CHINESE EXPORTERS

Ryanair threatens to seek alternative to Boeing order if tariffs impact price
"If the US government proceeds with its ill-judged plan to impose tariffs, and if these tariffs materially affect the price of Boeing aircraft exports to Europe, then we would certainly reassess both our current Boeing orders, and the possibility of placing those orders elsewhere," O'Leary said in a letter to a U.S. lawmaker.

China sees surge in worker protests over unpaid wages, factory closures and US tariffs
Protests by workers demanding unpaid wages are spreading across China as factory closures increase due to high U.S. tariffs and a slowing domestic economy, according to a report by Radio Free Asia (RFA). From Hunan's Dao County to Sichuan’s Suining and Inner Mongolia’s Tongliao, workers have taken to the streets over delayed payments and job losses.

How Trump tariffs have begun to bite China
Despite China's attempts to downplay the impact, Trump tariffs are beginning to affect its economy, as evidenced by shrinking factory activity and potential copper shortages. In response to these economic pressures, China is creating a 'whitelist' of US-made products that will be exempted from its tariffs, signaling a quiet effort to ease the trade war's impact.

Solving the “Made In” dilemma for drones
India's drone market is rapidly expanding, but reliance on Chinese components poses security risks. The government needs to enforce stricter import bans, incentivise local manufacturing, and foster innovation. A comprehensive strategy encompassing financial incentives, sustained demand, and adherence to global standards is crucial for India to become a drone technology leader.

As exports from China plunge, the U.S. faces an impending shortage of goods; here's what Americans should know
China exports to U.S. plunge as record-high tariffs take hold, leading to fears of product shortages across American stores. With U.S. import duties on Chinese goods now at 145%, major retailers like Walmart and Target warn shelves could soon empty. Container bookings from China have dropped as much as 60%, and shipping volumes at key ports like Los Angeles are falling fast. Small businesses say they may not survive these added costs. As trade tensions rise, the U.S. faces a critical supply chain crunch that could hit everyday items like clothing, furniture, and electronics. This is a story you can't miss.

