US-China Relations
Asia Edition: Xi Holds Trump Cards as Middle East Convulses
China's currency surge and Trump's weakened Beijing arrival collide with Iranian oil leverage and AI weaponisation
Trump Takes Boeing, Apple, and Tesla CEOs to Beijing as Trade Truce Enters Critical Phase
The unprecedented corporate delegation signals a pivot from agricultural deals to semiconductor supply chains, defense contracts, and financial decoupling amid escalating Taiwan tensions.
China’s Renminbi Hits 3-Year High as Xi Prepares to Meet Trump From Position of Strength
Currency appreciation to 6.81 per dollar signals Beijing's deflation exit and macro stabilization ahead of critical summit.
Trump-Xi Summit Meets Inflation Crossfire as Markets Price Dual Macro Shock
Beijing bilateral and concurrent CPI releases create two-front test for risk assets amid fragile tariff truce and Middle East oil premium.
Trump-Xi Summit Converges Three Crises as Beijing Exploits US Leverage Gaps
Iran nuclear escalation, Taiwan military pressure, and $30 billion in tariff disputes create unprecedented bargaining complexity in Beijing.
Trump’s Beijing Summit Confronts New Reality: China No Longer Negotiates from Weakness
Semiconductor self-sufficiency, Russian energy pipelines, and rare earth dominance have fundamentally altered the US-China power balance ahead of May 14-15 talks.
US Rebukes Taiwan Over Defence Delays, Calls Procurement Gaps ‘Concession to Beijing’
Washington's rare public criticism exposes growing anxiety that Taiwan's political gridlock is eroding deterrence as the PLA races toward 2027 capability targets.
US-China AI Dialogue Opens Amid Dueling Governance Frameworks
Trump-Xi summit will test whether bilateral guardrails on AI safety can coexist with regulatory fragmentation and escalating export controls.
Nvidia’s China Market Share Hits Zero as Export Controls Backfire
Jensen Huang's admission that US chip restrictions eliminated his company's entire Chinese AI accelerator business validates the policy's effectiveness—and its strategic cost.
Beijing Designates Taiwan ‘Biggest Risk’ in US Ties as TSMC Dominance Amplifies Stakes
China's foreign minister elevated Taiwan from diplomatic friction point to existential threat category two weeks before Trump-Xi summit, creating immediate pressure on semiconductor supply chains and defense contractors.
Google Negotiates Classified Pentagon AI Deal as Corporate Ethics Collapse Under Defense Pressure
Alphabet reverses 2018 military AI restrictions to compete for classified defense contracts, filling vacuum left by Anthropic's blacklisting and accelerating US-China autonomous weapons race.
Trump Pressures Xi on Iran Arms as Oil Hovers Near $100
Disclosed diplomatic intervention targeting China weapons transfers signals new front in US-China competition weeks before Beijing summit.