https://www-scmp-com.libproxy1.nus.edu.sg/rss/285096/feed en https://assets-v2.i-scmp.com/production/static/img/icons/scmp-meta-1200x630.png https://www-scmp-com.libproxy1.nus.edu.sg Xiaofei Xu Xiaofei Xu A former high-ranking official with China’s securities regulator was sentenced to death with a two-year reprieve on Tuesday over bribery charges, as Beijing continues its sweeping anti-corruption campaign. Wang Huimin, who served as a member of the Communist Party committee of the China Securities Regulatory Commission (CSRC) from 2014 to 2019, was found to have taken more than 436 million yuan (US$65 million) in bribes. “The amount involved was especially large and caused especially heavy... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3372339/china-hands-former-regulator-suspended-death-sentence-over-us65m-bribery-charge https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3372339/china-hands-former-regulator-suspended-death-sentence-over-us65m-bribery-charge Tue, 27 Oct 2026 13:35:34 +0000 Daisy Wu Daisy Wu Chinese and Hong Kong stocks have lagged an artificial intelligence-driven rally across Asia, but J.P. Morgan Asset Management remained “structurally very positive” on both markets, according to a senior executive at the firm. Chinese markets offered “a lot of depth and breadth” and ample liquidity despite widespread headwinds, Ayaz Ebrahim, the firm’s CEO for Singapore, Southeast Asia and India, told the South China Morning Post in an interview on Monday. “Markets that work have a strong... https://www-scmp-com.libproxy1.nus.edu.sg/business/companies/article/3372245/depth-and-breadth-strong-liquidity-anchor-china-stock-outlook-jpmam https://www-scmp-com.libproxy1.nus.edu.sg/business/companies/article/3372245/depth-and-breadth-strong-liquidity-anchor-china-stock-outlook-jpmam Tue, 27 Oct 2026 07:00:07 +0000 Zhang Shidong Zhang Shidong Weakness in Chinese stocks may persist, with a quick rebound unlikely after a key benchmark slid into bear territory last week, according to global investment banks including Morgan Stanley. China’s onshore and offshore stocks could decline by an additional 10 to 15 per cent before bottoming out, based on valuations during several troughs since 2008, according to Morgan Stanley. Meanwhile, UBS Group said sentiment would not recover soon even though the further downside room was limited. Chinese... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3372246/china-stock-sell-could-erase-another-15-value-morgan-stanley-says https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3372246/china-stock-sell-could-erase-another-15-value-morgan-stanley-says Tue, 27 Oct 2026 06:00:06 +0000 Zhang Shidong Zhang Shidong Corporate earnings are becoming another factor holding back Chinese stocks, with industries ranging from consumer goods to real estate and green energy under pressure because of weak demand or excessive capacity. Profit growth through the first nine months for mainland Chinese listed companies slowed compared with the pace in the first half, according to Shenwan Hongyuan Group. The Shanghai-based brokerage based its forecast on government data on industrial profits, which it said had a high... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3372116/chinas-bearish-stock-market-faces-more-pressure-weak-earnings-growth-forecast https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3372116/chinas-bearish-stock-market-faces-more-pressure-weak-earnings-growth-forecast Mon, 26 Oct 2026 04:00:10 +0000 Orange Wang Orange Wang A prominent Chinese economist’s social media channel has been restricted as Beijing steps up regulatory scrutiny of financial market influencers. Chinese internet users on Saturday noticed that the WeChat account of Ren Zeping, known for his outspoken comments on investments and policies, had been stopped from gaining new followers and a member of his team said posting had been suspended. Clicking the follow button generated a message saying “this account cannot be followed due to its violation... https://www-scmp-com.libproxy1.nus.edu.sg/news/china/money-wealth/article/3372032/leading-chinese-economic-commentator-ren-zepings-social-media-account-restricted https://www-scmp-com.libproxy1.nus.edu.sg/news/china/money-wealth/article/3372032/leading-chinese-economic-commentator-ren-zepings-social-media-account-restricted Sat, 24 Oct 2026 13:50:26 +0000 Yulu Ao Yulu Ao When Wang Junhong was helping Chinese brokerage Guotai Junan International establish a foothold in Vietnam, he had to knock on the door of a familiar Chinese bank. As part of the Hong Kong-based firm’s expansion into Southeast Asia, it had acquired a controlling stake of a small Vietnamese securities company in 2019, but it still needed financing to expand its operation. Wang, now chairman of Guotai Haitong Securities (Vietnam), turned to China Construction Bank’s branch in Ho Chi Minh City,... