Advertisement
Advertisement
Business /

Markets

Related Topics:
Bonds
Currencies
Stocks
Commodities
Regulation
Shanzhen-based EV assembler BYD lost its title as mainland China’s largest carmaker in the first quarter of 2026, but has since rebounded as rising oil prices powered demand for electric vehicles. Photo: Reuters
Electric & new energy vehicles

BYD powers past Geely as oil shock charges up global EV demand

Strong overseas demand for battery-powered cars helped BYD recover from a first-quarter setback and retake pole position.

Hong Kong stock market

How the AI trade is stirring dotcom-era jitters across global markets

Semiconductors

Amid a memory supercycle, CXMT rival UniIC pushes for mainland IPO

Banking & finance

Tencent, Swire boost Hong Kong debt market with US$5.2b multi-currency deals

Investor appetite for Hong Kong debt is growing, with the offerings reinforcing the city’s role as a global bond hub.

Tencent has unveiled a dual-currency bond package worth US$2.45 billion in US dollar notes and 15 billion yuan (US$2.2 billion) in offshore yuan notes. Photo: Reuters
Tencent has unveiled a dual-currency bond package worth US$2.45 billion in US dollar notes and 15 billion yuan (US$2.2 billion) in offshore yuan notes. Photo: Reuters
China’s private sector

Chinese pharmaceutical firms’ cost advantages trump Pentagon blacklist: analysts

Growing collaboration between multinational drug makers and Chinese companies not expected to slow after US move.

Banking & finance

Beijing expects Hong Kong to press advantage as offshore yuan hub

Officials pledge ‘unswerving’ support for Hong Kong’s development as a financial centre while urging city to promote global yuan use.

Advertisement
Advertisement
Advertisement
Hong Kong stock market

Alibaba and WuXi AppTec decline in Hong Kong after addition to US blacklist

Designation of Chinese firms fuels investor unease, with markets bracing for a potential Fed tightening and an unwinding of the AI trade.

The Hang Seng Index fell 0.4 per cent on Tuesday. Photo: Jelly Tse
The Hang Seng Index fell 0.4 per cent on Tuesday. Photo: Jelly Tse
Artificial intelligence

Zhipu vs MiniMax: what’s driving the widening valuation gap in Hong Kong

Zhipu’s valuation now eclipses MiniMax, but looming lock-up tests may unleash volatility in Hong Kong’s AI stocks, analysts say.

Electric & new energy vehicles

China’s EV giants challenge Tesla in race to commercialise humanoid robots

After years of competing with Tesla in electric vehicles and self-driving technology, Chinese manufacturers are targeting humanoid robots.

5
Macau

Hong Kong-listed Tencent eyes global note issuance amid AI investment surge

Firm expands note programme to up to US$30 billion and proposes international offering to professional investors in next 12 months.

A view of the Tencent headquarters building in Shenzhen, in China’s southern Guangdong province. Photo: AFP
Hong Kong stock market

Hong Kong tech gauge welcomes MiniMax, Zhipu in AI milestone amid slump

Analysts say substantial passive inflows may follow the inclusion of MiniMax and Zhipu, though looming lock-up expiries risk diluting gains.

Morgan Stanley projected that had MiniMax and Zhipu been included in the Hang Seng Tech Index at the time of their IPOs, replacing the benchmark’s two smallest constituents, the index’s year-to-date return would have been about 5 percentage points higher. Photo: Shutterstock
Morgan Stanley projected that had MiniMax and Zhipu been included in the Hang Seng Tech Index at the time of their IPOs, replacing the benchmark’s two smallest constituents, the index’s year-to-date return would have been about 5 percentage points higher. Photo: Shutterstock
Hong Kong stock market

Hong Kong stocks cut losses as AI rallies in Asia unravel on Fed rate-hike fears

Investors drive Hong Kong and other Asian markets lower as the AI trade unravels on rate-increase fears after strong reading on US jobs report.

videocam
China’s private sector

Which company could become the Chinese Pfizer? Here are analysts’ top picks

A boom in outlicensing agreements leads to a debate over which Chinese firms may be first to break into overseas markets with own brands.

