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Chinese regulators are considering tightening export controls on AI and semiconductor technologies, the Financial Times reported on Tuesday.
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.
China's June factory rebound, driven by surging AI hardware exports, puts broad China ETFs in focus as manufacturing and new orders strengthen.
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.
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.
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.
Asian currencies consolidated against the dollar before first decision by a FOMC led by Chairman Kevin Warsh later.
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.