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371469/good-morning-vietnam-chinese-brokers-eye-neighbouring-springboard-overseas-expansion https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371469/good-morning-vietnam-chinese-brokers-eye-neighbouring-springboard-overseas-expansion Fri, 23 Oct 2026 23:00:13 +0000 Zhang Shidong Zhang Shidong Chinese stocks rebounded on Friday after a sell-off drove the benchmark index into a bear market, as surging trading volumes in the nation’s biggest exchange-traded funds (ETFs) pointed to possible state buying and major companies at the centre of the artificial intelligence trade sought to soothe investors. The CSI 300 Index rose 1.7 per cent to 4,105.33 at the close, reversing an earlier decline of as much as 2 per cent. Turnover in several key ETFs tracking the gauge surged, suggesting that... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371853/chinas-bear-market-rout-deepens-growth-concerns-and-ai-sell-spur-caution https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371853/chinas-bear-market-rout-deepens-growth-concerns-and-ai-sell-spur-caution Fri, 23 Oct 2026 02:41:51 +0000 Zhang Shidong Zhang Shidong Sell-offs in Hong Kong stocks deepened on Thursday, with the benchmark gauge capping its steepest decline in seven months, as hopes faded that Beijing would implement more meaningful stimulus policies, following latest economic data indicating the annual growth target was within reach. The Hang Seng Index sank 3 per cent to 22,934.68 at the close, its worst single-day performance since March 23. The Hang Seng Tech Index plunged 5 per cent, finishing at a level not seen in two years. Tencent... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371717/hong-kong-stocks-head-4-month-low-chance-strong-stimulus-beijing-shrinks https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371717/hong-kong-stocks-head-4-month-low-chance-strong-stimulus-beijing-shrinks Thu, 22 Oct 2026 03:16:00 +0000 Zhang Shidong Zhang Shidong A slew of market-stabilising measures unveiled by the head of China’s securities regulator this week has won praise from investors, despite the fact that mainland stock prices did not roar back over the following days. The focus on supporting stocks and investor confidence over the long term, rather than deploying contingency actions to deal with short-term market turmoil, signalled a much-needed shift in Beijing’s strategy, industry players said. Wu Qing, chairman of the China Securities... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371701/chinas-stabilisation-pledge-did-not-lift-stocks-why-are-investors-praising-it https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371701/chinas-stabilisation-pledge-did-not-lift-stocks-why-are-investors-praising-it Thu, 22 Oct 2026 01:00:10 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma China’s central bank and stock market regulator have moved to shore up capital markets, announcing new mechanisms to bolster bond market liquidity in the event of a crisis and authorising new exchange traded funds (ETFs) to add stability to stock markets. People’s Bank of China (PBOC) governor Pan Gongsheng put a firewall in place to backstop the bond market, announcing the launch of a liquidity facility to help non-bank financial institutions such as securities brokers and mutual funds better... https://www-scmp-com.libproxy1.nus.edu.sg/plus/economy/policy/article/3371498/china-moves-shore-capital-markets-investors-nonplussed https://www-scmp-com.libproxy1.nus.edu.sg/plus/economy/policy/article/3371498/china-moves-shore-capital-markets-investors-nonplussed Tue, 20 Oct 2026 09:06:29 +0000 Zhu Wenqian Zhu Wenqian The China Securities Regulatory Commission (CSRC) has approved 18 actively managed exchange-traded funds (ETFs), which could channel tens of billions of yuan into the A-share market, as it seeks to strengthen investor confidence and market resilience. Speaking on Monday in Beijing at the opening ceremony of the Financial Street Forum, one of China’s top national-level economic conferences, CSRC chairman Wu Qing also pledged to crack down on market irregularities as the regulator pushes to manage... https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3371410/china-plans-18-active-etfs-regulator-seeks-shore-stock-market https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3371410/china-plans-18-active-etfs-regulator-seeks-shore-stock-market Mon, 19 Oct 2026 12:51:38 +0000 Ji Siqi,Emma Ma Ji Siqi,Emma Ma China’s central bank plans to roll out a liquidity facility for non-bank financial institutions to tackle systemic stress triggered by mass redemptions, putting a firewall in place to backstop the bond market in case of crisis. Pan Gongsheng, governor of the People’s Bank of China (PBOC), also pledged to step up efforts to make yuan-denominated assets more attractive to overseas investors, while streamlining access for foreign financial institutions to conduct yuan transactions in the onshore... https://www-scmp-com.libproxy1.nus.edu.sg/economy/policy/article/3371400/pboc-plans-bond-liquidity-backstop-pilots-onshore-yuan-market-trading-foreign-banks https://www-scmp-com.libproxy1.nus.edu.sg/economy/policy/article/3371400/pboc-plans-bond-liquidity-backstop-pilots-onshore-yuan-market-trading-foreign-banks Mon, 19 Oct 2026 11:38:46 +0000 Brian Rhoads,Haining Gao Brian Rhoads,Haining Gao China’s economy grew faster than expected in the third quarter, keeping it broadly