China's tech transfer crackdown puts global dealmakers on notice

China has issued new rules expanding state oversight of overseas transactions involving Chinese investors, technology, data and national security, underscoring Beijing's efforts to tighten control over sensitive assets as artificial intelligence becomes a bigger strategic concern. The measures, published by the State Council, will take effect on 1 July.

Invezz • Jun 1, 2026

China index reshuffle to trigger $48B in passive flows, Goldman says

China's upcoming index rebalancing is expected to trigger more than $48 billion in gross two-way passive flows, according to Goldman Sachs, setting up a wave of mechanical buying and selling across some of the country's biggest onshore benchmarks. The semi-annual changes affect major CSI and CNI indexes and will be implemented in mid-June.

Invezz • Jun 1, 2026

China Steps Up Restrictions Over Outbound Investments

China is tightening scrutiny of outbound capital flows after forcing the unwinding of the Meta-Manus deal, as authorities seek to safeguard the economy amid heightened technology rivalry with the U.S.

WSJ • Jun 1, 2026

It's been one of the best years to generate alpha in China: Matthews Asia

Matthews Asia's Sean Taylor explains why he remains constructive on China despite the broader indexes lagging some high-performing sectors. He also outlines his South Korea strategy, including an overweight call on chipmakers balanced by exposure to industrials.

CNBC International TV • Jun 1, 2026

China explores AI token futures market amid growing compute demand

China is designing a futures market for AI tokens as the country explores new financial tools linked to the rapidly expanding artificial intelligence sector. The Shanghai Futures Exchange is in the early stages of designing futures contracts tied to so-called AI tokens, which are the smallest units of information processed by AI models, sources familiar with the matter told Reuters.

Invezz • May 28, 2026

Hong Kong watchdog raids local units of two Chinese brokerages, sources say

Hong Kong securities regulator has raided the local arms of two major Chinese brokerages as it investigates suspected misconduct tied to share offerings, sources ​said, the latest move by authorities to ramp up policing of an ‌IPO boom in the city.

Reuters • May 27, 2026

Top Chinese AI talent face new overseas travel restrictions

China has begun restricting overseas travel for top artificial intelligence professionals working at private firms, including Alibaba Group Holding and DeepSeek. The move signals an escalation in Beijing's efforts to safeguard critical technology and strengthen its position in the global AI race against the US.

Invezz • May 26, 2026

Why China's Chinext & Star 50 are your next key AI plays

Steven Sun of HSBC Qianhai breaks down why China's Star 50 and Chinext indices are outperforming Hong Kong's internet-heavy tech index. Dismissing bubble concerns, Sun points out that earnings growth fully justifies current valuations and that the shift toward "agentic AI" is still in its infancy, signaling massive future demand for AI infrastructure.

CNBC International TV • May 26, 2026

China does not make tech firms reject foreign investment, NDRC says

China's powerful state ‌planner said on Friday the government has never required Chinese technology companies to ​reject foreign investment, responding ​to a media question about whether ⁠Beijing plans to ask Chinese ​firms to refuse investment from U.S. ​capital.

Reuters • May 22, 2026

Japan, China lead foreign government retreat from U.S. Treasuries as Gulf War fallout stokes currency fears

China reduced its stash of Treasury to $652.3 billion, the lowest level since September 2008. Japan, the single largest foreign holder, shed approximately $47 billion to $1.191 trillion.

CNBC • May 19, 2026