11.06
·Reported
·Importance III
·Sources 1
·China
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
11.06
·Reported
·Importance II
·Sources 1
·Tokyo, Japan
At the Bu Ming Bai Festival held in Tokyo, the Bu Ming Bai Podcast invited Professor Xu Chenggang to discuss the institutional logic behind China's economic growth and recession, as well as how ordinary people can cope, using his book 'The Institutional Genes' as a starting point.
10.26
·Reported
·Importance III
·Sources 1
·China
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
10.25
·Reported
·Importance III
·Sources 1
·China
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
10.20
·Reported
·Importance III
·Sources 1
·Taipei
On October 20, Taiwan's National Security Council Secretary-General Joseph Wu said at an international seminar in Taipei that Taiwan has reduced its dependence on mainland China since 2016 and is less impacted by China's overcapacity, with economic growth expected to reach 11% or slightly higher this year; he criticized Beijing for failing to resolve weak domestic demand and instead subsidizing industries on a massive scale and exporting surplus products to the world at low prices, calling on all countries to reduce risks with concrete action.
10.15
·Reported
·Importance III
·Sources 1
·China
According to a Reuters report on October 15, China's meat and milk production continues to expand while domestic demand is insufficient, and large companies are seeking markets through low-price exports; a chicken processing company in Tengzhou, Shandong, received government subsidies for employees' wages, and exports accounted for half of its profits in 2025.
10.15
·Reported
·Importance III
·Sources 2
·布鲁塞尔
On October 15, sources revealed that the European Commission has begun assessing import data for the chemicals, machinery and other industries, and von der Leyen proposed at the summit that safeguard and quota measures be taken to protect the relevant industries.
10.14
·Developing
·Importance III
·Sources 1
German Chancellor Merz said that Germany will no longer stand idly by while other countries damage its economy through high subsidies, artificial currency devaluation, overcapacity, and aggressive pricing. He warned that any country seeking a trade conflict with Germany will find that Germany will now defend itself.
10.13
·Reported
·Importance III
·Sources 1
·China
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
10.11
·Reported
·Importance IV
·Sources 1
·China
According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.
10.11
·Reported
·Importance III
·Sources 1
·China
Srinivasan, head of the International Monetary Fund's Asia Department, noted that China's growth model of relying on investment, manufacturing and exports is approaching its limits, and suggested improving the social security system, adjusting local government incentives and the land-finance model, warning that otherwise the country could fall into a prolonged slowdown.
10.11
·Reported
·Importance III
·Sources 1
·China
Research by the Conference Board shows that interest payments on the debt of China's central and local governments are expected to reach 1.4 trillion yuan in 2026, far exceeding the roughly 348 billion yuan in 2014; central government debt service is projected to rise to 19.2% of the general public budget.
10.08
·Reported
·Importance IV
·Sources 1
·China
On October 8, The Wall Street Journal reported that, facing difficulties such as the real estate downturn, insufficient domestic demand, and second-quarter GDP growth slowing to 4.3%, the stimulus measures introduced by the Chinese government — including mortgage subsidies and capital injections into banks — lean toward caution and are unlikely to fundamentally reverse the economic weakness.
10.07
·Reported
·Importance IV
·Sources 1
·国际
Trade representatives from fifteen economies, including the United States, the European Union, Japan, and South Korea, have jointly signed an agreement promoted by the U.S. that calls for the elimination of structural overcapacity and non-market policies that lead to overproduction.
10.01
·Reported
·Importance IV
·Sources 1
·Milwaukee, United States
On October 1, the G20 trade ministers' meeting was held in Milwaukee, the United States, where they agreed to condemn the use of food trade as a tool of coercion, but failed to reach a consensus on condemning forced labor in supply chains and addressing structural industrial overcapacity. U.S. Trade Representative Greer did not name the opposing countries, while China denied overcapacity and accused the West of protectionism.