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BUSINESSOct 2US man arrested over alleged $300 million scheme to smuggle Nvidia AI servers to ChinaAmid intensifying competition in the AI technology race, US authorities have arrested a California technology company owner accused of using Malaysia and Singapore as transit points to circumvent US export controls and send more than US$300 million worth of restricted computer servers to China. Greg Lui, 38, also known as Yiu Kong Lui, of San Gabriel, was arrested on Thursday and charged with conspiracy to violate US export controls, outbound smuggling and conspiracy to commit money laundering,...South China Morning Post
BUSINESSOct 2Volvo Cars pulls sales guidance as China, US markets weakenVolvo Cars has withdrawn its sales guidance due to weakening markets in China and the United States. This indicates financial challenges for the company in key regions.Seeking Alpha Tech
BUSINESSOct 2Running to stand still: Nike's performance business still can't outrun Jordan, China, SportswearNike's core performance business faces challenges in growth, as it struggles to outperform the strong performance of its Jordan brand, its operations in China, and its Sportswear division.Seeking Alpha Tech
BUSINESSOct 2China’s C919 jet faces further delivery delays amid US export chill: analystsA reported move by the United States to restrict exports of aircraft parts to China would place another speed bump on production of the C919 – a Chinese passenger jet designed to compete with Airbus and Boeing – as alternative sources of critical components for the plane are not readily available, according to analysts. The US Commerce Department has slowed export licensing for civilian aeroplane parts to China in recent weeks to strengthen Washington’s position in trade talks with Beijing,...South China Morning Post
BUSINESSOct 2US arrests man over alleged smuggling of US$300 million worth of computer servers to China - CNAUS arrests man over alleged smuggling of US$300 million worth of computer servers to China CNA See more headlines and perspectives on Google Newsgoogle · singapore
BUSINESSOct 2First Solar files patent infringement lawsuit against China's JA Solar, Corning subsidiaryFirst Solar has filed a patent infringement lawsuit against JA Solar from China and a Corning subsidiary. This legal action concerns intellectual property in the solar industry.Seeking Alpha Tech
BUSINESSOct 2Big Pharma turns to China for new drugs as patent cliff drives multibillion-dollar dealsWestern biopharma companies are increasingly turning to China to source innovation, as pharma's dreaded "patent cliff" draws closer.CNBC
BUSINESSOct 2Hong Kong IPOs falter, China aids homebuyers, EU trade talksHong Kong stock debuts are losing steam as a deluge of initial public offerings (IPOs) overwhelms investor appetite. Seven of September’s 12 IPOs fell on the first day of trading, raising the third-quarter total to 15 flops out of 31, based on Bloomberg data. By contrast, there were only 14 declines among 77 debuts in the first half of the year. Medcaptain Medical Technology led September’s first-day flops, plunging 43 per cent. Fast-fashion giant Shein tumbled as much as 10 per cent on its...South China Morning Post
BUSINESSOct 2DeepSeek effect? How China’s quant funds thrive amid tight regulatory scrutinyChina’s quantitative investing sector has produced 18 funds managing more than 10 billion yuan (US$1.5 billion) in assets each so far this year, underlining the industry’s ability to generate competitive returns despite a tight regulatory environment. The firms are among 159 Chinese hedge funds overseeing more than 10 billion yuan in assets each, riding the technology-driven momentum in the world’s second-largest stock market. Among the new entrants to the club were AXQ Capital, Hopeseek Fund...South China Morning Post
BUSINESSOct 1Greer says no specific timeline set for enforcing US-China Board of TradeUnited States Trade Representative Jamieson Greer said on Thursday that there is no timeline yet for implementing the US-China Board of Trade, one of the key economic outcomes of Chinese President Xi Jinping’s state visit to Washington last week. Speaking on the sidelines of the Group of 20 Trade Ministers’ meeting in Milwaukee, Wisconsin, Greer said the tariff reductions under the mechanism were “a policy outcome” and that the recommendations would have to go through a legal process before...South China Morning Post
BUSINESSOct 1Earnings Snapshot: Nike Q1 China, Direct drag revenue 4% lower; FY27 guidance softNike's first-quarter revenue was 4% lower due to challenges in China and direct sales, and the company issued soft guidance for fiscal year 2027. This indicates a significant impact on the company's financial outlook and performance.Seeking Alpha Tech
BUSINESSOct 1VanEck China Bond ETF declares monthly distribution of $0.0240VanEck China Bond ETF announced its monthly distribution. This is a routine financial disclosure for investors.Seeking Alpha Tech
