HeyJaredChina Business Spotlight
The China Business Spotlight writes about new trends about China
- Indexed issues, last 90 days
- 26
- Latest publication
- Sep 30, 2026
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- Checking…
- Earliest in this view
- Sep 2, 2026
Latest issues
Oil Shift: Brazil Swaps US for China Supply (opens the original)
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The shift in Brazilian crude oil flows away from the United States and toward China reflects the disruptions caused by the crisis at the Strait of Hormuz and Bab-el-Mandeb. Because the US has been increasingly relying on cheap oil from Venezuela since the change of power in Caracas, Brazilian deliveries to North America have dried up. Petrobras is pivoting to Asia, thereby shoring up China’s supply.In the first eight months of 2026, China’s total crude oil imports fell by 14 percent to 2,333 mil
The Fed Is Driving the Dollar: China’s Yuan Under Pressure (opens the original)
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China’s yuan is under depreciation pressure. The clearest sign is the widening gap between the onshore yuan (CNY) and the offshore yuan (CNH). The spread between the two has reached 217 basis points, crossing the threshold that triggers a stress alert in the CNY-CPR monitoring system.The trigger lies primarily outside China. The expectation of higher US interest rates is strengthening the dollar and piling pressure on emerging-market currencies. What makes this especially relevant for the yuan i
Trump Meets Xi: The Spirits He Conjured (opens the original)
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As the American president received Xi Jinping, it became clear how much Donald Trump is now haunted by the ghosts of his own China policy. Instead of the hoped-for breakthroughs in the trade conflict, the Washington meeting delivered above all new uncertainties for the US economy and a staged triumph for Beijing. For three days, the president tried to navigate his self-created dilemma of looming tariffs, escalating energy prices, and entrenched tech restrictions. The summit effortlessly fell sho
The China 5: Control, Limits, Friction (opens the original)
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Dear Readers,This week the reports trace a single arc: each actor that reaches for total control runs into the architecture that contains it. China and Iran deploy autonomous AI agents to manufacture opinion at scale, top Chinese researchers publish a roadmap to AGI that the Party cannot keep aligned, Saudi Arabia exits Beijing’s flagship financial bypass under secondary sanctions pressure, India paralyzes BRICS while bilateral trade with China sets a new record, and Donald Trump announces full
Moonlight in Uncertain Times: The Mid-Autumn Festival (opens the original)
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Today is the Mid Autumn Festival, 中秋节, one of the most important traditional festivals in China. Families gather, mooncakes are shared, and people look up at the same full moon that has inspired Chinese poets for centuries.Yet this year, the mood in China feels rather different. Economic uncertainty, falling property values, weak consumption and a growing sense of disappointment have left many people less optimistic about the future.Still, festivals have a way of creating a moment of pause. What
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