Beijing
‘Reflation is back’ says Deutsche Bank as global central banks diverge from Fed
As central banks make different decisions on rates this week and next, their economies all show one thing, according to Deutsche Bank: Global reflation is back. “Something’s cooking. In contrast to US rates, the rest of the world looks far more interesting,” George Saravelos, global head of FX Research at Deutsche Bank, said in a note […]
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Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them?
Look at what Nvidia CEO Jensen Huang has said this year, and what Chinese tech giants and Beijing have done, and you’ll see potential hints as to how this lifting of the ban will play out. Why China might push back against the H200 The H200 is one of Nvidia’s most advanced chips for training […]
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‘Terrifying’: Why U.S. senator in top intel post wants more spying on Chinese companies
Go back a decade and most Americans had never heard of Huawei. Today, the Chinese telecom giant is a symbol of how quickly China can dominate a strategic technology sector and in the process create new national security and market threats for U.S. government and industry. Democratic Senator Mark Warner of Virginia, the top Democrat […]
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‘China’s Nvidia’ Moore Threads surges over 400% on trading debut after $1.1 billion listing
An illustration photo shows Moore Threads logo in a smartphone in Suqian, Jiangsu Province, China on October 30, 2025. Cfoto | Future Publishing | Getty Images Shares of Moore Threads, a Beijing-based graphics processing unit (GPU) manufacturer often referred to as “China’s Nvidia,” soared by more than 400% on its debut in Shanghai following its […]
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Japanese concerts in China are getting abruptly canceled as tensions simmer
Key Points Beijing has increased its pushback against Japanese Prime Minister Sanae Takaichi’s Taiwan comments. Concerts with Japanese artists in Beijing have been canceled or postponed, sometimes with little notice. “You don’t have predictability because nobody announces the policies publicly,” said Christian Petersen-Clausen, a music agent who has organized more than 70 concerts in China […]
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Europe has rare earths but, for now, it’s at China’s mercy like everyone else
Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China. China Stringer Network | Reuters Like the U.S., Europe is also feeling the pressure to keep China sweet in order to maintain supplies of rare earth elements, which are vital for its strategic industries in the region such […]
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Asia-Pacific markets trade mixed as investors assess intensifying China-Japan tensions
An electronic quotation board displays the Nikkei 225 stock prices on the Tokyo stock Exchange in Tokyo on Nov. 5, 2025. Greg Baker | Afp | Getty Images Asia-Pacific markets traded mixed on Monday as investors assessed rising friction between Japan and China after Beijing warned its citizens about travel and study plans in Japan. […]
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China’s Singles’ Day stumbles as frugal shoppers shrink the world’s biggest sale
JD.com and Alibaba are operating in Suqian City, Jiangsu Province, China, on Dec. 29, 2023. Costfoto | Nurphoto | Getty Images BEIJING — Preliminary figures for China’s biggest shopping event of the year indicated slower sales as consumers tie their purse strings tighter amid weak economic growth. The Double 11 shopping festival this year recorded […]
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CNBC Daily Open: U.S. stocks’ gains in October owe much to AI
Jensen Huang, CEO of Nvidia, reacts during the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea, October 31, 2025. Kim Soo-hyeon | Reuters Traders who shorted the S&P 500 — essentially, betting that it would go down — last month were in for a rude surprise. The broad-based index ended the month […]
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CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings
The Google corporate office at The Hub building in Warsaw, Poland on Sept. 16th, 2025. Beata Zawrze | Nurphoto | Getty Images The news cycle barely stopped to breathe today. First, Trump meets Xi. U.S. President Donald Trump met Chinese leader Xi Jinping in South Korea on Thursday, during which he struck a 1-year rare […]
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