23 h. ago Chinese Earnings Point to Fragility of $2.7 Trillion Stock Rally

Chinese Earnings Point to Fragility of $2.7 Trillion Stock Rally  Bloomberg.com

Politics

26 h. ago Nasdaq unveils new listing rules to clamp down on stock manipulation, Chinese firms

Nasdaq unveils new listing rules to clamp down on stock manipulation, Chinese firms  Reuters

Politics

44 h. ago Hong Kong stocks drop for third day as Chinese equities lose glow

Hong Kong stocks drop for third day as Chinese equities lose glow  South China Morning Post

Politics

44 h. ago Hong Kong stocks record biggest drop in a week as Chinese equities stumble

Hong Kong stocks record biggest drop in a week as Chinese equities stumble  South China Morning Post

Politics

3 d. ago Margin buying of Chinese stocks sets record at US$320 billion

Mainland stock traders boosted their leveraged bets to an all-time high, adding fuel to a liquidity-driven rally that catapulted a key benchmark to its highest point in a decade last month. The outstanding value of the shares bought with borrowed money rose to 2.28 trillion yuan (US$319.2 billion) on the mainland’s exchanges on Monday, according to data from China Securities Finance and Bloomberg. That surpassed the previous high of 2.27 trillion yuan set on June 18, just before a quick...

Economics

6 d. ago Can China’s US$22 trillion savings and global investors propel markets higher?

In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets, Zhang Shidong and Yulu Ao look at the catalysts that could underpin the rally. Read part one here When Chinese stocks hit a 10-year high this week, Jian Shi Cortesi saw it as a sign that the rally could continue as overseas investors returned to the nation’s onshore and offshore equities, which are worth a combined US$20 trillion. The Switzerland-based investment director at GAM...

Economics

6 d. ago China’s retail investors armed with US$22 trillion are key to markets’ fortunes

In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets, Zhang Shidong and Yulu Ao look at the catalysts that could underpin the rally. Read part one here. When Chinese stocks hit a 10-year high this week, Jian Shi Cortesi saw it as a sign that the rally could continue as overseas investors returned to the nation’s onshore and offshore equities, which are worth a combined US$20 trillion. The Switzerland-based investment director at GAM...

Economics

6 d. ago A $23 Trillion Cash Pile Holds Key for Chinese Stocks’ Bull Run

A $23 Trillion Cash Pile Holds Key for Chinese Stocks’ Bull Run  Bloomberg.com

Economics

7 d. ago China’s stock boom will not do much to rejuvenate the economy, Nomura says

The ongoing rally in Chinese stocks will do little to boost growth in the mainland’s economy, as equity investments account for a small portion of total household assets, Nomura Holdings said. In a report on Wednesday, Lu Ting, the Japanese brokerage’s chief China economist, said Chinese households parked the majority of their wealth in the struggling property market. Stock holdings accounted for 1.3 per cent of total household assets, while the proportion for properties was 60 per cent, the...

Politics

9 d. ago Chinese stocks at decade high lure hesitant retail investors

Chinese stocks at decade high lure hesitant retail investors  Reuters

Economics

9 d. ago China’s ‘little Nvidia’ sees 4,348% revenue surge amid AI stock frenzy

Cambricon Technologies, the Beijing-based chipmaker seen as a potential alternative to Nvidia’s graphics processing units (GPUs), reported a record revenue surge in the first half amid a Chinese stock market frenzy driven by DeepSeek’s breakthrough AI models. Cambricon’s revenue surged 4,348 per cent year on year to 2.88 billion yuan (US$403.8 million) in the first six months of 2025, a record high for the company since it went public in 2020. Profit reached 1.04 billion yuan, reversing a net...

Politics

1 week ago China’s server, chipmakers enter ‘super cycle’ as AI computing mushrooms

China’s domestic server and chipmakers are entering a “super cycle” as the country’s local governments spend lavishly on computing infrastructure to support artificial intelligence development. The AI Computing Power Concept Index, compiled by Chinese financial data provider Wind and comprising 54 component stocks, hit a record high on Monday, with an increase of 166 per cent over the past 52 weeks. The frenzy was stoked by DeepSeek’s hint last week that it has changed its data format to support...

Politics

1 week ago Chinese Rare Earth Producers' Stocks Surge Following Beijing's Stricter Measures

Chinese Rare Earth Producers' Stocks Surge Following Beijing's Stricter Measures  MarketScreener

Politics

1 week ago Chinese households have amassed record savings. That's now fueling a stock market boom

Chinese households have amassed record savings. That's now fueling a stock market boom  CNBC

Economics

1 week ago Chinese Property Stocks Jump on Expectation of More Stimulus

Chinese Property Stocks Jump on Expectation of More Stimulus  Bloomberg.com

Politics

2 w. ago FXI: Why A Bad Chinese Economy Could Be Good For China Stocks (NYSEARCA:FXI)

FXI: Why A Bad Chinese Economy Could Be Good For China Stocks (NYSEARCA:FXI)  Seeking Alpha

Politics

2 w. ago Chinese Stock Index Rises to Decade High as Investors Dump Bonds

Chinese Stock Index Rises to Decade High as Investors Dump Bonds  Bloomberg.com

Economics

2 w. ago Chinese Media Stocks Surge on Potential Easing of Drama Rules

Chinese Media Stocks Surge on Potential Easing of Drama Rules  Bloomberg.com

Events

3 w. ago Temasek, PIF sell Alibaba shares as sovereign funds tweak portfolios

Two of the world’s largest sovereign wealth funds have adjusted their stakes in Chinese equities, trimming their exposure to technology stocks while going long on consumer companies as they mirrored Bridgewater Associates in reacting to volatile markets and rising US-China tensions. Singapore’s Temasek Holdings cut its stake in Alibaba Group Holding by two-thirds to 1.85 million shares in the quarter that ended in June, according to its 13F disclosure on Thursday. It slashed its JD.com holdings...

Politics

3 w. ago Temasek cuts Chinese tech stocks, goes long on consumer companies

Two of the world’s largest sovereign wealth funds have adjusted their stakes in Chinese equities, trimming their exposure to technology stocks while going long on consumer companies as they mirrored Bridgewater Associates in reacting to volatile markets and rising US-China tensions. Singapore’s Temasek Holdings cut its stake in Alibaba Group Holding by two-thirds to 1.85 million shares in the quarter that ended in June, according to its 13F disclosure on Thursday. It slashed its JD.com holdings...

Politics