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"#Nvidia plans to launch a new artificial intelligence chip designed specifically for #China as soon as September, w/CEO Jensen Huang planning a visit to reassert the company’s commitment to the country" ft.com/content/e496f8…

Stimulus! reuters.com/markets/asia/c…

China Lenders Rush to Sell Riskiest Debt to Catch Low Yields bloomberg.com/news/articles/…

"The Japanese army on Wed began deploying its fleet of V-22 Ospreys on a newly opened permanent base in SW Japan, Tokyo’s latest move to strengthen its defenses as tensions w/#China grow" apnews.com/article/japan-…

“The latest figures indicate that China’s construction sector is gradually steadying following the government’s stimulus measures, after years of disruption from the prolonged property crisis.“ bloomberg.com/news/articles/…

We have fantastic data on this in China Beige Book’s Q2 release. Will be able to share publicly in the coming days. Stay tuned!

🤯🤯🤯The Spanish govt has awarded 🇨🇳's Huawei contracts worth €12.3 million for the management of digital storage of the results of wiretaps ordered by judges and prosecutors. What could possibly go wrong? Indeed, some European govts are still profoundly unserious.

Come join us at the FreightWaves "F3: Future of Freight Festival" October 21-22, 2025 at the Chattanooga Convention Center! Craig Fuller 🛩🚛🚂⚓️ freightwaves.com/news/china-exp…

For China Shock 2.0, here's your primer, from U.S.-China Commission: uscc.gov/hearings/domin…

Volkswagen and Chinese partner SAIC will close their joint plant in the Chinese city of Nanjing, German daily Handelsblatt reported on Friday, as the German carmaker loses market share in the world's largest car market. reuters.com/business/retai…

Yes. This (further) hit to manufacturing prices was a major highlight of our June flash data release...2 weeks ago. cnbc.com/2025/07/09/chi…

China Surveys Seabeds Where Naval Rivals May One Day Clash nytimes.com/2025/07/10/wor…

In big shift, Shanghai regulator mulls policy responses to stablecoins & cryptocurrencies reuters.com/business/retai…

Chinese banks get access to new CBA blockchain trade finance platform thepaypers.com/payments/news/…

Their China strategy is certainly a contender.

"economic pressure from China’s army of smelters has been constant over the years & caused the US industry to downsize in the late 2000s and mid-2010s while demand for US copper dwindled. Now, demand is back—but the US capacity isn’t." bloomberg.com/news/features/…

"China now has so much smelting capacity that so-called treatment and refining charges—the industry’s way of pricing the raw material—have gone negative. That means smelters are effectively paying more for their concentrate than the value of the metal it contains."

A bipartisan pair of U.S. senators sent a letter to Nvidia CEO Jensen Huang on Friday about an upcoming trip to China, warning the CEO to refrain from meeting with companies that are suspected of undermining U.S. chip export controls. reuters.com/world/china/us…

In global race for critical minerals, China identifies dozens of new reserves scmp.com/news/china/art…