3 d. ago Hong Kong, China stocks to outpace US equities all year after quick start, analysts say

Hong Kong and mainland Chinese stocks outpaced their US peers for the first two weeks of 2026 and should continue to do so for the rest of the year on the back of relatively cheaper valuations, a firmer yuan and policy tailwinds, as geopolitics drives more global investors to look to China as a hedge against rising risks in US assets, according to analysts. The CSI 300 Index has gained 2.4 per cent so far this year, while the Hang Seng Index has climbed 5.3 per cent, both outpacing a 1.7 per...

Politics

4 d. ago Sovereign investors cut mainland China exposure as political sensitivities rise

Sovereign investors slashed their exposure to mainland China in 2025 amid rising political sensitivities, but experts said selective opportunities and closer bilateral ties could support the outlook. The world’s second-largest economy received US$4.3 billion in investments from sovereign wealth funds, public pension funds and central banks, down 58 per cent from US$10.3 billion in 2024, according to Global SWF, which tracks 792 such state-owned investors. “Sovereign investment activity has...

Politics

4 d. ago Growth in sovereign investors’ exposure to China slows as political sensitivities rise

Growth in sovereign investors’ exposure to mainland China in 2025 slowed amid rising political sensitivities, but experts said selective opportunities and closer bilateral ties could support the outlook. The world’s second-largest economy received US$4.3 billion in investments from sovereign wealth funds, public pension funds and central banks, down 58 per cent from US$10.3 billion in 2024, according to Global SWF, which tracks 792 such state-owned investors. “Sovereign investment activity has...

Politics

4 d. ago Global Investors Turn to China Stocks, Yuan in Big Bets for 2026

Global Investors Turn to China Stocks, Yuan in Big Bets for 2026  Bloomberg.com

Economics

4 d. ago Singapore urged to expand Johor SEZ to Indonesia to deepen Asean integration

A special economic zone between Singapore and the Malaysian state of Johor (JS-SEZ) should include Indonesia’s Riau Islands to ramp up the region’s allure to global investors, an apex business chamber and leading accounting firm have said, ahead of the city state’s budget address next month. As part of its 18 top recommendations, the Singapore Business Federation (SBF), which has more than 32,000 members, and PwC Singapore on Monday said expanding the zone to include the Indonesian islands of...

Politics

5 d. ago UBS conveys upbeat note on Chinese stocks in 2026 as global investors seek diversification

UBS Group conveyed a sanguine outlook on Chinese stocks in 2026, as the world’s second-largest economy proved to be an important alternative for global investors seeking to diversify away from US equities, which face headwinds from stretched valuations to jitters about the independence of the Federal Reserve. Chinese stocks are expected to be energised by the nation’s growing innovation capability, greater adoption of artificial intelligence across traditional industries and potential inflows...

Economics

5 d. ago Hong Kong stocks climb as yuan hits strongest level in nearly 3 years

Hong Kong stocks opened higher on Tuesday as global investors broadened their focus beyond US markets, fuelling gains across Asian equities, while the yuan advanced to its strongest level against the US dollar since May 2023. The Hang Seng Index surged 1.8 per cent to 27,074.42 as of 9.45am, the Hang Seng Tech Index rallied 1.6 per cent. On the mainland, the CSI 300 Index edged up 0.3 per cent and the Shanghai Composite Index slipped 0.1 per cent. Chinese pharmaceutical and healthcare shares...

Events

5 d. ago Hong Kong stocks climb as yuan strengthens and investors broaden focus beyond US

Hong Kong stocks rose on Tuesday as global investors broadened their focus beyond US markets, fuelling gains across Asian equities, while the yuan advanced to its strongest level against the US dollar since May 2023. The Hang Seng Index closed 0.9 per cent up at 26,848.47, after earlier gaining more than 2 per cent to 27,143 – its highest since last November. The Hang Seng Tech Index was little changed after advancing more than 2.4 per cent in the morning. On the mainland, the CSI 300 Index and...

Economics

8 d. ago How China’s global investment model is changing – and what it means for the yuan

Foreign direct investment (FDI) has been a crucial pillar of China’s economy since it opened up, drawing in trillions and helping fuel its rise as the “world’s factory”. But outbound direct investment (ODI) has expanded rapidly over the past two decades, transforming the country into a major exporter of capital. Today, China’s outbound investments exceed inflows, and the country has consistently ranked among the top three global investors in recent years. In this explainer, the Post examines the...

Politics

1 week ago Why investors are looking to Southeast Asia’s economies amid global tensions

Foreign money is flowing back into Southeast Asia, and analysts expect the region to remain a draw for global investors even as geopolitical tensions and domestic political risks cloud the outlook. Emerging Southeast Asian markets recorded US$337 million of equity inflow in December last year, the highest monthly figure since September 2024, according to a Bloomberg report. These economies include Indonesia, Malaysia, Thailand, Vietnam and the Philippines. Analysts say the rebound points to...

Economics

1 week ago China Metals in Grip of Frenzy as Investors Bet on Global Rally

China Metals in Grip of Frenzy as Investors Bet on Global Rally  Bloomberg.com

Economics

2 w. ago Why investors should remain bullish on Hong Kong, mainland stocks in 2026

Judging by investor sentiment in the final quarter of last year, the spectacular rally in mainland Chinese and Hong Kong equities is over. The CSI 300 index of Shanghai- and Shenzhen-listed stocks declined 0.2 per cent while the MSCI China Index fell by over 7 per cent. The Hang Seng Index, meanwhile, lost 4.5 per cent. While most Wall Street banks remain bullish on Chinese stocks, some have turned more cautious. Morgan Stanley believes 2026 will be “a year of stabilization after 2025’s high...

Economics

3 w. ago Trump Wants a Weaker Dollar. Some Chinese Say He Has a Point.

Trump Wants a Weaker Dollar. Some Chinese Say He Has a Point.  The Wall Street Journal

Politics

3 w. ago Has China’s stock market gone from ‘uninvestable’ to ‘irresistible’?

As 2025 draws to a close, Wall Street’s love affair with Chinese equities is in full swing. While the relationship between global investors and China has been a rocky one, market sentiment is now about varying degrees of bullishness. In a panel discussion moderated by JPMorgan at the annual meeting of the Emerging Markets Trading Association earlier this month, some of the speakers said China’s stock market had undergone a shift from “uninvestable” to “irresistible”, especially in the...

Economics

3 w. ago China’s offshore yuan breaks major benchmark as appreciation momentum builds

China’s offshore yuan strengthened further on Thursday, dipping below the benchmark rate of seven against the US dollar – another sign of the currency’s continued appreciation after a brief breach of the same threshold on Wednesday evening. The recent fluctuations mark the currency’s first appreciation past the major psychological marker in 15 months, suggesting a change in market sentiment and providing more support for the global investors and economists who have argued the currency has been...

Politics

3 w. ago Global investors turn to Chinese AI as Wall Street fears bubble

Global investors turn to Chinese AI as Wall Street fears bubble  Reuters

Economics

3 w. ago Chinese team slams rival into glass wall, as sparks fly at robot showdown in Abu Dhabi

A Chinese combat robot tore through the competition at the Games of the Future Abu Dhabi 2025 on Sunday, sealing the Battle of the Robots title in a shower of sparks after slamming its rival into the glass wall of the arena. The robot, dubbed Deep-Sea Shark 3, was built by a China-based student team calling itself Fierce Roc, which was crowned champion, according to organisers. The contest was staged as part of a multi-sport festival of so-called “phygital” games – sport that blends real-world...

Politics