AI Race, Rare Earths Minerials and Chip Export Restrictions Huawei founder Ren Zhengfei downplayed the impact of US export restrictions on China's chip sector, expressing confidence in domestic alternatives like chip packaging stacking and AI software breakthroughs. He acknowledged Huawei…
US-China Strategic Competition to Shape Trade Talks U.S.-China trade talks resumed in London as the world's two largest economies aim to resolve their trade differences following a recent call between their leaders. Key officials from both sides, including U.S. Treasury…
New Global Order and US China Geopolitical Risk The Trump administration adopted an "America First" technology strategy focused on achieving unilateral technological dominance, departing from previous multilateral cooperation. This approach emphasized aggressive competition, especially against China, and prioritized U.S. national…
CATL 2025 Listing Success and US Geopolitical Backlash The $4.6 billion Hong Kong IPO of Chinese battery maker Contemporary Amperex Technology Co. Limited (CATL), highlighting the exclusion of U.S. onshore investors to reduce geopolitical risks and legal complications amid deteriorating…
Has Apple Done Enough to Reduce China Supply Chain Dependency? The dependence of Apple on the Chinese supply chain was reduced right after Covid-19. A Reuters article published in November 2022, shows this happened between 2019 and 2022. This reliance…
Why Liberalizing the Yuan Poses a Threat to the Communist Regime China refuses to enter tariff negotiations with the Trump administration due to fears that demands—particularly regarding currency manipulation—could threaten its one-party rule and economic stability. While the U.S. under…
Panama pulls out of Chinese BRI and CK Hutchison sells Ports in Panama Canal On March 5, a Chinese Foreign Ministry spokesperson reaffirmed China's commitment to maintaining neutrality over the Panama Canal. However, this claim has been challenged as misleading…
The Geopolitics Behind the Strategic Chagos Islands Deal Keir Starmer has paused the negotiations on transferring sovereignty of the Chagos Islands to Mauritius due to US reservations, awaiting Donald Trump's view. The Chagos Islands, particularly Diego Garcia, hold strategic military…
Tech Decoupling Intensifies Between US and China China has responded to US export controls by banning shipments of several key minerals and metals essential for semiconductor manufacturing and military applications. This retaliation aims to safeguard China's national security and comes…
EU China Trade Tensions on EVs The European Union (EU) is implementing a 45% tariff on Chinese electric vehicles (EVs) as part of an escalating trade conflict with China, which the EU accuses of unfair industrial subsidies. This decision follows…
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