There seems to be some surprise at the latest China export trade figures. China reported a record trade surplus of approximately US$586 billion ($753 billion) for the first half of 2025. Exports rose ...

Housing market data added to Beijing’s challenge to meet the 5% GDP growth target for 2025. China’s House Price Index fell ...

ASML Holding N.V. beats Q2 expectations with strong bookings and 2025 guidance. Click for my updated look at ASML earnings ...

Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look ...

India’s merchandise trade data for June 2025 reveals a mixed trend, with exports largely flat but imports continuing to ...

Australia is now less sensitive to China, but Chinese growth is likely to be enough to keep the iron ore price elevated.