China, Japan and the rest of Asia — growth, policy and the export channel.
101 report(s) in the archive
Rare-earth magnet exports to the US have plunged as both governments prepare to meet on September 24, with billions in chip sales hanging on the outcome.
Nvidia's $108 billion sales forecast assumes zero AI chip sales to China, a gap that could close or widen depending on what Trump and Xi agree to on September 24.
Investors positioned for the meeting between the two leaders after months of tariff conflict gave way to a trade truce.
Asian equities climbed with technology shares leading gains as traders awaited the Trump-Xi summit, while the dollar ticked higher and Asia FX stayed muted.
The new round of talks adds artificial intelligence to a negotiating agenda that had been dominated by tariffs and rare-earth exports.
US Treasury Secretary Scott Bessent and China's He are set to launch a new round of talks covering AI, trade and critical minerals.
The People's Bank of China left its benchmark loan prime rates unchanged in September, extending a freeze that has now run over a year.
China's central bank kept benchmark lending rates unchanged for the 16th consecutive month in September, citing narrowing room for further monetary easing.
A global memory shortage is pulling both an established leader and a new Chinese challenger into an expanding market.
SK Hynix shares surged as a global memory chip shortage tightened supply, while China's CXMT is preparing a flash-memory push aimed at Samsung and YMTC.
Beijing's 2026-2030 electronics plan is fueling gains in chipmakers and electronics names, with SMIC and Hua Hong both drawing investor attention as potential winners.
Chinese chipmaker and electronics stocks rose on expectations that Beijing's newly shaped five-year plan for 2026-2030 will direct fresh state support toward the semiconductor sector.
Japan's August imports jumped on higher oil prices while exports held steady, adding a fresh data point ahead of this week's Federal Reserve decision.
Asian equity markets opened tentatively as investors positioned for the Federal Reserve's upcoming rate decision.
Tech shares led losses across Asia on September 9 as crude prices jumped and the yen held near recent highs, while South Korea's central bank signaled no rush to tighten policy.
Asian equities fell on September 9 as a surge in oil prices and tech-sector weakness drove a risk-off tone, while the yen held near its highs and a Bank of Korea board member said the pace of any tightening remains under review.
Both consumer and producer price gauges strengthened last month, offering the clearest sign yet that deflationary pressure in China is easing.
China's consumer price index rebounded and producer prices regained momentum in August, signaling an easing of the deflationary pressure that has weighed on the economy.
The halt targets new capacity even as manufacturers' mood in neighboring Japan hits a near five-year high on semiconductor demand.
China has stopped approving new battery storage plants, a move that could slow capacity growth in a sector that has been expanding rapidly.
A Treasury selldown and unwinding of yen-funded trades are pushing the Japanese currency higher, with some seeing more room to run.
The Japanese yen climbed to a six-month high against the dollar, driven by an unwind of carry trades and selling of U.S. Treasury holdings.
Imports jumped 28.2% year-on-year, a faster pace than exports, as the trade data landed just weeks before a planned meeting between Donald Trump and Xi Jinping.
China's exports rose 25% year-on-year in August and imports climbed 28.2%, widening the trade surplus and giving Beijing a stronger hand heading into trade talks with Washington.
Revised second-quarter growth of 1.4% and a 2.4% jump in real wages are feeding the yen's rally to a seven-month high.
Japan revised its second-quarter GDP growth up to an annualized 1.4% and reported real wages rose 2.4% in July, the biggest gain since 2021, both supporting the case for a Bank of Japan rate hike.
The Japanese chip-equipment maker posted a soft first quarter but told investors to expect a record year.
SCREEN Holdings lifted its full-year guidance to a record level even as it reported a soft first quarter for fiscal 2027.
China is directing tens of billions of dollars into state-controlled banks and insurers, with two separate reports citing figures of $53 billion and $45 billion in new bond-funded support.
China is recapitalizing major banks and insurers using a bond-funded program, with the Financial Times citing a $53 billion injection and Investing.com citing $45 billion in bonds for the effort.
The one-month drop is the largest on record and confirms Tokyo intervened directly in currency markets rather than just talking down the yen.
Japan's foreign exchange reserves fell by a record $79.6 billion after the finance ministry intervened to support the yen.
August foreign reserves fell by the largest amount on record following heavy currency intervention, just as a reflationist aide to PM Takaichi floated a rate hike this month.
Japan's August foreign reserves posted their largest-ever drop after record intervention to support the yen, even as an aide to Prime Minister Takaichi said the Bank of Japan could hike rates in September.
The 2031 convertible notes give Bilibili fresh capital and keep Tencent tied to the Chinese video platform's balance sheet.
Bilibili's stock rose after the company priced $700 million in convertible notes due 2031, with Tencent participating in the deal.
Chinese refiners are now paying record premiums for Russian ESPO crude as the market braces for wider Middle East disruption.
Crude is set for its sharpest weekly gain since mid-July after Israeli Prime Minister Benjamin Netanyahu called toppling Iran's government a 'central mission... within reach,' with the Trump White House reportedly weighing how to use the moment.
The currency strengthened while an August PMI reading showed the services sector growing at close to its slowest pace in four years.
India's rupee rose sharply even as a closely watched services PMI showed growth staying near a four-year low, pointing to a disconnect between currency flows and underlying economic momentum.