Caixin Global’s Top Stories of the Month newsletter brings you the most popular news coverage over the past month.
If you haven’t, subscribe now to continue receiving this newsletter for FREE!
# Trump 2.0 #
Cover Story: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China
His second-term pledge of 60% tax on Chinese imports sets up new confrontational stance
How Trump’s Return Could Impact China’s Economy and Tech
U.S. economic policy is likely to get more hostile, and Beijing must take steps to mitigate the damage
How China Should Counter Trump’s Threat of 60% Tariffs
China needs to increase self-reliance and boost domestic demand to offset U.S, tariffs, say analysts
In Depth: Trump Is Already Shaking Up U.S.-China Trade
Chinese exports to the U.S. surge ahead of the president-elect’s promised 60% tariffs, leading to one of the busiest Octobers for shipping on record
# Caixin Summit #
The Key Takeaways From the Caixin Summit
Economists and central bankers offer insights into Sino-U.S. trade tensions, China’s latest fiscal stimulus and its monetary policy overhaul
Expert Calls for New ‘Guardrails’ to Stabilize China-U.S. Relations
More lines of communication between China and U.S are needed to avert potentially catastrophic consequences, expert says
‘Level Playing Field’ an Alternative to EU’s EV Tariffs, Ambassador Says
Envoy’s remarks come as the two sides are continuing talks on a solution, which could include Chinese exporters raising their prices
# Marco #
In Depth: China’s Multitrillion-Dollar Salve for Local Government Hidden Debt
Beijing’s latest $1.4 trillion support package shows there is a lot left to be brought onto balance sheet
Analysis: China’s Higher Tariffs Did Little for Import Substitution
In many sectors, domestic players expanded market share not where tariffs were highest, but where they were able to leverage innovation and price advantages
# Industry #
In Depth: How BMW, Audi and Mercedes Ended Up Also-Rans in China
The German auto giants were late to adapt to the shift to EVs and failed to recognize how competitive the domestic market had become, industry insiders say
In Depth: Overcapacity Poses Only Distant Threat to China’s Shipbuilding Boom
Shipyards are benefiting from soaring demand that has sparked an expansion in production capacity for the first time in years
In Depth: Pandemic-Era Helping Hand Comes Back to Haunt China’s Banks
Loans designed as a lifeline for small businesses have been souring at an increasing rate as borrowers used the funds to speculate on real estate or pay off their mortgages early
