Tag
#Xi Jinping
Moonshot AI’s Kimi K3 forces a rethink on AI valuations
Moonshot AI Kimi K3 jolted AI-linked shares by challenging the idea that only U.S. labs can command frontier-model pricing.
China’s coal backstop is starting to look fragile
China coal blast fallout is testing Xi's energy-security push as Shanxi inspections, supply risk and wartime fuel stress collide.
US-China trade gap keeps tariffs in play after APEC
APEC showed the US and China still far apart on trade, leaving tariff and supply-chain disputes in play for inflation and markets.
Trump returns from China to hotter inflation and higher yields
U.S. inflation is reasserting itself as Trump returns from Beijing, lifting Treasury yields, mortgage costs and pressure on Kevin Warsh's Fed.
Power of Siberia 2 gains urgency as Iran war hits Asia gas
Power of Siberia 2 is back in focus as the Iran war squeezes Asian LNG routes, giving Putin urgency but leaving Xi with price leverage.
Trump-Xi trade pledges leave markets parsing tariff relief
U.S. and Chinese readouts from the Trump-Xi summit offered different takes on soybeans, rare earths and tariff cuts, leaving markets waiting for details.
Trump's China summit drags Taiwan chip risk into the AI trade
Trump advisers' warning on Taiwan matters for markets because TSMC still anchors the advanced-chip capacity behind the AI trade despite US reshoring.
Wall Street chiefs use Beijing trip to test China access
Citigroup and Goldman Sachs executives used Beijing meetings during Donald Trump's China visit to press the market-access case, underscoring how diplomacy and cross-border finance remain tightly linked.
China and US use supply channels to contain Middle East oil shock
China's 3.6 million bpd import cut and a 3.5 million bpd U.S. export surge blunted the Gulf shock, easing pressure on oil, inflation and yields.
