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Generic selectors
Exact matches only
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    • China’s Energy-and-AI Strategy Grab
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    • About us
    • Bio Tony Fiddis
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AI Chip Controls, Consumer Stimulus, Media Friction, and a Shift in Oil Demand

AI Chip Controls, Consumer Stimulus, Media Friction, and a Shift in Oil Demand

by Tony Fiddis | Jun 2, 2026 | News

The latest round of China news brought four very different stories, but they all point in a similar direction. Pressure is building across technology, the economy, diplomacy, and energy. In each case, policymakers are trying to manage structural problems, not just...
Local Debt Progress, Shangri-La Signals, Factory Slowdown, and the Pork Price Warning

Local Debt Progress, Shangri-La Signals, Factory Slowdown, and the Pork Price Warning

by Tony Fiddis | Jun 1, 2026 | News

China opened the week with a familiar mix of headline progress and deeper structural strain. On the surface, Beijing appears to be making real headway in one of the largest debt cleanups ever attempted. In regional security, Chinese officials took a notably...
Europe Hardens on Trade, Taiwan Surges on AI, and Beijing Tightens Control Over Talent

Europe Hardens on Trade, Taiwan Surges on AI, and Beijing Tightens Control Over Talent

by Tony Fiddis | May 30, 2026 | News

The latest China news cycle captures three big realities at once. First, Europe is moving away from the old assumption that trade with China can remain heavily imbalanced indefinitely without political consequences. Second, Taiwan is enjoying an extraordinary...
Industrial Profits Surge, South China Sea Tensions Rise, and China’s Tobacco Crisis Deepens

Industrial Profits Surge, South China Sea Tensions Rise, and China’s Tobacco Crisis Deepens

by Tony Fiddis | May 28, 2026 | News

China delivered a packed set of headlines this week, and the common thread running through them is unevenness. The economy is showing signs of life, but only in narrow pockets. Maritime tensions are flaring again in the South China Sea. A shocking corporate murder...
Capital Flight Fears, Huawei’s Chip Claims, and Beijing’s Missile Build-Up

Capital Flight Fears, Huawei’s Chip Claims, and Beijing’s Missile Build-Up

by Tony Fiddis | May 26, 2026 | News

Watch a Tony Fiddis full video news analysis on YouTube on the China Update Channel: click here. Taiwan’s capital market has been climbing the global rankings at remarkable speed, recently overtaking major markets to become the world’s fifth largest. That is a...
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