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Guide to Chinese Investments

Expert articles and analysis for beginners and experienced investors.

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Stocks
October 18, 2026•5 min read

Buyback Wave on the Shanghai Exchange: 120 Filings in 11 Days and 17.6 Billion Yuan Deployed

After the National Day holiday, Chinese blue chips began buying back their own shares. More than 120 filings arrived in 11 trading days and companies have already deployed over 17.6 billion yuan — with some individual plans exceeding one billion.

A Admin, analyst
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Markets
October 16, 2026•5 min read

China's State Funds Return to Market: Beijing Curbs the Selloff as Shanghai Drops 1.6%

Chinese regulators agreed on a package of market-support measures at an emergency meeting — urging companies and state funds to buy while guiding some investors to curb selling. The Shanghai Composite still shed 1.6% on Thursday and ChiNext 2.9%.

A Admin, analyst
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Economy
October 14, 2026•5 min read

China's Trade Breaks Records: September Tops 5 Trillion Yuan as Beijing Adds Stimulus

China's foreign trade rose 18.8% in the first three quarters of 2026 and in September surpassed 5 trillion yuan for the first time. Beijing is releasing hundreds of billions of yuan in unused bond quotas — yet stocks fell on Wednesday.

A Admin, analyst
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Currency
October 12, 2026•5 min read

Yuan Strengthens as Trade Détente With the EU and US Meets a Firmer PBoC Fix

The Chinese yuan has climbed to its firmest level in weeks — USD/CNY fell to 6.69 and the PBoC set its daily fix at 6.7313, as trade détente with both the EU and the US eases external pressure on Chinese exports.

A Admin, analyst
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Stocks
October 10, 2026•5 min read

Chinese Blue Chips Hit One-Year Low as AI Supply-Chain Selloff Deepens, Hong Kong Rebounds

The CSI 300 fell to its lowest level in more than a year as a selloff in AI-related supply-chain names deepened, with the Shanghai Composite down 1.2%. Hong Kong bucked the trend: the Hang Seng added 1.1%, led by internet stocks.

A Admin, analyst
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Markets
October 8, 2026•5 min read

Mainland Returns From Golden Week: Shanghai Composite Up 0.2% as Global Funds End Four-Year Underweight

Mainland exchanges returned after a seven-day Golden Week break: the Shanghai Composite added 0.2% to 3,848 and the Shenzhen Component 0.6% to 12,960. The market shrugged off a tense global backdrop — and bank data showed global funds ended a four-year underweight in Chinese equities.

A Admin, analyst
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Markets
October 6, 2026•5 min read

PBoC Cuts Targeted Lending: PSL Rate Falls to 1.5% as Mainland Markets Return October 8

China's central bank cut the rate on one-year pledged supplementary lending (PSL) by 25 basis points to 1.5% and broadened its scope to infrastructure. With mainland exchanges shut for Golden Week until October 8, investors are watching whether the stimulus gains traction once trading resumes.

A Admin, analyst
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Markets
October 4, 2026•5 min read

Hang Seng Below 24,000: Steepest Drop Since March as Mainland Buyers Stay Away

Hong Kong began October with its worst day in more than six months: the Hang Seng lost 2.6% to close at 23,972.29, its lowest since July. A global bond sell-off and absent mainland buyers — Stock Connect is shut for Golden Week until October 8 — drove the decline.

A Admin, analyst
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Currency
October 2, 2026•5 min read

Yuan Strongest Since 2022: Rabobank Sees a Pause Before a Move to 6.65 per Dollar

The Chinese currency entered Golden Week at its strongest level since July 2022 — the offshore yuan hit 6.6967 per dollar in September and has gained 5.9% over the past year. Rabobank's October outlook expects USD/CNY to hold at 6.70 for three to six months before a move to 6.65 over twelve. Mainland exchanges are closed, but the offshore market keeps trading.

A Admin, analyst
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Markets
September 30, 2026•5 min read

Beijing Pledges Counter-Cyclical Support: Mainland +0.18%, Hong Kong in the Red and Five New Listings Before the Holiday

China's cabinet pledged to step up counter-cyclical policy support for the economy — mainland stocks edged higher on the news, led by property names, with the SSE Composite closing at 3,830.45 (+0.18%). Hong Kong fell, and volumes stayed thin ahead of Golden Week, which begins on October 1.

