Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
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Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
China's stock markets have been on a tear over the last few months, with the benchmark CSI 300 Index – which tracks the biggest companies listed in Shanghai and Shenzhen – up 25% since its low point in February. Beijing has wanted the market to rally for quite some time – but this upsurge has come as something of a surprise. China’s economic fundamentals aren’t really conducive to a market recovery: deflation isn’t getting any better, consumer confidence is still weak, the property secto...
The Trivium China Podcast
Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
