Author: King Miller
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Analysis: Deciphering the Divergence Between the Renminbi and Hong Kong Stocks
Read more: Analysis: Deciphering the Divergence Between the Renminbi and Hong Kong StocksA recent and counterintuitive market development has puzzled investors: the China’s Currency Renminbi (RMB, Chinese Yuan) has been strengthening while Hong Kong stocks, particularly the tech-heavy Hang Seng Tech Index, have tumbled. This divergence challenges the conventional wisdom that a stronger yuan typically coincides with capital inflows and a rising Hong Kong market. A new…
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Analysis: Dismissing the “China Target” Narrative Around U.S.-Iran Tensions
Read more: Analysis: Dismissing the “China Target” Narrative Around U.S.-Iran TensionsAnalysis synthesized from an article by columnist Tuzhuxi. Recent U.S. military moves in the Strait of Hormuz, framed as protecting oil shipments, have instead spotlighted the primary motivation behind the Trump administration’s actions against Iran: support for Israel, not a grand strategy to contain China, according to a detailed analysis of recent statements and events.…
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Huawei, BYD Unveil Major EV Tech Launches in Escalating Market Battle
Read more: Huawei, BYD Unveil Major EV Tech Launches in Escalating Market BattleMarch 4, 2026 (InvestinChina.asia) — China’s electric vehicle sector is witnessing a frenetic start to the new year, marked by a rapid-fire exchange of major technological announcements from its two industry leaders. Over two days, Huawei and BYD have unveiled what they term “disruptive” core technologies, signaling a new phase of intense competition beyond mere…
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Alibaba’s Top AI Scientist Departs Amid Major Qwen Team Restructuring
Read more: Alibaba’s Top AI Scientist Departs Amid Major Qwen Team RestructuringMarch 4, 2026 — Alibaba Group’s top scientist in charge of its Qwen large language model, Junyang Lin, announced his sudden resignation on social media today, stating simply: “me stepping down. bye my beloved qwen.” His abrupt departure comes amidst a significant internal reorganization of the Qwen development team and follows rare public remarks on…
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Analysis: The Real Drain on Hong Kong Stock Market Liquidity
Read more: Analysis: The Real Drain on Hong Kong Stock Market LiquidityMarch 4, 2026 — A recent surge in South Korean equities, often dubbed the “Korean Wave” (Hallyu), has fueled market speculation that capital flowing into Korea is draining liquidity from Hong Kong’s stock market. However, a detailed breakdown of fund flows indicates that domestic Korean investors, not global capital rotating from Hong Kong, are the…
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China’s Factory Activity Contracts Slightly in February, Services Stabilize
Read more: China’s Factory Activity Contracts Slightly in February, Services StabilizeMarch 4, 2026 (InvestinChina.asia) — China’s manufacturing sector contracted marginally in February, as a longer-than-usual Lunar New Year holiday impacted production, according to official data released Tuesday. The non-manufacturing sector, however, saw a slight improvement, buoyed by a holiday-driven rebound in consumer services. Key Data Points Huoli Hui, a senior statistician at the National Bureau…
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Investor Influx: Daily New A-Share Accounts Hit Record High in February Despite Holiday Dip
Read more: Investor Influx: Daily New A-Share Accounts Hit Record High in February Despite Holiday DipMarch 3, 2026 (InvestinChina.asia) – China’s A-share market continued to attract fresh capital in February, as the daily pace of new retail account openings hit its highest level in over a year, underscoring sustained investor interest despite a shorter trading month. Data released by the Shanghai Stock Exchange shows 2.52 million new investor accounts were…
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Shifting Gears: China’s Car Market Becomes a Crucible for Global Auto Executives
Read more: Shifting Gears: China’s Car Market Becomes a Crucible for Global Auto ExecutivesMarch 3, 2026 (InvestinChina.asia)– A wave of senior management reshuffles is sweeping through multinational automakers in China, signaling a strategic pivot as the world’s largest car market transitions from a cash cow to a critical proving ground for leadership in the electric and intelligent vehicle era. According to a Cailian Presstally, at least five global…
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Hong Kong Stocks: A Tight Funding Picture in 2026 Amid Slowing Credit Cycle
Read more: Hong Kong Stocks: A Tight Funding Picture in 2026 Amid Slowing Credit CycleMarch 3, 2026 (InvestinChina.asia)– Hong Kong’s stock market, particularly the Hang Seng Tech Index, faces a challenging 2026 as analysts forecast a tight liquidity environment compounded by a decelerating credit cycle in China. The Hang Seng Tech Index has slumped approximately 20% from its October 2025 highs, severely underperforming global peers. A detailed liquidity analysis…
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Debunking Economic Myths: Why Infrastructure, Not Consumption, Is China’s Way Out of Deflation
Read more: Debunking Economic Myths: Why Infrastructure, Not Consumption, Is China’s Way Out of DeflationMarch 3, 2026 (InvestinChina.asia) – In a detailed critique of prevailing economic narratives, prominent Chinese economist Yu Yongding has challenged several foundational assumptions guiding policy discussions, arguing for a significant, centrally-funded ramp-up in infrastructure investment to combat deflationary pressures and secure growth. Speaking at the “Chang’an Forum,” Yu, a former adviser to China’s central bank…