China Vs. The World: Chinese Overcapacity Threatens The Global Economic Order

China's vast industrial overcapacity and weak domestic consumption threaten global economic balance and may trigger rising protectionism. Record-breaking Chinese exports face mounting global pushback, increasing risks for investors in China, especially in industrial sectors.

Seeking Alpha • 14 hours ago

ETFs in the Spotlight as China's Corporate Profits Jump 26% in Q2

China's corporate profits surged in Q2, but weak markets and economic challenges keep these four China ETFs in focus.

Zacks Investment Research • Sep 8, 2026

Hang Seng Index is soaring as Kospi and Nikkei 225 implode: here's why

The Hang Seng Index has outperformed its major Asian peers this year, even as the Kospi and Nikkei 225 have come under pressure. The index has rebounded nearly 14% from its lowest level this year, while the Nikkei 225 and Kospi have fallen about 15% and 40%, respectively, from their year-highs.

Invezz • Jul 29, 2026

China considers tighter export controls on AI models and chips, FT reports

Chinese regulators are considering ​tightening export controls ‌on AI and semiconductor technologies, the ​Financial Times ​reported on Tuesday.

Reuters • Jul 21, 2026

China bets on faster state-backed projects to shore up growth, avoid broad stimulus

China can stabilise economic growth this year by accelerating already-budgeted national infrastructure investment projects, economists and one government adviser said, reducing the likelihood of large-scale ​fiscal stimulus.

Reuters • Jul 16, 2026

China's economy grows at 4.3%, one of its lowest rates on record

Worse-than-expected figures for three months to June come amid concerns over lopsided economy

The Guardian • Jul 15, 2026

CQQQ: China Technology Is Recovering, But I Need More Evidence Before Buying

Invesco China Technology ETF is rated HOLD, offering targeted exposure to China's tech sector but requiring more evidence of sustainable earnings growth. CQQQ's recent rebound—32.13% one-year return—contrasts with a -25.54% five-year performance, highlighting volatility and concentration risk among top holdings. I view CQQQ as a tactical, higher-risk satellite allocation, not a core tech holding, due to macro, regulatory, and geopolitical uncertainties.

Seeking Alpha • Jul 10, 2026

China raises EV ambitions with 30% fleet target by 2030

China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.

Invezz • Jul 9, 2026

ETFs in Spotlight as AI Chips Power China's Factory Rebound in June

China's June factory rebound, driven by surging AI hardware exports, puts broad China ETFs in focus as manufacturing and new orders strengthen.

Zacks Investment Research • Jun 30, 2026

Chinese AI, chip firms are driving an onshore IPO rebound

China's onshore technology IPOs are on track for their strongest year since 2023 as Beijing seeks to bolster listings of chip and artificial intelligence ​companies in a push for tech self-reliance amid the country's rivalry with the U.S.

Reuters • Jun 26, 2026