Sector Warns Beijing

Trump tariffs would hurt US defence sector, warns Beijing adviser

Chinese government-affiliated expert says America would bear brunt of trade measures promised by president-elect

World - Financial Times - 7 hours ago

German manufacturers warn of the sector's 'formidable crash'

World - Yahoo News - 11 hours ago

Chinese EV makers' go-global drive hits bumps amid Beijing's warning, failed deals

World - Yahoo News - 4 days ago

Banks warn UK Treasury of risk of sector turmoil after car finance ruling

Lenders meet government officials and regulators over fallout from court judgment on ‘secret’ auto loan commissions

Business - Financial Times - October 29

Beijing prefers neither: China’s view of the US election

China’s approach could be summarized as calibrating its strategies to account for the leader in the Oval Office in the areas of economy, foreign policy and Taiwan.

Politics - The Hill - November 5

Trump's Win Signals More Confrontation With Beijing

The president-elect is set to deepen trade tensions with Washington’s top rival, while China could benefit from weaker U.S. alliances.

World - The Wall Street Journal - November 6

Beijing and Brussels tariff talks on electric vehicles continue

World - Yahoo News - November 8

As Beijing Threatens, Taiwan Looks Nervously at Trump

The president-elect pressed Taiwan during his campaign to spend significantly more to defend against the growing threat of attack by China. Some in Taiwan say it can’t afford to spend what Donald ...

World - The Wall Street Journal - 17 hours ago

Can the private sector deliver Labour’s housebuilding boom?

Government still has to tackle how commercial incentives limit supply of new homes

World - Financial Times - October 23

There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan

Look to real estate as stocks’ high valuations means they may not offer great returns in coming years

Business - MarketWatch - October 28

AbTF, CmiA support Benin’s sustainable cotton sector

World - Yahoo News - November 6

The cowboy state US election battle that will matter from Kyiv to Beijing

Montana is at the heart of an expensive high-stakes fight for control of the American Senate

World - Financial Times - October 21

Chinese share buybacks hit record high as Beijing steps up support

Policymakers push companies to return cash to shareholders as they try to revive flagging stock market

Business - Financial Times - October 21

How Beijing Recruited New York Chinatowns for Influence Campaign

A congresswoman’s links to a Communist Party initiative ran through a local “hometown association.”

World - The Wall Street Journal - October 21

How Beijing Tamed a Lawless Industry and Gained Global Influence

State-controlled companies now run an industry once known for its acid pits, radioactive waste and smugglers.

Business - The New York Times - October 28

Beijing considers $1.4 trillion borrowing increase to support economy: Reuters

Fresh stimulus would help local authorities resolve off balance-sheet debt

Business - MarketWatch - October 29

Elon Musk's influence over Trump is being closely watched by Beijing

Tech billionaire Elon Musk’s influence over former President Donald Trump could be good news for China, where he has extensive business interests.

Chinese exports soar as Beijing prepares for trade tensions with Trump

China could respond to aggressive new tariffs with bigger stimulus action or currency depreciation, say analysts

World - Financial Times - November 7

FirstFT: Trump’s first appointment

Also in today’s newsletter, Fed cuts rates and Citi revamps wealth banker pay

World - Financial Times - November 8

Hong Kong stocks fall as China’s stimulus package disappoints

Hang Seng index down 1.5% after Beijing unveils $1.4tn plan to restructure local government debt but no consumer support

Business - Financial Times - November 11

Trump Is Recruiting a Team of China Hawks. So Why Is Beijing Relieved?

Absent from the expected cabinet lineup are China’s most-feared adversaries, including Mike Pompeo and Robert O’Brien.

World - The Wall Street Journal - 5 days ago

Bolton: Moscow, Beijing should feel ‘a lot of relief’ if Gabbard is confirmed as DNI

Former national security adviser John Bolton said Russia and China should feel “a lot of relief” if former Democratic Rep. Tulsi Gabbard (Hawaii) is confirmed as President-elect Trump’s director of ...

Politics - The Hill - 2 hours ago

Honeywell signs deal with Google to bring Gemini generative AI to industrial sector

Honeywell has signed a deal with Google to bring generative AI from its Gemini model and Vertex cloud platform together with industrial's massive data set.

Business - CNBC - October 21

Windfall tax backlash menaces Spain's green energy sector

World - Yahoo News - October 22

Silicon Valley’s General Catalyst raises $8bn in global push

New money is the largest sum raised by a venture capital firm in more than 2 years

Business - Financial Times - October 24

Aware Super and Delancey to invest up to £1bn in London’s office sector

Australian pension fund partners with UK property group in bet on asset class hit by higher rates and remote working

Business - Financial Times - October 24

Late-night London struggles to keep the lights off

Noise complaints, costly overheads and restrictive permit laws take their toll on the capital’s after-hours economy

World - Financial Times - October 25

Morocco expects green hydrogen and automotive sectors to grow FDI

World - Yahoo News - October 25

This ETF has trounced the S&P 500 with bets on AI in a surprising sector

Macrae Sykes of Gabelli Funds explains his strategy, which looks beyond the Nvidia-focused AI hardware buildout.

Business - MarketWatch - October 26

ISM factory index drops, marking 7th straight month below growth threshold

The malaise that has loomed over the manufacturing sector for the better part of the past two years seems like it will continue, according to one economist.

Business - MarketWatch - November 1

Alibaba cuts 'dozens of employees' at metaverse unit as hype in sector cools down

World - Yahoo News - November 3

Canada Announces Carbon Emission Caps for Oil and Gas Sectors

The Trudeau government has focused on the oil and gas production industries because the large amounts of energy they use make them the country’s largest source of greenhouse gases.

World - The New York Times - November 4

Markets pop ahead of election results on solid service sector data

Stocks closed sharply higher Tuesday as activity in the U.S. services sector jumped to a more than two-year high, displaying underlying strength in the economy as voters headed to the polls. The ...