Chips, Oil and Iran: Why US Is Raising Pressure on China Before Xi-Trump Talks
The United States is intensifying a multi‑front pressure campaign on China ahead of President Trump’s planned mid‑May summit with Xi Jinping. The House Foreign Affairs Committee advanced 20 new export‑control measures that would tighten allies’ sales of advanced semiconductor equipment to China, and the Commerce Department ordered a halt to shipments for Hua Hong Semiconductor, the country’s second‑largest chipmaker. Simultaneously, the Treasury warned banks about transactions with small Chinese oil refineries that process the bulk of Iran’s crude. Despite these moves, Beijing continues to expand domestic AI‑accelerator production and deep‑ultraviolet lithography capabilities.
Why China May Benefit From the UAE’s Opec Withdrawal Amid Iran War Oil Crisis
The United Arab Emirates will leave Opec on May 1, ending its role as the bloc’s third‑largest producer, which accounts for roughly 12% of total output. Analysts expect the move to give China greater flexibility to source more Emirati crude, potentially...
Canada’s Push to Rebuild Ties with China Hits a Snag: A Lack of Direct Flights
Canada announced it will increase direct passenger flights to China and allow up to 20 weekly cargo services, aiming to revive tourism after a surge in Chinese bookings following visa‑free entry. Travel demand from China to Canada has more than...
China Orders Maritime Security Research as Strait of Hormuz Crisis Exposes Trade Risks
China’s State‑owned Assets Supervision and Administration Commission (Sasac) unveiled a 30‑project research agenda, with four studies dedicated to energy security and maritime chokepoints after the Iran‑Israel war effectively shut the Strait of Hormuz, which carries roughly 20% of global oil...
Facing US and Chinese Pressure, the EU Must Forge Its Own Strategy
The EU faces a widening trade deficit with China—about €360 billion (≈$425 billion) in 2023—while U.S. tariffs have forced Europe into a reactive, rather than coordinated, stance. This drift has left the bloc economically tethered to Beijing yet pressured to align with...
Un-Sanctioned: China to Welcome Dutch Trade Minister Amid Nexperia, ASML Discord
China has quietly removed long‑standing sanctions on Dutch trade minister Sjoerd Sjoerdsma, clearing the path for his planned trade mission to Beijing. The move comes as bilateral ties strain over semiconductor disputes involving Dutch firms Nexperia and ASML. Beijing’s gesture...
China’s Politburo Steps up Policy Response as Iran War Shakes Global Economy
China’s Politburo announced a sweeping policy push to cushion the economy from the fallout of the US‑Israel conflict over Iran. The leadership pledged to accelerate infrastructure projects, deepen technology self‑reliance, and tighten energy‑security measures. Officials framed the response as a...
Asian Private Wealth an Emerging Force in Property Investment
Knight Frank’s Q4 luxury‑residential report shows Hong Kong as the second‑most active market after Dubai, with 81 transactions totaling $1.5 bn. Mainland Chinese buyers dominate, accounting for 72% of sales above $6.4 mn and driving a 52% rise in transaction count year‑over‑year. Sydney...
Daniel Gros on What China Can Learn From the Euro as It Works Towards a Global Yuan
Daniel Gros, director at Bocconi’s Institute for European Policymaking, argues that the euro’s modest international role highlights the United States dollar’s unrivaled advantage: a deep, open financial market and a powerful lock‑in effect. He notes that the yuan’s push for...
Flood of Small Parcels From China Pushes Belgian Airport’s Capacity to Limit
More than 4 million small parcels from China have been arriving each day at Liège freight airport in Belgium since early 2026, overwhelming the facility’s handling capacity. The airport’s customs team consists of just 80 inspectors, far fewer than needed to...
As DJI Duels Insta360, China Sharpens Global Hardware Edge Amid US Scrutiny
DJI and Insta360 are locked in an escalating rivalry in Shenzhen, each rolling out next‑generation imaging hardware to capture market share from Western rivals. DJI announced an AI‑enhanced drone line aimed at professional creators, while Insta360 introduced an 8K 360°...
Brazil Beckoned: China Now Has Stock and Bond ‘Connect’ Schemes in These 5 Regions
China has launched its first emerging‑market bond‑connect with Brazil, linking Chinese investors to Brazilian sovereign debt and vice‑versa. The move expands China’s portfolio of offshore "connect" schemes, which already include Hong Kong, Singapore, the United Kingdom and Switzerland, covering both equity...
Flexible Dual-Use Claims Could Be New Global Trade Chokepoint
The U.S. Navy seized the Iranian‑flagged cargo vessel Touska, alleging it carried dual‑use components en route from China via Malaysia. The incident highlights how wartime pressure can reclassify ordinary commercial cargo as strategically sensitive, a trend reflected in rising EU...
Beijing’s Emphasis on Security Weighing on US Firms’ Optimism: AmCham China
American firms in China applaud regulatory refinements and greater openness, yet persistent national‑security priorities curb optimism. AmCham China's 2026 white paper highlights incremental progress on foreign investment rules and cross‑border data governance, but warns that broad, evolving security definitions complicate...
China’s Premium EVs Mount Tech-Powered Challenge to BMW, Mercedes-Benz at Expo
Auto China, the world’s largest auto show, opened in Beijing with 1,451 models spread across 380,000 square metres. Chinese premium electric‑vehicle makers used the 10‑day exhibition to unveil dozens of high‑tech models aimed at the luxury segment. The rollout directly...