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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

China

Xi’s ‘death watch’ will become a global spectacle

China’s internal risks are now the world’s risks.
Chinese leader Xi Xinping.
Florence Lo/Reuters

New report shows US chip industry’s reliance on China

More than 5% of equipment and materials supplied to US chipmakers originate in China, which also possesses some 90% of the rare earths required to manufacture semiconductors.
SEMICON China, a trade fair for semiconductor technology, in Shanghai, China
Go Nakamura/Reuters

China, EU reach agreement to reduce Chinese hybrid vehicle imports

The EU and China reached a deal Friday to reduce China’s shipments of hybrid vehicles to Europe by half.
Journalists look at the Geely Starray EM-i car, a mid-sized plug-in hybrid SUV, presented during a press conference for the launching of Geely Auto France, in Paris, France,
Stephanie Lecocq/Reuters

China rejects yuan manipulation claims amid EU trade dispute

China pushed back against claims that it manipulates its currency to boost the country’s exports, as Beijing and Brussels spar in trade negotiations.
Yuan and USD
Athit Perawongmetha/Reuters

China is coming, slowly, for the dollar

Atlantic Council data shows the dollar still dominates trade and FX, but China’s competitor is gaining ground.
A view of Beijing.
Maxim Shemetov/Reuters

China expands ultra-deep oil and gas drilling efforts

China broke oil and gas production records in 2025, though it has hastened its efforts this year in a bid to shield itself from war-related vicissitudes in global energy markets.
A PetroChina worker inspects a pump jack in Xinjiang Uighur Autonomous Region, China
Stringer/Reuters

China has resolved its ‘Malacca Dilemma’

China has survived the global energy disruption largely unscathed, while the island economies around it are struggling.

China closes record number of banks as economic growth slows

China closed a record 670 banks last year, or nearly one in four lenders, as Beijing pushes to de-risk amid slowing economic growth.

Starbucks opens first cafés in Xinjiang region

The prompted criticism from activists and US lawmakers over the coffee giant’s decision to expand into an area widely scrutinized for human rights violations.

Deepseek and Huawei partner to develop AI software

The move underlines how China’s leading tech companies are working to reduce their reliance on US chipmakers and challenge American AI dominance.

OpenAI accuses top Chinese lab of distilling models

OpenAI alleged that Chinese competitor Moonshot used wide-scale distillation amidst rising AI-race tensions between Washington and Beijing.

Brussels trains ‘trade bazooka’ at Beijing

Beijing and Berlin “exchanged opinions” on trade relations Tuesday, The South China Morning Post reported.

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.

Shein underwhelms in first post-IPO earnings

Geopolitical and economic headwinds have dented the Chinese fast-fashion giant’s already-battered business model.

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.

Trump and Xi conclude Washington visit that was short on substance

The pair made minor concessions on trade, Beijing pledged more student visas, and Xi said two pandas would soon arrive at a zoo in Atlanta.

Xi calls for ‘healthy’ competition between China and US

During his historic White House visit, China’s leader Xi Jinping said the countries shared the “responsibility to develop and manage AI for good.”

US allies fret their position could be weakened in China talks

Analysts say one of Chinese leader Xi Jinping’s priorities will be persuading Trump to halt $14 billion in proposed armed sales to Taiwan.