A Admin, analyst
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Markets
September 28, 2026•5 min read

Shanghai −1.67%, Hong Kong +0.66%: The Year's Widest Divergence and the AI Glut Weighing on the Mainland

Monday, September 28 brought an unusually wide split: the Hang Seng gained 0.66% while the SSE Composite lost 1.67%. An oversupply of AI listings on the mainland and a different reading of Beijing's restrained stimulus are behind the gap — and the central bank is pumping up to CNY 1 trillion a day of liquidity before Golden Week.

A Admin, analyst
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Markets
September 26, 2026•5 min read

Shanghai Takes the Holiday, Hong Kong Decides: Hang Seng Hits a Two-Month Low After a Summit Without a Breakthrough

Mainland China was closed on Friday, September 25 for the Mid-Autumn Festival, so the open Hong Kong market had to absorb the reaction to the Xi–Trump summit: the Hang Seng fell 1.01% to 24,510.09, its lowest level in two months. Shanghai ended the week at 3,888.37, down 0.6%.

A Admin, analyst
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Markets
September 24, 2026•5 min read

Truce Extended for Only Two Months: Shanghai Posts Its Biggest Drop in a Month as Xi Lands in Washington

The US and China extended their trade truce only to January 10, instead of the six months or more many expected. The SSE Composite fell 1.22% to 3,888.4 on September 24, the CSI300 lost 1.7% and the Shenzhen Component 2.34% — the biggest one-day drop in a month.

A Admin, analyst
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Stocks
September 22, 2026•5 min read

SSE at 3,950: Shanghai Rides the Xi–Trump Summit and a New Pharma Plan

The SSE Composite closed up 1.0% at 3,949.91 on September 21, led by technology, healthcare and property stocks. Markets are betting on a constructive Xi–Trump summit and on a new five-year pharmaceutical plan targeting 3.5 trillion yuan in industry revenue by 2030.

A Admin, analyst
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Currency
September 20, 2026•5 min read

Yuan at Four-Year High: PBOC Strengthens Fixing for Eighth Straight Day Ahead of Xi–Trump Summit

The offshore yuan climbed to 6.6935 per dollar on September 18, its strongest level since July 2022. The PBOC set a firmer daily fixing for an eighth consecutive trading day — the longest streak since 2023. The currency is heading for a seventh straight quarterly gain and ranks among Asia's best performers. The Xi–Trump summit will set the next direction.

A Admin, analyst
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Stocks
September 18, 2026•5 min read

Shanghai Outpaces Hong Kong: SSE Composite Jumps 1.08% as Beijing Lines Up Fresh Fiscal Support

The SSE Composite closed 1.08% higher on September 18, nearly double Hong Kong's gain (+0.6%). Mainland markets are betting Beijing will launch a new round of fiscal support, and they are pricing it more aggressively than Hong Kong. The real test is how much money actually reaches projects.

A Admin, analyst
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Currency
September 16, 2026•5 min read

Yuan Hits Three-Year High: Beijing Calls Internationalisation 'Irreversible' While Tightening Capital Controls

The yuan has climbed to its strongest level in three years, with the onshore rate touching 6.7648 per dollar on September 14. In the same week, Beijing called the currency's internationalisation 'irreversible' while tightening capital controls and leaving the $50,000 annual personal FX cap in place. For investors, the signal is that the yuan is strengthening inside controlled channels, not in the open market.

A Admin, analyst
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Economy
September 14, 2026•5 min read

China's Economy Enters a Critical Phase: August Data Will Decide Stimulus for the Rest of the Year

China's economy is moving into a period that could determine the shape of stimulus through the end of the year. Exports and high-tech manufacturing are holding up, but domestic demand remains subdued: retail sales are expected to grow just 0.8% in August and passenger-car sales fell 24% year on year. Investors are therefore betting on September signals from Beijing and further fiscal support.

A Admin, analyst
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Stocks
September 11, 2026•6 min read

AI Chipmaker Enflame Debuts on STAR Market: Shares Jump 179%, Valuation Tops 185 Billion Yuan

Tencent-backed AI chipmaker Shanghai Enflame Technology listed on Shanghai's STAR Market on Friday and closed its first trading day 179% higher, lifting its market value to almost 185 billion yuan (about $25.7 billion). The offering was 4,000 times oversubscribed, yet a sober look shows just a 1.7% share of China's AI accelerator market and 84% of revenue coming from a single customer, Tencent.

