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  • China and US still to agree on rare earth deal weeks after talks

    The lack of clarity has left rare-earth exporters in limbo

  • The Eastern Window: What are the risk factors in the US-China truce, and will it last?

  • Wall Street goes risk-on as trade optimism grows

    The S&P 500 rose almost 1% as Chinese and US trade negotiators have lined up an array of diplomatic wins for Donald Trump and Xi Jinping to unveil at a summit this week

  • The Eastern Window | Beyond the Handshake: Why a US-China trade deal may not end their strategic rivalry

    The US and China are close to signing an agreement to resolve a range of trade differences between them. If successful, the deal will have far-reaching implications on the global supply chain, and the economies of several countries including India

  • US strategy to counter China’s mineral strengths is riddled with contradictions

    The dependency-driven vulnerabilities on China could be lessened if Washington would take a comprehensive, competitive industry vision-driven approach to the problem, involving some resource-rich allies

  • Trump pauses export controls to bolster China trade deal: Report

    The industry and security bureau of the Commerce Department, which oversees export controls, has been told in recent months to avoid tough moves on China, report said

  • Criminal Chips? Trump escalates US-China tech war with global warning on Huawei AI

    The fragile truce between the US and China after the Geneva trade talks is already under pressure, with President Trump’s administration targeting Huawei’s AI chip ecosystem. The move marks a renewed escalation in the ongoing tech war between the two global powers

  • US-China rivalry heats up in Gulf tech, defence deals

    President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar marked a dramatic shift in US foreign policy—from values-driven diplomacy to pure transactionalism. Massive tech, defence, and mining deals highlight an intensifying US-China rivalry playing out in the Middle East

  • Wall Street snaps 3-day gaining streak as investors book profits; UnitedHealth shares crash 18%

    The pullback comes after a strong run earlier this week, driven by optimism around improved US-China trade relations and cooling inflation.

  • S&P500, Nasdaq Composite, Dow Jones hold steady as tech leads rally, trade respite boosts sentiment

    Chipmakers were among the day’s top performers. Nvidia rose over 3 percent after reports that it would ship 18,000 high-end AI chips to Saudi Arabia. Shares of AMD rallied more than 5 percent following the announcement of a $6 billion stock buyback.

  • Dow, S&P500, Nasdaq extend winning streak on easing US-China tensions; Nvidia up 2%

    Markets have rallied sharply this week, with the S&P 500 and Dow gaining over 4 and 2 percent respectively. The Nasdaq has jumped more than 6 percent.

  • Wall Street futures hold steady after strong rally; UnitedHealth downgrade weighs on Dow

    The market sentiment remains largely positive, buoyed by the easing of U.S.-China trade tensions. A 90-day tariff pause announced earlier this week has helped soothe investor nerves, triggering a broad-based rally led by tech.

  • How India should navigate the US-China technology war for supremacy

    Indian policymakers and some entrepreneurs have voiced ambitions to build homegrown Generative AIs and LLMs from ground up

  • Long-term dilemmas await Asia caught in US-China tariff rivalry

    India has diplomatic edge but cannot escape the threat from the US-China rivalry

  • Live: The Negative Effects Of Trump’s Tariff Pause & Growing Trade War With China | Beyond Averages

    The 90-day pause on differential tariffs came as a breather for many countries. However, the growing trade war between US and China is expected to hurt economies with China looking at other markets for its exports. Many believe 90-day pause may create more issues than it resolves, with US policy in limbo affecting trade and business decisions. So, where does India stand in this? Watch the conversation with Bipin Sapra, Tax Partner, EY India and Deepa Kumar, Head, Asia-Pacific Country Risk, S&P Global Market Intelligence

  • Tariffs to impact millions of Chinese workers in blow to economy

    Goldman Sachs Group Inc. estimates that up to China's 20 million people — or about 3% of the labor force — may be exposed to US-bound exports

  • How China went from courting Trump to ‘never yield’ tariff defiance

    The combative all-of-government approach after Trump’s “Liberation Day" salvo marked a hard turn for Beijing, which had tried to avoid a spiralling trade war

  • With 104% tariff bomb, Trump sets the stage for biggest trade war with China: Can India be the unexpected winner?

    Despite not being a direct target of the primary tariff volleys, India is not immune to the repercussions of a US-China trade war. A protracted and escalating trade war between the two biggest economies can lead to a broader global economic slowdown.

  • China, US make first-known military contact since Trump’s inauguration

    Military officials from the US and China held a maritime safety consultation in Shanghai on Wednesday and Thursday

  • China Opposes U.S. Stance On Countries Buying Venezuela Oil, Gas| Tariff War| Trump| N18G

    China strongly opposes the U.S. decision to impose a 25% tariff on trades with countries purchasing oil and gas from Venezuela. The Chinese government calls for an end to U.S. interference in Venezuela’s internal matters and the removal of what it describes as "illegal" unilateral sanctions. The move follows U.S. President Trump's executive order on March 24, which also extended the deadline for Chevron to exit Venezuela, easing pressure on the company. The sanctions stem from accusations against President Nicolás Maduro for failing to make progress on electoral reforms and migrant returns. China voiced these concerns at a press briefing.

  • Why the US keeps losing to China in the critical minerals race

    Despite government funding and policy efforts, American firms struggle to compete with China's dominance over critical minerals.

  • China vows to uphold stability as Trump reshapes world order

    China “brought much needed stability to a changing and turbulent world,” Foreign Minister Wang Yi said at an annual press briefing in Beijing on Friday

  • China vows ‘all necessary measures’ against new US tariffs

    Beijing’s reaction came hours after Trump announced an additional 10% tariff would take effect March 4

  • Trump piles pressure on Xi with latest threat to raise tariffs

    Trump said Thursday in a social media post that China will be charged an additional 10% tariff on March 4

  • Markets set for a positive start as Trump pauses tariffs on Canada, Mexico

    Trump Tariffs: While Trump postponed the 25 percent import tariff on Canada and Mexico, uncertainty persists over the tariffs on China. He revealed plans for discussions with Chinese officials, raising hopes for a possible reprieve, but the outcome remains uncertain.

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