China stocks

Ex-Nvidia manager worth US$4.3 billion after blockbuster China IPO

The company’s prospectus estimates it expects to turn a profit by 2027

The MSCI China Index has jumped about 30 per cent this year, beating the S&P 500 Index by the most since 2017 and adding US$2.4 trillion in value.

Wall Street bets Chinese stocks will extend US$2.4 trillion rally

Investor perception towards China has shifted from one of scepticism to a recognition

Beijing-based Moore Threads is also among those benefiting from a market share void left by Nvidia’s forced exit.

China chipmaker Moore Threads soars 502% after eight billion yuan IPO

The listing comes as optimism over the country’s drive for tech self-sufficiency intensifies, fuelled by trade tensions and fears of US technology curbs

The Shanghai Composite Index and Hong Kong’s Hang Seng are both trading at about 12 times earnings.
ANALYSIS

China’s slow-motion stock rally starts to win investor trust 

Blue-chip index CSI300 has matched the S&P 500 with a roughly 16% year-to-date gain

The softer results come after investors had bid up a number of sectors on hopes the anti-involution pledge by President Xi Jinping would result in a corporate earnings turnaround.

China earnings miss casts doubt on Xi’s bid to end deflation

Technology shares are facing a reality check with lukewarm third-quarter results

Beijing also has designated the industry one of six new economic growth drivers, in guidelines for drafting China’s development plan for the five years to 2030.

China’s robotics stocks face investor scrutiny over bubble fears

Beijing has been on a so-called anti-involution drive which aims to curb destructive competition across industries

The benchmark Shanghai Composite Index hit its highest level since 2015 at the start of the session but closed down 0.73%.

China stocks retreat from decade high as Trump-Xi trade deal yields few surprises

Investors cheer easing US-China tensions but stay cautious, wary a final deal may disappoint

The nation’s profits overall have been hit by US tariffs and sluggish spending among domestic consumers, though the outlook has started to brighten.

Chinese financials’ earnings growth set to outpace wider market

Optimism on bank stocks is rising, as improved bottom lines bolster the chance for better returns for investors

Stocks have been on a tear, with the benchmark CSI 300 Index climbing for five straight months to September.

China’s profit rebound means little for bulls fixated on trade

Xi and Trump are expected to finalise a deal this week in South Korea when they sit down in person for the first time since the US president returned to power

China’s chipmakers make up a large portion of the basket of companies now facing potential margin restrictions.

China’s margin curbs threaten rally in stock market favourites

Investors chasing fast-moving trends face more uncertainty, as margin access can disappear quickly