China
Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge
US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S. […]
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Trump’s playbook on Greenland, Venezuela, and Iran is about taking on China, analysts say
In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen. Dilara Irem Sancar | Anadolu | Getty Images In 10 days, Donald Trump captured the Venezuelan president, spooked European leaders with talk of annexing Greenland, and imposed 25% tariffs on […]
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CNBC’s The China Connection newsletter: Battle for the recovering luxury market heats up
Louis Vuitton officially opened a new flagship in downtown Beijing on Jan. 13, 2026. CNBC | Evelyn Cheng This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story For the last few weeks, a new […]
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China’s AI and robotics push isn’t enough to kickstart its economy, leaving growth more exposed to trade risks
A tower crane stands above residential buildings in an urban district in the afternoon light, on January 9, 2026, in Chongqing, China. Cheng Xin | Getty Images News | Getty Images BEIJING — China’s push into high-tech industries isn’t large enough to offset the country’s property slump, leaving the economy more exposed to trade tensions, […]
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Asia-Pacific markets trade mixed as investors await China inflation data
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear). Bernd von Jutrczenka | Picture Alliance | Getty Images Asia-Pacific markets traded mixed on Friday as investors awaited China’s inflation data coming out later in the day. China’s consumer price […]
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Good news keeps coming for Nvidia but not the stock. Time to buy?
Shares of Nvidia have started the new year off flat as Wall Street skeptics ignore a string of positive developments that continue to boost our confidence in the stock and inform our advice for investors with and without positions. The most recent update came early Thursday morning, when Bloomberg reported that China will indeed allow […]
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Meta faces China probe over acquisition of AI agent startup Manus
Chinese officials are reviewing Meta’s $2 billion acquisition of AI startup Manus for possible technology control violations, FT reported on Tuesday. Sopa Images | Lightrocket | Getty Images China said Thursday it will investigate Meta‘s $2 billion acquisition of artificial intelligence startup Manus to assess its compliance with export control laws. Meta acquired Singapore-based Manus last month […]
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CLSA recommends these 8 global defensive stocks, as 2026 kicks off in uncertain territory
2025 was characterized by uncertainty and divergence as geopolitics, tariffs and conflict gripped global markets. This year may be more of the same. Investment bank CLSA said it expects “resilience and rotation” in 2026 and named the defensive stocks and countercyclical plays it favors. In its “Global Themes Redux” report released on Monday, the bank […]
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Trump’s Greenland rare earth bet looks ‘absurd’ as reality check looms, experts warn
Washington’s push to tap Greenland’s rare earths is an “absurd” solution to reduce its dependence on Beijing, industry experts said, citing low-grade deposits, harsh weather and the reality that any mined material would still need to be processed in China. Markets have nonetheless piled into rare-earth stocks with exposure to Greenland after U.S. President Donald […]
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CNBC’s The China Connection newsletter: What’s next after a 10-year ‘experiment’ with U.S.-China competition
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story For someone who’s witnessed the ups and downs of U.S.-China tensions since the 1990s, James Zimmerman is unexpectedly hopeful about 2026. This year, he’s back […]
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