24 h. ago Emerging markets to outperform US stocks as dollar weakness continues: report

Global investors should consider reducing their US equities exposure as emerging market stocks are on track to outperform those in developed nations for the first time in five years amid a weakening US dollar, according to global investment firm Cambridge Associates. The recommendation comes as the dollar has experienced significant weakness this year, falling by 10 per cent at one point after a decade-long bull run that started in 2011. However, the greenback still remains 29 per cent above its...

Politics

36 h. ago As Macron eyes China deals to revive industry, trade shows tables have turned

French President Emmanuel Macron has called on Chinese companies to invest in France and transfer know-how in emerging sectors like batteries, electric vehicles (EVs) and solar panels – highlighting growing concerns over the widening technological gap between the two countries. “We want to welcome more Chinese investment through projects and re-industrialisation strategies, and this is what will allow us to break the cycle we’re currently in,” he said on Thursday in Beijing, where he attended a...

Politics

5 d. ago What’s next for China’s economy in 2026 – and how it plans to tackle challenges

After a turbulent year marked by the trade war and domestic headwinds, China will head into 2026 cautiously as it grapples with structural challenges to growth. Global investors are watching closely to see how Beijing works to shore up confidence, double down on strategic industries and mitigate overcapacity, all while navigating a fast-evolving geopolitical environment. In this explainer, the Post distils forecasts from major investment banks and economists on what to expect in 2026, also the...

Politics

5 d. ago Reimagining Engagement with China over Investments in the Global South

Reimagining Engagement with China over Investments in the Global South  Institute for Policy Studies

Politics

7 d. ago India races ‘against the clock’ to rebuild its lost maritime muscle

Centuries ago, Indian merchants rode monsoon winds across the seas, their cargoes stitching together a maritime world stretching from East Africa to Southeast Asia. Today, as container ships queue outside clogged ports and great powers quarrel over access and tariffs, India is trying to sail back into that history – this time as a modern shipping and shipbuilding power. Standing before global investors late last month, a day after presiding over a glittering maritime industry showcase in Mumbai,...

Politics

8 d. ago Alibaba starts selling Quark AI glasses in China, enters global wearables race By Reuters

Alibaba starts selling Quark AI glasses in China, enters global wearables race By Reuters  Investing.com

Politics

9 d. ago TikTok names former Boeing executive as US public policy chief

TikTok said Tuesday it had named former Boeing government affairs chief Ziad Ojakli as the short video app’s head of public policy for the Americas as it works to complete a deal to separate its US assets from its parent company. The move comes as TikTok’s Chinese owner ByteDance is working to sell about an 80 per cent stake in its US assets to a consortium of US and global investors to meet the national security requirements set out in a 2024 law. President Donald Trump signed an executive...

Events

1 week ago China's Temporary Easing of Graphite Export Controls & the Shifting Global Supply Outlook for Battery Materials

China's Temporary Easing of Graphite Export Controls & the Shifting Global Supply Outlook for Battery Materials  Crux Investor

Events

1 week ago ‘Real investments’ reflect global community’s ‘confidence’ in Hong Kong: Zhou Ji

The international community has cast “a vote of confidence” on Hong Kong’s prospects with their investments, with achievements attained through the proper implementation of the “one country, two systems” principle, Beijing’s top representative in the city has said. Zhou Ji, director of Beijing’s liaison office in Hong Kong, also said that, having “filled the gaps” in national security, now was the “best time” for the city to focus on the economy, push for development and construction – including...

Politics

1 week ago US senator demands answers to Trump’s TikTok divestiture plan

A Democratic senator on Monday asked US President Donald Trump to answer key details about a plan by TikTok’s Chinese owners to sell a majority stake in the short video app’s US assets. Trump signed an executive order on September 25 declaring that a plan to sell TikTok’s US operations to a consortium of US and global investors meets the national security requirements set out in a 2024 law and gave them 120 days to complete the transaction. In doing so, he delayed enforcement of the law banning...

Politics

1 week ago Opinion: Beijing’s New Blueprint to Revive Private Investment

Opinion: Beijing’s New Blueprint to Revive Private Investment  Caixin Global

Economics

1 week ago Hong Kong’s HK$19 trillion in bank deposits proves safe haven status: Paul Chan

Hong Kong has become a “safe haven for capital” with bank deposits reaching over HK$19 trillion (US$2.4 trillion) this year, while the city’s goods exports have remained resilient despite the tariff war, according to the financial chief. Financial Secretary Paul Chan Mo-po on Sunday highlighted Hong Kong’s financial market performance, noting that the city’s bank deposits rose by 7 per cent last year and another 10 per cent in 2025. “Influenced by the geopolitical landscape, global investors are...

Economics

2 w. ago WEEK IN REVIEW: China Moves to Lock In Russia Energy and Investment Deals

WEEK IN REVIEW: China Moves to Lock In Russia Energy and Investment Deals  The China-Global South Project

Economics

2 w. ago Robeco harnesses AI to elevate investment strategies, builds on 25 years of quantitative expertise

[The content of this article has been produced by our advertising partner.] The AI (artificial intelligence) boom is rapidly transforming industries and creating new opportunities. In fact, even as markets experienced turmoil earlier this year, global investment in AI continued to accelerate. As society enters a new era in which AI matters for every investor, the question is, are their strategies evolving fast enough? How to invest in AI – and with AI Since 2019, Robeco has integrated...

Economics

2 w. ago China’s clinical trial capacity matches US, attracts more global pharma firms

China’s growing pipeline of novel drug candidates is expected to draw increased attention from global pharmaceutical companies and investors scouting for licensing opportunities, as the country’s clinical trial capacity has expanded to match those in the US. That assessment was made by Shanghai-based Helen Chen, Greater China managing partner at L.E.K. Consulting, one of the most respected analysts in the mainland’s life sciences industry. “There is increased interest from multinational...

Politics

2 w. ago China’s clinical trial capacity matches US, attracts more global pharma firms, investors

China’s clinical trial capacity matches US, attracts more global pharma firms, investors  South China Morning Post

Economics

2 w. ago China’s euro bond sale sees record demand, signals strong investor confidence

China’s €4 billion (US$4.6 billion) euro-denominated bond sale has drawn record demand, highlighting robust investor confidence in its sovereign assets amid a global shift towards diversification. International and regional investors placed €100.1 billion in orders for the offering – 25 times the fundraising target – China’s Ministry of Finance said in a statement on Wednesday. The seven-year tranche, issued alongside an equal-sized four-year tranche, attracted demand 26.5 times its allocation,...

Economics

2 w. ago ‘Too early to leave the party’: fund managers say AI stock boom still has room to run

The ambitious spending plans of artificial intelligence developers coupled with rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, fund managers at Fidelity International and Allianz Global Investors said. The recent downturn in global semiconductor stocks, ahead of Nvidia’s closely watched earnings later this week, was likely to be temporary, according to Joseph Zhang, portfolio manager at Fidelity International. Unless AI capital spending or...

Society

2 w. ago Gen Z content creators explore what draws global youth to Beijing

Gen Z content creators explore what draws global youth to Beijing  Vietnam Investment Review - VIR

Politics

2 w. ago Growth in China’s tech stocks just getting started: JPMorgan banker

The recovery of China’s tech stocks from their trough is still at an early stage, as the country’s emergence as an artificial intelligence superpower reshapes global platforms and lures Western capital back, according to a senior investment banker at JPMorgan. As Chinese entrepreneurs expanded their businesses globally and deepened their involvement in AI, their companies and fundraising plans were once again drawing the attention of international investors after years of stagnation, said Mark...

Politics