Tesla’s China Sales Plunge to Three-Year Low Amid Fierce Competition

Tesla has hit a troubling milestone in China, with October 2025 marking its lowest monthly sales in three years. The American electric vehicle giant sold just 26,006 units, a staggering 35.8% (approx’) drop compared to the same month last year. This slump follows a brief surge in September 2025, when Tesla launched the Model Y …

China’s Industrial Profits Surge 21.6% in September 2025, Marking Strongest Growth in Nearly Two Years

China’s industrial sector roared back to life in September, posting a 21.6% year-on-year increase in profits— reportedly the sharpest monthly gain in approximately two years. The rebound offers a glimmer of optimism for the world’s second-largest economy, which has been grappling with sluggish domestic demand and a challenging global trade environment. According to data released …

China’s rare Earth clampdown continues to send shockwaves through global markets

China’s latest tightening of rare earth exports has reignited global concerns over supply chain fragility and strategic resource dependence. With Beijing now requiring special permits for the export of key rare earth elements—used in everything from electric vehicles to missile guidance systems—the move is widely seen as a geopolitical lever in an increasingly fractured global …

What is the deal with the new Huawei AI power chip cluster touted by China?

Huawei has unveiled a bold new AI chip cluster strategy aimed squarely at challenging Nvidia’s dominance in high-performance computing. At its Connect 2025 conference in Shanghai, Huawei introduced the Atlas 950 and Atlas 960 SuperPoDs—massive AI infrastructure systems built around its in-house Ascend chips. These clusters represent China’s most ambitious attempt yet to bypass Western …

China experiences a slowdown as retail and industrial output miss targets

China’s economic recovery continues to show signs of strain, with the latest figures for August 2025 revealing a slowdown across retail sales, industrial output, and fixed-asset investment. This raises fresh concerns about the sustainability of growth amid persistent domestic and global headwinds China is facing. Retail sales rose by 3.4% year-on-year, falling short of analysts’ …

China-U.S. trade slump deepens as exports plunge 33%

China’s exports to the United States fell sharply in August 2025, marking a six-month low and underscoring the growing strain in global trade dynamics. According to recent data, shipments from China to the U.S. dropped by 33% year-on-year, reflecting both weakening demand and the ongoing effects of geopolitical tensions. This decline is part of a …

China’s EV Price War: BYD falters as the Chinese EV machine reshapes the global car market

China’s electric vehicle (EV) powerhouse is rewriting the global automotive playbook—but not without homegrown company damage. BYD, now the world’s largest EV manufacturer by volume, has been caught in the crossfire of a domestic price war. Damaging price war The price war is damaging margins. It is unnerving investors and revealing the perils of hyper-competition …

China’s new AI model GLM-4.5 threatens DeepSeek – will it also threaten OpenAI?

In a bold move reshaping the global AI landscape, Chinese startup Z.ai has launched GLM-4.5, an open-source model touted as cheaper, smaller, and more efficient than rivals like DeepSeek. The announcement, made at the World Artificial Intelligence Conference in Shanghai, has sent ripples across the tech sector. What sets GLM-4.5 apart is its lean architecture. …

China reportedly concerned about security of Nvidia AI chips

China has reportedly voiced concerns about the security implications of Nvidia’s cutting-edge artificial intelligence chips, deepening the tech cold war between Beijing and Washington. The caution follows increasing scrutiny of semiconductors used in defence, infrastructure, and digital surveillance systems—sectors where AI accelerators play an outsized role. While no official ban has been announced, sources suggest …

China’s restriction of rare earth materials hurts

China’s recent export restrictions on rare earth elements are sending shockwaves through multiple industries worldwide. As the curbs continue to take effect, sectors reliant on these critical minerals—including automotive, defence, and clean energy—are beginning to feel the strain. China controls about 60–70% of global rare earth production and nearly 90% of the refining capacity. Even …

China suffers U.S. tariff driven falls in exports and increased deflation concerns

China’s economic landscape is facing mounting challenges as exports to the United States plummet and consumer prices decline, sparking fears of deflation. The latest trade data reveals that Chinese exports to the U.S. fell by 34.5% in May 2025, marking the sharpest drop in over five years. This decline comes despite a temporary trade truce …

China’s manufacturing sector experiences decline amid Tariff chaos

China’s manufacturing activity took an unexpected hit in May 2025, marking its steepest decline since September 2022. The Caixin/S&P Global manufacturing PMI fell to 48.3, signalling contraction for the first time in eight months. This downturn comes as U.S. tariffs begin to weigh heavily on Chinese exports, dampening global demand and disrupting supply chains. The …

China’s industrial profit accelerates in April 2025 – despite Trump’s tariffs

Despite the heavy tariffs imposed by former U.S. President Donald Trump, China’s industrial sector has demonstrated remarkable resilience. In April 2025, industrial profits rose by 3%, marking the second consecutive month of growth. This increase was largely driven by Beijing’s strategic policy measures, which cushioned the impact of the tariffs and supported private enterprises. In …

