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๐Ÿ‡จ๐Ÿ‡ณ China

Shanghai Hosts Global AI Robotics Skills Competition as Xian Airport Expects 1M National Day Travelers

Shanghai hosts international embodied AI skills competition Oct 23-25 while Xian airport forecasts 1.05M passengers during National Day Golden Week.

Oct 1, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China Bond Markets Correct Before National Day Holiday as Housing Fund Policy Tightens

Chinese bonds fell and yields rose 1-2bps on Sep 30 as PBOC injected 127B yuan, while Jilin province abolished intergenerational housing fund withdrawal rules.

Oct 1, 2026

๐Ÿ‡ฆ๐Ÿ‡บ Australia

Lynas Rare Earths Shares Slide 6% as Rare Earth Sector Faces Continued Pressure

Lynas Rare Earths fell 6% as pressure on the rare earth sector extends, raising buy or hold questions for the largest non-Chinese rare earth producer.

Oct 1, 2026

๐ŸŒ Global

China Thermal Coal Hits 3-Year High at \$147/Ton After 11-Week Rally

China benchmark thermal coal at Qinhuangdao surges to 986 yuan ($147/ton), a three-year high after 11 consecutive weeks of gains driven by lower domestic output and reduced Indonesian imports.

Sep 30, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Chongqing Night Economy Season Drives 62.3 Billion Yuan in Consumption as China Ramps Domestic Demand Push

Chongqing's 2026 Night Economy season generated 62.3B yuan in consumption over three months with 200M+ engagements, signalling China's government-backed domestic consumer spending push is gaining traction.

Sep 30, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Chinese Battery Equipment Maker Raises 1.5B Yuan Targeting Solid-State Mass Production in 2029; RBA Hits 15-Year Rate High

Jin Yinhe (้‡‘้“ถๆฒณ) launched a 1.5B yuan placement to position for solid-state battery production line contracts expected in three years, while Australia's RBA raised rates to a 15-year high of 4.6%.

Sep 30, 2026

๐ŸŒ Global

Lithium Plunges 25% in China in September on Flagging EV Battery Demand Fears

Chinese lithium futures shed 25% of their value in September 2026 on fears that EV battery demand is growing more slowly than expected, with Bloomberg citing flagging demand as the primary driver.

Sep 30, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Jamie Dimon: Economic Growth Is the Path to Resolving US-China Strife

JPMorgan CEO Jamie Dimon visited Hong Kong and outlined his view that economic growth is the primary mechanism for untangling US-China geopolitical tensions

Sep 29, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

China Unveils Rate Cut and Mortgage Subsidies as Growth Strains Mount

China has announced a rate cut alongside mortgage subsidies as the government steps up counter-cyclical policy support

Sep 29, 2026

๐Ÿ‡ฆ๐Ÿ‡ช UAE / MENA

DIFC Grants China Securities Licence to Open Regional Hub in Dubai's Financial Centre

China Securities gets DIFC licence to open Dubai regional office for Gulf market access

Sep 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's 15th Five-Year Plan Targets Solid-State EV Battery Scale by 2030 and 5% SOE Strategic Industry Boost

China 15th Five-Year Plan targets commercial all-solid-state batteries by 2030

Sep 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's AI Short-Drama Boom Drives Hardware Demand as Interactive Content Opens New Revenue Streams

China's AI-generated interactive video game '็››ไธ–ๅคฉไธ‹' surpassed 6 million units sold in September, sett

Sep 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Chinese Fund Managers Warn Investors as QDII Premiums Persist Despite Fresh US Stock Quotas

Several Chinese mutual funds investing in US equities have warned investors of premium-to-NAV risks as fresh QDII quotas failed to ease persistent excess demand.

Sep 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's Chip Sector Confronts Physical AI Era as AI Application Boom Transforms Competitive Dynamics

China's semiconductor industry faces a new challenge as AI evolves from edge inference to physical AI, while an AI application boom fragments the competitive landscape.

