44 h. ago Chinese asset manager hits Rmb1tn ETF milestone as ‘national team’ supports stocks

Chinese asset manager hits Rmb1tn ETF milestone as ‘national team’ supports stocks  Financial Times

Events

45 h. ago Chinese power stocks surge on State Grid’s record US$574 billion investment plan

Shares of Chinese electricity and grid equipment makers surged after State Grid unveiled a 4 trillion yuan (US$574 billion) plan to upgrade the country’s power networks, as surging demand and the global race in artificial intelligence drive investment in energy infrastructure. Baoding Tianwei Baobian Electric, which makes transformers, climbed 4.6 per cent to 14.50 yuan in Shanghai and power equipment manufacturer Henan Pinggao Electric jumped 4.8 per cent to 20.83 yuan. Suzhou Electrical...

Economics

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

3 d. ago Chinese Stocks Slide as Margin Financing Ratio Raised to 100%

Chinese Stocks Slide as Margin Financing Ratio Raised to 100%  Bloomberg.com

Politics

3 d. ago Chinese Stocks Fall After Exchanges Tighten Margin Requirements

Chinese Stocks Fall After Exchanges Tighten Margin Requirements  Bloomberg.com

Politics

4 d. ago Nvidia stock shrugs off report that Chinese customers will only be able to buy H200 AI chips “under special circumstances”

Nvidia stock shrugs off report that Chinese customers will only be able to buy H200 AI chips “under special circumstances”  Sherwood News

Economics

4 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

4 d. ago UBS projects rosy view of Chinese stocks in 2026 as investors diversify holdings

UBS projects rosy view of Chinese stocks in 2026 as investors diversify holdings  South China Morning Post

Economics

5 d. ago Chinese Solar Stocks Rise, Battery Stocks Fell After Beijing Plans Export Tax Rebate Cuts

Chinese Solar Stocks Rise, Battery Stocks Fell After Beijing Plans Export Tax Rebate Cuts--Update  marketscreener.com

Politics

7 d. ago China's manufacturing continues to fuel global industry growth, promote sustainability

China's manufacturing continues to fuel global industry growth, promote sustainability  Global Times

Politics

9 d. ago Chinese Chip Stocks Surge as Beijing Halts Nvidia’s H200 Chip Orders

Chinese Chip Stocks Surge as Beijing Halts Nvidia’s H200 Chip Orders  TipRanks

Politics

9 d. ago Chinese chip stocks rise after report Beijing halts Nvidia H200 orders

Chinese chip stocks rise after report Beijing halts Nvidia H200 orders  Investing.com

Politics

1 week ago 3 Chinese tech stocks gain in Hong Kong debuts as investors jump on AI, robotics

Chinese start-up Zhipu AI headlined a trio of technology new listings in Hong Kong on Thursday, in a key test of investor confidence in China’s AI industry as it goes head to head with US giants. Shares of the Beijing-based company rose 3.3 per cent to HK$120 at the open from the initial public offering (IPO) price of HK$116.20, valuing the company at HK$52.83 billion (US$6.76 billion). Zhipu raised HK$4.35 billion as it became the first pure-play Chinese developer of AI large language models to...

Economics

1 week ago Goldman Forecasts Earnings‑Driven 2026 Gains for China Stocks

Goldman Forecasts Earnings‑Driven 2026 Gains for China Stocks  Bloomberg.com

Politics

1 week ago Innovation and exports will winnow China’s car industry in 2026

China’s car industry is expected to stagnate this year as it tries to catch its breath after years of growth. New energy vehicles (NEVs) are likely to continue increasing their market share but growth will be much lower than in recent years, with the penetration rate reaching around 60 per cent. “Involution” was the major theme last year, and despite efforts by the government and manufacturers, the situation is unlikely to improve until the second half of the year, due to a tepid economy and a...

Politics

1 week ago Watch Strong Start to 2026 for Chinese Stocks | The China Show 1/6/2026

Watch Strong Start to 2026 for Chinese Stocks | The China Show 1/6/2026  Bloomberg.com

Politics

1 week ago Trump seen as top global risk in 2026 as US slips further behind China: Eurasia Group

The US is in danger of falling increasingly behind China in 2026 as the Asian giant tightens its grip on drones, battery storage, robots and manufacturing, although the No 1 risk to global stability is the US under President Donald Trump, Eurasia Group said on Monday in its closely watched annual forecast of threats, challenges and hotspots. “It’s a time of great geopolitical uncertainty. Not because there’s imminent conflict between the two biggest powers, the United States and China – that...

Politics

1 week ago Trump seen as top global risk in 2026 as US slips further behind China

Trump seen as top global risk in 2026 as US slips further behind China  South China Morning Post

Politics

2 w. ago Baidu Stock Surges as Chip Unit Files for IPO. Chinese AI Thrives in Nvidia’s Absence.

Baidu Stock Surges as Chip Unit Files for IPO. Chinese AI Thrives in Nvidia’s Absence.  Barron's

Politics

2 w. ago China’s diplomatic divide: red carpet for South Korea, cold shoulder for Japanese firms

As a diplomatic row sees Japanese company executives put visits to China on hold, Beijing is preparing to roll out the red carpet for South Korean business leaders accompanying President Lee Jae-myung on a state visit starting Sunday. The contrasting receptions highlight how geopolitics is reshaping corporate ties in East Asia. Analysts expect continued friction between Beijing and Tokyo in 2026 to accelerate Japanese efforts to de-risk from the Chinese market. Conversely, Beijing’s warming...

Politics