China


Trump and Musk Fallout Is Box Office. But This Matters More for Markets.

Trump-Xi call on tariffs, Circle’s soaring IPO, Lululemon cuts outlook, and more news to start your day.

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Despite Trade War, U.S. Drug Companies Turn to China for Key Cancer Treatments

U.S. drug companies are increasingly licensing experimental medicines invented by Chinese firms. The recent deals could be worth up to $25 billion.

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Investment Pros: Here’s How We’re Navigating Trump 2.0

Investment advisors weigh in with the market moves they are making in the trade-war era.

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Your Portfolio May Need Some International Flair. Here’s How to Add It.

Global diversification is working this year and could continue to do so for years to come.

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Trump-Xi Call on Tariffs and Trade Leaves Plenty of Problems

Investors shouldn’t get their hopes up about the talks.

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Global Markets Are On a Tear. These Stocks in Europe and Japan Are Still Bargains.

Causeway’s Sarah Ketterer likes AstraZeneca and Gucci’s parent company, Kering. Where else she’s picking up bargains.

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Tariffs on Steel, Aluminum Double; ‘Best’ Trade Offers Due Today

It’s hard to know if Trump's comments on Xi Jinping suggest the world’s two biggest economies are getting any closer to a deal on tariffs.

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Trump Says Xi Is ‘Extremely Hard to Make a Deal With.’ A U.S.-China Call Is Critical.

Despite the harsh rhetoric, both countries need each other for now when it comes to trade.

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As U.S. Looks to Close Trade Pacts, Tariff Toolbox Could Expand

With a legal challenge to most of its current tariffs, the Trump administration is exploring different mechanisms to impose trade restrictions.

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NIO Stock Rose. Competition Won’t Let Up.

The Chinese electric-vehicle maker posts a per-share loss of 45 cents from sales of $1.7 billion. Wall Street was looking for a loss of 35 cents from sales of $1.7 billion.

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Tariffs and TACO Don’t Make for a Good Investor Lunch

Gavekal Founding Partner and Head of Research Arthur Kroeber notes, “The overall objectives of the trade aggression...are as muddled as ever.

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Chinese EV Makers Pull Away From Tesla With Sales Gains

NIO, XPeng, and Li Auto delivered almost 98,000 cars in May, up about 50% from a year ago. BYD delivered more than 200,000 all-electric vehicles, up 40% from last year.

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China’s Consumers Are Spending in Smaller Cities. It’s the Power of the New Middle Class.

China’s economic future increasingly hinges on the spending power of the population living outside the country’s wealthiest urban areas.

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Trade Truce Is Under Pressure. Beijing Responds as Trump Says China Violated Deal.

A spokesman for the Chinese embassy urged Washington to “jointly uphold the consensus reached at the high-level talks in Geneva.”

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Summit Therapeutics Study Is a Win for China Biopharma Deals. Why the Stock Is Down.

The trial was meant to answer the biggest question in biotech: What happens when U.S. companies test promising new Chinese cancer immunotherapies in western countries?

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Synopsys and Cadence Confirm China Export Ban. The Stocks Drop.

The chip design software firm says it has received notice from the U.S. Commerce Department restricting its sales in China.

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Li Auto Misses Earnings Estimates. The Stock Is Rising.

Li Auto reports first-quarter earnings per share of 7 cents. Wall Street was looking for 9 cents.

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Revoking Chinese Students’ Visas Is ‘Short-Sighted.’ How It Will Hit U.S.-China Relations, Universities, and the Economy.

The State Department’s move is the latest in a string of measures targeting universities.

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Tariffs Latest: Trade Court Strikes Down Levies. What the White House Could Do Next.

Stocks appeared to welcome the news, with S&P 500 futures jumping 1.4% late Wednesday.

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Synopsys Says It Hasn’t Received Notice to Stop Exports to China, Pushing Back on Report

Shares of semiconductor software design companies Cadence and Synopsys fell hard on the news.

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Apple, Tesla, DJT, Informatica, Super Micro, PDD, SoundHound, and More Stock Market Movers

Apple rises after tumbling Friday when President Donald Trump threatened a 25% tariff on iPhones sold in the U.S. that are made overseas, while Tesla trades higher even as the electric-vehicle maker’s sales in Europe decline for a fourth straight month.

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DeepSeek Gave China AI a Jumpstart. How Today's Players Stack Up.

DeepSeek triggered a wave of market enthusiasm for Chinese artificial-intelligence when it shocked the market with its AI model in January. Here's what has happened since then.

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BYD Ramps Up EV Price War. Nio and Other Chinese Auto Stocks Fall.

China's leading EV maker BYD announced price cuts to many of its models over the weekend, triggering fears of an intensifying price war.

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PDD Stock Plunges After Earnings. Temu Has a Trump Tariff Problem.

The company is in the crosshairs of President Donald Trump’s tariffs on imports, particularly from China, which specializes in producing goods at low cost.

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Tesla Has Another Problem In China. This Time It’s a Smartphone Maker.

Xiaomi recently launched a new electronic vehicle that takes aim at Tesla’s most popular car, the Model Y.

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