on track to meet Beijing’s annual growth target, as robust global demand for the country’s hi-tech exports bolstered economic momentum. Gross domestic product (GDP) grew by 4.5 per cent in the third quarter, accelerating from 4.3 per cent in the second quarter, according to figures released by the National Bureau of Statistics. This beat the 4.4 per cent consensus forecast from economists surveyed by Chinese... https://www-scmp-com.libproxy1.nus.edu.sg/plus/economy/china-economy/article/3371375/rebound-chinas-gdp-growth-keeps-2026-target-sight https://www-scmp-com.libproxy1.nus.edu.sg/plus/economy/china-economy/article/3371375/rebound-chinas-gdp-growth-keeps-2026-target-sight Mon, 19 Oct 2026 09:00:09 +0000 Zhang Shidong Zhang Shidong Chinese investors have been flocking to dividend stocks, taking shelter from market turmoil spurred by sell-offs in technology companies and K-shaped economic growth in the Asian nation. Two key gauges of the mainland-listed companies with the highest dividend yield ratios outpaced the benchmark heading into October, when fears of financial tightening in the US and China’s flagging domestic demand weighed on investors’ risk appetite. The Shanghai Stock Exchange Dividend Index of the 50 selected... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371315/chinas-investors-flock-dividend-stocks-returns-double-those-state-bonds https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3371315/chinas-investors-flock-dividend-stocks-returns-double-those-state-bonds Mon, 19 Oct 2026 01:00:13 +0000 Christina Zhao Christina Zhao Hong Kong’s market regulators cracked down on fraud with a multibillion-dollar asset freeze, while mainland trade momentum surged on robust tech demand. Meanwhile, mainland Chinese traders ramped up their exposure to local equities, and the city cemented its status as a top global destination for wealth philanthropy. Here are some of the figures that have drawn the most market attention this week. Hong Kong watchdogs freeze US$590 million Hong Kong’s securities watchdog moved against two groups... https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3371124/ipo-fraud-chinas-export-boom-us-inflation-5-figures-investors-are-watching https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3371124/ipo-fraud-chinas-export-boom-us-inflation-5-figures-investors-are-watching Fri, 16 Oct 2026 07:04:10 +0000 Christina Zhao Christina Zhao China Asset Management (Hong Kong) and Qatar’s Lesha Bank agreed on Wednesday to launch Qatar’s first sharia-compliant China equity fund, highlighting growing efforts by Chinese financial institutions to lure Middle East capital as institutional investors and wealthy families seek safe havens amid geopolitical turmoil. Among the key selling points of the mainland China and Hong Kong stock markets for Middle East investors are the mainland’s rising artificial intelligence capabilities and biotech... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3370965/hong-kong-firm-qatar-bank-launch-chinese-equity-fund-lure-middle-east-capital https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3370965/hong-kong-firm-qatar-bank-launch-chinese-equity-fund-lure-middle-east-capital Thu, 15 Oct 2026 07:00:09 +0000 Zhang Shidong Zhang Shidong Stocks in mainland China and Hong Kong slumped on Thursday, with the benchmark of yuan-denominated equities sliding to a 14-month low, as a hot reading on US inflation boosted bets that the Federal Reserve would raise interest rates and a plunge in the South Korean market further dented sentiment. The CSI 300 Index slid 1.2 per cent to 4,166.01 at the close, the lowest since August 12, 2025. The chip-heavy Star Market 50 gauge tumbled to a six-month low with a 1.5 per cent decline. The Hang Seng... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370932/mainland-china-hong-kong-stocks-fall-us-inflation-spurs-fed-tightening-concerns https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370932/mainland-china-hong-kong-stocks-fall-us-inflation-spurs-fed-tightening-concerns Thu, 15 Oct 2026 02:04:32 +0000 Zhang Shidong Zhang Shidong Chinese investors are gearing up for a speech next week by the chief of the securities watchdog for clues on how Beijing will ramp up support for the country’s stock market after its latest efforts did little to bolster sentiment. Wu Qing, chairman of the China Securities Regulatory Commission (CSRC), is due to deliver a keynote speech at the Financial Street Forum in Beijing on Monday. Other top financial regulators including central bank governor Pan Gongsheng will also address the four-day... