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JD Vance Correctly Says China Controls Solar Panel Supply Chain

CLAIM: Former President Donald Trump's running mate, Sen. J.D. Vance (R-Ohio), argued during Tuesday night's vice presidential debate that China controls most of the world's solar panel supply chain. He suggested that Verdict: True. China controls more than 80 percent Becoming the center of the global solar panel supply chain. “The real problem is, first […]

‘Walz Has Had an Interesting Relationship with China’

On Tuesday's broadcast of CNN's “Outfront,” CNN senior political commentator and former Obama adviser David Axelrod said that 2024 Democratic vice presidential candidate Minnesota Gov. Tim Walz (D) “We have an interesting relationship.” And he said he expects Walz's Republican colleague, Sen. J.D. Vance (R-Ohio), to pursue both that policy and the Biden-Harris administration's Middle […]

Tim Walz revises number of times he went to China

Minnesota Gov. Tim Walz, Vice President Kamala Harris' running mate, said he has traveled far less to China than he initially emphasized in congressional hearings and media interviews. “I've been to China dozens of times,” Walz said during a 2016 Congressional hearing. “I've been there about 30 times,” Walz told an agriculture-focused publication that year. […]

Morgan Stanley names China stocks set to benefit from a ‘sustained rally’ – CNBC

Morgan Stanley says Chinese stocks could move beyond short-term gains and enjoy a more “sustained rally” in the next phase, riding the wave of stimulus and signals announced last week. There is. Morgan Stanley analysts said in a Sept. 29 note that “last week's policy shift…was driven by strong monetary easing and unprecedented measures aimed […]

Yen steadies, dollar slips as China reaches for stimulus By Reuters – Investing.com

Written by Tom Westbrook SINGAPORE (Reuters) – A sharp rise in the yen stabilized on Monday as Japan's next prime minister suggested monetary policy should remain accommodative, but the dollar remained buoyed by investors' hopes for an improvement in China's economy. The currencies of resource-rich countries fell. Japan's yen soared on Friday after Shigeru Ishiba, […]

Stocks to play the China trade until the latest stimulus package kicks in – CNBC

As China's stock market soared after the government announced the outline of its economic stimulus package, hedge funds and strategists suddenly turned to what would have been considered one of the most contrarian trades of recent times. The CSI 300, a stock index traded in Shanghai and Shenzhen, rose more than 15% last week, its […]