A Admin, analyst
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Economy
September 10, 2026•5 min read

China Inflation Accelerates in August: Factory-Gate Prices Jump 3.8% as Domestic Demand Stays Weak

August brought the fastest rise in Chinese factory-gate prices in three months, with PPI up 3.8% year-on-year and consumer prices up 0.8%. But the acceleration is driven mainly by costlier oil and commodities rather than a real rebound in domestic demand; economists therefore expect producer prices to slide back into deflation next year.

A Admin, analyst
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Currency
September 8, 2026•5 min read

Hong Kong Targets Global Offshore Yuan Hub Role in First-Ever Five-Year Plan: More Products, Wider Access to Chinese Markets

Hong Kong's government has unveiled its first-ever five-year financial development plan, aiming to deepen the city's role as the leading offshore yuan and cross-border finance center. It will expand the range of offshore CNY investment and hedging products as well as access to mainland markets via Stock, Bond and Wealth Management Connect — in Commerzbank's view, another step toward yuan internationalization without full capital-account liberalization.

A Admin, analyst
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Markets
September 6, 2026•5 min read

China's Earnings Season: Company Profits Jump 25.7% Yet Stocks Stay Lukewarm — Much of the Rally Is Already Priced In

Profits at mainland-listed companies jumped 25.7% year on year in the second quarter — the fastest pace in nearly five years. Yet stocks have barely reacted: the market is driven by expectations of further stimulus and by a strong yuan that is eating into exporters' margins.

A Admin, analyst
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Markets
September 4, 2026•5 min read

Shanghai Composite Holds Above 3,900: Chinese Stocks Await Fresh Stimulus After Two-Day Pullback

After a two-day slide, the Shanghai index stabilized above the 3,900-point mark on Thursday and firmed 0.4%. Investors remain cautious, however — with Friday's US jobs report and August data from China ahead, they are betting that fresh government stimulus will kick-start a September recovery.

A Admin, analyst
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Stocks
September 2, 2026•5 min read

CXMT Breakthrough in HBM3E: China Produces Functional AI Memory for the First Time, Chips Head to Alibaba and Cambricon for Testing

ChangXin Memory Technologies (CXMT) has produced HBM3E memory modules for the first time — initial small batches have already been delivered to Alibaba's T-Head division and Beijing-based Cambricon for qualification testing with their AI accelerators. It is the first time a Chinese company has made functional HBM3E at any scale, with commercial integration potentially arriving as early as 2027 — roughly a year ahead of earlier projections.

A Admin, analyst
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Markets
August 31, 2026•5 min read

China Launches First Wave of Actively Managed ETFs: 18 Asset Managers File for Registration of a New Generation of Funds

Exactly one month after the Shanghai and Shenzhen stock exchanges issued guidance on actively managed ETFs, 18 asset managers have begun filing registration applications for the first batch of such funds. China is thus launching a new era of active investing in a tradeable form — and expanding the menu for domestic and foreign investors alike.

A Admin, analyst
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Stocks
August 29, 2026•5 min read

YMTC Heads to the Exchange: China's Largest NAND Flash Maker Aims to Raise 33 Billion Yuan in STAR Market IPO

Yangtze Memory Technologies has filed for an initial public offering worth 33 billion yuan ($4.9 billion) on Shanghai's STAR Market — which would rank as the third-largest listing in the history of the tech-focused exchange. The IPO is meant to help the company become the world's largest NAND flash producer by 2027.

A Admin, analyst
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Currency
August 27, 2026•5 min read

PBOC Puts the Brakes on the Yuan: 6.7852 Fixing After 3½-Year High Signals Unease Over Rapid Gains

The yuan briefly traded near 6.72 per dollar on Tuesday, its strongest level in three and a half years — but the central bank set its daily fixing 633 pips weaker than the market expected. The widest deviation in six months shows Beijing does not want a rapid appreciation.

A Admin, analyst
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Stocks
August 25, 2026•5 min read

China Materials Stocks Become New Market Leaders: Gold and Copper Rally Lifts a Laggard Sector to the Top

The MSCI China Materials Index has jumped about 15% over the past month, outperforming every other major industry group. A rally in gold and copper has turned one of China's weakest sectors of 2026 into the market's new leader — and the story may not be over yet.

A Admin, analyst
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Markets
August 23, 2026•5 min read

Chinese Stocks Await Key Meeting: NPC Standing Committee Meets August 25–28 as Market Bets on New Stimulus

China's top legislature's Standing Committee meets August 25–28 as investors watch for a new fiscal package. Weak July data, the "Six Networks" initiative and preparations by the State Council and NDRC all suggest Beijing will have to act — the question is the scale of support.

