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Recent News

• 'US Probes Chinese Factories in Vietnam, Stoking New Tariff Fears' - Bloomberg Benzinga

  https://www.bloomberg.com/news/articles/2026-07-28/us-probes-chinese-factories-in-vietnam-stoking-new-tariff-fears 

• Real Assets Are Beating Tech Right Now. Here's the Proof. Benzinga

  Wall Street economists can spend all day debating what the Federal Reserve might do, whether inflation is really defeated, and whether the economy is heading toward a soft landing, a hard landing, or

• 'China Starts Mass-Producing Homegrown DUV Chipmaking Tools, An Advance for Local Chip Industry' - The Information Benzinga

  https://www.theinformation.com/articles/china-starts-mass-producing-homegrown-duv-chipmaking-tools-advance-local-chip-industry

• China's Ministry Of Commerce Says Regarding U.S. Section 301 Tariff Probe; China Willing To Continue Dialogue And Consultation With U.S. On Basis Of Mutual Respect, Equality And Mutual Benefit To Resolve Their Respective Concerns; China Reserves Right To Take All Necessary Measures Benzinga

  – Reuters cites ministry statement 

• Weekly Commentary: Bond Yield Breakout SeekingAlpha

  Crude surged another $6.82 this week to $89.31 - the high back to May - while boosting y-t-d gains to 55%. Read more here.

• China's AI Boom Is Powering Its Exports, But Can It Carry The Economy? SeekingAlpha

  China’s export engine remains strong, helped by demand tied to the AI boom. TD Asset Management's Haining Zha discusses what that means for investors and for AI investment opportunities.

• 'China’s Memory Chip Makers Ride AI Boom To New Power — And U.S. Scrutiny' - Reuters Exclusive Benzinga

  China's CXMT and YMTC flex newfound pricing power amid scramble for memory chip supplyCXMT expelled Huawei-linked SiCarrier engineers from R&D zone amid price dispute, sources sayCXMT has sign

• President Trump Says China's President Xi Jinping Will Be Visiting U.S. On September 24, AI Will Be A Key Topic Of Discussion Benzinga

  https://www.youtube.com/watch?v=ebICSW2yVww