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370827/hopes-stock-support-rise-china-ahead-csrc-head-wu-qings-speech https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370827/hopes-stock-support-rise-china-ahead-csrc-head-wu-qings-speech Wed, 14 Oct 2026 07:00:06 +0000 Enoch Yiu Enoch Yiu Hong Kong Exchanges and Clearing (HKEX) has completed the first cross-border trading of green products under two separate pilot programmes with exchanges in Guangzhou and Shenzhen, according to an executive. The exchange’s Core Climate platform has enabled 15 companies, including Airport Authority, China Power International Development, Bank of China (Hong Kong) and others, to purchase Green Electricity Certificates (GECs) through the Guangzhou Power Exchange Centre with a total volume of about... https://www-scmp-com.libproxy1.nus.edu.sg/business/climate-and-energy/article/3370720/hong-kong-completes-pilot-schemes-trade-green-products-exchanges-mainland-china https://www-scmp-com.libproxy1.nus.edu.sg/business/climate-and-energy/article/3370720/hong-kong-completes-pilot-schemes-trade-green-products-exchanges-mainland-china Tue, 13 Oct 2026 23:00:07 +0000 Zhang Shidong Zhang Shidong China’s futures exchanges will intensify a crackdown on malfeasance linked to programme trading by defining specific violations, as Beijing seeks to contain any cross-asset risk that could place additional strain on the nation’s already struggling stock markets. Participants who failed to report and inspect clients’ programme trading, also known as quantitative trading, in compliance with the rules would be subject to disciplinary action, according to separate statements on the websites of... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370671/china-tighten-leash-futures-quant-trading-contain-risks-amid-stock-slump https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370671/china-tighten-leash-futures-quant-trading-contain-risks-amid-stock-slump Tue, 13 Oct 2026 03:35:59 +0000 Zhang Shidong Zhang Shidong Mainland Chinese investors bought more Hong Kong stocks than they sold for a fourth consecutive month in September, with purchases accelerating despite persistent headwinds from elevated US Treasury yields and oil prices. Onshore traders poured a net HK$60.8 billion (US$7.7 billion) into Hong Kong’s stocks via the Stock Connect programme last month, up from HK$10.4 billion in August, according to financial data provider Wind. Net buying reached HK$134.1 billion in the third quarter. Mainland... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370564/mainland-chinese-traders-boost-hong-kong-stock-buying-4th-month-ai-bets-surge https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370564/mainland-chinese-traders-boost-hong-kong-stock-buying-4th-month-ai-bets-surge Tue, 13 Oct 2026 02:00:13 +0000 Zhu Wenqian Zhu Wenqian Shares in Chinese companies present better opportunities today than at other times, a disciple of legendary investor Charlie Munger said in a rare reflection on the world’s second-largest economy amid tensions with the US and the ongoing artificial intelligence race. The comments by Li Lu, Chinese-American founder and chairman of Seattle-based value investment firm Himalaya Capital, came amid divergence between the markets on opposite sides of the Pacific. While stock markets in China and Hong... https://www-scmp-com.libproxy1.nus.edu.sg/business/money/markets-investing/article/3370602/chinese-stocks-undervalued-opportunity-says-charlie-munger-disciple https://www-scmp-com.libproxy1.nus.edu.sg/business/money/markets-investing/article/3370602/chinese-stocks-undervalued-opportunity-says-charlie-munger-disciple Tue, 13 Oct 2026 01:00:15 +0000 Yulu Ao Yulu Ao US Treasuries are looking increasingly attractive to Hong Kong investors after a prolonged sell-off pushed yields to multi-decade highs, prompting some strategists and wealth managers to recommend buying while others warned that further losses may lie ahead. The benchmark 10-year Treasury yield surged above 5.36 per cent on Wednesday, its highest in 24 years, before retreating to around 5.23 per cent on Thursday following strong demand at a US$22 billion auction of 30-year government... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370557/hong-kong-investors-are-warming-us-treasury-bonds-yields-hit-20-year-high https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370557/hong-kong-investors-are-warming-us-treasury-bonds-yields-hit-20-year-high Mon, 12 Oct 2026 23:00:30 +0000 Peggy Ye Peggy Ye China’s top securities regulator has signalled fresh support for the domestic A-share market, convening a symposium over the weekend as authorities sought to shore up sentiment following a sharp sell-off in technology shares driven by concerns over US sanctions. The China Securities Regulatory Commission (CSRC) brought together executives from listed companies and experts from securities firms and fund managers at a meeting in Beijing on Saturday to “discuss the country’s capital markets and... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3370506/beijing-moves-steady-share-market-after-sharp-tech-sell https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3370506/beijing-moves-steady-share-market-after-sharp-tech-sell Mon, 12 Oct 2026 01:00:19 +0000 Yulu Ao Yulu Ao Hong Kong’s property market showed renewed strength as a Kowloon residential site fetched its highest price in nearly five years, while the city’s pension funds posted solid gains despite a September setback. Meanwhile, global investors returned to Chinese equities after years of caution, as US Treasury yields surged to multi-decade highs. Here are some of the figures that have drawn the most market attention this week. China records 2.14 billion passenger trips over National Day holiday China... