China prepares $295 billion plan to fund nationwide AI buildout, Bloomberg News reports

China is preparing to spend around 2 trillion yuan ($295.43 billion) over the next five years on building data centers ​across the country, Bloomberg News reported on Tuesday, as ‌Beijing looks to challenge the U.S. in the intensifying AI race.

Reuters • Jun 9, 2026

US adds Chinese solar, battery firms to list of military-linked companies

The U.S. has added some of the world's largest solar ​and battery manufacturers to a list ‌of companies it believes are aiding China's military.

Reuters • Jun 9, 2026

China's Producer Inflation Gains Pace as Mideast War Fuels Higher Prices

China's factory-gate inflation accelerated in May as the ongoing conflict in the Middle East kept fueling higher energy and commodity costs.

WSJ • 15 hours ago

China trade defies Iran war drag as exports, imports beat estimates in May

Exports rose 19.4% from a year earlier in U.S. dollar value terms, accelerating from the 14.1% gain in April. Imports growth momentum continued to build, expanding 27.4% in May, the outpacing from 25.3% in April.

CNBC • Jun 9, 2026

International Equities Are Outperforming — But Is The Rotation Real This Time?

Every few years, the investment community rediscovers the case for international equities. A string of outperformance relative to the S&P 500 generates a wave of allocation recommendations, money flows in, and then — historically, more often than not — U.S. exceptionalism reasserts itself and the rotation reverses.

Forbes • Jun 5, 2026

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