Banking & finance

The Stock Connect problem: why can’t investors buy the mainland’s top AI stocks?

Hong Kong’s investors have been unable to take advantage of the recent wave of blockbuster listings by Chinese AI companies on the mainland.

videocam
A phone displays the skyrocketing share price of Moore Threads Technology, a Chinese chip firm, after its initial public offering in December. Photo: Getty Images
Wealth management

China will enhance regulation of programme trading: CSRC chairman

China’s top securities regulator says new measures needed to ‘prevent someone from abusing the technology’.

Wu Qing, chairman of the China Securities Regulatory Commission, speaks at a press conference on the sidelines of the National People’s Congress in Beijing in March. Photo: Reuters
Wu Qing, chairman of the China Securities Regulatory Commission, speaks at a press conference on the sidelines of the National People’s Congress in Beijing in March. Photo: Reuters
Electric & new energy vehicles

Why foreign marques are struggling to keep pace with Chinese EV demand

Domestic brands surge on fresh incentives and better batteries, while foreign carmakers fail to sustain their earlier market share.

Banking & finance

China sees revival of foreign investors through IPOs, convertibles: UBS

The trend is part of a broader recovery of interest in Chinese assets from investors overseas.

videocam
Advertisement
Advertisement
Advertisement
China stock market

AI effect vaults China’s Zhongji Innolight to top of stock benchmark

Maker of optical modules surpasses CATL in weighting thanks to off-the-charts demand from Alphabet, Amazon, Meta and Huawei.

An AI data centre architecture is seen at the Wiwynn booth during Computex in Taipei on June 2. Photo: AFP
An AI data centre architecture is seen at the Wiwynn booth during Computex in Taipei on June 2. Photo: AFP
Wealth management

Hong Kong’s proposed fund talent tax break set to sharpen edge over Singapore

Incentive will give Hong Kong the lowest tax rate globally for fund managers whose income is largely driven by performance fees, sources say.

Hong Kong stock market

Is Hong Kong losing its tech edge to the mainland’s AI boom?

Chinese investors are shifting from Hong Kong to mainland stocks, driven by AI opportunities and better returns.

4
Electric & new energy vehicles

China’s BYD, Chery chart 80% growth overseas as EV demand spikes

‘Eye-catching’ numbers show efforts paying off amid growing brand recognition abroad and tepid sales at home, analysts say.

A shopper passes a display of Chinese-made cars, including models from Chery and Omoda, in a shopping centre in Johannesburg, South Africa, on April 23. Photo: Reuters
China stock market

Will new CSRC rules reshape China’s mutual fund industry?

Fund managers must now adhere to strict mandates, focusing on transparency and traditional industries, which will reshape investment strategies.

A Chinese national flag flutters outside the China Securities Regulatory Commission (CSRC) building in Beijing. Photo: Reuters
A Chinese national flag flutters outside the China Securities Regulatory Commission (CSRC) building in Beijing. Photo: Reuters
Electric & new energy vehicles

Tesla’s China sales surge to 2026 high, but rivals crowd the rear-view mirror

Tesla’s China sales rebounded in May on financing incentives and stronger demand, but local competitors are gaining momentum.

Hong Kong stock market

GenScript rally underscores China’s rise in cancer drug innovation

The share-price surge came as promising cancer trial data overshadowed continuing scrutiny of China’s biotechnology sector by US lawmakers.

Banking & finance

China’s Tiger Brokers reports strong results amid trading crackdown

Hong Kong trading soars 536 per cent, firm says, while making no mention of US$61 million fine from China’s market watchdog.

The Hong Kong market "continued its solid trajectory, with client assets posting double-digit growth" in the quarter, according to the firm's CEO. Photo: Handout
Help preserve 120 years of quality journalism.
SUPPORT NOW