Global Scans · China · Weekly Summary

WHAT'S NEXT?: Any disruption in economic activity between China and the United States will necessarily affect other Asian and world economies. How China handles Donald Trump's administration, its relationship with Russia and develops its leadership ambitions will be key areas to watch intently in the coming years.

• [New] We have warned before that the US tariff strategy could prompt global concessions and isolate China, with countries targeted by potential US tariff action making significant concessions, ultimately improving trade relations between the US and the rest of the world, but at the expense of China. Edge and Odds -
• [New] As geopolitical tensions rise, particularly in maritime domains, enhancing coastal defence will be crucial for NATO members facing new challenges from nations such as China and Russia. SSBCrack News
• [New] While many in the West expect India to act as a counterbalance to China, India remains focused on achieving greater strategic autonomy in its maritime policy. Al Jazeera Centre for Studies
• [New] A Potential Return Of Donald Trump To The White House And His Aggressive Trade Policies could Further Diversify Supply Chains Away From China. archyde
• [New] South China Sea Disputes: Vietnam's ongoing territorial disputes with China over the South China Sea not only heighten regional security tensions but also escalate the risk of cyber espionage and attacks aimed at disrupting critical infrastructures. CYFIRMA
• [New] Russia, Mexico and Brazil have been significant export markets in recent years, but are raising their import tariffs, which will strengthen incentives for Chinese automakers to localise production. Switzerland - EN - Intermediary
• [New] We expect Chinese automakers to gain most share in Southeast Asia and the Middle East, where auto import tariffs are lower and there are no domestic champions to protect. Switzerland - EN - Intermediary
• [New] Even if trade tensions arise between China and the US, while there might be some impact, it would not be as significant for Africa. Businessday NG
• [New] The global shipping data analyst firm Xeneta expects the removal of the de minimis threshold for shipments from China into the U.S. to dramatically disrupt e-commerce volumes. Logistics Management
• [New] Threats to India: China's strategic ports allow it to monitor Indian naval activities, potentially disrupting vital trade routes that India relies on for its energy security. EDUREV.IN
• [New] To mitigate supply chain risks, Infineon is diversifying its manufacturing footprint, with the new Malaysia facility complementing existing fabs in Europe and China. NextSprints
• [New] Government sources have stated that India is actively seeking alternative sources of rare earth elements to mitigate global supply chain risks, especially given export restrictions imposed by China. MACHINIST.IN
• [New] Europe will increasingly walk a tightrope amid a flurry of export controls and extraterritorial measures not only from the United States, but increasingly also from China. Merics
• [New] China will study the policy system of education, medical care, insurance, and social assistance to adapt to AI, and effectively deal with the social problems brought by AI. DigiChina
• [New] Threat hunters have uncovered a China-linked cyber espionage campaign dubbed LapDogs, which uses over 1,000 compromised SOHO devices worldwide (primarily in the U.S. and Southeast Asia) as covert infrastructure controlled via a custom backdoor called ShortLeash. AMATAS
• [New] With a low-cost Chinese AI model shaking up the Wall Street and impacting billion-dollar companies, DeepSeek could mark the watershed moment for AI, testing the balance of global digital power. Yourstory
• [New] Russia's population will not only be much smaller than that of China, India, or the United States but also half that of Brazil and Ethiopia and one-third that of Nigeria and Pakistan. IWM WEBSITE
• [New] In retaliation, China plans to raise tariffs on US goods from 34% to 84% starting Thursday, denouncing Trump's escalation as a mistake on top of a mistake. Global Post Headline
• [New] Like India, China is expected to see increases in domestic production of corn, wheat and rice. UkrAgroConsult
• [New] China's ambassador warns Australia against increased defence spending, urging to view China as a friend instead of a threat. Ticker
• Given the prospect of further climate change, arctic waterways are expected to be open year-round and would be the fastest route from China to Europe. PwC
• The Iran crisis could prompt Beijing to urge Tehran to accelerate BRI's mid-term goals, expanding energy transport routes between China and Iran, circumventing U.S. sanctions, diversifying trade, and fostering economic cooperation among China, Central Asian states, and Iran. Modern Diplomacy

Last updated: 04 July 2025