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370277/china-holiday-travel-spikes-global-funds-shift-5-figures-investors-are-watching-china https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370277/china-holiday-travel-spikes-global-funds-shift-5-figures-investors-are-watching-china Fri, 09 Oct 2026 07:00:06 +0000 Yulu Ao Yulu Ao Global investors are taking another look at Chinese equities after years of cautious positioning, drawn by relatively cheap valuations and opportunities in artificial intelligence, although an end to persistent selling does not indicate an outright bullish turn, according to analysts. Global active long-only funds have raised their average allocation to Chinese equities to benchmark-neutral from underweight since June, according to a recent Bank of America analysis of 2,767 global funds. The... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370035/more-global-investors-eye-chinese-equities-ending-4-year-underweight-run-bank-says https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3370035/more-global-investors-eye-chinese-equities-ending-4-year-underweight-run-bank-says Thu, 08 Oct 2026 01:00:17 +0000 Tim Yuen Lingk Tim Yuen Lingk Amid various macro uncertainties, interest in private credit declined sharply to 48 per cent from 71 – among alternative investments – while interest in real estate jumped to 52 from 39 per cent, according to the 2026 Asia Advisor Survey released today by financial technology company iCapital. This marks a sharp decline for private credit, which was the leading area of interest among Asian advisers in 2025. In addition to real estate, advisers are also turning to other real assets, with interest... https://www-scmp-com.libproxy1.nus.edu.sg/business/money/investment-products/article/3370002/asian-investors-turn-housing-real-assets-global-tension-shakes-market-confidence https://www-scmp-com.libproxy1.nus.edu.sg/business/money/investment-products/article/3370002/asian-investors-turn-housing-real-assets-global-tension-shakes-market-confidence Wed, 07 Oct 2026 07:00:07 +0000 Wency Chen Wency Chen Even as geopolitical frictions and market swings unsettle venture investors, Hong Kong-founded Hermitage Capital is sticking to a global strategy of backing frontier technology companies wherever they emerge. With a US$1.5 billion war chest that is 80 per cent in US dollars, with the remainder in renminbi, the private equity firm is ramping up investments across artificial intelligence, semiconductors and robotics, mainly in the US and China, capitalising on a market turnaround triggered by the... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3369872/hong-kongs-hermitage-capital-stays-devoted-top-tier-tech-stocks-amid-jitters https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3369872/hong-kongs-hermitage-capital-stays-devoted-top-tier-tech-stocks-amid-jitters Tue, 06 Oct 2026 06:00:07 +0000 Haining Gao Haining Gao – https://www-scmp-com.libproxy1.nus.edu.sg/plus/business/banking-finance/article/3369852/hong-kongs-big-ipo-haul https://www-scmp-com.libproxy1.nus.edu.sg/plus/business/banking-finance/article/3369852/hong-kongs-big-ipo-haul Tue, 06 Oct 2026 02:22:01 +0000 Raymond Ma,Neil Denslow Raymond Ma,Neil Denslow Hong Kong stock debuts are losing steam as a deluge of initial public offerings (IPOs) overwhelms investor appetite. Seven of September’s 12 IPOs fell on the first day of trading, raising the third-quarter total to 15 flops out of 31, based on Bloomberg data. By contrast, there were only 14 declines among 77 debuts in the first half of the year. Medcaptain Medical Technology led September’s first-day flops, plunging 43 per cent. Fast-fashion giant Shein tumbled as much as 10 per cent on its... https://www-scmp-com.libproxy1.nus.edu.sg/plus/business/banking-finance/article/3369567/hong-kong-ipos-falter-china-aids-homebuyers-eu-trade-talks https://www-scmp-com.libproxy1.nus.edu.sg/plus/business/banking-finance/article/3369567/hong-kong-ipos-falter-china-aids-homebuyers-eu-trade-talks Fri, 02 Oct 2026 09:05:40 +0000 Xinmei Shen Xinmei Shen A sell-off in technology stocks pushed mainland Chinese equities to their lowest level in more than a year, even as Beijing stepped up support for the economy with a key interest rate cut. At the same time, Chinese government bonds attracted fresh interest as US Treasury yields climbed to a new high. Here are some figures that have captured market attention this week. China’s CSI 300 Index hits 13-month low Mainland China’s CSI 300 Index dropped 2.2 per cent on Monday to its lowest level since... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369517/stock-losses-bond-bets-5-figures-investors-are-watching-china https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369517/stock-losses-bond-bets-5-figures-investors-are-watching-china Fri, 02 Oct 2026 05:00:06 +0000 Tim Yuen Lingk Tim Yuen Lingk China’s quantitative investing sector has added 18 new members to the ranks of funds managing more than 10 billion yuan (US$1.5 billion) in assets this year, underlining the industry’s ability to generate competitive returns despite a tight regulatory environment. The firms were among 159 Chinese hedge funds overseeing more than 10 billion yuan each, according to financial news agency Cailian Press. Their growth has been fuelled by technology-driven momentum in the world’s second-largest stock... