48 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

49 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 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 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

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

1 week 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 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 Gold, oil jolted by US assault on Venezuela as investors recalibrate amid commodity boom

The US assault on Venezuela jolted the global commodity markets, sending gold higher and reinforcing the long-term bearish view on crude oil as investors navigate rising geopolitical tensions to start 2026. The weekend military raid on the South American country – home to the world’s largest oil reserves – added more weight to a call by Wall Street firms including JPMorgan Chase and Bank of America that gold prices would touch US$5,000 an ounce by the end of the year. Franklin Templeton and...

Economics

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 Chinese tech stocks charged into 2026 with an AI chip IPO surge and more listings lined up

Chinese tech stocks charged into 2026 with an AI chip IPO surge and more listings lined up  Business Insider

Politics

2 w. ago China’s M&A market poised for 2026 expansion as investors regain confidence in assets

China’s mergers and acquisitions (M&A) market is poised for another year of growth as investors regain confidence in the country’s assets and long-term growth prospects, and look beyond geopolitical and economic headwinds, according to industry experts. Investor optimism in 2026 would build on a deeper understanding of risks associated with regulatory restrictions, improved market conditions and success stories in the past year, said Kevin Yu Zhe, Shanghai-based partner at Zhong Lun Law...

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

2 w. ago Chinese Stocks on Track for Best Year Since 2017 as Rally Widens

Chinese Stocks on Track for Best Year Since 2017 as Rally Widens  Bloomberg.com

Politics