UBS Group AG

Chinese robotaxi firms see reduced red tape in Europe as deployment picks up

19 Aug 2026 - 3:35PMvideocam

China’s uneven economic recovery to drive investors back to AI stocks: analysts

The Star Market 50 index of mostly chipmakers rebounded 9 per cent in August, recouping some of the 26 per cent slump in the previous month.

19 Aug 2026 - 10:00AM

A large outdoor screen in Shanghai shows the latest stock exchange and economic data, May 6, 2026. Photo: EPA

Hong Kong property

Is Hong Kong’s property market recovery running out of gas? UBS flags 4 risks

Amid AI’s impact, slower population growth, regional integration and newly built homes, investment bank says property prices likely to remain flat.

18 Aug 2026 - 7:00AMvideocam

CXMT value tops 4 trillion yuan as global memory rally lifts China chip champion

Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.

17 Aug 2026 - 6:03PMvideocam

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

13 Aug 2026 - 7:09PM

China's top two chipmakers saw their revenues and profits surge in the second quarter amid high demand for AI chips. Photo: Shutterstock

Hong Kong property

Hong Kong property recovery faces new risk as Beijing widens offshore tax net

Potential taxation of offshore property income could curb mainland demand, while weaker insurance activity hits decentralised office markets.

12 Aug 2026 - 1:57PMvideocam

IPO

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

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

How CXMT’s MSCI China index entry may lure fund inflows, cement its top ranking

Chipmaker’s inclusion in main global index system set to spur passive demand and spotlight China’s growing semiconductor clout: analysts.

10 Aug 2026 - 1:00PM

CXMT, China’s biggest maker of DRAM chips, joined the MSCI China All Shares Index on Monday. Photo: dpa

Demand for affordable EVs will force open US market to Chinese models: analysts

The pressure is likely to mount after consumers in the two neighbouring markets of Mexico and Canada adopt Chinese EVs.

9 Aug 2026 - 6:00PM

Banking & finance

As weight-loss drug orders surge, global funds pile into China’s WuXi AppTec

Pharmaceutical contractor’s GLP-1 programmes and surging stock gains have made it a magnet for global investors.

25 Jul 2026 - 11:28AM

Investors eye China’s July Politburo meeting for stock-stimulus clues

‘We may see an acceleration of policy implementation in the near term to support consumer and technology industries,’ an analyst says.

22 Jul 2026 - 3:12PM

A photo released on July 18, 2024, shows members of the Politburo Standing Committee meeting in Beijing. Photo: Xinhua via AP

Foreign carmakers lose more traction in China as luxury sales slide

Mercedes, Land Rover, BMW, Jaguar and Infiniti take further hit as consumers shun pricey, petrol-powered vehicles.

22 Jul 2026 - 12:01PM

A woman promotes the GLC SUV via a video stream at the Mercedes-Benz booth during Auto China 2026 in Beijing on April 24. Photo: AP Photo

Artificial intelligence

Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry

The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.

22 Jul 2026 - 1:11AMvideocam

Artificial intelligence

As US AI costs soar, global firms pivot to China’s cheap, open-weight models

A sharp narrowing of the performance gap is prompting some developers to shift from costly American giants to budget-friendly Chinese alternatives.

16 Jul 2026 - 9:25AMvideocam

Chinese AI stock trade remains intact despite 10% correction, Fed jitters

Global investors’ diversification into Chinese assets coupled with strong AI earnings could make the pullback in tech stocks short-lived.

15 Jul 2026 - 2:34PMvideocam

People walk beneath a large screen showing the latest stock exchange and economic data in Shanghai. The tech-centric Star Market 50 Index has experienced a decline of more than 10 per cent in the last two weeks. Photo: EPA

Alibaba

Why Alibaba shares just scored their strongest gains in Hong Kong this year

UBS and Jefferies project the firm’s revenue to accelerate to 9% in June quarter, well above the 3% recorded in the previous quarter.

8 Jul 2026 - 8:30PMvideocam

Gold in Hong Kong

Hong Kong inaugurates trial operation of gold clearing and settlement system

Chief Executive John Lee announces ‘milestone’ for city’s gold trading ecosystem at Hong Kong FIC & Bond Connect Summit.

7 Jul 2026 - 5:21PM

US-China relations

Why China and the US are too entangled for a clean financial break

Though relations have turned frosty, analysts said US-China economic ties are too extensive to unwind completely – with dependencies on both sides.

7 Jul 2026 - 6:00AM

Banking & finance

Exclusive | Hong Kong to launch gold clearing and settlement system next week: sources

The city plans to process its first gold settlement on Tuesday, according to those familiar with the matter.

3 Jul 2026 - 8:24PM

Pure gold bars in Shanghai on March 15. Photo: CFOTO/Future Publishing via Getty Images

Banking & finance

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

3 Jul 2026 - 8:00AM

Millionaires, billionaires and trillionaires

Will slowing car sales in China reignite brutal price war in crowded market?

Global consultancy AlixPartners delivers most bearish forecast for Chinese carmakers’ fortunes this year.

1 Jul 2026 - 10:45AM

China’s millionaire growth lags the global average. Is the wealth boom over?

Global personal wealth rose at its fastest pace in nearly a decade last year, though China saw only modest gains, according to a new report.

30 Jun 2026 - 9:00PMvideocam

Residential buildings in Beijing on September 15, 2025. China’s property sector, once accounting for roughly a quarter of the economy, has remained sluggish since late 2020, eroding household wealth. Photo: EPA

IPO

Hong Kong loses IPO crown as swelling wave of Chinese tech no match for SpaceX

With Chinese technology giants fuelling an ‘A-to-H’ listing boom, Hong Kong appears to be on the rise as their ‘fundraising venue of choice’.

30 Jun 2026 - 3:25PMvideocam

A gong is struck to mark the HKEX’s 26th anniversary at Connect Hall on Friday. Photo: May Tse

As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC

Basic Semiconductor is the latest firm in the space to move forward with an IPO.

28 Jun 2026 - 1:00PM