China’s April Consumption, Factory Output Growth Slowest in Years

By Peter Catterall China's consumer spending and factory output grew at their slowest pace in years last month, official data showed Monday, a stark sign of the challenges Beijing faces to reignite domestic activity. The ...

Iran War Jolts Foshan, China’s Well-Oiled Manufacturing Hub

By Mary YANG with Tommy WANG in Hong Kong Vacuum cleaners and vapes could get more expensive if the Iran war drags on much longer, Chinese factory owners and traders warn, as the world's manufacturing hub reels from "crazy" costs. ...

China’s Global EV Push Reflects Ambition and Harsh Economics at Home

From robotaxis to flying cars, China is on the road to bringing more of its cutting-edge vehicle technology overseas - a strategy that reflects both its global ambition and hard economic realities. The world's second-largest economy is also home to the world's biggest ...

China E-Mobility Weekly Digest: EV Demand Rising as Oil Disruptions Reshape Markets

This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service. Several countries are racing to electrify their mobility sectors, driven by disruptions in the Strait of Hormuz following the attacks ...

Chinese Carmaker GAC to Open Its First Mexico Assembly Plant in Late 2026

Chinese carmaker Guangzhou Automobile Group (GAC) will begin operations at its first assembly plant in Mexico during the second half of 2026, the company said on Wednesday, becoming the second Chinese automaker to establish an assembly line in Mexico.

Analysis from Cobus van Staden

Reading the Xi-Trump Summit’s South/North Signals

As I write, U.S. President Donald Trump is aboard Air Force One en route home after his highly anticipated visit to Beijing. 
There is much we still don’t know – not least what was discussed in face-to-face meetings towards the end of the visit. As often happens with Trump, the coverage collapses the personal and the global, with the former injecting wild-card energy into the latter.

Get a ...

WEEK IN REVIEW: China Signals Support for Nepal’s New Government

The Democratic Republic of Congo and China signed a deal to deepen mining cooperation, including geological data-sharing, investment protection, and support for local processing. The agreement also gives priority support to the MIFOR iron ore project in northeastern Congo. (SEMAFOR) China received ...

Beneath Indonesia’s Big EV Dreams Loom Local Costs

By Joan Aurelia In July 2024, then-president Joko Widodo said Indonesia must “become a global player in the EV supply chain.” He was speaking at the inauguration of a Hyundai EV and battery factory in Karawang, West Java, where government officials declared ...

Apple Shifts More iPhone Production to India, but China Still Dominates Supply Chain

Apple is rapidly shifting some iPhone production out of China, with about 25% of its devices now assembled in India, according to a new report. Graph - Bloomberg

India Relaxes Investment Rules for China and Other Bordering Countries

India has relaxed some restrictions on foreign investment from countries with which it shares land borders—including China—marking a modest shift after years of tighter controls following the deadly 2020 border clash between the two countries. The move is seen as part ...

India Eases Investment Rules Amid Warming Ties With China

India on Tuesday relaxed foreign investment rules for land-bordering countries including China, the latest sign of warmer relations between New Delhi and Beijing. The cabinet said the changes would result in greater investment flows and boost "India's competitiveness as a preferred ...

China E-Mobility Weekly Digest: Industry Shift With Kenya’s First Electric School Bus and Tanzania’s New EV Factory

This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service. Different forms of electric vehicle (EV) technology innovations are occurring in different African countries. As newer technology arrives, there is ...

Zimbabwe Says Fast-Tracked Ban Over Lithium Export Rush

Zimbabwe fast-tracked the entry of a ban on raw lithium exports last week after mining companies engaged in an "unacceptable scramble" to export ahead of the planned entry into force, the government said Tuesday. Securing access to rare earths and other ...
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