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369376/deepseek-effect-how-chinas-quant-funds-thrive-amid-tight-regulatory-scrutiny https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369376/deepseek-effect-how-chinas-quant-funds-thrive-amid-tight-regulatory-scrutiny Fri, 02 Oct 2026 02:00:18 +0000 Nicholas Spiro Nicholas Spiro Last November, Morgan Stanley released its year-ahead outlook for Chinese equities. It said it expected “2026 to be a year for the market to strive for stabilisation and sustainability, before potentially clearing a path for a further major breakthrough, while dealing with several domestic and external moving factors”. Given that the MSCI China Index, which tracks Chinese firms listed at home and abroad, had already risen nearly 40 per cent in the first 10 months of 2025, the bank’s cautious... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3369411/another-chinese-bear-market-dont-rely-wall-street-forecasts https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3369411/another-chinese-bear-market-dont-rely-wall-street-forecasts Thu, 01 Oct 2026 08:30:08 +0000 Zhu Wenqian Zhu Wenqian Chinese-American billionaire investor Duan Yongping, often called China’s Warren Buffett, has added 30,000 shares of Shanghai-listed baijiu maker Kweichou Moutai to his portfolio in his third public stake increase this year amid a deep sector-wide adjustment. Moutai’s premium valuation has long relied heavily on corporate and social gifting demand. Yet stricter supervision, more prudent corporate spending and ongoing anti-corruption efforts in recent years have dented demand, according to... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369330/chinas-warren-buffett-adds-moutai-shares-3rd-time-baijiu-sector-seeks-bottom https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3369330/chinas-warren-buffett-adds-moutai-shares-3rd-time-baijiu-sector-seeks-bottom Thu, 01 Oct 2026 00:00:15 +0000 Zhang Shidong Zhang Shidong Mainland Chinese and Hong Kong stocks may face a challenging fourth quarter as investors contend with underwhelming stimulus measures from Beijing, tighter financial conditions in the US and a shift in the narrative around the artificial intelligence trade, according to analysts. The two markets were likely to consolidate through the rest of the year as investors digest the negatives before settling on a clearer direction, according to brokerages including Zheshang Securities and CCB... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369292/mainland-chinese-hong-kong-stocks-face-bumpy-fourth-quarter-risks-mount-analysts https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369292/mainland-chinese-hong-kong-stocks-face-bumpy-fourth-quarter-risks-mount-analysts Wed, 30 Sep 2026 06:00:06 +0000 Yulu Ao Yulu Ao Yi Huiman, the former chairman of China’s securities regulator, has been formally prosecuted for allegedly accepting “especially large” bribes, as Beijing presses ahead with a sweeping anti-corruption campaign in the financial sector. Prosecutors in the eastern city of Qingdao recently filed a case against Yi with the Qingdao Intermediate People’s Court after an investigation by the National Commission of Supervision, state-owned Xinhua News Agency said on Wednesday. Yi allegedly used his... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369289/former-csrc-chairman-yi-huiman-formally-prosecuted-taking-especially-large-bribes https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369289/former-csrc-chairman-yi-huiman-formally-prosecuted-taking-especially-large-bribes Wed, 30 Sep 2026 05:30:05 +0000 Emma Ma Emma Ma Starting on Wednesday, new regulations governing the online marketing of financial products – including loans, insurance and deposits – by loan-assisting service providers take effect in China. According to analysts, one of the driving considerations behind the measure is to curb the improper use of bank loans. The regulations were jointly released by eight ministries, headed by the People’s Bank of China in April. They explicitly stipulate that only financial institutions and third-party... https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3369165/china-bans-online-promos-loans-insurance-private-brokers-prevent-loan-misuse https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3369165/china-bans-online-promos-loans-insurance-private-brokers-prevent-loan-misuse Wed, 30 Sep 2026 02:00:12 +0000 Yulu Ao Yulu Ao Global investors are turning to China again in search of alternatives to crowded US asset markets, with Pimco seeing Chinese bonds as one of the safest ways to diversify portfolios after sentiment towards the world’s second-largest economy “flipped 180 degrees”. The US-based asset manager, which oversaw more than US$2 trillion in assets by the end of June, had been pointing its clients, particularly those outside the United States, towards Chinese offshore bonds, according to its president,... