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The Latest Breaking News from Beijing

Trump bet China would face ‘tremendous difficulties’ without U.S. consumers—Beijing just focused on the rest of the world instead

China’s trade diversification has been so successful that its export market is growing significantly despite the trade war.

Fortune

Taiwan Semiconductor Stock Rebounds As AI Hype Overpowers China Tensions

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares rebounded in premarket trading Monday, recovering from Friday's losses as renewed investor enthusiasm for artificial intelligence outweighed mounting geopolitical concerns between Washington and Beijing.

Benzinga

Stocks Set to Open Sharply Higher as Trump Tempers Tariff Threats, Powell’s Remarks and Big Bank Earnings Awaited

December S&P 500 E-Mini futures (ESZ25) are up +1.38%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +1.84% this morning, signaling a rebound from Friday’s sell-off on Wall Street as sentiment improved after U.S. President Donald Trump softened his stance on tariff threats against Beijing.

Barchart

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JD Vance Says US Has 'Far More Cards' Than China In Trade War If They Respond Aggressively: 'We Have A Lot Of Leverage'

Vice President JD Vance asserted that the U.S. holds a stronger position than China in the ongoing trade tensions, expressing optimism that Beijing will opt for a “reasonable” approach.

Benzinga

China poses threat to UK, minister says amid questions over spy case

Beijing’s threat to the UK includes in the arena of cybersecurity and its relationship with Russia, Hamish Falconer said.

Evening Standard

Alibaba, Baidu, JD, Tencent And Other Chinese Stocks Tumble As Trump's Tariff Threats Renew US-China Trade Fears

Major Chinese technology and auto stocks tumbled on Monday as renewed trade hostilities between Washington and Beijing sent jitters across Asian markets. Hong Kong's Hang Seng index plunged 2.28%, and mainland China's CSI 300 saw a decline of 0.95%.

Benzinga

China Trade Beats Forecasts In September As Tariff Fears Rise

China's trade grew faster than expected last month, official data showed Monday, though fresh fears are rising of a major escalation in the tariff war between Beijing and Washington.

International Business Times

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Asian Equity Markets Drop After Trump Reignites Tariff Row

Asian markets sank Monday after US President Donald Trump reignited his trade war with China by threatening last week to impose 100 percent tariffs on goods from the country.

International Business Times

China’s rare earth controls can ‘forbid any country on Earth from participating in the modern economy,’ former White House advisor warns

“They can do this because they diligently built industrial capacity no one else had the fortitude to build.”

Fortune

China warns US of retaliation over Trump’s 100% tariffs threat

Beijing says it will act if US president doesn’t stand down, while investors brace for trade war turmoil

The Guardian - US

China, Philippines Trade Blame Over Boat Collision In Disputed Sea

The Philippines said a Chinese ship deliberately rammed one of its government vessels in the disputed South China Sea on Sunday, though Beijing blamed Manila for the incident.

International Business Times

China Accuses US Of 'Double Standards' Over New Tariffs Threat

China accused the United States of "double standards" on Sunday, after President Donald Trump threatened an additional 100 percent tariff on the world's second-largest economy.

International Business Times

Here's Why Beijing's Rare-Earth Rules Triggered Trump's Tariff Move

The Trump administration views Beijing's recent moves as a direct assault on U.S. industrial and defense capabilities. In Washington's view, this isn't just trade; it's a challenge to America's technological backbone.

International Business Times

Trump Declares Economic War on China With Shock 100% Tariff That Will Leave You Reeling

President Trump escalates the US-China trade war, announcing a new 100% tariff on Chinese goods set for November 2025. Read the full details on the escalating economic conflict, new export controls, and the impact on global markets.

International Business Times UK

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Tom’s Hardware

President Trump warns of massively increased tariffs in wake of China's rare earth mineral 'monopoly position' — Xi Jinping meeting cancelled as Trump promises retaliation for Beijing's expanded export controls

President Trump, in a fiery Truth Social post, has just warned China about potential new tarriffs as a response to Beijing's expanded export controls surrounding rare earth minerals. Trump says for every element China monopolizes, America has two, and that other moves are also being considered in retaliation.

International Business Times

Trump Says No Reason To Meet Xi, Threatens 'Massive' China Tariffs

US President Donald Trump said Friday he no longer feels a summit is necessary with Chinese counterpart Xi Jinping this month, slamming Beijing for hostile trade practices and threatening "massive" tariffs.

The Guardian - UK

Labour’s softening stance towards China reinforced by dropped spy case

In an attempt to reset the relationship the government is refusing to describe China as a national security threat despite evidence to the contrary

The Guardian - US

Trump threatens 100% China tariffs as Beijing restricts rare-earth exports

President accuses China of ‘very hostile’ moves and says additional tariffs could come on 1 November ‘or sooner’

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Benzinga

BHP Resumes China Iron Ore Sales: Report

BHP Group Limited (NYSE:BHP) has resumed iron ore sales into China, quelling speculation that Beijing had restricted purchases from the world's top producer.

Tom’s Hardware

China bans research company that helped unearth Huawei's use of TSMC tech despite U.S. bans — TechInsights added to Unreliable Entity List by state authorities

Beijing has banned TechInsights from doing business with Chinese companies because it has "defied China's strong objections to engage in activities such as so-called military-technical cooperation with Taiwan, made malicious remarks concerning China, and assisted foreign governments in suppressing Chinese companies."

Benzinga

China Tightens The Screws On Rare Earths, But Who's Feeling The Heat?

U.S.-listed Chinese stocks, including Alibaba (NYSE:BABA), Baidu (NASDAQ:BIDU), PDD (NASDAQ:PDD), Nio (NYSE:NIO), and XPeng (NYSE:XPEV), extended losses amid escalating geopolitical tensions between Beijing and Washington.

The Independent UK

Chinese navy ships make a friendship visit to Cambodia as concerns over military links linger

Two Chinese warships have arrived on what China called a friendship and training visit to Cambodia, Beijing’s closest ally in Southeast Asia, at a time of some diplomatic disquiet

The Independent UK

Former attorney general says Starmer could have prevented officials holding back China spy documents

The former home secretary, who was in charge of MI5 at the time, said she wanted the case prosecuted and was ‘deeply frustrated’ when it collapsed

The Guardian - UK

Foreign Office chief to visit China after collapse of high-profile espionage case

Exclusive: Oliver Robbins to visit China next week on ‘long-planned’ government business after collapse of trial of two men over spying charges

Benzinga

China Hands Trump The Next 'America First' Stock—USA Rare Earth Soars On Export Curbs

Something remarkable just happened in the global resource chessboard — and it could turn into President Donald Trump's next ‘America First’ trade. When Beijing tightened its grip on rare earth exports this week, it didn't just rattle global supply chains — it lit a fire under USA Rare Earth Inc…

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