China says 'thorough preparations' needed as Trump-Xi meeting hangs in the balance amid Iran war

Chinese Foreign Minister Wang Yi spoke to the press on Sunday. Wang emphasized the importance of the U.S. and China working together.

CNBC • 14 hours ago

U.S. Energy Chokehold: How Interventions In Venezuela And Iran Are Reshaping China's Growth Outlook

U.S. Venezuela–Iran actions reflect a planned, NSS-aligned strategy; China faces structurally higher energy costs through Trump's second term. Removing discounted Iranian/Venezuelan barrels adds ~$6.8–$8B annually; higher Brent and logistics costs amplify China's import bill.

Seeking Alpha • Mar 7, 2026

Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.

Alibaba Group and NetEase shares are showing technical signs of stabilization as Chinese equities attempt to bottom after a prolonged slump.

Barrons • Mar 6, 2026

Alibaba, NIO, and Other Chinese Stocks Fall. Why Investors Face a Growth Dilemma.

China sets its lowest economic growth target in decades.

Barrons • Mar 5, 2026

China reportedly sets growth target for 2026 at 4.5% to 5% — lowest on record

China on Thursday set its GDP growth target for 2026 at 4.5 to 5%. Beijing also reportedly pegged its budget deficit target at "around 4%" of GDP.

CNBC • Mar 5, 2026

Looking For A Rebound? China Tech and Emerging Markets Top Oversold List

After a choppy stretch for global equities, a fresh group of widely followed names has slid into deeply oversold territory, potentially setting the stage for sharp snapback moves if risk appetite improves.

Benzinga • Mar 4, 2026

Why China Is Less Vulnerable To The Strait Of Hormuz Than You Might Think

China's exposure to Strait of Hormuz oil disruptions is limited, with only ~6% of its energy consumption reliant on these imports. China's energy mix is dominated by coal (52%) and renewables, significantly hedging against Middle East oil supply shocks.

Seeking Alpha • Mar 4, 2026

China is set to kick off its big policy meeting. What will be the key announcements?

Beijing is expected to set GDP growth target at around 4.5% to 5% this year, inflation target unchanged at 2%, budget deficit of 4%. The world's second-largest economy faces persistent challenges at home amid a consumption downturn and prolonged real estate slump.

CNBC • Mar 4, 2026

China Gets a Major Reprieve on Tariffs. Don't Expect a Reversal.

Beijing is turning out to be one of the biggest winners from the Supreme Court's ruling against many of President Donald Trump's levies.

Barrons • Feb 26, 2026

Chinese Stocks And The FXI After The Supreme Court Ruling On U.S. Tariffs

I reiterate a Buy rating on the iShares China Large-Cap ETF, citing compelling valuation and bullish technical momentum. FXI trades at a blended P/E of 13.27 versus SPY's 24.43 and yields 2.37%, reflecting both value and geopolitical risk. The recent Supreme Court tariff ruling triggered a bullish key reversal in FXI, highlighting resilience amid U.S.-China trade policy uncertainty.

Seeking Alpha • Feb 23, 2026