China
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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Why Trump wants Greenland — and what makes it so important for national security
Sermitsiaq Mountain looms behind a row of houses in Nuuk, Greenland, on March 4, 2025. Odd Andersen | Afp | Getty Images U.S. President Donald Trump is fixated on taking control of Greenland, a vast, sparsely populated and mineral-rich island situated between the Arctic Ocean and the North Atlantic Ocean. “It’s so strategic,” Trump told […]
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CNBC’s UK Exchange newsletter: Is Britain back? Five things to watch for the U.K. in 2026
This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch A new year brings with it optimism for the coming 12 months The main hope for the U.K. must be that 2026 proves to be better — for the economy, households and individual businesses — than […]
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China reviews Meta’s purchase of AI startup Manus, FT reports
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 Chinese officials are reviewing Meta’s $2 billion acquisition of artificial intelligence startup Manus for possible technology control violations, the Financial Times reported Tuesday, citing two people familiar with the matter. Reuters could […]
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China bans dual-use goods exports for Japan military over Taiwan remarks
chinese and japan flags painted on cracked concrete wall, china and japan conflict or partnership concept Mastersergeant | Istock | Getty Images China has banned exports of dual-use items to Japan that can be used for military purposes, according to a commerce ministry statement on Tuesday, Beijing’s latest move in reaction to an early November […]
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Huang says Nvidia seeing ‘very high’ Chinese customer demand for H200 AI chips
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia CEO Jensen Huang on Tuesday said that the company is seeing “very high” customer demand in China for its H200 AI chips, which the U.S. government recently signaled that it would […]
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CNBC Daily Open: Another year of geopolitical uncertainties
A traders works on the floor at the New York Stock Exchange in New York City, U.S., Jan. 2, 2026. Jeenah Moon | Reuters It’s barely a week into 2026 and already, the year is making its intentions clear. After the U.S. military strike on Venezuela and capture of its leader Nicolás Maduro and his […]
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China decries U.S. action in Venezuela — even as it guards billions at stake
Key Points The U.S. attack on Venezuela puts Beijing’s local commercial interests in the spotlight. China is the top destination for Venezuela’s crude oil exports. Analysts doubted the U.S. strikes would immediately impact Beijing’s actions on Taiwan. Source
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