Kinger Lau, chief China strategist at Goldman Sachs, discusses the outlook for China’s economy and market in light of U.S. tariffs and advancements in artificial intelligence.
Featured Posts Title
Inside the Sudden Collapse of a U.K. Spy Case Against China
China expels No. 2 general and 8 others from the Communist Party in anti-corruption drive
US Ramps Up Aircraft Carrier Presence Near China
China ups its spy game on US soil as it bids to control coronavirus narrative
China reclassifies dogs as pets, not livestock, in wake of the coronavirus
China admits to destroying coronavirus samples, insists it was for safety
Trump calls 157% China tariffs ‘not sustainable’ ahead of planned Xi meeting in South Korea
Recent Posts
Innovation in China’s AI can only partially offset its structural issues, Goldman strategist says
Volvo Cars weighs tariffs-led production move, warns of ‘hyper-competitiveness’ in China
“We’re preparing ourselves to see whether we need to start looking at production relocation or or even supplier relocation,” Volvo Cars CEO Jim Rowan told CNBC.
After DeepSeek leap forward, Russia’s Sberbank plans joint AI research with China
Sberbank, Russia’s biggest bank, plans to collaborate with Chinese researchers on joint AI projects after DeepSeek upended the technology landscape by creating a powerful AI model much more cheaply …
Europe could be a big loser in US-China trade war, ECB warns
European Central Bank interest rates have room to fall further as inflation moderates, ECB board member Piero Cipollone said, warning that the U.S. administration’s trade war with China could have a …
China tariffs may already be hiking up import fees
A Trump administration order over the weekend added a 10 percent tariff to goods from China and closed the de minimis exception, a loophole that lets packages valued under $800 enter the US duty-free.
China’s ‘lifeline’ labs and rich Asians’ crypto craze
A notable example is Hubei Yangtze Memory Labs in Wuhan, where many engineers from leading Chinese chipmaker YMTC, which was added to the U.S. Entity List in 2022, conduct trials and test samples.
China’s rapid tariff response shows Beijing is ready for Trump
China’s targeted and calibrated response to Trump’s tariffs shows Beijing isn’t backing down, economists told Business Insider.
Fantastic Beijing Fair brings Chinese New Year festivities to London
The Fantastic Beijing Fair opened in London on Feb 1, bringing the vibrancy of Spring Festival and the rich cultural heritage of Beijing to the UK capital while fostering cultural exchange between China and the…
Focus: China’s U.S. ethane imports to surge in 2025 in drive to cut costs
Despite a growing trade war between Washington and Beijing, China’s ethane imports from the U.S. are set to surge this year as big petrochemical producers battling shrinking profits switch to the …
DeepSeek’s Security Vulnerability: Ties to China Mobile Unveiled
DeepSeek, a Chinese AI firm, is under scrutiny after security experts found it potentially sending user data to China Mobile, a state-owned entity banned in the US. The discovery raises significant national security concerns regarding…
From India to Australia: Which Countries Have Issued Red Flag Over China’s DeepSeek
The United States has banned Chinese tech firm DeepSeek AI over national security and privacy concerns. According to security researchers, the AI chatbot’s website contains computer code that could access sensitive information and send it…
China’s retaliatory tariffs on crude likely to push US exports lower in 2025
China’s retaliatory tariffs on the United States may cause U.S. oil exports to decline in 2025 for the first time since the COVID-19 pandemic, after growth plateaued last year. Exports of U.S. crude …
China’s Trump Strategy
Since Trump’s first term, they have been adapting their approach to the United States, and they have spent the past three months further developing their strategy to anticipate, counter, and minimize the damage of Trump’s…
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