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Zhang Shidong
Senior Correspondent, Business
Zhang Shidong is based in Shanghai and reports on business for the Post. He joined the team in 2017, following stints covering China's stock market news for Bloomberg and at a local newspaper in Shanghai.
Zhang Shidong is based in Shanghai and reports on business for the Post. He joined the team in 2017, following stints covering China's stock market news for Bloomberg and at a local newspaper in Shanghai.
Areas of Expertise:
Stock markets, data miningLanguages Spoken:
English, Mandarin, Shanghai dialect
Amid rising oil prices and risk-off sentiment, investors should look to sectors where firms have pricing power, analysts say.
Shares of companies seen compatible with the AI tool soar, while the broader CSI 300 Index languishes.
High commodity prices also a factor as mainland-listed firms set to continue outperforming Hong Kong peers battered by ‘involution’.
Rapid shifts in cross-border flows show even Hong Kong’s most reliable buyers can amplify market turbulence during geopolitical shocks.
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US objectives in Iran are ‘pretty well complete’ but the war could continue if Tehran attempted to stop global oil supplies, Trump says.
Investors brace for prolonged disruption after Iran closed the Strait of Hormuz, sending crude to levels unseen since the 2022 energy shock.
Brent crude jumps over 20 per cent to trade at around US$110 a barrel, prompting investors to further reduce risk exposure.
US Treasuries have been falling recently, partially reflecting investor concerns that Warsh’s succession will slow rate reductions.
Beijing is emphasising gradual growth in its policies for capital markets, encouraging dividend payouts and drawing a contrast with the West.
Crackdown on fraud, stronger governance, higher dividends and more buy-backs will enhance appeal of Chinese assets, CSRC chief Wu Qing says.
For the week, the Hang Seng Index fell 3.3 per cent, the worst weekly performance since November 21.
South Korea’s Kospi leads Asia-Pacific gains, jumping nearly 10 per cent to recover nearly all of its record 12 per cent drop.
Rising oil prices are shaking global markets as investors rethink rate-cut bets and brace for slower growth and renewed inflation.
Brent crude gains 1.3 per cent to US$82.46, while Nymex futures rise 1.1 per cent to US$75.36.
With Chinese stocks drifting and global markets spooked by artificial intelligence fears, traders are eyeing the ‘two sessions’ for catalysts.
Crude oil jumps as much as 14 per cent to the highest level since January 2025, while gold gains 2.5 per cent on haven demand.
Investors are turning to Chinese equities as they trim exposure to AI trades in the US, betting that policy support could underpin gains.
Concerns over AI’s disruptive impact on traditional industries continue to unsettle investors.
Hang Seng Index drops 1.4 per cent, led by tech losses, after US chip giant’s results disappoint investors betting on perpetual AI growth.
Financial and technology firms powered a 7 per cent rise in global payouts, with 30 markets logging record dividend payments last year.
Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.
Investors scramble for opportunities to maintain market momentum after the AI frenzy shows signs of losing steam.
The three companies will be added to the gauge after the market close on March 6, while car dealer Zhongsheng Group will be removed.
Sell-offs also whiplash commodity markets, with both gold and silver slumping as traders unwind positions to cover soured bets on equities.
Traders move on to focus on coming US economic data that could reshape the path to monetary easing by the Federal Reserve.
Election result revives risk appetite after global tumult, as investors anticipate Japan will increase public spending to sustain growth.
The election results clear the way for more fiscal stimulus, reinforcing a bullish outlook for stocks.
Outperformance so far this year shows the theme remains a boon for investors in a challenging environment, analysts say.
Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.
