China’s Strategic Moves: Export Restrictions and IPO Shifts

In today's episode, we delve into China's new export restrictions on rare earths and permanent magnets, impacting global industries like automotive and defense. We also explore China's strategic shift in steering companies away from New York for IPOs, reflecting broader US-China tensions. Additionally, we discuss the latest accusations from China against the Trump administration over trade agreement violations, highlighting the fragile state of international economic relations. Join us for an in-depth analysis of these pivotal developments.

Sources:
https://www.ibisworld.com/blog/chinas-rare-earth-export-restrictions/
https://www.electrive.com/2025/06/02/china-allows-rare-earth-exports-with-licences/
https://www.gmfus.org/news/watching-china-europe-june-2025
https://www.outlookbusiness.com/explainers/why-chinas-new-rare-earth-policy-has-cast-a-dark-cloud-over-indias-ev-industry
https://thedeepdive.ca/chinas-rare-earth-export-curbs-threaten-global-supply-chains/
https://www.atlanticcouncil.org/blogs/econographics/sinographs/hong-kong-highlights-chinas-policy-of-decoupling-from-us-financial-markets/
https://www.pymnts.com/news/ipo/2025/shein-reportedly-looks-to-hong-kong-after-derailed-uk-ipo/
https://www.fmprc.gov.cn/eng/xw/fyrbt/202505/t20250530_11637703.html
https://www.investopedia.com/dow-jones-today-06022025-11746163
https://economictimes.com/small-biz/trade/exports/insights/export-controls-are-endangering-the-fragile-u-s-china-truce/articleshow/121506221.cms
https://www.youtube.com/watch?v=W4u84cnXJ-4
https://www.foxbusiness.com/politics/china-accuses-us-undermining-trade-agreement