Despite a drop in exports to the U.S., China is poised for an estimated $1 trillion trade surplus this year by diversifying into global markets. If Beijing intentionally reduces trade and investment with the U.S., American firms and supply chains will feel the impact.

Grateful for President Trump’s role in brokering the ceasefire. Praying for the victims; now let’s get aid and rebuild.

China Customs (Oct 13): Sept rare-earth exports 4,000.3 t, down 30.9% vs Aug (5,791.8 t) and down 4.3% y/y (4,180.9 t). Jan–Sep cumulative exports 48,355.7 t, up 12.6% y/y (42,936.0 t). Significant monthly dip amid solid year-to-date growth.

China (Oct 13): September soybean imports surged to 12.9M tonnes, up 13.2% YoY from 11.37M in Sept 2024 — the 5th straight monthly record in 2025. Jan–Sep cumulative imports: 86.18M tonnes (+5.3% YoY). Mostly buying from Brazil as tariffs & political risk keep US supplies

China sanctions five U.S. subsidiaries of South Korea’s Hanwha Ocean and launches a retaliatory probe tied to the U.S. “301” inquiry. Markets are nervous — another front opens in the U.S.–China trade standoff. Watch shipping, suppliers, and contract exposure. #TradeWar #Sanctions

Sanae Takaichi is Japan’s 104th prime minister and the first woman to hold the office. A conservative veteran, she inherits a fragile coalition and major economic and diplomatic challenges. #SanaeTakaichi #Japan

[U.S.–China Trade Changes] According to the latest data from the U.S. Census Bureau, during the first seven months of this year, the total value of the top ten U.S. imports from China fell by $64.32 billion compared to the same period in 2018. Overall, total imports from China

White House says President Trump will meet China’s Xi next Thursday. Markets reacted: Dow +144.2 (+0.31%), S&P +0.58%, Nasdaq +0.89%; Philly semis +2.54%; TSMC ADR +0.64% to $290.73. Investors price de-escalation ahead of APEC. #Markets #APEC #USChina

The United States produces about 118 million tons of soybeans each year, far more than it can consume domestically. Even with record demand for animal feed and biofuel, less than 60% of the crop is used inside the country. China, on the other hand, imports over 100 million tons

China’s new “15th Five-Year Plan” names quantum tech, bio-manufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, and 6G as future growth drivers. Beijing also urges the removal of car & housing purchase limits to boost domestic consumption. #ChinaEconomy

President Trump and Japan’s new PM Sanae Takaichi visited Yokosuka Base, boarding the USS George Washington. Trump praised Takaichi as Japan’s first female leader and announced a new U.S.-Japan rare earth agreement, calling it the start of a “new golden era” in the alliance.

I attended the Construction & Real Estate Symposium in Chicago — gaining valuable insights into the latest trends in housing and large-scale construction projects. A truly informative and inspiring event. #HousingMarket #Construction #Chicago

Visited a Chinese American veteran–owned cabinetry manufacturer in Chicago, impressive large-scale operation producing high-quality kitchen cabinets and countertops, proudly 100% Made in USA. #MadeInUSA #Manufacturing #Chicago

As of Nov 10, China has reinstated soybean export qualifications for 3 U.S. firms - CHS Inc., Louis Dreyfus Company, & EGT LLC. The suspension from March has been lifted following review of U.S. corrective measures & in line with phytosanitary standards. #USChinaTrade #Soybean

China just bought 792,000 tons of U.S. soybeans for 2025–26, the biggest one-day purchase since 2022. Total buys since October now top 1 million tons. Beyond the headline, it shows Beijing hedging its food-security risks and Washington quietly strengthening leverage through ag

Qiongjiu has launched its major South America Initiative and new Industry Cooperation Base, a strong step for Chinese liquor brands going global. I delivered remarks on Latin American market opportunities and challenges on behalf of Artisan Business Group, and the response was

A U.S. geopolitical analyst challenges Washington’s assumptions about China, exposing mutual fears, stereotypes, and the urgent need for a human-centered approach to U.S.–China relations. Read more at americafirstasiainstitute.org/post/the-chine…

As tensions spike between Japan and China following PM Takaichi’s “Taiwan contingency” remarks, President Trump’s recent calls with Xi and Takaichi signal Washington’s intent to manage the fallout without taking sides. Meanwhile, data tells a clearer story: Japanese firms

The USTR has announced a 1-year extension of tariff exemptions for select China-made industrial and medical products, now valid through Nov 10, 2026. The list covers 14 solar-manufacturing equipment items and 164 industrial/medical products, including electric motors, BP