CHINA MARKET WATCH

What’s Next for China Internet Stocks After Valuation Rally? UBS Highlights AI Monetization, Overseas Expansion and Margin Reshaping

China Records Twin Surplus in Forex Settlement and Cross-Border Payments, Foreign Investors Increase Holdings of Onshore Stocks

China Leads Global Robotics Boom — Market to Hit $108 Bn by 2028, Drones Take 40% Share, Says Morgan Stanley

China Approves Some Rare Earth Export Licenses as Japan Grapples with Wider Impact of Controls

Midea Launches Major Buyback and Dividend Plan Backed by Massive Cash, Eyes High-Tech Transformation

Meituan CEO Wang Xing Further Cuts Li Auto Stake, Cashes Out Over HK$600M in Four Days

China Expands Use of Local Government Special-Purpose Bonds to Repay Arrears and Support PPP Projects Amid Fiscal Strains

Speculative Traders Resurface as Stablecoin and IP Economy Themes Attract Heavy Buying

Premium Hotpot Brand Banu Files for Hong Kong IPO, Plans Aggressive New Store Expansion

Private Developer Seazen Successfully Issues $300M Offshore Bonds, First in Three Years

Overheating Risks Emerge, Analysts Warn of Crowding in Pharma and Consumer Stocks

WEEKLY: Near-term outlook on China’s steel products – Mysteel Global

Innovative Drugs Get a Boost as China Introduces “30-Day Fast-Track Approval Channel” for Clinical Trials

Zijin Mining Faces Copper Output Setback at Kamoa-Kakula, Gold Surge May Keep 2025 Profit Outlook Intact

Chinese Developer CIFI Announces Onshore Bond Restructuring Plan, Debt-to-Asset Swap Option Faces Doubts