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

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

YINN: I'm No Longer Bearish On Chinese Stocks (Rating Upgrade)

I have closed my short position in the Direxion Daily FTSE China Bull 3x ETF and am now neutral on the fund. Despite China's relative undervaluation and improved macro backdrop, YINN's leveraged structure poses significant long-term risks. Chinese equities continue to have value trap risk, as many listed firms don't return much cash to shareholders.

Seeking Alpha • Jun 19, 2026

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