China Update Consulting

Helping you understand an
ever-changing China to
protect your bottom line

Tony Fiddis

over production in china

Meet Tony Fiddis: China Analyst

China Update Consulting provides geopolitical and economic intelligence focused on China’s policy environment, macroeconomic direction, trade relationships, and regional security dynamics.

Founded by independent China geopolitical analyst Tony Fiddis, China Update builds on the research capability behind the China Update platform, which reaches a global audience of millions of views Its work combines primary-source analysis, regulatory monitoring, and close tracking of party-state decisions to provide clear, evidence-based insight beyond headlines and political noise.

The consultancy supports multinational companies, investors, and executive boards in assessing China-related risk and opportunity. Services include analysis of domestic market shifts, supply-chain exposure, regulatory and trade tensions, and broader Asia-Pacific macroeconomic developments.

China Update Consulting helps leadership teams make informed strategic decisions, reduce geopolitical exposure, protect assets, and prepare for structural changes affecting China and the wider region.

Experiences that make a difference

Peking University Trained China Analyst

Tony Fiddis holds a Master of International Relations from Peking University, in Beijing, specialising in Chinese foreign policy, alongside degrees from Victoria University of Wellington. Bachelor of Law (LLB) and Bachelor of Arts (BA)

Founder of China and Market Update

Established China and Market Update, two highly regarded platforms that offer independent and evidence-driven insights into the intricate geopolitical, economic, and strategic forces shaping China today.

Established China Update Consulting

China Update Consulting is dedicated to empowering businesses, investors, and institutions with the insights needed to navigate the intricate political and economic landscapes that drive ever-changing China

Introducing the China Strategic Risk Alert

China Update Consulting is releasing an evidence-based risk report for businesses, investors, and institutions, highlighting emerging news, political and economic risks, and their potential impacts for key insights for decision-makers

We pride ourselves on our consulting expertise
in detecting emerging trends
 

 

We provide proactive intelligence on China, identifying critical macro shifts before they reach mainstream recognition.

Most significantly, our analysis surfaced the early Wuhan outbreak well ahead of global pandemic declarations—alongside early calls on the US–China trade war, property sector restructuring, AI leadership, and rare-earth supply strategies.

For more than seven years, we have delivered the strategic lead time executives require to make confident, informed decisions.

Feedback and Reviews

China Update is the best independent site for timely, accurate, unbiased and helpful reporting on China from the inside."

 

Thank you for your high-quality, concise and informative China Update

 

Thank you, Tony, for reporting knowledge that we have difficulty obtaining otherwise!

 

Excellent as usual. More folks should watch this one; it's very important. Thanks, Tony.

 

China Strategic Risk Update publication

THE CHINA UPDATE ADVANTAGE

Stay Ahead of China’s Next Move

Receive timely policy, economic, and risk intelligence that helps executives see emerging shifts early, understand what they mean, and act with confidence.

Early signals

Identify important policy, economic, and geopolitical shifts before they become mainstream headlines.

Executive clarity

Cut through noise with concise, evidence-led analysis focused on business implications.

Confident action

Gain the lead time to prepare, protect your strategy, and respond decisively.

Trusted by executives navigating China’s most consequential shifts

Research Findings Worth Sharing

Why Jensen Huang’s Political Influence Matters

If Nvidia lost Jensen Huang, the US–China chip war would get much nastier. By Independent China Analyst: Tony Fiddis For years, Washington and Beijing have operated under a convenient illusion regarding the global semiconductor trade. The narrative goes something like...

The Invisible Chokepoints of Modern Defence

Why Japan’s Rare-Earth Bottleneck Is Quietly Terrifying the Pentagon By Tony Fiddis: Independent, China Anylist Global supply chains have an uncanny ability to hide their single points of failure behind layers of industrial abstraction until a seemingly isolated...

China’s Chemical Surge Threatens Producers Worldwide

China’s Chemical Industry Overcapacity: The Hidden Crisis Reshaping Global Manufacturing By Tony Fiddis: Independent China Analyst If you look at the global industrial landscape right now, you will see a dominant, almost terrifying narrative taking shape. On the...

The Billion-Dollar Meme: What the Kylian Mbappé Crisis Exposes

The Billion-Dollar Meme: What the Kylian Mbappé Crisis Reveals About Global Sports and Chinese State Capitalism It takes a staggering amount of geopolitical friction to derail the commercial juggernaut of modern football. For decades, the unwritten rule of global...

Pentagon Espionage Could Backfire on US Business

How the Pentagon’s Deep-Cover Espionage is Weaponising US Business The illusion of safe, neutral global commerce is officially dead. By pushing intelligence operatives deep into the ranks of private corporations, the Pentagon is rapidly blurring the line between...

The Illusion of Globalisation: From Raw Materials to Process Dominance

Why China Is Locking Down the Technological Blueprint of the Modern World For decades, the West viewed China through an outdated, naive lens: the world’s assembly line. It was an arrangement that suited global capital. Western companies designed the IP, captured the...

A Suspected Russian Plague Case Is Not Yet an Outbreak

Separating Plague Hype from Hard Science Whenever the word “plague” flickers across the international news ticker, public reaction is nearly instantaneous. It taps directly into our collective, deep-seated anxieties about historical pandemics and clandestine...

China’s AI Brain Drain Dilemma: Why Restricting Family Travel Could Backfire Spectacularly

In the global race for artificial intelligence supremacy, analysts spend endless hours dissecting GPU clusters, transistor densities, and multi-billion-dollar infrastructure rounds. We track ASML’s lithography shipments, map TSMC’s fabrication pipelines, and argue...

China’s Nuclear Construction Raises a Different Kind of Deadline

By Tony Fiddis: China Analyst. While global leaders shake hands and posture over trade pacts and tariffs in international summits, a far more consequential shift is taking place far from the cameras. In the remote deserts and mountain valleys of mainland China, a...

The Illusion of Proximity: Why Zhang Youxia’s Fall Matters

By Tony Fiddis: China Analyst. The Anatomy of a Purge: Why Xi Jinping Is Gutting His Own Military High Command The formal expulsion of General Zhang Youxia and General Liu Zhenli from the Chinese Communist Party and the People’s Liberation Army is not routine...

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