34 h. ago Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame  Tom's Hardware

Politics

49 h. ago China pushes slow bull run with tightened margin financing rules to fight overheating

China’s move to raise margin requirements for leveraged stock trading signalled regulators’ push to steer clear of boom-and-bust cycles, while strengthening the stock market’s role in funding the country’s tech self-sufficiency efforts, according to analysts. “The signal from regulators was crystal-clear: guide the market towards a stable transition to a slow bull run,” said Wang Jun, a strategist at BOC International in Shanghai. “Investors should reduce their leverage levels to guard against...

Politics

7 d. ago Have investors missed the boat on Japan’s property market amid tensions with China?

Japan’s property market was less likely to deliver significant rewards to investors because of heightened geopolitical tensions with China, more than a tightened monetary policy, according to analysts. “The yield spread is likely to narrow as cap rates are unlikely to widen,” said Chinatsu Hani, head of research at Tokyo-based CBRE. “However, spreads should remain in positive territory.” The Bank of Japan in March last year began unwinding its nearly decade-long negative interest rate policy –...

Economics

7 d. ago Heightened tensions with China rattle Japan’s property market: analysts

Heightened tensions with China rattle Japan’s property market: analysts  South China Morning Post

Events

1 week ago Hong Kong office leasing rebound lifts outlook for 2026, but rents remain under pressure

Hong Kong’s battered office sector showed cautious signs of life in 2025, supported by improved take-up in core districts and a slower pace of rental declines and –. while analysts said that trend was set to continue into 2026 – rents were unlikely to rise over the next six months. The coming year was expected to build on the market’s momentum, with stabilisation emerging as the dominant theme, analysts said. Vacancy rates in prime assets in core districts were likely to steady further, but...

Society

1 week ago US removal of Maduro has potential to reshape global oil market: analysts

The United States’ seizure of Venezuela’s president, Nicolas Maduro, has the potential to reshape the global oil market, as America gains effective control over a country with the world’s largest proven oil reserves, analysts said. While crude prices may rise marginally in the short term, the move could boost long-term supplies and tighten the US’ grip over the oil market at a time when its position was starting to look more vulnerable, they said. “Once the US gains control of the country,...

Politics

2 w. ago In the new world order, market power trumps military might. Can China compete?

China needs to adapt to a more competitive global environment driven by market power, technological innovation and institutional leverage, according to analysts at a leading Beijing-based think tank. These pillars were more critical than conventional military dominance or strengthening territorial control in the great power rivalry, particularly as Beijing sought to project itself as a stabiliser in an increasingly fractured international order, the analysts added. In an article this week, Fu...

Events