on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit, in Busan, South Korea
US President Donald Trump and China’s leader Xi Jinping in 2025. Evelyn Hockstein/Reuters

The US and China are hurtling toward Kissinger’s worst AI nightmare

In 2023, diplomat warned that the US and China had five to 10 years to avoid an AI disaster. The clock is ticking.
Henry Kissinger
Osman Orsal/Reuters

Xi’s bid to remake global governance

Chinese leader Xi Jinping is trolling US President Donald Trump as he lobbies the world’s most populous and fastest growing economies.
Xi and El Sisi
The Egyptian Presidency/Handout via

Xi embarks on whirlwind diplomatic tour

The tour is meant to showcase China has “friends and options,” one expert said.
Xi and Putin.
Sputnik/Vyacheslav Prokofyev/Pool via Reuters

The US needs ‘allied scale’ to counter China

Outmatched on its own, the US can surpass China’s industrial heft by partnering with allies.

A tale of two tycoons

Together, the founders of Evergrande and Unitree represent the top and bottom of the Chinese business cycle.

China needs another Zhu Rongji

The late former premier would wonder why reform has halted as China’s economic woes mount.

China’s economic reformer Zhu Rongji dies at 97

Zhu’s signal accomplishment was steering China into the World Trade Organization in 2001.

China’s economic woes are deep, prominent economist argues

One of Beijing’s ‘truth-telling’ economists argued the problem is deeper than some think.

The US and China are driven by their own insecurities

As another tit-for-tat trade fight looms, the superpowers are projecting their doubts and apprehensions onto the other.

Taiwan export boom marks return of ‘Tiger economy’

Propelled by chips and other AI-related exports to the US, the surge caps a decade-long pivot away from the mainland market.

China currency debate bursts into the open

Economists are sparring over the yuan’s value as China’s trade surplus continues to grow.

Trade tensions mount ahead of Trump-Xi summit

The US has imposed more tariffs on Chinese goods, blacklisted dozens more Chinese companies, and banned new Chinese humanoid robots.

China’s maritime playbook for AI

Having sought to upend the global maritime order, Beijing is now trying to shape the digital one.

China demonstrates ability to overcome AI compute shortage

China is demonstrating its ability to wring greater efficiencies from less-advanced hardware.

Chinese exports fuel disinflation in developed countries, analysis finds

China’s redirecting of exports away from the US is curbing inflation in other rich economies, Goldman Sachs found.