Trade War

Welcome to the 210th edition of Trade War. Global trade tensions still high after Trump-Xi summit. Chinese Vice Premier warns against growing protectionism. And Beijing slaps restrictions on scores of US companies. Alibaba sues DOD over inclusion on sanctions list. Chinese legislators mull new law to punish international companies that obey overseas sanctions. And state media accuses EU of lacking “sincerity” in run-up to trade talks. Industrial profits numbers show clear winners and losers in economy.

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Trade War is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to the 309th edition of Trade War. China experiences first drop in retail sales since end of Covid. Fixed asset investment falls 4.1% in the first five months. And the property sector continues to swoon with investment down 16.2% this year.

Thank you to everyone who tuned into my live video! Quick corrections: private capital expenditure fell 7.1%, worst drop since 2020; high-tech investment was up 4.5% Join me for my next live video.

Get the China business news you need to know. Become a paid subscriber to Trade War now. Welcome to the 208th edition of Trade War. China’s economy bifurcates with “K-shaped” growth. High-tech exports soar propelled by global AI boom while domestic growth stagnates. And auto exports surge 73% even as car prices drop 22% in the Chinese market. Overseas shipments to US up 36% while exports to Europe grow less than 8%, as Beijing and Brussels near trade war.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android

Trade War is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to the 307th edition of Trade War. This week’s issue will be a shorter one, as today I was busy with a big event: my daughter’s graduation from high school! Between the ceremony this morning, grad party, and with relatives in town, its been a busy last few days. But never fear, next week Trade War will return in force.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android

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Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android