chinese exports

Amid escalating US tariffs, Chinese firms are seeking assistance from Indian exporters to maintain their American clientele. Indian companies are expected to receive commissions for facilitating these transactions, particularly in sectors like hand tools and electronics. This coincides with advancing trade discussions between India and the US, potentially opening up more opportunities for Indian exporters.

Civil unrest is erupting across China due to the severe impact of US tariffs imposed by President Trump. Factory closures and unpaid wages have triggered large-scale worker demonstrations from Shanghai to Inner Mongolia.

Nvidia has criticized Anthropic's claims of Chinese smugglers using bizarre methods to bypass chip export controls, dismissing them as 'tall tales.' This clash arises as the US prepares to implement stricter AI chip export restrictions.

Apple dramatically increased iPhone exports from India to the US in March 2025, reaching 97.6% of total exports, driven by concerns over potential tariffs on Chinese goods. This shift involves expanding Indian production with manufacturers like Tata Electronics and Foxconn, aiming for a complete transition of US-bound iPhone production from China to India by 2026.

China's manufacturing sector shrank in April, reversing a strong March performance, as new US tariffs and weak domestic demand weighed heavily on the economy. With the Purchasing Managers’ Index falling below the growth threshold, experts say the trade war with the US and ongoing property troubles are making China’s recovery from the pandemic more difficult.

China's rare-earth export controls, intended as a strategic advantage, may backfire by incentivizing other nations to develop their own processing capabilities. Despite China's dominance in rare-earth mining and refining, its restrictions are driving global diversification through material substitution, recycling advancements, and efficiency improvements. This shift presents an opportunity for countries like India to establish a critical mineral supply chain.

Amidst escalating trade tensions, a Chinese state media account suggests the U.S. has initiated contact, seeking tariff discussions. While China publicly condemns the duties as economic bullying, it has quietly exempted certain U.S. goods from retaliatory tariffs. Despite denials of formal negotiations, China remains open to dialogue based on equality and mutual respect, hinting at a potentially cautious approach.

China is considering US proposals for trade talks. This follows economic strain from US tariffs. Factory activity and exports in China have declined. Beijing signals openness to dialogue. However, it warns against coercion. Markets react positively to the news. There is hope for a thaw in the US-China trade standoff. The future of negotiations remains uncertain.

Chinese companies are reportedly evading steep US tariffs by fraudulently exporting goods as South Korean products, according to Nikkei Asia news. Korea Customs Service revealed falsely labeled exports reached 29.5 billion won in early 2025, with 97% destined for the US.

US Treasury Secretary Scott Bessent criticized China's export-driven economic model as unsustainable, harming both China and the global economy. He defended President Trump's tariffs as a means to foster deeper collaboration and address policy choices that have weakened US manufacturing.

China asserts it's on the "right side of history" amidst escalating trade tensions with the US, marked by hefty tariffs. A top Chinese official, Zhao Chenxin, warned that the US's trade war would backfire, criticising its unilateral actions. Beijing pledged to protect its economy, acknowledging pressures on exports and job impacts due to US tariffs.

Kenyan President William Ruto is strengthening ties with China, amidst trade tensions between Washington and Beijing. Ruto, on a five-day visit to China, seeks to learn from China's development and thanked Xi Jinping for financial support. He criticized the current world order and US tariffs, fearing their impact on African economies.

Nvidia CEO Jensen Huang is advocating for the US government to ease export controls on AI technology, arguing that current restrictions hinder American companies' global competitiveness. He emphasizes that China is rapidly catching up in AI development, with companies like Huawei creating their own AI chips.

Despite China's impressive economic growth over the past 18 years, its stock market performance, as reflected in the Shanghai Composite and Hang Seng indices, has been stagnant compared to the S&P 500 and Nifty 50.

Apple is accelerating its iPhone production shift to India, aiming to manufacture all US-bound iPhones there by 2026 due to US tariffs on Chinese imports. This ambitious plan requires doubling India's current iPhone output.

China is quietly creating a 'whitelist' of US goods to be exempted from tariffs, offering relief to domestic companies reliant on American products like pharmaceuticals and microchips. This move signals flexibility amid trade tensions, especially after the US imposed steep tariffs.

China is casting itself as a champion of the rules-based order and is calling on other countries to stand with Beijing against Washington

American manufacturing contracted in April due to President Trump's tariff policies, causing market instability and uncertainty. The ISM manufacturing index fell below the expansion threshold, signaling a slowdown. Companies are responding to rising input prices and trade tensions with destaffing, impacting profitability and supply chains, leading to concerns about the sector's future.

Amid US-China trade tensions, Indian auto component manufacturers may benefit as global OEMs seek alternative suppliers due to rising tariffs on Chinese imports. While the US imposes tariffs on Indian auto parts, a potential bilateral trade agreement by 2025 could enhance India's competitive position. However, escalating trade wars and weakening US growth could pressure discretionary consumption in India.