A Admin, analyst
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Currency
August 21, 2026•5 min read

Yuan Strengthens to Strongest Level Since February 2023: 6.74 per Dollar as Cautious PBOC Support Lifts CNY

The Chinese yuan has strengthened to 6.7424 per dollar, its strongest level since February 2023. The currency is being helped by a weaker dollar, lower US yields and cautious PBOC support that keeps rates low and sets firmer central parity fixings.

A Admin, analyst
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Stocks
August 19, 2026•5 min read

Unitree Debuts on Shanghai's STAR Market: Humanoid Robot Maker Jumps 460% as Record Demand Shows Retail Firepower

Unitree Robotics, the world's largest humanoid robot maker by sales, jumped more than 460% on its Shanghai STAR Market debut. The IPO, oversubscribed a record 8,000+ times by retail investors, raised 6.1 billion yuan.

A Admin, analyst
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Currency
August 17, 2026•5 min read

e-CNY Expands: China Adds Eight Banks to Digital Yuan Network, Operators Reach 30

China's central bank has expanded its digital yuan operator network by eight banks to 30 institutions. e-CNY is shifting from digital cash to interest-bearing deposits and moving beyond borders.

A Admin, analyst
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Markets
August 15, 2026•5 min read

A-H Share Premium Hits One-Year High: AI Rally and State Buying Widen the Gap Between Shanghai and Hong Kong

The premium of A-shares over Hong Kong-listed H-shares has climbed to a one-year high of around 23%. An AI rally and state buying are lifting Shanghai while Hong Kong lags — an opportunity and a warning for investors.

A Admin, analyst
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Currency
August 13, 2026•5 min read

Deutsche Bank Becomes First European Clearing Bank for the Yuan: Beijing Builds De-Dollarisation Infrastructure in Europe

China's central bank has tapped Deutsche Bank as the first European clearing bank for the yuan — a move that comes a week after Beijing published its first standalone five-year plan for yuan internationalisation.

A Admin, analyst
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Stocks
August 11, 2026•5 min read

Hang Seng Tech Index to Expand to 50 Stocks: Hong Kong Makes Room for Fast-Growing Tech Firms

Hong Kong's index compiler is proposing to expand the key HSTECH index from 30 to 50 constituents and introduce revenue growth as a new selection criterion alongside market cap.

A Admin, analyst
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Stocks
August 9, 2026•5 min read

Star Market Rebounds 6.6% in a Week as Global AI Trade Revival Lifts Sentiment, US Indices Hit Records

The Star Market 50 index closed the week up 6.6% following July's record 26% slump. The rebound is fueled by a revived global AI trade and record highs on US indices.

A Admin, analyst
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Currency
August 7, 2026•5 min read

Offshore Yuan Strongest Since February 2023: Beijing Expands Direct Settlement to More Currencies as Trade Data Stays Resilient

The offshore yuan held around 6.74 per dollar on Friday — its strongest level since February 2023. Chinese banks have expanded direct yuan settlement to more currencies.

A Admin, analyst
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Markets
August 5, 2026•5 min read

Mainland Investors Flee to Hong Kong: Record Capital Flows Through Stock Connect as Hang Seng Becomes World’s Cheapest Major Index

Mainland investors bought HK$62.9 billion worth of Hong Kong stocks through Stock Connect in July. Amid a rout in AI shares, they are seeking shelter in the undervalued Hang Seng Index.

A Admin, analyst
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Markets
August 3, 2026•5 min read

Hong Kong Launches Chinese Bond Futures Trading: CSRC Calls It a “Milestone” for the City’s Bridgehead Role

Trading in the first offshore Chinese government bond futures began on the Hong Kong Exchange on Monday. CSRC chairman Wu Qing called the launch a milestone strengthening Hong Kong’s role as a bridge to China.

A Admin, analyst
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Markets
August 1, 2026•5 min read

Politburo Pledges Stock Market Support: Star Market 50 Rebounds After Its Worst Month on Record

A Politburo meeting chaired by Xi Jinping made a rare explicit pledge to support capital markets. The Star Market 50 jumped 3% in response, even after closing July down 26%.

A Admin, analyst
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Stocks
July 30, 2026•5 min read

Zhongji Innolight Sinks on Hong Kong Debut: Nvidia Supplier Disappoints Despite Record IPO

Zhongji Innolight shares fell as much as 10% on their Hong Kong debut and closed below the IPO price, as fears of AI overheating also weigh on Micron and KOSPI.

A Admin, analyst