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

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

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

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 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 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 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

3 w. ago Global investors pull back, cautious over tech valuations and US labour

Global investors pull back, cautious over tech valuations and US labour  Reuters

Economics

3 w. ago Stocks rise, dollar falls with labor market, US government reopening, tech valuations in focus

Stocks rise, dollar falls with labor market, US government reopening, tech valuations in focus  Reuters

Politics

3 w. ago Stocks edge up, dollar falls with US government reopening, tech valuations and labor market in focus

Stocks edge up, dollar falls with US government reopening, tech valuations and labor market in focus  Reuters

Politics