China
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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In China, fears grow of an EV financial crisis amid pricing war
At a used car market in Beijing, salesman Ma Hui said he fears China’s electric vehicle industry is in a race to the bottom. EV makers, led by the country’s market leader BYD, have been engaged in a bruising price war, depressing profits for the brands, as well as sellers such as Ma. “All of […]
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China’s rare-earth mineral squeeze puts defense giants in the crosshairs
Crews walk towards a Royal Navy F-35B Lightning fighter jet to prepare it for take-off from the deck of British aircraft carrier HMS Prince Of Wales, in an undisclosed location, on April 24, 2025, following its deployment to the Indo-Pacific region. Richard Pohle | Afp | Getty Images The automotive and robotics industries have been […]
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CNBC Daily Open: ‘Good reports’ from U.S.-China talks could push S&P 500 to new high, analysts say
He Lifeng, China’s vice premier, arrives for trade talks at Lancaster House in London on June 9, 2025. Chris Ratcliffe | Bloomberg | Getty Images Trade negotiators from the U.S. and China have met in London, and talks are expected to continue Tuesday, a source familiar with the situation told CNBC’s Megan Casella. It seems […]
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