Research & Analysis

China’s Economy Resilient in Q1, Iran Conflict Clouds the Outlook
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China’s Economy Resilient in Q1, Iran Conflict Clouds the Outlook

According to official government data, China’s real GDP grew 5% year-on-year in the first three months of 2026 to 33.42 trillion yuan ($4.9 trillion), beating expectations and reversing the downward trend seen in the second half of 2025. Strong industrial output and foreign trade drove growth, but weak demand weighed on overall activity and clouds the outlook for the rest of the year.

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China Market Intelligence

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Short takes on policy and regulatory actions that impact the business environment.

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Weekly recaps of every noteworthy development in the US legislative and executive branches.

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Khanna to Lead Select Committee Dems, H200 Approval Details Unclear, and China Continues Soybean Purchase Streak
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Khanna to Lead Select Committee Dems, H200 Approval Details Unclear, and China Continues Soybean Purchase Streak

House Minority Leader Hakeem Jeffries (D-NY) on Monday appointed Representative Ro Khanna (D-CA) to succeed Representative Raja Krishnamoorthi (D-IL) as the top Democrat on the House Select Committee on the CCP. Earlier that day, Krishnamoorthi announced he would step down as ranking member, likely to focus on his upcoming Senate campaign. Both Krishnamoorthi and Khanna have served on the select committee since its inception in 2023.

Washington Update USCBC Government Affairs
Progress Check: US-China Truce Holding Firm
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Progress Check: US-China Truce Holding Firm

With several high-stakes engagements slated for next year — an April visit to Beijing by Trump, APEC in Shenzhen in November, the G20 in Miami in December, and a potential reciprocal state visit by Xi — neither side will seek to intentionally rock the boat. But the absence of a formal agreement, combined with pressure from parts of the US government that are concerned China policy is heading in the wrong direction, means the truce is fragile.

China’s Economic Planning Meeting Charts Familiar Course
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China’s Economic Planning Meeting Charts Familiar Course

This week, China’s National Bureau of Statistics (NBS) released economic performance data for November, showing factory output and retail sales growth slowing to their weakest levels in over a year. Stubbornly low demand, a slowdown in production, and deflationary pressure coincided with a record trade surplus, which was achieved largely by frontloading exports and expanding shipments to ASEAN and EU partners amid US tariffs.

China’s REE General License Rollout: What Companies Are Seeing on the Ground 
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China’s REE General License Rollout: What Companies Are Seeing on the Ground 

To date, references to rare earth elements (REE) general licenses have appeared in the White House readout, while MOFCOM has not made any public commitment. As a result, information on general licenses is fragmented, informal, and unevenly distributed. This article synthesizes trends from recent member benchmarking to piece together how the mechanism functions and who is best positioned to benefit.

China Provisions in Compromise NDAA, H200 Chip Exports Approved, Soybean Deadline Changes
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China Provisions in Compromise NDAA, H200 Chip Exports Approved, Soybean Deadline Changes

The House passed a compromise version of the National Defense Authorization Act for 2026 on Wednesday, with the Senate set to consider the legislation early next week. The bill, which had been delayed by last-minute negotiations that covered China issues, is considered the only must-pass legislation for Congress before the end of the year. The White House on Monday confirmed that President Donald Trump will sign the bill if it reaches his desk.

Washington Update USCBC Government Affairs
Trade Truce Holds, NDAA Soon To Be Finalized
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Trade Truce Holds, NDAA Soon To Be Finalized

The United States and China continue to uphold their truce. Treasury Secretary Scott Bessent said on Wednesday that China is poised to keep “every part of the deal,” and US Trade Representative Jamieson Greer further assured on Thursday that the United States is “prioritizing stability” in the bilateral relationship.

Washington Update USCBC Government Affairs