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On Sept. 10 in Beijing the National Development and Reform Commission (NDRC) met with senior executives from more than 60 US multinationals operating in China — including Amazon Web Services, NVIDIA, Dell and Honeywell China — from cloud/compute, industrial energy and consumer-pharma sectors. NDRC bureaus outlined policy considerations in the 15th Five-Year Plan outline, foreign-investment policy for the 15th Plan period, and reported implementation outcomes of a new large-scale equipment-upgrad

2026-09-10

On Sept. 10 in Beijing the National Development and Reform Commission (NDRC) met with senior executives from more than 60 US multinationals operating in China — including Amazon Web Services, NVIDIA, Dell and Honeywell China — from cloud/compute, industrial energy and consumer-pharma sectors. NDRC bureaus outlined policy considerations in the 15th Five-Year Plan outline, foreign-investment policy for the 15th Plan period, and reported implementation outcomes of a new large-scale equipment-upgrade programme and consumer trade-in measures designed to boost consumption; officials also promoted Beijing’s economic and investment environment.

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2026-09-10

Sources said India will push BRICS members to expand use of central bank digital currencies (CBDCs) for cross-border payments but will not back a unified payments network that could be viewed as challenging the dollar. As this year’s BRICS rotating chair, Prime Minister Modi prefers CBDC-settled bilateral trade between members. Sources said this weekend’s leaders’ summit in New Delhi is unlikely to agree on a single BRICS payment settlement system.

Sources said India will push BRICS members to expand use of central bank digital currencies (CBDCs) for cross-border payments but will not back a unified payments network that could be viewed as challenging the dollar. As this year’s BRICS rotating chair, Prime Minister Modi prefers CBDC-settled bilateral trade between members. Sources said this weekend’s leaders’ summit in New Delhi is unlikely to agree on a single BRICS payment settlement system.
2026-09-10

SocGen FX strategist Kit Juckes said measures by the Trump team—from pressuring the Fed to potential direct FX intervention and efforts to push down US Treasury yields—have consistently signaled a desire for a weaker dollar. With multiple policy levers pointing in the same direction, a key market question is how to prevent further dollar weakness or at least limit resulting offshore capital outflows; historically excess global savings flowed into the US, but attracting those funds may become mor

SocGen FX strategist Kit Juckes said measures by the Trump team—from pressuring the Fed to potential direct FX intervention and efforts to push down US Treasury yields—have consistently signaled a desire for a weaker dollar. With multiple policy levers pointing in the same direction, a key market question is how to prevent further dollar weakness or at least limit resulting offshore capital outflows; historically excess global savings flowed into the US, but attracting those funds may become more costly going forward.
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