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14.01.26 - 12:42
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Silver, Gold, Copper & Tin Hit Records, China′s $1.2T Trade Surplus | The Opening Trade 1/14/2026 (Bloomberg)
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Metals extended their dramatic start to the year — with gold, silver, copper and tin all hitting record highs — as investors bet on a boost from more US rate cuts and a revival in sentiment across Chinese financial markets. China's trade surplus climbed to $1.2 trillion in 2025, extending a record run as overseas shipments surprised with stronger growth at the end of the year, despite a deepening plunge in sales to the US. Plus, Donald Trump takes issue with Jamie Dimon's stance on the Fed.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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14.01.26 - 12:36
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Huawei reclaims top spot over Apple in China smartphone market after chip breakthrough (SCMP)
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Huawei Technologies edged out Apple to reclaim the No 1 spot in mainland China's smartphone market in 2025, a new report showed, as the domestic handset maker overcame crippling US sanctions.
For the full year, Huawei captured 16.4 per cent of China's smartphone market with 46.7 million units shipped, narrowly beating Apple, which shipped 46.2 million iPhones for a 16.2 per cent share, research firm International Data Corporation (IDC) said on Wednesday.
Huawei's smartphone shipments fell 1.9......
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14.01.26 - 11:18
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Video-generation boom sees China′s Kling AI post US$240 million in annual revenue run rate (SCMP)
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Generative artificial intelligence service Kling AI in December recorded more than US$20 million in sales, which corresponded to an annualised revenue run rate (ARR) of US$240 million, according to Chinese operator Kuaishou Technology.
That was more than double Kling AI's US$100 million ARR in March last year, according to a statement on Tuesday from Bejing-based Kuaishou.
ARR is a financial metric used to project a company's 12-month revenue by extrapolating earnings from a shorter period, like......
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14.01.26 - 11:12
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"Spy Center": China Plans Secret Room Near Sensitive Cables In London Mega Embassy (ZeroHedge)
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"Spy Center": China Plans Secret Room Near Sensitive Cables In London Mega Embassy
Chinese officials plan to construct a concealed underground chamber adjacent to some of Britain's most sensitive communications infrastructure as part of their proposed new "super embassy" in London, according to planning documents reviewed by The Telegraph.
Illustration via The Telegraph
The chamber forms part of an extensive subterranean complex comprising 208 rooms beneath the embassy site at the former Royal Mint.
The Telegraph reports:
The drawings show that a single concealed chamber will sit directly alongside fibre-optic cables transmitting financial data to the City of London, as well as email and messaging traffic for millions of internet users.
The same hidden room is fitted with hot-air extraction systems, possibly suggesting the installation of heat-generating equipment such as advanced computers used for espionage. The plans also show that China intends to demolish and rebuild ...
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14.01.26 - 10:42
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Deutsche Autobauer kontern Chinas erste große Attacke (Die Welt)
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Die deutschen Autohersteller gewinnen bei E-Autos Marktanteile in ihrer Heimat – trotz der Modelloffensiven der chinesischen Konzerne. Ausgerechnet der Absatz des Elektro-Pioniers Tesla brach 2025 ein. Diese Lücke konnten VW, BMW und Mercedes besser nutzen als die Konkurrenz aus China....
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14.01.26 - 10:06
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Sovereign investors cut mainland China exposure as political sensitivities rise (SCMP)
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Sovereign investors slashed their exposure to mainland China in 2025 amid rising political sensitivities, but experts said selective opportunities and closer bilateral ties could support the outlook.
The world's second-largest economy received US$4.3 billion in investments from sovereign wealth funds, public pension funds and central banks, down 58 per cent from US$10.3 billion in 2024, according to Global SWF, which tracks 792 such state-owned investors.
“Sovereign investment activity has......
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