CN China
by impact geography: 118
Issues 18
Economy 8
Macroeconomy & Finance 2
- IssueChina may use yuan depreciation and inducements to split the US alliance network2 trends · 0 signals
- IssueChina's debt-financed growth model runs into limits that only consumption can relieve1 trends · 2 signals
Industry & Supply Chains 2
- IssueChina's self-reliance squeezes Korean exports while new Chinese bottlenecks open niches2 trends · 2 signals
- IssueOpportunities and risks for Korean shipbuilding amid US-China maritime rivalry2 trends · 2 signals
Trade & Economic Security 4
- IssueLimits of trade defence against Chinese overcapacity and the need to rebuild European capacity2 trends · 3 signals
- IssueScenario: repeated small deals rather than a US-China grand bargain1 trends · 1 signals
- IssueTariffs as the most negotiable issue in US-China bargaining1 trends · 1 signals
- IssueUS economic security measures resist rollback and follow three paths2 trends · 1 signals
Politics & Governance 8
Geopolitics & Security 7
- IssueCountering the consolidation of an authoritarian North Korea-China-Russia bloc in Eurasia1 trends · 1 signals
- IssueDeciding the future of the Korea-Japan continental shelf joint development zone0 trends · 0 signals
- IssueDenuclearisation uncertainty and preventing a new Cold War bloc in Northeast Asia1 trends · 0 signals
- IssueList-based US military-security restrictions on China remain a lasting issue1 trends · 1 signals
- IssueSouth China Sea disputes and Chinese structures in the Yellow Sea1 trends · 0 signals
- IssueTaiwan Strait contingency questions and Korea's stance1 trends · 1 signals
- IssueWhether Washington can contain China when Soviet-style containment and full decoupling are impractical3 trends · 0 signals
Democracy & Governance 1
- IssueDivergent member-state interests over China complicate a unified EU response1 trends · 0 signals
Technology 2
AI & Computing 2
- IssueGeoeconomic limits on Korea-China cooperation in NEXT strategic technologies2 trends · 1 signals
- IssueKorea-China cooperation on AI diffusion in third countries1 trends · 0 signals
Trends 19
Economy 12
Macroeconomy & Finance 1
- TrendChina's deflation trap4 signals
Industry & Supply Chains 5
- TrendChina prepares for a protracted contest through self-reliance and domestic strength5 signals
- TrendChina's weak domestic demand and strong supply capacity push low-price exports0 signals
- TrendChinese overcapacity pressure concentrates on strategic EU manufacturing sectors3 signals
- TrendUS reliance on China falls while China's global supplier role holds3 signals
- TrendUS-China maritime rivalry spreads from navigation rights to shipbuilding and logistics2 signals
Trade & Economic Security 6
- TrendChina's economic coercion toolkit matures and its retaliation becomes swifter5 signals
- TrendChinese circumvention exports routed through third countries including Korea increase2 signals
- TrendEU China policy shifts from engagement to de-risking3 signals
- TrendRecord trade surplus without corresponding corporate earnings0 signals
- TrendUS and Chinese extraterritorial controls push third countries to take sides5 signals
- TrendWashington moves from de-risking to strategic decoupling from China3 signals
Politics & Governance 5
Geopolitics & Security 5
- TrendChina pursues a China-oriented international order through BRICS ties and non-binding partnerships1 signals
- TrendChina-Russia partnership deepens toward an entente that knits Eurasia together2 signals
- TrendEurasian regionalism underpinned post-Soviet stability and growth2 signals
- TrendUS-China rivalry hardens into a prolonged structural clash of national strategies4 signals
- TrendWashington pursues a composite strategy of burden sharing and restored great-power politics5 signals
Technology 2
AI & Computing 2
- TrendChina's rise as a high-tech economy9 signals
- TrendInnovation versus diffusion: diverging US and Chinese AI strategies2 signals
Signals 81
Economy 33
Macroeconomy & Finance 7
- SignalCBDC Expansion — 146 Countries Exploring, China's e-CNY Reclassified as Deposit Liability
- SignalChina Development Bank disburses first tranche of 2026 policy-based financing tool
- SignalChina sharply cut its US Treasury holdings while diversifying reserves
- SignalChina works through a partial balance sheet reset with debt at all-time highs
- SignalChina would need domestic demand to rise more than six points of GDP
- SignalChinese home prices falling for four and a half years and still accelerating
- SignalMore than a quarter of listed Chinese firms unprofitable, a 25-year high
Industry & Supply Chains 7
- SignalBIS revokes validated end-user status for Samsung and SK hynix plants in China
- SignalChina Unveils Roadmap for AI, New Energy Vehicle Industrial Upgrading
- SignalChina still misses self-sufficiency targets in chips and other bottleneck fields
- SignalMade in China 2025 review shows strong self-sufficiency gains in some sectors and weakness in others
- SignalSemiconductor Supply Chain Fragmentation: TSMC, Nexperia Split, Tungsten Bottleneck
- SignalTariff Volatility Pushes Global Supply Chains into Regional Reset in 2026
- SignalUS Section 301 action and maritime executive order target Chinese shipbuilding
Trade & Economic Security 19
- SignalAFTP report finds China missed Phase One commitments as the bilateral deficit widened
