The U.S. used its AI kill switch in June. China appears to be building one for July. Beijing has spent the past month in quiet talks with its biggest AI companies about restricting who gets…
Tagged By export
World Bank’s reference to ‘tech-related imports’ reveals a new dimension of China’s development
The World Bank’s latest China Economic Update, released on Tuesday, contains a phrase that captures an emerging trend in China’s economy: “tech-related imports.” The term points to the interaction …
Japanese firms flag risks of China’s rare earth export controls – report
Japanese firms warn China’s rare earth export controls could hit production and earnings as Tokyo seeks alternative supplies, recycling, and G7/U.S.
China surpasses US in fintech patent filings, claims 38% share of global applications
China claims 38% of global fintech patent filings, more than double the US share of 17%, with ICBC leading at 3,198 patents as innovation shifts east.
Corporate Japan raises rare-earth supply concerns as China restricts exports
China’s rare earth export controls slashed shipments to Japan by over 80%, threatening $17B in production losses and rattling global tech supply chains.
CNBC’s The China Connection newsletter: What to watch for in the second half
After a tumultuous first half of the year, China prioritizes AI, IPOs and diplomacy during a critical H2.
3 critical minerals ETFs capturing the reshoring trade as China tightens export controls
Quick ReadREMX surged 146% since April 2025 as the purest rare earth play; LIT spreads exposure across 40 lithium-to-battery chain names.China controls roughly 60% of global rare earth production and …
China has stalled Japan-bound exports of various critical minerals: data
BEIJING – China has stalled Japan-bound exports of various critical minerals including rare earths and rare metals, mainly items related to the defense industry, recent Chinese trade data has shown, …
Cathie Wood’s weekly recap: builds Tesla, crypto positions; pares Roku, China tech
ARK Invest’s trading activity during last week showed continued conviction in AI infrastructure, digital assets, and fintech while trimming exposure to streaming, genomics tools, and select China tech …
China test-fires ballistic missile in Pacific as geopolitical risk calculus shifts for crypto markets
China launched an ICBM into the Pacific for the first time since 1980. Here’s what the geopolitical escalation means for crypto investors and digital asset …
China’s PBOC keeps liquidity taps open with 7 billion yuan injection as new overnight repo tool reshapes money markets
The PBOC injected 7 billion yuan via 7-day reverse repos at 1.4% while its new overnight repo tool and a planned 1-trillion-yuan operation reshape China’s …
China’s robot exports near 20 billion yuan in Jan-May as overseas push quickens
China exported 10.377 million robots across individual categories from January to May this year, with total export value approaching 20 billion yuan ($2.98 billion), according to customs data. The …
China understands food security — the EU does not
Europe sees itself as self-sufficient in food, but its meat production relies heavily on imported animal feed. In this op-ed, Nico Muzi argues that the EU remains structurally dependent on …
