Analysts doubt Iran war will prompt China stimulus, tip ā€˜solid’ first-quarter GDP growth

The National Bureau of Statistics is due to release first-quarter GDP figures on Thursday. Standard Chartered predicts growth of 4.8% on the back of resilient trade and gradually improving consumption. The International Monetary Fund trimmed its growth forecast for China to 4.5%, down from 4.4%.

China shock 2.0: should Europe repel Chinese investment?

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Yellen says ā€˜no alternative’ to dollar, urges US-China cooperation for sake of the world

Janet Yellen is speaking at the HSBC Global Investment Summit in Hong Kong. She believes the US and China should preserve their trade and investment relations. China's reliance on exports for growth has created "serious conflicts" with advanced economies. Yellen served as US Treasury secretary under the presidential administration of Joe Biden from 2021 to 2025.

China’s Image Rebounds in America

27 percent of Americans have a positive view of China, up 6 percentage points from last year. The increase is driven by Democrats and Democrat-leaning voters. The share of this group viewing China favorably rose by 8 percentage points to 34 percent. Younger Americans view China more positively than older Americans.

China Moves to Protect Its Influence in Hungary After Ally Viktor OrbƔn Loses

PƩter Magyar is expected to be Hungary's next prime minister. He is a former member of Viktor OrbƔn's party, the Tisza Party. OrbƔn was prime minister for 16 years and his party, Fidesz, bought into Beijing's Belt and Road Initiative. The BRI is a global debt trap scheme in which China offers predatory loans to poor countries for infrastructure projects.

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Stratechery Plus gives you access to the subscriber-only Stratechery Update, the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. It costs $15 per month or $150 per year. All subscriptions auto-renew monthly/annually and can be cancelled at any time.

Daily Memo: Ukraine Aid, Russia-China Ties

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Xi meets To Lam and Lavrov; Wang Yi calls for "restoring normal passageā€ through the Strait of Hormuz; Investment approval;

Xi met with Vietnam's General Secretary To Lam. To lam also met with Li Qiang and Zhao Leji. Cai Qi, Wang Yi, Yin Li, and Wang Xiaohong attended the meetings. Xi called on both sides to jointly oppose unilateralism and protectionism and maintain stable supply chains.

Book review: Chinese Global Environmentalism

Chinese Global Environmentalism is the latest in a series of short explainers by Cambridge University Press covering the impacts of China on the world. It is written by Alex Wang, a professor at UCLA who spent decades practising environmental law in China. It covers ideology, diplomacy, economic statecraft and international cooperation as well as China's involvement in global treaties.

Exclusive – Top EU Economic Minister: Europe Rooting for Trump in China

Valdis Dombrovskis, the European Commission’s Commissioner for Economy and former Prime Minister of Latvia, is in the middle of a discussion about the U.S. and its relationship with China. He is also talking about the Chinese, Russian, Japanese, and U.K. issues.

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