China Pulse Digest

US drone tariffs up to 100% target Chinese dominance on security grounds, extending "small yard, high fence" restrictions on robots, inverters and 88...

Philippines rejects US use of its territory for Taiwan attacks to protect sovereignty and stability.

• Marcos denies any special South China Sea...

Beijing's tax authorities are easing some restructuring rules while ramping up enforcement elsewhere.

• New STA rules let restructurings qualify for...

China is deploying a dual approach to perceived threats: tightening exit controls at home while rejecting foreign espionage claims abroad.

• Domestic...

Chinese stocks stand out as a potential contrarian bet. The CHA50 trades at a forward P/E of roughly 10x versus over 22x for the US500, with projected...

Apple trained its own large language model for China with Alibaba, becoming the first foreign firm Beijing has approved to offer a proprietary AI...

• US report accuses over 40 countries of helping China evade tariffs via transshipment, costing tens of billions.
• China's rare earth export curbs,...

• Domestic slump drives push abroad: China's car sales dropped 20% in H1 2026 while exports jumped 71%, as excess capacity and weak local demand force...

China's CXMT surged to a $540 billion valuation less than three weeks after its Shanghai IPO, placing it just behind Intel at $552 billion and ahead...

• Raised Outlook: Applied Materials lifted 2026 revenue guidance on surging AI chip demand for infrastructure buildout.
• China Paradox: The firm...

The White House report exposes China's "great transshipment scam" routing goods through over 40 countries to dodge tariffs.

• Scale: Annual revenue...

China's export controls on seven heavy rare earths are forcing Korean defense contractors to reroute shipments through Russia and Arab states to keep...

Uber's deal with Pony.ai for 2,000 robotaxis across Europe and the Middle East shows Chinese AV tech moving into Western commercialization platforms....

Tensions between the world's two biggest economies are flaring over AI and trade even as they seek to maintain a fragile trade truce ahead of Xi Jinping's Washington visit.

China's Sea Legend carrier is starting weekly seasonal sailings on the Northern Sea Route, cutting Ningbo-Felixstowe transit from roughly 40 days to...

Beijing's new rules impose a 20% tax on offshore trusts at every stage—from establishment to distribution—targeting wealthy Chinese with foreign...

The US is advancing a two-pronged strategy to cut economic ties with China.

• Alternative supply chains: Reviving Trinidad's mothballed steel plant...

China's rapid solar expansion has outstripped transmission and storage, causing rising curtailment of clean energy.

• A 100MW molten-salt plant in...

China is refining carbon accounting while delivering measurable pollution cuts.

• Policy shift: Expanded carbon-intensity scope now includes...

Taiwan's Han Kuang exercises featured Anping-class coast guard ships like the Bali, rapidly convertible with up to 16 Hsiung Feng anti-ship missiles to repel Chinese amphibious landings amid rising gray-zone pressure.