BUSINESSOct 1Oil rises sharply again and is already back at US$100: the worrying data pointing to ChinaEl crudo Brent, que sirve de referencia en Argentina, aumenta el 2,5% este jueves. Mientras que el WTI texano cerró septiembre con una suba en torno al 5%, impulsado por la guerra en Medio Oriente.¿Qué dice un informe sobre el gigante asiático que le puso más presión al mercado energético?Clarín
BUSINESSOct 1EU retools Trump trade war tripwire into China shipments surge alarmIn April last year, Brussels launched an obscure “import surveillance task force” to track the impact of US President Donald Trump’s trade war with China on the EU economy. The bloc was concerned that Chinese shipments bound for the United States would be diverted to Europe at lower prices, imperilling local manufacturers. Eighteen months on, the European Union is on the cusp of its own trade war with China and is repurposing the task force as an early warning system for what it sees as...South China Morning Post
BUSINESSOct 1Trends in Consumption among Older Adults in ChinaThis article examines current consumption patterns and trends among the older adult population in China. It highlights specific economic behaviors and preferences within this demographic group.link.springer.com · Netherlands
BUSINESSOct 1Humanoid robots: China builds them, but Germany could supply the joints and handsEurope has so far built few humanoid robots, yet could profit from each one. German car part suppliers may play a key role in joints, says a Fraunhofer study.EuroNews [en]
BUSINESSOct 1Jamieson Greer pushes G20 to counter excess capacity, flags China’s non-market policiesSeeking Alpha Tech
BUSINESSOct 1China’s carmakers eye record 12 million overseas sales in 2026 as ‘go global’ plan pays offChinese automotive groups have cause to celebrate their go-global strategy amid breakneck export growth in recent years, with deliveries in 2026 expected to beat expectations already buoyed by an international energy shock caused by conflict in the Middle East. Leading carmakers from BYD to Chery Automobile have doubled down on overseas expansion, with some evolving into powerful contenders in markets such as Europe and Africa, which were once dominated by the likes of Volkswagen. “A sluggish...South China Morning Post
BUSINESSOct 1How China became the world’s gold superpowerPerhaps no story illustrates the secret of China’s industrial success better than its rise as the world’s gold superpower. China has revered the metal for millennia, yet it has never had a gold-based economy. Its own deposits were simply too scarce. In 1975, as China began its economic modernisation, it desperately needed gold to fund reform and build up foreign reserves. Despite its best efforts, it produced a meagre 13.8 metric tons a year. South Africa, then the undisputed king of gold,...South China Morning Post
BUSINESSSep 30IDEA Colloquium: Advice from the Formosan who was head of the Hong Kong Stock Exchange to compete with China's "hyper-competitive and almost wild" capitalismNicolás Aguzín mentioned the speed of learning and work ethic of the Chinese. He suggested the path of Japan or Australia, which are US allies and have China as their main commercial partner. The importance of not demonizing entrepreneurs.Clarín
BUSINESSSep 30Ships Face Fuel Delays at China Zhoushan on Supply SqueezeShips at China's Zhoushan port are experiencing delays in receiving fuel due to a supply squeeze. This issue impacts maritime logistics and operations in the region.gcaptain.com · United States
BUSINESSSep 30US pressures on overproduction with an eye on China at G20 meetingWashington leads a global effort to curb steel overproduction, seeking to coordinate actions with other G20 nations. China, accused of flooding markets, rejects accusations while the G20 discusses subsidies and data exchange to monitor trade.Clarín
BUSINESSSep 30US and China Agree to Lower Tariffs on Some Goods“The U.S. and China have reached a deal to lower tariffs on $30 billion of "non-sensitive goods" as part of a trade package agreed at this week's summit between President Trump and Xi Jinping, the White House said… How it works: The Trump administration said China would lower its tariffs on some agricultural goods and […] The post US and China Agree to Lower Tariffs on Some Goods appeared first on Human Progress.Human Progress
BUSINESSSep 30China slaps 55% tariff on Brazilian beef, rebuffs bid to borrow Uruguay’s quotaChina will charge an extra 55 per cent tariff on Brazilian beef from Thursday after Brazil filled its import quota for the year and has not agreed to let Brazilian exporters use the unfilled quota of neighbouring Uruguay, industry sources said. The Chinese Ministry of Commerce announced the surtax on Wednesday, a day after China’s customs administration confirmed that Brazil had used all of its 1.106 million-tonne allowance for 2026, and under the rules the extra tariff applies from the third...South China Morning Post
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