What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

China issues five-year employment plan, vows to keep job market stable

China's State Council, the cabinet, issued ​the country's next five-year ‌plan for implementing the "employment-first strategy" on Wednesday, pledging ​to keep the job ​market broadly stable and ⁠prevent large-scale unemployment risks.

Reuters • Jun 17, 2026

China's exports are 'indispensable' to global economy: Eurasia Group

Dan Wang from Eurasia Group says China is a major beneficiary of the increase in U.S. AI capex, with AI-related exports driving growth. She also thinks that China's strength in supplying critical components makes it indispensable to the global economy.

CNBC International TV • Jun 16, 2026

China issues guidelines on financial services data amid broader cybersecurity push

China's cybersecurity administrators on Saturday moved to tighten the ​grading and classification of data in ‌the financial information services sector in what it said would strengthen data ​security management and regulate industry ​development.

Reuters • Jun 13, 2026

China 'strongly dissatisfied' with Pentagon move against top Chinese tech firms

China is "strongly dissatisfied" with a U.S. move to add several large ​Chinese companies to the Pentagon's list of firms it says ‌are aiding China's military, the commerce ministry said on Saturday.

Reuters • Jun 13, 2026

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 • Jun 10, 2026

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

GXC: Deflation And Unemployment Spiral Risks For China

The State Street SPDR S&P China ETF (GXC) faces significant macro risk due to consumption and macro sensitive sector exposures dominating the allocation. China's property deleveraging and related economic transition are still important considerations and part of the government mandate, limiting discretion for the growth mandate. While GXC offers a compelling 9% earnings yield and growing, the market usually demands a premium earnings yield for China and the equities are still exposed to growth risks.

Seeking Alpha • Jun 2, 2026