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Intelligence for the New World Economy
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Semafor World Economy

Andy Browne

Andy Browne

China Editor

Email Andy

Sign up for Semafor China: Intelligence on the global realignment.

China’s economic reformer Zhu Rongji dies at 97

Zhu’s signal accomplishment was steering China into the World Trade Organization in 2001.
Digital display of the late Zhu Rongji
Maxim Shemetov/Reuters

China’s economic woes are deep, prominent economist argues

One of Beijing’s ‘truth-telling’ economists argued the problem is deeper than some think.
A department store employee changes price signs
Tingshu Wang/Reuters

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.
U.S. President Donald Trump shakes hands with Chinese President Xi Jinping while leaving after a visit to the Zhongnanhai Garden in Beijing.
Evan Vucci/Reuters

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.
People visit the Jentech Precision Industrial booth during the annual Computex trade show in Taipei, Taiwan.
Ann Wang/Reuters

China currency debate bursts into the open

Economists are sparring over the yuan’s value as China’s trade surplus continues to grow.
A man counts yuan
Stringer/Reuters

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.
A man walks past containers at a port in Shanghai
Aly Song/Reuters

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.

Why China’s savers want out

China’s record trade surplus should boost the currency, but Beijing is trying to ensure the opposite.

The man who stole a golf course

A golf club stands as a reminder of Xi’s muddled, contradictory — and ultimately doomed — efforts to clean up a corruption mess.

‘FOBO’ is driving China’s AI anxiety

For the first time in living memory, the arrival of a new technology has inspired apprehension, rather than unrestrained enthusiasm in China.

EU, China agree October deadline for trade negotiations

Europe is grappling with a huge influx of Chinese exports that threaten deindustrialization.

China’s doesn’t have capability to conquer Taiwan, former US Navy admiral says

The former commander of US forces in the Pacific argued that trends in military technology now favor Taipei and the US, its main backer.

Renewables had a record year

Renewables were the world’s largest source of total energy supply growth last year for the first time outside a recession, according to a new report.

Trump and Xi’s urban dreams confront reality

The two leaders’ legacy projects point to the limits of their power.

Europe is debating the terms of its industrial surrender

Western politicians complain that China achieved its rise through “forced technology transfer,” but the handover was mostly voluntary.

How the US wins against China

To win its superpower competition with China, Washington’s push for superiority in space may be its best bet.
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