- SignalAmerica First Investment Policy widens technology and deal coverage of China investment curbs
- SignalAmerica First Trade Policy memo puts nearly every US tool on the China review list
- SignalChina Launches First National Security Investigation in Foreign Trade, Targeting Imported Office Equipment
- SignalChina sanctions US subsidiaries of Hanwha Ocean and imposes special port fees
- SignalChina's 2025 retaliation escalates from measured tariffs to rare earth controls
- SignalEuropean Commission Proposes Plan to Reduce Dependence on Foreign Technology / Military AI governance under strain: the US-China dialogue
- SignalFact Sheet: President Donald J. Trump Bolsters National Security and Strengthens U.S. Supply Chains by Imposing Tariffs on Drones and Their Parts and Components
- SignalMcKinsey Global Institute: US-China Decoupling Cut 2025 Global Trade Growth by 10%
- SignalMicron Sues Sanctioned Chinese Memory Maker YMTC Over Alleged Engineer Poaching and Technology Theft
- SignalMilestones in EU China policy: the 2019 Strategic Outlook, the frozen CAI and the 2023 Economic Security Strategy
- SignalModel results: US-China conflict and Russia sanctions are the main short-term drag on northern cooperation gains
- SignalModelled trade effects of the 2025 US-China tariff exchange on Korea
- SignalOctober 2025 summit yields one-year mutual suspensions of US and Chinese measures
- SignalRussia and China link the Eurasian Economic Union with the Belt and Road through 2015 and 2018 accords
- SignalTrump signs proclamation imposing Section 232 tariffs and minimum import prices on polysilicon
- SignalUS Treasury sanctions multinational network supporting Iran's Mahan Air and IRGC
- SignalUS imposes 40 percent tariffs and penalties on transshipment
- SignalUS share of Chinese exports fell from 19 to 15 percent as Beijing diversified
eNvironment 7
Climate Change & Adaptation 4
- SignalAnalysis: China's CO2 climbs 2% in early 2026 due to 'wasted' wind and solar
- SignalChina releases 15th Five-Year Plan national climate action plan with first-ever non-CO2 GHG target
- SignalChina's landmark Ecological and Environmental Code takes effect to drive green modernization
- SignalEU and China reaffirm climate cooperation as the US retreats
Resources, Food & Water 2
Ecosystems & Biodiversity 1
Politics & Governance 21
Geopolitics & Security 17
- Signal13th Beijing Xiangshan Forum opens as China-US military dialogue continues to resume
- SignalChina's 2025 white papers draw red lines and frame the conflict as a set of wars
- SignalConcern grows over a Belarus-Russia-Iran-North Korea-China alignment
- SignalGeopolitics Reshaping Semiconductor Supply Chain Risk in 2026 / US-China Chip War
- SignalHouse committees release report alleging Harvard's ties to CCP-linked institutions
- SignalIran's FM Araghchi visits China, to meet Wang Yi ahead of Xi's US trip
- SignalMilitary AI governance under strain: the US–China dialogue
- SignalMyanmar re-emerges as arena of China-India geopolitical competition amid dueling state visits
- SignalSolomon Islands Signs US Shiprider Security Deal, Reaffirms Neutrality Amid China Ties
- SignalTaiwan Investigates 17 Chinese Tech Companies Over Illegal Recruitment of High-Tech Talent
- SignalThe Shanghai Cooperation Organisation grows from the Shanghai Five to ten full members
- SignalU.S. to Tell Allies They Must Pick Sides in AI Race With China: Reuters
- SignalUS Senate Passes Sweeping Russia Sanctions Bill Named for Late Sen. Lindsey Graham
- SignalUS legislation and arms ties bolster Taiwan's standing amid Chinese protests
- SignalUS pulls last aircraft carrier in Asia as Trump focuses on Iran and the Western Hemisphere
- SignalUS strategy documents designate China a strategic adversary and geopolitical rival
- SignalXinhua: APEC Meetings in Chengdu Promoted AI Development and Cooperation
Tech·Digital Policy 4
- SignalChina Issues First Systematic Revision of IC Layout-Design Protection Regulation Since 2001
- SignalChina's 15th Five-Year Plan puts science and technology self-reliance among seven national goals
- SignalChina's Implementation Opinions on intelligent agents become enforceable
- SignalUS Foreign Direct Product Rule widens to AI models and HBM, constraining Korean fabs in China
Technology 20
AI & Computing 11
- SignalAlibaba Unveils Qwen3.8-Max, Its Largest and Most Capable Flagship Model to Date
- SignalChina and the U.S. reach eight-point consensus, including agreement to establish a communication channel for AI incidents
- SignalChina drives AI+ digital transformation and sets its first economy-wide emissions target
- SignalChina's Dongfang Suanxin unveils first 3D near-memory computing AI chip
- SignalCultural Misalignment in Large Language Models: Detection, Measurement, and Mitigation Through Targeted Fine-Tuning
- SignalDeepSeek Launches V4-Pro and Raises API Prices by as Much as 1,100%
- SignalHUMAIN Unveils humain-m3, a Frontier Arabic Language Model Developed by MiniMax, in Research Preview on HUMAIN Node
- SignalHumanoid robot Tiangong Ultra breaks human 400m world record at Beijing World Humanoid Robot Games
- SignalShanghai AI Lab quietly ships 744B-parameter agentic model Atria Dawn Preview
- SignalThe World's First Dual-Core Quantum Computer Just Went Commercial
- SignalUS and China lead in different critical technologies