Morgan Stanley

Shein shares plunge up to 28% in grey market ahead of Hong Kong debut

Shares slid ahead of its Hong Kong debut, deepening investor doubts on its latest listing attempt.

11 minutes ago

Semiconductors

China’s CXMT posts massive 870% revenue surge as ‘aggressive expansion’ pays off

28 Aug 2026 - 7:06PM

US Federal Reserve

US Treasury bond buy-back reinforces gold debasement trade ahead of Jackson Hole

25 Aug 2026 - 10:26AM

Alibaba

Top Alibaba executives purchase US$15m in shares following landmark AI placement

The personal investments from Joe Tsai and Eddie Wu follow firm’s 710 million share sale, one of China’s largest AI fundraising efforts.

24 Aug 2026 - 7:14PM

The Alibaba booth at the China International Supply Chain Expo in Beijing on July 18, 2025. Photo: AP

Shein seeks to raise up to US$1.76 billion in Hong Kong IPO

Based on maximum offer price, IPO would value online fast-fashion retailer at over US$27 billion.

24 Aug 2026 - 6:00PMvideocam

Banking & finance

End of the affair? How China and Wall Street, once so close, are drifting apart

Beijing once courted Wall Street’s titans, hailing them as ‘old friends of China’. But the relationship today is far frostier.

23 Aug 2026 - 6:00PM

Are humanoid robots the future? Chinese makers instead highlight practicality

The industry is seeing a shift from flashy demonstrations, like kickboxing and dancing, to real-world deployment.

23 Aug 2026 - 11:00AMvideocam

Onlookers watch a robot thread a string through a needle during the World Robot Conference in Beijing on Wednesday. Photo: AP

From spectacle to scale: why China’s robotics firms face a ‘critical juncture’

China’s robots have won global attention with a string of viral stunts. But firms now face growing pressure to generate real-world returns.

19 Aug 2026 - 8:03PMvideocam

Hong Kong stock market

Hong Kong exchange extends CEO Bonnie Chan’s term for 3 more years

Tenure to extend until 2030 for CEO who is ‘strengthening Hong Kong’s role as a leading international financial centre’, chairman says.

18 Aug 2026 - 3:21AM

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

17 Aug 2026 - 10:00PMvideocam

Indium phosphide is used to make lasers that convert electrical signals into light, crucial to the development of fibre-optic cables. Photo: Shutterstock

Semiconductors

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

13 Aug 2026 - 4:25PM

The Wuhan-based chipmaker captured 14 per cent of global NAND bit shipments in the second quarter. Photo: Shutterstock

Shein set for Hong Kong IPO next week, eyes US$35b valuation: sources

Singapore-based company, which was founded in China, aims to raise as much as US$2.8 billion and began gauging investor demand last week.

11 Aug 2026 - 2:11PM

AgiBot dethrones Unitree as world’s top humanoid maker ahead of IPOs

AgiBot’s shipments surged 562 per cent year on year, supported by a portfolio of full-size bipedals, compact units and wheeled robots.

10 Aug 2026 - 7:30PM

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

10 Aug 2026 - 5:03PM

Image of multiple DDR4 and DDR5 RAM boards taken at recycling site. Photo: Shutterstock

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

9 Aug 2026 - 5:09PMvideocam

Electric & new energy vehicles

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

7 Aug 2026 - 8:54PMvideocam

China stock market

Global AI trade revival brightens outlook for Chinese tech stocks

Improved corporate earnings and a broader global tech rebound are helping stocks bounce back from a record monthly decline.

7 Aug 2026 - 3:42PM

How recharged SAIC and GM tie-up plans to catch up with top EV makers in China

Renewed partnership aims to roll out 30 EVs by 2030, pairing China’s supply chain muscle with GM’s global reach and loyal base.

6 Aug 2026 - 7:01AM

Robots install windshields at a SAIC-GM plant in Liuzhou, in China's Guangxi Zhuang autonomous region. Photo: Xinhua

Electric & new energy vehicles

China’s X Square Robot submits confidential filing for Hong Kong IPO: sources

The start-up joins a growing list of domestic robot makers in China raising capital.

5 Aug 2026 - 4:13PM

In Focus | Will new EV batteries fast-charge the global automotive industry?

Amid a fiercely competitive domestic market, China’s battery tech leads in global innovation and cost reduction, promising safer, faster EVs.

4 Aug 2026 - 4:55PM

China stock market

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

1 Aug 2026 - 9:00AM

Property’s share of Chinese household assets dropped to 52 per cent in the first quarter of 2026 from 67 per cent in mid-2021, according to a Goldman Sachs report. Photo: Getty

As AI spending soars, can China’s tech giants deliver long-term profits?

Chinese tech giants and frontier AI labs are locked in a parallel race, escalating capital expenditure to match US and domestic rivals.

30 Jul 2026 - 5:00PM

Alibaba Cloud signage is pictured during a tour at the Alibaba office in Beijing on April 1, 2026. Photo: AFP

China economy

Macroscope | Upper arm of China’s K-shaped economy both a blessing and a curse

China’s two-speed economy stems from the shift to new growth engines but the export boom it has created is doing little for jobs or consumption.

30 Jul 2026 - 4:30PMvideocam

Hong Kong economy

Hong Kong official slams ‘bias against China’ after new article by Stephen Roach

US economist writes that ‘Hong Kong of old is over’ but deputy finance chief, without naming specific critics, defends city’s international appeal.

30 Jul 2026 - 3:22PM

Hong Kong stock market

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

31 Jul 2026 - 1:39PM

A view of Exchange Square in Hong Kong. Zhongji Innolight has completed the biggest listing on the city’s stock market so far this year. Photo: Jelly Tse

Listing spotlight: tariffs drag Shein back into the red ahead of Hong Kong IPO

Tariffs, war and rising costs squeeze company’s margins as IPO looms, testing investor appetite for fast-fashion.

27 Jul 2026 - 11:00AM

Shein’s net revenue edged up 1.1 per cent to US$9.05 billion in the first quarter of 2026. Photo: Reuters