Tag
#china
China retail sales fall 0.6% as demand gap widens
China retail sales fell 0.6 per cent in May, the first drop since late 2022, as property and investment data weakened.
China oil refiners cut output as imports plunge
China oil refiners cut output to a near four-year low after May crude imports fell 29 per cent, testing Asia's demand outlook.
OpenAI says China-linked accounts targeted US data centers
OpenAI China-linked accounts targeted US data centers, the company said, adding political risk to the AI infrastructure buildout.
Hong Kong bank curbs hit financial stocks as China tightens
Hong Kong bank curbs sent HSBC, Standard Chartered, Prudential and AIA lower as Beijing widened checks on offshore investment access.
China AI trade drains Hong Kong stocks’ flow lifeline
Hong Kong stocks are losing mainland capital as China’s AI trade pulls investors onshore and policy narrows offshore routes.
China industrial profits jump 24.7%, fastest since 2023
China industrial profits rose 24.7 per cent in April, complicating the bearish macro trade as AI demand offset weak demand.
CXMT IPO approval sets up China’s biggest listing since 2022
CXMT’s exchange approval puts the chipmaker on course to raise at least 29.5 billion yuan in what could become mainland China’s biggest listing since 2022.
China top court studies crypto case rules as disputes rise
China's Supreme People's Court said it will study rules for crypto-related cases as virtual-asset disputes and seized-token questions grow.
China policy loan rate falls to record low of 1.45%
China policy loan rate fell to a record-low 1.45% as the PBOC eased bank funding costs, signaling more support for growth and liquidity.
China coking coal jumps by daily limit after Shanxi blast
China coking coal jumped by the daily limit after a Shanxi mine blast raised the risk that wider safety checks will tighten supply.
Guinea set to unveil bauxite export curbs in June
Guinea is set to announce bauxite export curbs in June, raising the prospect of tighter ore supply after a 2025 glut sent prices lower.
Huawei chip plan targets US semiconductor lead by 2031
Huawei chip plan aims for 1.4-nm-class density by 2031, keeping pressure on TSMC, SMIC and US export controls in the chip race.
Renminbi oil trade 2026: Iran war reroutes Hormuz flows
Renminbi oil trade is getting a live stress test as the Iran war reroutes crude flows, lifts CIPS volumes and exposes the yuan's limits.
China’s coal backstop is starting to look fragile
China coal blast fallout is testing Xi's energy-security push as Shanxi inspections, supply risk and wartime fuel stress collide.
Gold's 2026 rally now carries a measurable war premium
Gold's geopolitical risk premium is lifting 2026 prices even as oil-driven rate fears cap rallies, leaving central-bank buying to set the floor.
China sulfuric acid ban hits copper and fertilizer
China sulfuric acid ban is tightening supply for copper leaching and fertilizer makers, raising costs as traders lose a major marginal exporter.
US-China trade gap keeps tariffs in play after APEC
APEC showed the US and China still far apart on trade, leaving tariff and supply-chain disputes in play for inflation and markets.
The Iran war is draining the old petrodollar cushion
Petrodollar recycling is weakening as the Iran war keeps oil high, lifts Treasury yields and removes a familiar Gulf cushion for global demand.
Nvidia Super Micro probe widens as Taiwan cracks down
Jensen Huang urged Super Micro to tighten compliance after Taiwan detained three people over allegedly false AI server export declarations.
China data centres deal: buyout funds eye $1bn exit
China data centres deal talks have entered the final stretch as Princeton Digital Group weighs a sale of its mainland assets for about $1 billion.
China AI stock rally scrutiny widens to companies, funds
China AI stock rally scrutiny is widening as exchanges press companies and funds to justify disclosures, valuations and their links to the theme.
Trump returns from China to hotter inflation and higher yields
U.S. inflation is reasserting itself as Trump returns from Beijing, lifting Treasury yields, mortgage costs and pressure on Kevin Warsh's Fed.
China’s national team cuts ETF stakes and tests the bid
China national team ETF stakes are being cut as Beijing pares visible market support and tests whether private and foreign flows can hold up.
China tightens offshore stock access in Futu, Tiger case
Beijing's planned penalties against Futu, Tiger Brokers and Longbridge signal a broader push to force mainland money back into approved channels for foreign-stock investing.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
