Key material for electric vehicle batteries has been neglected by industry to date, giving China almost 100% of market
Three new books on China help bring definition to the emerging economic contours of cold war 2.0
Beijing’s focus on manufacturing has fuelled trade tensions with US and Europe
US tariffs on Chinese goods are the result of a highly complex ecosystem
Shut out of the US by tariffs and facing a backlash in Europe, Chinese carmakers could end up dominating many emerging markets
Report illustrates special role Beijing plays in south-east Asia as region tries to balance political and economic interests
The leader’s humbling could put the nation’s rise on firmer foundations
The US, Eurozone, UK and Japan each have reasons to be unhappy
Increase despite threat of higher tariffs on battery-run cars made in Asian country
Reduced number of international workers in country can lead to missed opportunities, increased risk and communication frictions
The EU’s carefully calibrated disputes of the past have become clumsier
Nifty 50 stock index jumps and rupee strengthens against dollar
Also in this newsletter: Brussels warns major tech platforms to do more against Russian disinformation
Investment increases in countries that offer alternative supply chain route to US
Procurement notice follows concern in US and Europe over China’s sale of dual-use goods to Moscow
Currency’s slide towards 34-year lows resumes as finance ministry reveals scale of market intervention
This year’s powerful stock market rally attracted investors’ attention, but does it have staying power?
Xi Jinping has prioritised manufacturing growth amid property slowdown and weak domestic consumption
But this may not be obvious to investors who cut their teeth in the past decade
Markets push central bank for a weaker currency to reflect the gap in bond yields with the US
Fund calls for Beijing to restructure economy to prioritise consumption and ensure fair treatment for companies
Chinese president prioritises employment creation a year after he told the young to toughen up and embrace hardship
Revisiting Ricardo
Rising tensions between Beijing and Manila spark fears of wider economic fallout
‘Big Fund’ completes its largest round to date with makers of equipment for chip factories expected to be main beneficiaries
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