Sep 28, 2026

๐ŸŒ Global

Shein Shares Plunge to Record Low After 53% Operating Income Drop in Debut Earnings

Shein's debut earnings revealed a 53% first-half operating income decline, sending shares down 8.6% to a record low.

Sep 28, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China Circuit-Breaker Stocks: Where to Find Opportunity and Risk in September's Volatility

Chinese circuit-breaker-triggered stocks span communication services and city gas sectors, where position exits follow failed sector narratives.

Sep 28, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Wealthy Chinese Investors Flock to Italian Property Market, Drawn by Flat Tax Regime

Italy is attracting wealthy Chinese property investors seeking quality of life and a favorable flat tax regime for high-net-worth individuals.

Sep 28, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

China Consumer Stocks Face a Lost Decade as Investor Flows Pivot From Domestic Demand to AI

Weak domestic consumer demand has emerged as a persistent earnings season theme, driving a lost-decade narrative for Chinese consumer equities

Sep 28, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Beijing Builds Counter-Sanctions Architecture as Washington's Sanctions Pressure Intensifies at UN

Beijing is systematically neutralising Washington's sanctions mechanisms, according to SCMP analysis following the UN General Assembly

Sep 28, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Hong Kong Buyers Rush New Flat Launches Ahead of Anticipated Interest Rate Increases

Hong Kong developers sold more than 290 new flats over a single weekend as buyers sought to lock in mortgage rates ahead of an anticipated rise in interest rates later in 2026.

Sep 27, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's Fifth Digital Trade Expo Closes With 163-Nation Participation as AI Integration Expands Across Sectors

The fifth Global Digital Trade Expo concluded in Hangzhou with participation from 163 countries and regions and 40 international organisations, themed around 'Meeting AI's Future at the Digital Trade Expo.'

Sep 27, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Chinese RISC-V Chipmaker Eswin Targets US$300 Million Hong Kong IPO as Domestic Chip Industry Accelerates

Chinese RISC-V chipmaker Eswin is seeking US$300 million in a Hong Kong IPO, signaling growing public market appetite for Chinese semiconductor companies building on open-source architectures free from US IP controls

Sep 26, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Trump Meets Xi With 'Great Friendship' Rhetoric but No Policy Breakthroughs Emerge

Trump met China's Xi with personal friendship rhetoric but produced no policy breakthroughs on tariffs or technology, leaving trade uncertainty elevated for markets dependent on US-China commerce

Sep 26, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Shanghai Gold Exchange Pushes Chinese Banks to Wind Down Retail Leveraged Precious-Metals Trading

At least a dozen Chinese banks plan to wind down retail leveraged precious-metals trading where everyday investors post margin deposits to speculate on gold and silver contracts.

Sep 25, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's Innovation Economy Drive: AI Conferences, Sensor Industry, and Nanjing Trade Expo Highlight Sector Momentum

Nanjing's annual Jinqiu Economic and Trade Conference showcased 80 key projects totaling ยฅ82.15 billion in investment across tech, services, and outbound business

Sep 25, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Chimelong Opens China's First Robot Theme Park With 300+ Humanoid Robots Deployed at Scale

Hengqin Chimelong UFO Park launched in Guangdong's Hengqin zone with over 300 Zhiyuan humanoid robots deployed across the venue

Sep 25, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Apple Appears 17.5% Overvalued on GF Value as Xi Jinping Arrives in US for Landmark Visit

GF Value analysis shows Apple stock appears approximately 17.5% overvalued based on intrinsic value estimates

Sep 25, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Thai Exports Surge Most in Four Years Driven by AI Infrastructure and China Demand

Thailand's exports registered their strongest growth in four years, driven by AI-related electronics and recovering Chinese demand

Sep 25, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Investors Shift to Selective China Tech Bets as Property Fades as Growth Engine

DBS Bank (HK) says the 'one big bet on China' mindset is giving way to selective sector allocation focused on technology

Sep 25, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China Arrives at Xi-Trump Summit With Export Surge Strength; Trade Surplus on Record Pace

China's exports surged 25% in annualised terms in July, with the monthly trade surplus hitting $119 billion

Sep 25, 2026