China
Most retail executives expect Trump to walk back ‘reciprocal’ tariffs, survey finds
A container truck and shipping containers are shown at the Port of Los Angeles, in San Pedro California, U.S., May 13, 2025. Mike Blake | Reuters Even retail executives are bullish on the “TACO trade.” Following weeks of shifting trade policy, early deals and winding court challenges, some retail executives are starting to feel more […]
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Huawei ‘has got China covered’ if the U.S. doesn’t participate, Nvidia CEO tells CNBC
If the U.S. continues to impose AI semiconductor restrictions on China, then chipmaker Huawei will take advantage of its position in the world’s second-largest economy, Nvidia CEO Jensen Huang told CNBC Thursday. “Our technology is a generation ahead of theirs,” Huang told CNBC at the sidelines of the Viva Technology conference in Paris. However, he […]
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Trade tensions aren’t stopping Chinese companies from pushing into the U.S.
Key Points Shenzhen-based camera company Insta360 went public Wednesday on Shanghai’s tech-heavy STAR Market in the board’s largest raise to date. The company counts the U.S. as one of its biggest markets, contributing roughly the same amount of revenue as mainland China and Europe. It’s a sign of how China-based companies are still eager to […]
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Tariffs are the biggest macroeconomic concern for two in three investors, poll finds
Mounting trade tensions and tariffs have become the single biggest worry for global investors, overshadowing all other economic risks, a new survey shows. Nearly two-thirds (63%) of institutional investors and wealth managers identified trade levies as the most significant macroeconomic concern impacting their strategy, according to a survey published by British investment manager Schroders. The […]
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China’s racing to build its AI ecosystem as U.S. tech curbs bite. Here’s how its supply chain stacks up
Chip engineer handling a wafer. Compared to Nvidia’s export-restricted chips, the performance gap between Huawei and the H20 is less than a full generation,” said Dylan Patel, founder, CEO and chief analyst of SemiAnalysis. Sinology | Moment | Getty Images With the U.S. restricting China from buying advanced semiconductors used in artificial intelligence development, Beijing […]
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Asia-Pacific markets trade mixed as investors assess Trump claims of ‘done’ deal with China
Hong Kong. Kowloon. Busy street in Mong Kok District. Acavalli | E+ | Getty Images Asia-Pacific markets traded mixed as investors assessed U.S. President Donald Trump’s declaration that a trade deal with China was “done.” Chinese imports would invite 55% tariffs, Trump suggested. Commerce Secretary Howard Lutnick confirmed that tariffs on China will stay at […]
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Trump’s ‘done’ deal with China: Trade damage will remain, logistics firms and retailers say
Chinese President Xi Jinping meets with U.S. President Donald Trump in Osaka, Japan, June 29, 2019. Xinhua News Agency | Xinhua News Agency | Getty Images President Donald Trump declared the trade war with China “done” Wednesday, while Commerce Secretary Howard Lutnick said tariffs on Chinese goods will be locked in at the current 55% […]
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U.S. tariffs on China won’t change again, Lutnick says after trade talks
Commerce Secretary Howard Lutnick said Wednesday that U.S. tariff levels on Chinese imports will not change from their current levels, even as a trade deal between Washington and Beijing has yet to be finalized. Asked on CNBC’s “Money Movers” if the current U.S. tariffs on China are not going to change again, Lutnick replied, “You […]
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CNBC’s The China Connection newsletter: AI hits an already weak jobs market
College graduates of the class of 2025 seek jobs at a special job fair for the new food and biomedicine industries in Huai ‘an City, Jiangsu Province, China, on June 8, 2025. Nurphoto | Nurphoto | Getty Images This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis […]
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10-year Treasury yield slips as U.S.-China trade talks enter second day
The 10-year yield slipped on Tuesday as U.S. and Chinese officials continued trade negotiations in London for a second day. The 10-year Treasury yield was down by 1.2 basis points at 4.472%. The 2-year yield added more than one basis point to 4.016%. The 30-year yield was lower by 2.3 basis points to 4.931%. One basis point […]
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