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Browse companies, themes, signals: 43 topics with the latest top stories and key developments.
Companies
Follow the companies caught between the two markets
- HuaweiHuawei under sanctions: chips, phones, HarmonyOS, Ascend AI hardware, and its reach abroad.Nothing new in 30 days
- NvidiaNvidia between Washington and Beijing: export licenses, China-specific chips, and Chinese demand.Nothing new in 30 days
- TSMCTSMC and the chip front line: fabs in the U.S. and Taiwan, export rules, and China exposure.Nothing new in 30 days
- AppleApple's China business: iPhone sales, supply-chain moves to India and Vietnam, and regulatory pressure.Nothing new in 30 days
- TeslaTesla in China: Shanghai output, price wars with local EV makers, and approvals for driver assistance.Nothing new in 30 days
- BYDBYD's rise: EV sales, overseas factories, tariffs in the U.S. and Europe, and price competition.Nothing new in 30 days
- ByteDance / TikTokTikTok's U.S. future and ByteDance's global business: ownership deals, bans, Douyin and AI.Nothing new in 30 days
- AlibabaAlibaba and Ant Group: e-commerce, cloud and AI, regulators, listings and U.S. investor sentiment.Nothing new in 30 days
- TencentTencent: WeChat, games, AI, investments, and its place on U.S. military-company lists.Nothing new in 30 days
- XiaomiXiaomi's phones and EVs, and its push into new markets.Nothing new in 30 days
- CATLCATL's batteries: licensing deals with U.S. automakers, factories abroad and U.S. restrictions.Nothing new in 30 days
- SMICSMIC and China's chipmaking push: advanced nodes, capacity and export controls.Nothing new in 30 days
- DeepSeekDeepSeek's models and what they tell both sides about the AI race and chip controls.Nothing new in 30 days
- PDD / TemuCybersecurity researchers find malware in Pinduoduo app that monitors users and competitorsNothing new in 30 days
- SheinShein: fast fashion across borders, listing plans, tariffs and supply-chain scrutiny.Nothing new in 30 days
Themes
Trade, chips, capital, Taiwan, students, culture…
- Tariffs & Trade WarUK faces choice on Chinese EV tariffs as market share hits 28%3 in 30 days
- Export Controls & SanctionsUS Treasury issues first outbound investment fine, penalizes Plug and Play parent US$200,0004 in 30 days
- SemiconductorsPentagon unveils US$350 million quantum computing push as China rivalry grows1 in 30 days
- AI RaceAI models, compute and policy on both sides, and how each reads the other's progress.Nothing new in 30 days
- EVs & BatteriesUK faces choice on Chinese EV tariffs as market share hits 28%1 in 30 days
- Rare Earths & MineralsRare earths and critical minerals: export curbs, supply deals and the race to build alternatives.Nothing new in 30 days
- Supply ChainsUS to provide three longer-range aircraft to Philippine Coast Guard for South China Sea surveillance4 in 30 days
- Capital Flows & ListingsInvestment restrictions, listings and delistings, funds moving in and out.Nothing new in 30 days
- Currency & BankingThe yuan, the dollar, central banks, banks and payments.Nothing new in 30 days
- PropertyChina's property market and what it means for growth and global investors.Nothing new in 30 days
- TaiwanEuropean Parliament adopts tougher China stance, calls for continuous naval presence in Taiwan Strait3 in 30 days
- Hong KongHong Kong as financial bridge: listings, law, sanctions and capital.Nothing new in 30 days
- Military & SecurityUS to provide three longer-range aircraft to Philippine Coast Guard for South China Sea surveillance4 in 30 days
- Students, Visas & TalentUS proposes US$70,000 fee for foreign students to work after graduation2 in 30 days
- Consumers & BrandsWhat Chinese and American consumers buy from each other, and brands winning or losing.Nothing new in 30 days
- Film, TV & MusicBox office, streaming, stars and soundtracks crossing the Pacific, or failing to.Nothing new in 30 days
- Fashion & Youth TasteFashion, games and viral trends: what young people on each side copy, love or reject.Nothing new in 30 days
Signals
By kind of signal: new rules, deals, quiet signals, claims on record…
- New Rules & RegulationsCommerce Ministry announces 2027 non-state crude oil import quota, conditions and procedures2 in 30 days
- Official Statements & DiplomacyEuropean Parliament adopts tougher China stance, calls for continuous naval presence in Taiwan Strait4 in 30 days
- Deals & InvestmentUS to provide three longer-range aircraft to Philippine Coast Guard for South China Sea surveillance2 in 30 days
- Data ReleasesTrade, macro, sales and market data that move the picture.Nothing new in 30 days
- Personnel MovesAppointments, departures and hiring shifts that signal priorities.Nothing new in 30 days
- Legal ActionUS Treasury issues first outbound investment fine, penalizes Plug and Play parent US$200,0002 in 30 days
- One Side OnlyUK faces choice on Chinese EV tariffs as market share hits 28%2 in 30 days
- Quiet SignalsCommerce Ministry announces 2027 non-state crude oil import quota, conditions and procedures2 in 30 days
- Culture SignalsCelebrity, film, music, fashion, brands and youth trends that show how each side sees the other.Nothing new in 30 days
- Claims on RecordUK faces choice on Chinese EV tariffs as market share hits 28%2 in 30 days
- Analysis & InterviewsEU-China trade talks; Reality after the Xi-Trump meeting; US-China AI/SI1 in 30 days