Tokyo aims to disrupt Beijing’s dominance of renewables and reduce fossil fuel dependence
Brussels wants to block farm products containing prohibited pesticides
Heavy cuts to USAID have left the future of global development and health institutions in the balance
Groups such as Apple contractor Foxconn hit by efforts to stop knowhow and equipment leaving the country
Concern has grown at Beijing’s potential hold on strategic assets
Optimism at the prospect of tax cuts and lighter regulation has given way to anxiety over trade policies
This is a world in which no one can ‘price’ peace any more
High internal barriers and regulatory hurdles are far more damaging for growth than anything America might impose
The Chinese ecommerce group has taken various measures to protect its global business
Consumers urged to switch to avoid inflation eroding value of their cash
Also in today’s newsletter, ‘reciprocal’ US tariffs, and Arm’s dramatic shift of strategy
US president has accused Taipei of ‘stealing’ American semiconductor industry
US president orders options to retaliate with levies against host of perceived trade barriers
Markets struggle to price politics
Also in this newsletter: Meloni’s Starlink deal with Musk draws ire
Beijing’s action against clothing maker PVH and biotech company Illumina underlines risk created by trade tensions
Trump’s fire hose of policy changes could make companies more cautious on spending and investment
Fast fashion group was targeting London listing in first half of 2025
Brazil, India, Japan, Canada and EU at risk, warn White House officials
Talks with Indian leader followed US president’s plan to impose reciprocal tariffs on trading partners
A look at tariffs outside the US
Head of Paris-based stock exchange says shock of new US administration is forcing competitiveness gap to be tackled
Also in today’s newsletter, Apple teams up with Alibaba to develop AI in China and Elliott builds a 5% BP stake
Business leaders believe US president needs Mexican manufacturers to win battle with China
Finance chief’s caution comes as company revises cash flow guidance upwards
