China stocks
AI bubble fears and policy splits loom over Asia stocks in 2026
While some see the market as a better venue for AI exposure given cheaper valuations, others point to the more pronounced risk of concentration
China’s multi-asset funds dominate top performers as tech soars
Efforts in Beijing to drive more long-term capital into the stock market helped the rally
BYD sells 4.6 million vehicles in 2025, meets revised sales goal
The figure is up 7.7% on the year – though the achievement loses some shine as it is a downgraded target
Chinese stocks on track for best year since 2017 as rally widens
The MSCI China Materials Index has gained around 108% this year, on track for its strongest year since 2003
So bad it’s good: Why Chinese equities could shine in 2026
Conditions like slowing growth and subdued consumption are still viewed as catalysts that could lift equities in 2026
Consider Chinese dividends for your portfolio in 2026
The macro picture strengthens the case for state-owned enterprise stocks
China consumer shares hit record losing streak on weak demand
Different parts of the sector have had their unique challenges
Chinese chipmakers race to IPO after back-to-back listings surge
The surge in listings is coming on the back of two blockbuster trading debuts in Shanghai
China’s market revival hinges on gloomy economy turning corner
The country’s equities, currency and onshore fixed-income markets remain on course to hand investors positive returns for 2025
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
