Turbulence ahoi
Parting shot at geopolitical rival is effort to shelter US manufacturers from green-energy powerhouse
And China’s monetary policy stance
Stocks rise after Beijing signals more measures to boost economy
In this newsletter’s first edition, the CFA’s decline and advice from Uday Kotak
Incoming Reserve Bank of India governor Sanjay Malhotra seen as more likely to cut rates despite rising inflation
Markets rally as Communist party officials to meet in coming days to discuss country’s economic policy
The world has changed, but the EU’s worldview hasn’t changed with it
RBI holds rates and says economy has bottomed out
From tariffs to AI demand, US companies are pondering what comes next
Governor highlights US president-elect’s threats and intensifying competition from Chinese exporters
Faced with weak demand at home and the threat of tariffs abroad, Beijing is under pressure to rethink its export-driven model
With a slowing market fuelling a price war between local brands, the party for foreign carmakers looks over for now
Industry associations urge companies to switch, saying American semiconductors are ‘no longer safe or reliable’
Donald Trump’s obsession with import taxes belies their limited effects
Public spending offsets subdued consumer demand in ‘two-speed’ economy
The short- and long-term prospects of the currency are at odds
Warming relations between Xi Jinping and Saudi crown prince complicate outlook for Trump administration
Some believe the incoming US president is in a strong position to negotiate a trade deal with Beijing
Beijing bans export of materials used in semiconductors and batteries
Plus, China’s ‘Japanification’
Parting measures by Biden administration aim to slow Beijing’s development of artificial intelligence with military applications
Fashion retailer is concerned founder’s remarks on Xinjiang cotton could trigger boycott and hit more than 1,000 outlets
Smaller lenders pile into 10-year debt as they seek secure assets
