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China Economy

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China’s involution could reshape its AI and robotics ambitions
economy9 days ago

China’s involution could reshape its AI and robotics ambitions

FT Alphaville explains China’s “involution”—fierce domestic price competition backed by local subsidies and procurement rules—that drives prices lower and keeps unprofitable firms afloat, with political incentives to preserve jobs and GDP. The pattern has already hit sectors like chips, EVs, and batteries, and now AI startups are flooding the scene to access government funding. Looking ahead, there are warnings of overcapacity in strategic areas such as humanoid robotics and satellites. The piece questions whether the Chinese state can unwind involution and what the West should do as China continues to export cheap goods and potentially shape the future of AI and robotics.

via Financial Times|
#artificial-intelligence#china-economy#economy
China’s Growth Gamble: Innovation, Exports, and a Slow Consumption Lift
economy16 days ago

China’s Growth Gamble: Innovation, Exports, and a Slow Consumption Lift

Beijing’s post-property-collapse strategy centers on innovation and high-end manufacturing to achieve “high-quality” growth, but domestic consumption remains weak (about 40% of GDP in 2024), and the social safety net is underfunded amid an aging population. With deficits rising and tax revenue slipping despite growth, China relies on exports and industrial upgrading while retaining old, labor-intensive sectors. If demand doesn’t pick up, overcapacity could depress profits and public finances, potentially hurting both China and its trading partners even as China’s share of global manufacturing climbs and sparks tensions with other economies.

via Foreign Affairs|
#china-economy#consumption-led-growth#economy
China expands global trade network as Starmer visits Beijing
world28 days ago

China expands global trade network as Starmer visits Beijing

China posts a record 1.2 trillion-dollar trade surplus in 2025, with booming non‑U.S. trade, the strongest monthly forex inflows in history, and a widening push to use the yuan globally, as Beijing seeks deeper ties with partners like Canada and India amid U.S. tensions; UK Prime Minister Keir Starmer’s Beijing visit underscores efforts to diversify trade links even as the EU, India and other partners advance their own deals.

via Reuters|
#china-economy#starmer-visit#trade-deals
China Maintains Key LPRs Amid Slower Growth, Bets on Targeted Support
business1 month ago

China Maintains Key LPRs Amid Slower Growth, Bets on Targeted Support

China’s central bank left the 1-year and 5-year loan prime rates at 3% and 3.5% for an eighth straight month as growth slows to 4.5% in Q4 2025; authorities emphasize targeted support over broad easing, with moves to lower funding costs for relending facilities, expand loans to private firms and tech sectors, and lower the minimum down payment on commercial mortgages to 30% to bolster a weak domestic demand and persistent deflation.

via CNBC|
#business#china-economy#domestic-demand
China taps export strength to hit 5% growth amid domestic headwinds
business1 month ago

China taps export strength to hit 5% growth amid domestic headwinds

China posted 5% GDP growth in 2025, meeting Beijing's target, aided by a record trade surplus of about $1.19 trillion driven by rising exports despite US tariffs, even as quarterly growth cooled to 4.5% and domestic demand remained weak amid a prolonged property downturn and a demographic drop (births near 7.9 million). Analysts warn official figures may overstate expansion and caution that the economy is two-speed, with exports propping up growth while consumption and housing drag, complicating policy as trade tensions loom.

via BBC|
#business#china-economy#demographics
markets4 months ago

Markets Rise as Apple Hits New High Amid Ongoing US Shutdown

U.S. stock futures are higher amid hopes for easing trade tensions between the U.S. and China. Apple’s iPhone 17 outperformed its predecessor by 14% in the first 10 days, driven by strong sales in China and the U.S. The luxury brands Kering and L’Oreal announced a 4-billion euro deal, with L’Oreal acquiring parts of Kering’s beauty business. China’s economy grew 4.8% in Q3, the slowest in a year, while gold prices steadied near recent highs as markets responded to trade optimism.

via Investing.com|
#apple-iphone-17#china-economy#gold-prices
Asian Markets Rise and Oil Prices Fall Amid Ceasefire Developments
business4 months ago

Asian Markets Rise and Oil Prices Fall Amid Ceasefire Developments

Global stocks continued their rally driven by AI-related optimism, with Asian markets led by tech firms and US benchmarks reaching new highs, while investors focus on earnings amid geopolitical developments and economic data. Gold retreated slightly from record highs, and currency markets saw the dollar and yen fluctuate amid speculation of intervention. China’s reopening after Golden Week showed cautious consumer spending, contrasting with enthusiasm for AI tech stocks. Major geopolitical news includes a potential breakthrough in Israel-Hamas negotiations and US export approvals for Nvidia chips, amidst ongoing tensions over rare earths.

via Bloomberg.com|
#ai-stocks#business#china-economy
Nvidia Shares Drop Despite Strong AI Chip Demand and Quarterly Sales
finance6 months ago

Nvidia Shares Drop Despite Strong AI Chip Demand and Quarterly Sales

US stock futures declined after Nvidia's sales outlook missed expectations, raising concerns about slowing AI investment growth, while Chinese companies like Meituan faced losses amid fierce competition. Global markets showed mixed signals with declines in tech and Chinese stocks, a slight drop in the dollar, and bond yields fluctuating, reflecting cautious investor sentiment amid geopolitical and economic uncertainties.

via Bloomberg.com|
#ai-spending#china-economy#finance