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The Latest Breaking News from China

How America fell behind in the rare-earth race—and how it hopes to come back

After decades of inaction, the U.S. is racing to reclaim its rare-earths supply chain from China’s grip before the next trade war begins.

Fortune

The High Cost of Targeting International Students in Texas

The Trump administration’s bans and airport detentions are derailing the academic dreams of students who carry out important research—and sometimes pay hefty tuition—to attend Texas institutions.

Texas Observer

Nasdaq Travel Stocks Tumble Amid Rising China–Japan Tensions

The rising diplomatic tension between China and Japan caused a selloff of travel-related stocks, including Nasdaq companies.

International Business Times UK

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We will not tolerate ‘covert’ interference, says minister amid China spying risk

MPs, peers and parliamentary staff have been warned by MI5 over spying threats from Chinese security services.

The Independent UK

China in ‘covert and calculated’ effort to recruit MPs and peers, minister says

Dan Jarvis gives Commons statement after MI5 alert about LinkedIn profiles of Amanda Qiu and Shirly Shen

The Guardian - UK

BRICS Outpaces G7, The Undeniable Economic Rebalancing

The BRICS+ now commands a larger share of world GDP than the G7. The bloc originally comprising Brazil, Russia, India, China, and South Africa has been expanding. Alongside newly added members in Egypt, Ethiopia, Iran, Indonesia, Saudi Arabia, and the United Arab Emirates, they surpassed the industrialized G7 bloc when…

Benzinga

International trade tensions force EU to cut 2026 eurozone growth forecast

The eurozone economy will grow less than expected next year, the EU executive predicted on Monday, as risks from international trade and geopolitical tensions weigh on the single currency area.

Radio France Internationale

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S&P Futures Slip on Souring Risk Sentiment

December S&P 500 E-Mini futures (ESZ25) are trending down -0.31% this morning as investors continue to unload risk assets while awaiting Nvidia’s earnings and a pivotal U.S. jobs report.

Barchart

China's Secret Gold Play Fuels Goldman's $4,900 Target

Goldman Sachs expects a significant wave of central-bank gold purchases for November. The bank’s outlook anticipates a continued shift in reserve management as policymakers hedge against geopolitical and financial risks.

Benzinga

Japan warns citizens in China to stay vigilant as row over Taiwan remarks deepens

Advisory comes after Beijing’s travel alert sparks mass cancellations of flights to Japan

The Independent UK

Why is the US taking so many loans from China's state banks?

China’s state lenders have funnelled billions into US businesses for a quarter of a century, but many of the loans have been kept secret.

Euronews

Trump 'dominates the political scene' like no other recent U.S. president, says famed diplomat Kishore Mahbubani

America’s economy is still 1.5 times larger than China’s, and it has a powerful weapon: the U.S. dollar.

Fortune

Chinese travellers cancel hundreds of thousands of trips to Japan amid rising tensions

Chinese airlines offer free cancellations and film releases postponed after Japanese PM’s comments on Taiwan

The Guardian - UK

US has warned others to avoid loans from Chinese banks. But it’s the biggest recipient of all

‘China was playing chess while the rest of us were playing checkers’

The Independent UK

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news in one place.

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The Independent UK

Chinese vessel jams supply ship’s communications in disputed waters

Chinese authorities have historically asserted claims over nearly the entirety of the South China Sea

Euronews

UN Security Council approves Trump's peace plan for Gaza

The US-drafted resolution, voted in favour by 13 nations and abstained by Russia and China, includes the establishment of a international stabilisation force and approves a transitional authority to be overseen by Trump himself.

The Guardian - UK

UN security council votes to endorse Donald Trump’s Gaza plan

The resolution, which includes references to an independent Palestine, was passed by a vote of 13-0 with China and Russia abstaining

The Conversation

Australians are markedly more worried about the US, still wary about China: new poll

Australians remain supportive of the US alliance, but they are viewing it much more critically than before.

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news in one place.

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LiveScience

Three more Chinese astronauts are now stranded in space following successful rescue of their colleagues

The Shenzhou-21 crew has been marooned on China's Tiangong space station after three of their colleagues were brought back to Earth in the wrong spacecraft. For now, the astronauts have no safe way of returning home.

The Independent UK

Top US admiral says he's watching China's rapid naval buildup closely

The top U.S. admiral has called China’s shipbuilding capability “impressive” as Beijing moves ahead with a rapid buildup of the world’s largest navy

Space

Chinese astronauts to get replacement spacecraft after debris strike leaves them without a ride home

China has a launch date for an uncrewed spacecraft that will replace one damaged by space debris while docked at the Tiangong Space Station.

Axios

Trump's tariffs hit the global economy

Even with trade deals, the levies imposed on their goods are still well above pre-Trump norms.

Fortune

China's focus on 'diffusion' and open-source may prove a better AI play than the U.S.'s drive for 'perfection'

Experts said Chinese open-source AI models tend to be cheaper and more lightweight, enabling better diffusion into the mass market.

Barchart

What Spiked the Soybean Market - Again?

As I mentioned in Morning Commentary, it was going to be another wild week driven by one person with one social media account.

Barchart

Should You Buy Nvidia Stock Before November 19 or Wait for a Post-Earnings Dip?

Nvidia is set to release its Q3 earnings this week. NVDA stock could be in a post-earnings pop given the reasonable valuations and expectations of upbeat commentary from the management.

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