- January 19th, 2026
Some of the exchange-traded funds (ETFs) most closely associated with China’s so-called “national team” experienced record outflows on Thursday, signaling a possible intervention by state-backed investors to temper a stock market rally fueled by AI enthusiasm and corporate earnings optimism....
With the U.S. presidential election on the horizon, global investors are carefully navigating the longstanding trade tensions between the United States and China, focusing on the implications of a potential shift in U.S. policy. Whether the next U.S. president is...
The phrase "The China equity trade is back," as coined by Société Générale, encapsulates the renewed optimism surrounding China's economic landscape. The driving force behind this sentiment is Beijing's recent measures aimed at resolving the property crisis, a significant contributor...