Nvidia shares slump 20% in 2025; here's what's troubling Jensen Huang and why the stock is falling
Nvidia's stock has declined in 2025 after a stellar 2024, facing headwinds from US export controls that crippled its China sales. Huawei's emergence with competitive AI chips further challenges Nvidia's dominance, attracting major Chinese tech firms. Increased tariffs between the US and China have exacerbated the situation, impacting Nvidia's financial performance.
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Samsung Electronics posts 22% jump in Q1 net profit
South Korean tech giant Samsung Electronics reported a better-than-expected 21.7 percent rise in first-quarter net profit on Wednesday as consumers rushed to buy smartphones under the looming threat of US tariffs. The world's largest memory chipmaker reported net profit of 8.22 trillion won ($5.75 billion) for the January-March quarter, up 21.7 percent on-year.
U.S farmers in full blown crisis: Chinese retaliation hits the President's core voter base; Trump tariffs trigger sharp decline in pork and soybean orders
The US-China trade war has triggered a crisis for American farmers. China's cancellation of orders, including pork and soybeans, has led to business closures. Retaliatory tariffs have worsened the situation. While consumers might see temporary price drops, the long-term impact includes job losses and struggling farms. The US agricultural industry faces significant challenges due to the trade dispute.
Russia built 'surprises' in S-400 air defence missile systems supplied to China
Russia reportedly delivered its advanced S-400 missile systems to China. However, these systems came with unexpected limitations. Chinese analysts noted the systems' infrequent public appearances. They suspected Russia provided a simplified version, blocking advanced functions. This move aimed to protect Russian technology and limit foreign competition.
Export employment to dive if trade war persists: US business group
Escalating trade tensions between the U.S. and China, triggered by tariff hikes, are jeopardizing American jobs and economic growth. China's 125% retaliatory tariffs on $140.7 billion of U.S. exports threaten over 862,000 jobs, particularly impacting the South and Midwest regions dependent on agricultural exports. The US-China Business Council urges negotiation to avert further economic damage.
Beijing will not engage in market dumping, China's ambassador to India says
Amid trade tensions with the U.S., China assures it won't flood global markets with cheap goods, focusing instead on domestic demand. Ambassador Xu Feihong's statement comes as India imposed tariffs on steel imports, fearing a surge from China. Despite past border clashes and investment restrictions, both nations are now seeking to rebuild ties and strengthen trade cooperation.
Trump's tariffs put China's ecommerce superpowers to the test
Chinese small-business owners are facing immense challenges due to US tariffs, but they remain resilient. Alibaba is offering support and guidance to navigate the changing landscape, while entrepreneurs explore alternative markets and personalised products. Despite concerns about reduced revenue and domestic competition, their determination to adapt and persevere fuels their confidence in the face of economic uncertainty.
With China and the US at intense economic odds, other nations are being forced to choose sides
As trade tensions escalate between the U.S. and China, countries are hedging their bets by strengthening ties with Beijing. Trump's tariffs are disrupting global trade, prompting nations to seek stability and predictability with China.
Tariff war shows Asian nations need new trade partners: ADB Head
The Asian Development Bank's president advises Asian nations to diversify trade partners and strengthen domestic demand to weather the global trade war.
High US tariffs pushing Chinese exporters to tap Indian firms for shipments to America: FIEO
High US tariffs on Chinese goods are pushing American sourcing firms and Chinese exporters to approach Indian companies for supplies, creating major opportunities for Indian exporters. FIEO highlights rising interest, though regulatory hurdles remain for Chinese firms investing in India.
Nvidia stock drops as Huawei unveils new AI chip amid US export ban; will Huawei's Ascend 910D AI chip outperform Nvidia's H100
Nvidia's shares declined following reports of Huawei's development of the Ascend 910D, a new AI chip potentially surpassing Nvidia's H100. This development coincides with US export bans impacting Nvidia's sales in China, projected to cause billions in revenue losses. The ban and increased competition from Huawei are contributing to investor concerns and a decline in Nvidia's stock value.
High US tariffs pushing Chinese exporters to tap Indian firms for shipments to America: FIEO
American sourcing firms and Chinese exporters are contacting Indian companies to supply goods to the US, aiming to circumvent high tariffs imposed by Washington on Chinese products. The US has imposed 145% tariffs on Chinese goods, while India faces only 10%. Chinese manufacturers are also seeking to pass export orders to Indian firms, maintaining US business relationships through commission-based arrangements.
U.S. tariff hike can slash Indian auto component exporters’ earnings by up to Rs 4,500 crore, ICRA warns
ICRA projected that these extra expenses will shrink operating margins by 50 to 100 basis points in FY2026. According to the brokerage, the overall auto components sector may experience a 3–6% decline in operating profits, with exporters potentially facing a sharper drop of 10–15% in earnings.
Thanks to Trump, Chinese firms are warming up to India
Chinese companies are now more open to diluting stakes in favour of Indian entities due to Trump's tariffs. Reliance Industries is a key contender for a stake in Haier India. Shanghai Highly Group has revived talks with Tata-owned Voltas for a joint venture. India may limit Chinese companies to a 10% equity investment in electronics joint ventures.
China shrugs off threat of US tariffs to economy, says it has tools to protect jobs
China's leaders are downplaying the impact of the US trade war under President Donald Trump, emphasizing their ability to protect jobs and mitigate the effects of higher tariffs on Chinese exports. Senior government officials have promised support for businesses and the unemployed, including easier lending conditions and policies to counter the tariffs, which could reach up to 145% on US imports from China.
Chinese firms turn to Indian exporters to help fill US orders
Trade war prompts Chinese firms to approach Indian exporters. They seek help to fulfill US orders due to tariffs. Indian companies are offered commissions for sales. Sectors like hand tools and electronics see increased queries. Indian government is in talks with the US for a trade deal. Some American firms are also approaching Indian manufacturers.
China is weighing tariff exemptions on some US imports
Amid escalating trade tensions, China is considering excluding essential US products from retaliatory tariffs, particularly in healthcare and semiconductors, to mitigate supply chain disruptions. The American Chamber of Commerce in China reported that some businesses may exit China if tariff war persists, prompting the Chinese government to re-evaluate its strategy.
China's Xi Jinping says China must 'overcome' AI chip challenges
President Xi Jinping said China must "overcome" the challenges of developing core AI technologies including high-end chips, state media reported Saturday, as Beijing seeks to become a world leader in the rapidly developing industry. In this context, Xi called for "continuing to strengthen basic research, focusing our efforts on overcoming challenges in key technologies such as advanced chips and core software, and building an autonomous AI system," according to Xinhua news agency.
Is China really negotiating with Trump? The truth behind tariff talks
China refuted claims of active tariff negotiations with the U.S., dismissing them as baseless. This response follows Trump's suggestion of potential tariff reductions. Chinese officials emphasized their openness to dialogue based on mutual respect and equality. They insisted that resolving the trade dispute requires the U.S. to completely remove all unilateral tariffs imposed on China.
Indian firms should avoid re-routing of goods from China to US: GTRI
GTRI advises Indian exporters to avoid re-routing Chinese goods to the US to bypass tariffs, emphasizing genuine value addition and supply chain transparency. The US is imposing high tariffs on China, leading to trade strategy shifts and potential market distortions.
High US tariff on China, provides opportunity for India, but only if exporters play by rules: GTRI
A new report by GTRI warns exporters eyeing the US market amid high tariffs on China to proceed cautiously. While the tariff gap presents opportunities for countries like India, simply rerouting Chinese goods is risky and illegal. To benefit, exporters must ensure substantial transformation and value addition, building transparent, compliant supply chains for long-term gains.
On TikTok, Chinese manufacturers open a new line in trade war with US
Chinese manufacturers are leveraging TikTok and other social media platforms to directly appeal US consumers, offering luxury goods at significantly reduced prices. These factories claim to produce items similar to those from high-end brands, sparking interest among American shoppers seeking to avoid potential tariff increases.
India’s solar makers see opportunities, risks in trade turmoil
India's reliance on China for upstream products poses a risk, but expanding domestic solar cell capacity could lead to a surplus for export, including to the US.
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