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369148/180-degree-flip-sees-global-investors-turn-china-diversification-pimco-president https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369148/180-degree-flip-sees-global-investors-turn-china-diversification-pimco-president Tue, 29 Sep 2026 08:00:11 +0000 Zhang Shidong,Zoe SL Chan,Themis Qi Zhang Shidong,Zoe SL Chan,Themis Qi Some securities companies have begun to clean up non-compliant overseas stock trading by mainland Chinese investors following a regulatory crackdown that started months ago with fines on Tiger Brokers and Futu Securities International. Orient Securities’ mainland-based clients that have trading accounts in its Hong Kong unit will be banned from buying stocks and transferring in funds starting on Wednesday, according to a notice to customers seen by the South China Morning Post. Guotai Junan... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369152/chinese-brokerages-get-line-beijings-crackdown-overseas-stock-trading https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369152/chinese-brokerages-get-line-beijings-crackdown-overseas-stock-trading Tue, 29 Sep 2026 05:25:03 +0000 Zhang Shidong Zhang Shidong Mainland Chinese stocks fell to their lowest level in 13 months on Monday as the sell-off in technology shares intensified amid concerns that elevated global capital costs and surging oil prices would curb risk appetite. Markets opened the week on a sombre note, with the CSI 300 Index dropping 2.2 per cent to close at a level not seen since August 21 last year. The chip-heavy Star Market 50 index tumbled 4.1 per cent, capping its steepest single-day decline in five weeks and closing in on the... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369040/mainland-chinese-stocks-hit-13-month-low-tech-sell-hong-kong-market-holds https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369040/mainland-chinese-stocks-hit-13-month-low-tech-sell-hong-kong-market-holds Mon, 28 Sep 2026 07:34:46 +0000 Zhang Shidong Zhang Shidong Several Chinese mutual funds investing in US stocks have warned investors about risks associated with hefty premiums to their net asset values, highlighting persistent demand for US equities even after Beijing expanded quotas for outbound investment. At least six fund houses, including China Asset Management, Hua An Fund Management and China Universal Asset Management, issued warnings last week after the market prices of some of their funds rose substantially above their net asset values,... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369001/china-fund-managers-warn-premium-risks-fresh-quotas-fail-ease-demand https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3369001/china-fund-managers-warn-premium-risks-fresh-quotas-fail-ease-demand Mon, 28 Sep 2026 03:48:05 +0000 Iris Deng Iris Deng As AI becomes an increasingly important part of China’s economic transformation, economists and industry leaders are raising concerns about two potential risks: inflated valuations for humanoid robotics companies and the technology widening the wealth gap between rich and poor. Daniel Zhang, managing partner of FirstLight Capital and former chairman and CEO of Alibaba Group Holding, said the sharp fall in some Chinese humanoid robotics stocks reflected expectations that had become... https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3368887/chinas-ai-led-transformation-taking-shape-why-are-some-economists-urging-caution https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3368887/chinas-ai-led-transformation-taking-shape-why-are-some-economists-urging-caution Sat, 26 Sep 2026 05:45:04 +0000 Zoe SL Chan Zoe SL Chan Beijing’s recent tightening of approvals for humanoid robot makers seeking initial public offerings (IPOs) poses no threat to companies with clear commercialisation strategies, as funding channels remain wide open for qualified players, according to Deloitte China. “Market funds are shifting from the ‘blind rush’ of the past to ‘fine screening’,” said Dick Kay, Deloitte China’s capital market services group national leader, at a press conference on Thursday. Investors and regulators now placed... https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3368647/chinas-humanoid-robot-ipo-slowdown-no-threat-firms-genuine-strength-deloitte https://www-scmp-com.libproxy1.nus.edu.sg/business/markets/article/3368647/chinas-humanoid-robot-ipo-slowdown-no-threat-firms-genuine-strength-deloitte Thu, 24 Sep 2026 09:08:50 +0000 Daisy Wu Daisy Wu The sentiment among investors that China is a “single bet” is giving way to picking individual winners, with technology displacing property as the engine of growth, according to DBS Bank (Hong Kong). “Instead of looking at China as one big thing, there are selective sectors that we think will benefit from this trend,” Dennis Lam, managing director and head of research at the bank, said during a media briefing on Thursday. Artificial intelligence, advanced manufacturing and innovative drugs would... