The Caixin Must-Read newsletter brings you the best of our coverage from the past week. If you find it valuable, please share it and invite others to subscribe.
Group discounts for access to our news website are available. Contact us for a customized plan.
# 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
# Research & Analysis #
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
How Trump’s Return Might Be a Boon for TikTok
The president-elect has voiced support for the Chinese-owned platform, which is facing an impending ban in the country
# World #
Trump to Turn U.S. Global Strategy to Focus More on China, Experts Say
Beijing should prioritize its economy and broader objectives for a multipolar world and not launch equal countermeasures, Chinese foreign policy scholars say
# News Graphics #
In Depth: Lithium Boom’s Fallout in Chinese City Hinders Local Industry’s Recovery
Mining and processing the key EV battery material have led to environmental problems in Yichun that have persisted despite a sweeping government crackdown
# Finance #
In Depth: How Legacy Technology Broke China’s Stock Market
The Shanghai Stock Exchange and brokerages were unprepared for the deluge of trading triggered by government stimulus announcements and their systems buckled under the pressure
China Devotes $1.4 Trillion to Fixing Its Hidden Debt Problem
The package includes an additional 6 trillion yuan quota for local governments to bring more off-the-books liabilities onto their budgets
# Economy #
China’s Stimulus Policies Now Put Emphasis on Consumption, Expert Says
Logic shift in China’s macroeconomic approach aims to root out constraints on domestic demand, experts says
Exclusive | Subscribe today and get unparalleled coverage from both Caixin Global and The Wall Street Journal, for only $149.99 (75% off). Don’t miss out on this exclusive offer. Subscribe now.
# WSJ #
Tycoon Drives India’s Push Against China’s Solar-Energy Dominance
Adani Group builds a solar-industry supply chain to bolster India’s move to clean energy and reduce its dependence on China
# China #
At Least 35 Dead After SUV Hits Dozens in South China
Police detain 62-year-old man who drove his car into groups of people exercising on the grounds of a sports center in Zhuhai
# Opinion #
Turning Foreign Investment Into ‘Patient Capital’
A recent rules update highlights the importance of overseas funds to China’s economic goals
# Weekend Long Read #
Ren Zhengfei on How Huawei Navigates Challenging Waters
In a 2019 interview, the company’s founder tells how the tech giant has prospered and why he doesn’t fear the future
# Podcast #
Caixin Deep Dive: Untangling AstraZeneca’s China Fraud Case
The British pharmaceutical giant falsified patient test results to secure insurance coverage for its cancer drug in an effort to boost sales, but the alleged misconduct ended up benefiting some patients