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China Daily's editorial stresses people-to-people ties as foundation for future China-US business relations

Executive summary: China Daily published an editorial on September 23, 2026, noting President Xi Jinping's reply to a letter from students at ten US universities and framing people-to-people friendship as the basis for future China-US relations. The emphasis on student and cultural exchanges signals a diplomatic channel that could soften trade tensions and affect business sentiment in sectors such as education, tourism, and technology.

Who is involved: President Xi Jinping, students from ten US universities, China Daily editorial team, and the US administration preparing for the state visit.

Likely next: Continued diplomatic engagement during Xi's state visit, potential follow-up announcements on exchange programs, and monitoring of any trade-related outcomes such as tariff adjustments.

A China Daily editorial published ahead of President Xi Jinping's state visit to the United States highlights his reply to a letter from students at ten US universities as a reminder that the future of China-US relations rests on people-to-people friendship. The piece frames educational and cultural exchanges as a diplomatic channel that can influence the broader business and trade climate between the two countries. While the editorial does not announce concrete policy changes, it signals a willingness to nurture bilateral ties through grassroots engagement.

What's next — scenarios

Base: modest tariff pause continuation (50%)

The extended tariff pause announced ahead of Xi's visit remains in place, keeping tariff-related costs stable for traders.

Upside: broader agreement on rare earths (30%)

The US and China reach a tentative agreement on rare earth export terms, lowering supply chain costs for high-tech manufacturers.

Downside: stalemate on dispute points (20%)

No progress is made on key dispute points such as AI technology restrictions, leaving tariff and technology tensions unchanged.

What to watch

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Analysis — what this means

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