Wendy Liu, chief China equity strategist at JPMorgan. Photo: Yulu Ao

    China, Hong Kong stocks set to gain nearly 20% in 2026, JPMorgan says

    China and Hong Kong stocks could deliver nearly 20 per cent gains in 2026, supported by resilient global growth, improving earnings and easing competition among e-commerce giants, according to JPMorgan. The bank expected the MSCI China Index to rebound further as valuations normalised and Beijing’s push to curb excess capacity boosted profitability across key sectors,…

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    Wendy Liu, chief China equity strategist at JPMorgan. Photo: Yulu Ao

      China, Hong Kong stocks set to gain nearly 20% in 2026, JPMorgan says

      China and Hong Kong stocks could deliver nearly 20 per cent gains in 2026, supported by resilient global growth, improving earnings and easing competition among e-commerce giants, according to JPMorgan. The bank expected the MSCI China Index to rebound further as valuations normalised and Beijing’s push to curb excess capacity boosted profitability across key sectors,…

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      Asian stocks today: Markets slide as US-China tensions intensify; HSI falls 1%, Nikkei sheds over 260 points

      Asian stocks today: Markets slide as US-China tensions intensify; HSI falls 1%, Nikkei sheds over 260 points

      Asian equities slipped on Wednesday as investors took a step back following recent gains, while gold and silver tumbled for a second straight day, halting their recent rally. The pullback came after US President Donald Trump suggested that a planned meeting with Chinese President Xi Jinping might not go ahead. Markets in Hong Kong, Shanghai,…

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      Dutch Government Seizes Chinese-Owned Chipmaker Nexperia Amid US-China Tech Tensions | Ukraine news

      Dutch Government Seizes Chinese-Owned Chipmaker Nexperia Amid US-China Tech Tensions | Ukraine news

      The Dutch government has taken control of the Chinese-owned chip company Nexperia after pressure from Washington, a move underscoring how countries find themselves between the United States and China in the race for technological advantage. The Nijmegen-based company specializes in low-end chips for consumer electronics, automotive, and industrial sectors and has manufacturing facilities in Germany…

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      US restricts TSMC chip supply shipments to China as tech race heats up

      US restricts TSMC chip supply shipments to China as tech race heats up

      Published on 03/09/2025 – 12:46 GMT+2 ADVERTISEMENT Washington has revoked Taiwan Semiconductor Manufacturing Company’s (TSMC’s) authorisation to freely ship essential equipment from the US to China. The removal of the “validated end user” status, effective on 31 December, follows the Trump administration’s recent decision to restrict shipments from Samsung and SK Hynix to China. The…

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      World's largest asset manager BlackRock to employees: You cannot carry your phones and laptops to China, instead …

      World’s largest asset manager BlackRock to employees: You cannot carry your phones and laptops to China, instead …

      BlackRock, the world’s largest asset manager, has imposed new restrictions on company-issued devices for employees traveling to China, requiring staff to use temporary loaner phones and prohibiting company laptops during business trips, according to Bloomberg News and Reuters reports.The financial giant detailed the “policy enhancement” in an internal memo effective July 16, barring the use…

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