China’s Huawei - QuikReader

Apple returns to top 5 smartphone ranking in China with iPhone 16 as Huawei battle ramps up

Apple returned to the top five ranking of China's smartphone market, helped by the launch of the iPhone 16, but its growth was still outpaced by Huawei.

Business - CNBC - October 25

TSMC Chips Ended Up in Devices Made by China’s Huawei Despite U.S. Controls

The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.

Business - The New York Times - October 29

Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips

The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.

Tech - The Wall Street Journal - 4 days ago

TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips

TSMC has denied a report that the U.S. is investigating its dealings with Huawei, following news that one of its chips has been found in a Huawei product.

Business - CNBC - October 23

A Japanese boy was killed in China. Was cyber-nationalism to blame?

The Chinese government has been accused of using online nationalism as a useful safety valve.

China is turning Japanese

At least that’s what the bond market is whispering

World - Financial Times - October 17

China’s economic ills are serious but not incurable

Unfortunately, policymakers have made things worse by resorting to temporary palliatives

Business - Financial Times - October 15

China’s investors are counting on fiscal stimulus

Recent market rally will peter out without decisive policy action to boost the economy

World - Financial Times - October 16

Is China cannibalising the EU car industry?

Troubles at VW point to growing doubts about future of Europe-wide sector as imports of cheap EVs rise. For decades Germany has enjoyed a reputation as Europe’s car capital, with slogans such as ...

World - The Guardian - October 20

China asks: what is an e-bike?

State bureaucracy makes the question more difficult than it may seem

World - Financial Times - October 22

Xi tightens stranglehold on China’s academia

Scholars fired or disappeared as Beijing clamps down on discussion of sensitive topics including economy

World - Financial Times - October 23

Why It’s Getting Harder to Fly to China

European carriers are enduring higher costs because they have to avoid Russian airspace, while a sluggish economy and geopolitical tensions are hurting business travel to China.

Business - The New York Times - October 25

UK borrowing costs hit highest level this year as gilt sell-off intensifies

Bond markets unnerved by scale of extra borrowing in chancellor Rachel Reeves’ Budget

Business - Financial Times - October 31

Western consumer groups unconvinced by China’s economic stimulus efforts

Falling sales for luxury, beauty and beer companies fuel doubts about Beijing’s attempts to boost confidence

Business - Financial Times - October 31

China fright ups the stakes for AstraZeneca

Pharma group needs some good news to ease investors’ nerves

World - Financial Times - 2 days ago

China Launches Sea and Air Drills Around Taiwan

The one-day military exercises followed a speech by Taiwan’s president last week that reaffirmed the island’s sovereignty.

World - The Wall Street Journal - October 14

China Holds War Games Encircling Taiwan in Warning to Island’s Leader

Scores of Chinese aircraft and dozens of ships surrounded Taiwan, after President Lai Ching-te rejected Beijing’s claim over the island.

World - The New York Times - October 14

China starts large military drills around Taiwan

Manoeuvres come after Taiwan’s president asserted sovereignty but asked Beijing to co-operate to secure peace

World - Financial Times - October 14

China’s Stock Markets Rebound on Promises to Help Businesses

Assurances from government officials on plans to strengthen the private sector offset a lack of specifics about economic stimulus.

Business - The New York Times - October 14

China 'punishes' Taiwan president remarks with new drills

Beijing says the exercise involved all parts of the military and simulates a full-scale attack on its neighbour.

Legendary buys out China's Wanda ownership stake

'Dune' production company Legendary Entertainment has bought out the stake previously owned by Chinese conglomerate Wanda Group.

Entertainment - Los Angeles Times - October 14

Behind Xi Jinping's Pivot on Broad China Stimulus

A bevy of bad news prompted action from the leader—but not a full U-turn.

World - The Wall Street Journal - October 15

China’s Wild Panda Census is Widely Regarded as Flawed

The panda census methodology is widely seen as flawed, and China keeps the data shrouded in secrecy.

World - The New York Times - October 15

How the U.S. Is Trying to Challenge China's Cobalt Chokehold

Talks over mining company Chemaf in Congo are part of a push by the Biden administration to secure global supplies of a metal used in everything from jet fighters and drones to electric-vehicle ...

World - The Wall Street Journal - October 15

FrieslandCampina in spotlight as China embarks on EU dairy probe

World - Yahoo News - October 15

Pandas from China arrive in Washington, D.C.

Two pandas from China arrived in Washington, D.C., on Tuesday, ending an 11-month absence of pandas from the National Zoo. The two giant pandas, Bao Li and Qing Bao, will have a month to settle ...

How big is ‘big enough’ for China’s stimulus?

Some estimates and theories

World - Financial Times - October 16

LVMH stock falls on slumping luxury sales in China

LVMH Moët Hennessy Louis Vuitton said a slowdown in Chinese spending had hit its third quarter sales

Business - MarketWatch - October 16

To top China in biotech, support US seedbeds of innovation

Congress's ambition to break our dependence on this China-derived supply chain must be paired with an equal zeal for investing in domestic capabilities.

Politics - The Hill - October 16

China Employs Hackers and Celebrities to Undermine Taiwan

Taiwan has accused Beijing of a wide-ranging campaign to weaken the island’s resolve.

World - The Wall Street Journal - October 17

China to almost double support for unfinished housing projects

World - Yahoo News - October 17

McKinsey Cuts Hundreds From China Workforce

The consulting firm is cutting back on state-linked clients and is working to separate its China operations

Business - The Wall Street Journal - October 17

FirstFT: Uber explored bid for travel website Expedia

Also in today’s newsletter, Kamala Harris locks horns with Fox News interviewer Bret Baier and Wall Street roars back