Latest Market News
Russia-China Mega-Deal: 40 Pacts Signed, Pipeline Stalled
Putin and Xi sign over 40 deals across trade, tech, and nuclear security, but the Power of Siberia 2 pipeline remains unresolved.
Nvidia Concedes China AI Chip Market to Huawei
Nvidia admits losing China's AI chip market to Huawei amid export curbs, but eyes future return.
Alibaba Triples AI Chip Performance, Bolsters China's Tech Independence
Alibaba unveils Zhenwu 930 AI chip with 3x performance, advancing China's domestic semiconductor push and supporting its Qwen AI models.
Boeing Secures 200-Jet China Order, Signaling Trade Thaw
China confirms a 200-aircraft order from Boeing, marking a major trade breakthrough and boosting US manufacturing.
Putin-Xi Summit Tests China's Balancing Act Amid US Tensions
Analysis of Putin's Beijing visit as Kremlin seeks strategic triangle and oil deals, while China manages ties with Washington and Moscow.
AI Boom Sparks Optical Fiber Gold Rush in China
Surge in AI data center construction drives unprecedented demand for optical fiber, with Chinese manufacturers booked through 2027 and supply constraints emerging.
Putin-Xi Summit: Geopolitical Realignment Amid Iran Crisis
As Trump threatens Iran and G7 meets, Putin and Xi plan talks in Beijing, signaling a shift in global power dynamics.
China's Retail Sales Growth Slumps to 3-Year Low, Signaling Consumption Weakness
China's April retail sales rose just 0.2% YoY, the weakest since Dec 2022, missing expectations. Industrial output and investment also disappointed, raising concerns about economic recovery.
China's Urban Jobless Rate Dips to 5.2%, But Broader Economic Weakness Persists
China's urban unemployment fell to 5.2% in April, but retail sales and industrial output missed expectations, signaling uneven recovery.
Trump’s China Trip Sidelines Taiwan: What It Means
Trump’s 2026 China visit avoids Taiwan friction. Analysis of strategic silence and market implications for US-China relations.
Trump's China Trip: Taiwan Arms Sales Fade as Bigger Priorities Emerge
Trump's 2026 China visit sidelines Taiwan arms sales. Analysis reveals strategic pivot to trade and North Korea, reshaping US-Asia policy.
China's Oil Buy from US Reshapes Energy Markets
China agrees to buy US oil amid Trump-Xi summit, shifting global energy flows and impacting markets.
Boeing Soars on China Jet Order, S&P 500 Breaks 7,500
Boeing lands 200-jet order from China as Trump-Xi trade detente sparks record S&P 500 close above 7,500. Original analysis on aerospace revival.
S&P 500 Breaks 7,500: Trade Thaw Fuels Rally
S&P 500 closes above 7,500 for first time as US-China trade tensions ease. Xi and Trump signal cooperation, boosting markets.
Trump-Xi Meet Boosts China AI Stocks, Crypto Eyes Fed Chair
Trump-Xi meeting lifts Chinese tech stocks amid AI optimism; Kevin Warsh confirmed as Fed chair, with crypto holdings including Solana and Optimism.
Iran Ceasefire Falters: Oil Risk Premium Returns as Trump Heads to China
Iran ceasefire on 'massive life support' revives oil risk premium. Trump meets Xi amid trade talks and China's Iran worries. Market analysis inside.
Trump-Xi Summit: AI Hopes vs. Hormuz Tensions
Trump-Xi meeting boosts Chinese AI stocks but reveals discord on Hormuz. Analysts urge caution on earnings.
US Clears H200 Chip Sales to Alibaba, Tencent: A New AI Era?
US approves H200 chip sales to Alibaba, Tencent, and others. What this means for China's AI race and Nvidia's strategy.
China's AI Chip Pivot: Huawei Rises as Nvidia Falters
DeepSeek and other Chinese AI firms shift to Huawei chips, highlighting Nvidia's vulnerability in China and the impact of US export controls.
Bessent-He Meeting in Seoul: Prelude to a New Trade Era?
US Treasury Secretary Bessent and China's He Lifeng held talks in Seoul, signaling a potential thaw in trade tensions ahead of the Trump-Xi summit.