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February 5, 2026

China Compass 2026-02-05: Tension 4.7/10 (Elevated) — 33 signals

China Compass Daily Briefing

 
CHINA COMPASS
Daily Intelligence Briefing · 2026-02-05 · 33 signals
Tension Index
4.7
Elevated
▲ +1.2 from previous
Canada-China bilateral trade (November 2025)
$11.3B
Imports
$7.3B
Exports
$4.0B
Briefing

The tension index has seen a notable increase, rising to 4.7/10, with several critical signals emerging from the region. Mainland China has urged Taiwan to remove air transport restrictions across the Taiwan Strait, citing demand for direct flights during the Spring Festival. This development adds to the already heightened tensions between the two sides.

On the economic front, China has implemented a zero-tariff policy for imported goods in the Hainan Free Trade Port, benefiting local residents. This move could impact Canada's trade dynamics with China, especially considering the current trade balance, which sees a significant deficit for Canada.

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Top Signals
critical military
Mainland urges Taiwan authorities to remove cross-Strait air transport restrictions
A Chinese mainland spokesperson urged Taiwan authorities to remove air transport restrictions across the Taiwan...
Xinhua
critical trade
China introduces zero-tariff policy on imported goods for Hainan residents
China has introduced a zero-tariff policy on selected imported goods for consumption by residents in Hainan Free...
Xinhua
elevated political
China’s Calculation and Canada’s Capitulation
Carney aims to increase Canada’s ties with China to mitigate its "biggest geopolitical risk," despite earlier...
The Diplomat
elevated military
Envisioning US Forces Korea’s role in a Taiwan war
US Forces Korea (USFK) maintains deterrence on the Korean Peninsula through training and intelligence sharing with...
Asia Times
elevated technology
China's memory boost and Apple's iPhone shuffle
Summary: Chip suppliers in Taiwan are experiencing a positive shift due to AI-driven demand and related memory chip...
Nikkei Asia
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Market Snapshot
Shanghai Composite 4,075.92 ▼ -0.64%
Shenzhen Component 13,952.71 ▼ -1.44%
Hang Seng 26,885.24 ▲ +0.14%
CSI 300 4,670.42 ▼ -0.60%
Currency Rates
USD/CNY 6.9400 ▲ +0.0332%
CAD/CNY 5.0705 ▼ -0.3064%
USD/CAD 1.3685 ▲ +0.3329%
View Full Briefing →
China Compass
Canada-China intelligence by Aerial Capital Inc.
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