China’s retail and industrial growth slows amid ongoing tariff driven economic uncertainty

China’s economy showed signs of slowing in April 2025, with both retail sales and industrial output missing expectations. Retail sales grew 5.1% year-on-year, falling short of analysts’ forecasts of 5.5% growth. The slowdown reflects weak consumer sentiment, driven by deflationary pressures and uncertainty in the housing market. While categories like gold and jewellery (+25.3%) and …

Trump tariff roll-back – a win for China? U.S. markets rejoice the ‘deal’

The U.S. stock market surged as investors cheered a breakthrough in trade negotiations between Washington and Beijing. The rollback of tariffs, announced as part of a new trade agreement, sent the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite soaring. The deal, which slashes ‘reciprocal’ tariffs on both sides, is seen as a major …

U.S. and China agree 90-day ‘reciprocal’ tariff pause and reduction deal

In a surprising breakthrough, the United States and China have agreed to suspend most tariffs on each other’s goods for 90 days, marking a significant step toward easing trade tensions between the world’s two largest economies. Following high-stakes negotiations in Geneva, representatives from both nations announced that reciprocal tariffs would be slashed from 125% to …

China’s Exports Defy Tariff Pressures, Surge 8.1% in April

Despite the weight of U.S. tariffs imposed by President Donald Trump, China’s export sector has shown remarkable resilience, posting an 8.1% increase in April 2025 compared to the previous year. This surge comes as a surprise, surpassing economists’ expectations of a modest 1.9% rise. While China’s outbound shipments to the U.S. plunged by over 21%, …

China to impose 34% retaliatory tariff on all goods imported from the U.S.

China has reportedly announced a significant escalation in its trade dispute with the United States, declaring a 34% retaliatory tariff on all U.S. goods. This move, set to take effect on 10th April 2025 and comes in response to the sweeping tariffs imposed by President Donald Trump’s administration earlier this week. The Chinese Ministry of …

China’s position on open-source artificial intelligence (AI) is upending the global AI race

China’s embrace of open-source artificial intelligence (AI) is revolutionising the global AI landscape, challenging traditional notions of innovation and competitiveness in this rapidly evolving field. Traditionally, the AI sector has been dominated by proprietary models and closed-source systems, particularly in the U.S. However, China has made a strategic pivot towards open-source initiatives, driven by trailblazers …

Baidu, once China’s generative AI leader – is battling to regain its position

Chinese tech giant Baidu has released two new free-to-use artificial intelligence models as it vies to regain its leading position in the country’s fiercely competitive AI space The Baidu models launched on Sunday 16th March 2025 included the company’s first reasoning-focused model and come ahead of plans to move towards an open-source strategy.  However, analysts reportedly said that while the release …

China’s exports miss forecasts as U.S. tariffs bite -imports record sharp decline

China’s exports in the January 2025 to February 2025 period rose 2.3% in U.S. dollar terms from a year earlier, significantly undershooting expectations of a 5% increase That marked the slowest growth since April 2024 last year when exports increased by just 1.5% on the year, according to recently released data. Imports surprised markets by …

China announces 7.2% increase in defence spending and targets around 5% growth for 2025

China has unveiled plans for 2025, announcing a 7.2% increase in defence spending alongside a GDP growth target of around 5% These decisions, revealed during the annual National People’s Congress in Beijing, reflect the nation’s strategic priorities amid a challenging and fast changing global landscape. The 7.2% rise in defence spending mirrors last year’s increase, …

China’s AI vs U.S. AI – competition heats up – and that’s good for business – isn’t it?

The escalating AI competition between the U.S. and China has taken a new turn with the emergence of DeepSeek, a Chinese AI startup that has introduced a low-cost AI model capable of rivaling the performance of OpenAI’s models. This development has significant implications for data centres and the broader technology sector. The rise of DeepSeek …

Apple and Google shares fall after China reportedly launches probes into Apple App Store practices and Google’s anti-trust issues

China Launches Probes into Google and Apple Over Antitrust Concerns China has recently initiated investigations into both Google and Apple, raising concerns over potential antitrust violations. The State Administration for Market Regulation (SAMR) is considering whether to formally investigate Apple’s App Store practices, particularly focusing on the fees Apple charges and its policies that block …

China’s DeepSeek low-cost challenger to AI rattles tech U.S. markets

U.S. technology stocks plunged as Chinese startup DeepSeek sparked concerns over competitiveness in AI and America’s lead in the sector, triggering a global sell-off DeepSeek launched a free, open-source large-language model in late December 2024, claiming it was developed in just two months at a cost of under $6 million. The developments have stoked concerns about the …

China’s fourth-quarter GDP grows at 5.4%

China’s economy expanded by 5.4% in the fourth quarter, surpassing market expectations, as a series of stimulus measures propelled the economy to meet Beijing’s growth target This final-quarter surge helped elevate China’s full-year GDP growth to 5.0% in 2024, with the official target of around 5%. In December 2024, retail sales increased by 3.7% from …