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368626/investors-pivot-selective-china-bets-technology-property-growth-fades-dbs-bank https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368626/investors-pivot-selective-china-bets-technology-property-growth-fades-dbs-bank Thu, 24 Sep 2026 08:00:34 +0000 Zhang Shidong Zhang Shidong A more than 1,700 per cent share-price surge by a new listing on the Shanghai Stock Exchange last week put a spotlight on a state-owned industrial compressor manufacturer, leading the bourse operator to intervene to curb speculative trading. ShenGu Group, a maker of centrifugal compressors in northeast China’s Liaoning province, grabbed headlines when its stock soared 1,216 per cent from its offer price two days after it began trading on September 17, with an intraday high on the second day of... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368595/1700-share-surge-chinese-state-owned-compressor-maker-exposes-risks-new-listings https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368595/1700-share-surge-chinese-state-owned-compressor-maker-exposes-risks-new-listings Thu, 24 Sep 2026 04:02:26 +0000 Sherry Wang Sherry Wang A publication under China’s industry ministry has pushed back against market chatter of “de-CATLisation” as a growing number of the battery giant’s automotive partners diversify their suppliers, with the company’s shares falling recently. The commentary, published by the news centre of the Ministry of Industry and Information Technology (MIIT), said supplier diversification and in-house battery projects are standard commercial practices. Such moves should not be portrayed as deliberate attempts... https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3368526/chinese-carmakers-diversify-beyond-catl-batteries-beijing-warns-market-overreaction https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3368526/chinese-carmakers-diversify-beyond-catl-batteries-beijing-warns-market-overreaction Wed, 23 Sep 2026 10:08:07 +0000 Zhang Shidong Zhang Shidong The global artificial intelligence trade is staging a comeback, as a confluence of falling oil prices, Meta Platforms’ launch of a new agentic tool and anticipation surrounding the China-US leadership summit reignite investor interest in technology stocks. The Nasdaq-100 Index – where tech firms make up nearly 70 per cent of the 100 companies featured – hit an all-time high on Tuesday, surpassing the previous record set in June. In Asia, China’s chip-heavy Star Market 50 Index and South Korea’s... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368470/ai-trade-outlook-brightens-falling-oil-and-metas-muse-agent-ahead-xi-trump-meeting https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368470/ai-trade-outlook-brightens-falling-oil-and-metas-muse-agent-ahead-xi-trump-meeting Wed, 23 Sep 2026 05:02:40 +0000 Yulu Ao Yulu Ao China’s push for tech self-reliance is opening new investment opportunities in artificial intelligence stocks, but stretched valuations and geopolitical tensions make the sector an increasingly risky bet, according to Bank of America. The country’s tech firms are catching up with overseas rivals while a wave of high-profile listings has broadened investment opportunities, Winnie Wu, head of Asia-Pacific equity strategy research and co-head of China equity research at Bank of America, said in a... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368401/chinas-ai-self-reliance-presents-opportunities-valuations-geopolitics-are-risks-bofa https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368401/chinas-ai-self-reliance-presents-opportunities-valuations-geopolitics-are-risks-bofa Wed, 23 Sep 2026 00:00:21 +0000 Daisy Wu Daisy Wu China is betting that patient capital, rather than quick trades, will define its next phase of growth – a wager that has taken on new resonance since Warren Buffett stepped down last week after growing Berkshire Hathaway into a US$1 trillion empire over six decades. And as global investors watch this week’s US-China leadership summit for any sign of easing friction, one question is whether Beijing’s version of Buffett’s value-investing legacy can help Wall Street regain its appetite for Chinese... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3368414/buffett-exits-can-china-win-back-wall-street-own-brand-his-winning-formula https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3368414/buffett-exits-can-china-win-back-wall-street-own-brand-his-winning-formula Tue, 22 Sep 2026 23:00:06 +0000 Zhang Shidong Zhang Shidong Hong Kong’s stock market is getting a dose of optimism from mainland China’s 41 trillion yuan (US$6.1 trillion) insurance industry, as some insurers are widely speculated to have bought exchange-traded funds (ETFs) in the city one month after regulators approved such purchases. Market observers highlighted a spike in trading volume for several Hong Kong-listed ETFs on Monday as evidence of buying by the mainland insurance companies. The National Financial Regulatory Administration, the watchdog... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368329/hong-kong-stocks-eye-fresh-inflows-mainland-chinas-insurers-sitting-us6-trillion https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3368329/hong-kong-stocks-eye-fresh-inflows-mainland-chinas-insurers-sitting-us6-trillion Tue, 22 Sep 2026 04:20:56 +0000