Topics
The ups and downs of China's 2018 bear market, and Beijing's moves to calm jittery investors.
Caixin View: Stock Jitters Settle, But What Next
Government needs a long-term plan to restore confidence and support the private sector. Key December policy meeting may offer some clues

China’s Property Market Splinters From Stocks as Buyers Hold Out for Bargains
Housing transactions surge in big cities on local policies, but nationwide prices fall as sellers cut deals

China’s Film Industry Faces Reckoning as Holiday Hits Fall Flat
Once a reliable profit engine, the National Day movie season faltered under soft demand and lackluster titles

Business Brief (Oct. 20): China Kicks Off Key Meeting to Map Out 15th Five-Year Plan
Top economic officials from China and the U.S. agree to a new round of trade talks; Trump imposes a 25% tariff on imported trucks

Cover Story: Trade War Deepens as U.S. and China Open New Fronts at Sea and in Silicon
From rare earths to AI chips, the two superpowers are rebuilding supply chains for a long economic war

Commentary: The U.S.-China Rivalry Enters Deeper Waters
Tensions have shifted from tariffs to targeted tech and security measures. This isn’t a sudden crisis, but a predictable new phase of a long-term strategic competition

Commentary: What’s Behind China’s ‘Liquidity Bull Market’ Debate
A series of state-led policy packages has fundamentally altered market dynamics, channeling funds into equities and fueling a rally. But questions over its sustainability, robustness, and competition from other assets remain

Li Auto Chairman Tops Hong Kong Pay List With $90 Million Package
Li Xiang’s compensation is mostly in share awards, as rankings show Chinese mainland entrepreneurs dominating the top earners at Hong Kong-listed firms

Trade War Monitor, Oct. 13: China Stands Firm on Trade War Fronts, Targeting Minerals and U.S. Tech
Chinese traders and exporters are shrugging off the latest salvos in the U.S.-China trade war, betting that the familiar cycle of threats and de-escalation will repeat itself

Hong Kong Stocks Drop as U.S.-China Tensions Boil Over
Morgan Stanley outlines four scenarios for investors, from buying the dip to a full pivot to A-shares

Business Brief (Sept. 26): Trump Unveils New Tariffs
China starts trade barrier probe into Mexican restrictions, CATL becomes third-most-valuable A-share stock

Commentary: China’s Window to Cut Interest Rates Is Open
Market stability and a dovish Fed have eased prior constraints, creating an opportunity for Beijing to stimulate flagging employment and business activity

Commentary: China’s Yuan Defies Its Economic Woes
Beijing’s stimulus isn’t firing on all cylinders as households pay down debt. Yet the currency is surprisingly strong, creating a puzzle for policymakers

Analysis: How U.S. Corporate Profits Are Withstanding the Tariff Shock
A weaker dollar, front-loaded imports, the AI investment boom and slowing wage growth are helping U.S. companies weather the Trump administration’s trade measures

Hong Kong and UAE Ink Mutual Fund Recognition Deal to Deepen Market Links
New pact allows mutual recognition of investment funds, expands cross-border opportunities, and strengthens Hong Kong’s role as a bridge to the Middle East.

CX Daily: Motor-Makers Start Their Engines for Electric Aviation Take Off
Sinopec and Saudi Aramco launch a $10 billion petrochemical venture in Fujian province. Plus, more on Chinese automakers