Morgan Stanley lifts China equity targets on earnings, yuan strength

Morgan Stanley has lifted its price targets for major Chinese equity indexes, citing stronger earnings, yuan resilience and China's entrenched role in global supply chains, CNBC reported on Thursday.  In its latest strategy note, the US investment bank said stronger corporate earnings, a firmer yuan and China's entrenched role in global supply chains should support moderate gains across major indexes over the next year.

Invezz • May 14, 2026

China AI optimism overshadows trade concerns ahead of Trump-Xi meeting

China-focused investors are increasingly looking beyond trade tensions ahead of a meeting between US President Donald Trump and Chinese President Xi Jinping in Beijing, with market attention now centred on artificial intelligence growth and potential changes to US chip export restrictions. The shift marks a sharp contrast from previous years, when Chinese asset prices moved aggressively on tariff and trade headlines.

Invezz • May 12, 2026

House lawmakers introducing bill to toughen US ban on Chinese vehicles

Two members of the U.S. House of ​Representatives on Monday will introduce ‌legislation to toughen a U.S. government ban on Chinese ​automakers from entering ​the American market just before ⁠President Donald Trump heads to China ​for talks.

Reuters • May 11, 2026

China Factory-Gate Prices Rise for Second Straight Month

China's factory-gate inflation gathered momentum in April, fueled by geopolitical tensions in the Middle East that kept energy costs elevated and cemented the end of a nearly four-year deflationary cycle.

WSJ • May 11, 2026

China A50 Bullish Breakout Above 6-Month Resistance

China A50 shows strong resilience and leadership: The index has gained ~7% since late February 2026 and outperformed global peers during the US-Iran conflict, remaining largely stable during broader market sell-offs. Macro tailwinds and geopolitical positioning: A tariff truce and upcoming Trump-Xi meeting (14-15 May) are key catalysts, while a strengthening yuan and China's strategic stance on energy and AI supply chains continue to support equity upside.

Seeking Alpha • May 6, 2026

China invokes anti-sanctions law to counter US blacklisting of refiners

China has, for the first time, ‌invoked a law targeting companies that comply with foreign sanctions it rejects, escalating a pushback against the U.S. blacklisting of several oil refineries over purchases of Iranian crude.

Reuters • May 4, 2026

China factory activity tops expectations in April — but growth slows as new orders soften

The official purchasing managers' index reading of 50.3, was higher than the the 50.1 expected by Reuters-polled economists.

CNBC • Apr 30, 2026

China Factory Activity Expansion Slows

Factory activity in China expanded at a slower pace in April but beat expectations, suggesting limited pressure from surging energy prices as the Middle East conflict rumbles on.

WSJ • Apr 30, 2026

Hang Seng gains 1.2% while Asian markets wobble on tech selloff

Asian markets began on Wednesday on an uneven footing as investors weighed multiple factors. The sentiment appeared cautious following a technology-led selloff in the United States, fresh concerns about the sustainability of AI spending, and lingering tension surrounding the Iran conflict.

Invezz • Apr 29, 2026

China's Consumption Revival May Start With Social Safety Net. These 3 Sectors Could Benefit.

The sectors that could be winners may be those that are closest to the safety net, like healthcare, insurance and eldercare.

Barrons • Apr 27, 2026