Analysis

By Katrina Hamlin HONG KONG, March 25 (Reuters Breakingviews) - Rivals from Ford Motor F.N to Stellantis STLAM.MI will be looking at Geely Automotive 0175.HK with envy. Last week, the $23 billion Chinese vehicle producer revealed its core earnings jumped 56% to 7.7 billion yuan ($1.1 billion) in

March 21 (Reuters) - Beijing's criticism of Hong Kong conglomerate CK Hutchison's move to sell its ports business is a precursor to heightened political scrutiny of major Chinese business divestments involving American buyers, analysts say.

By Katrina Hamlin HONG KONG, March 19 (Reuters Breakingviews) - Xpeng’s 9868.HK smart cars are starting to look a lot less special. The Chinese electric-car maker built its brand on the back of years of investing in sophisticated assisted driving systems rivalling those of Elon Musk's Tesla T...

HONG KONG, March 18 (Reuters Breakingviews) - Chinese retail investors appear to be regaining some of their long-lost risk appetite in local stocks. That should be a welcome sign that efforts to restore confidence in the economy are finally having an impact. On closer look, however, the recent equit

March 18 - U.S. equity markets are facing severe headwinds in early 2025, while Chinese equities rally, leaving global investors – structurally underweight China since 2021 – scrambling to adjust. This divergence underscores a critical question: Are Chinese stocks an effective hedge against fading U

SINGAPORE/HONG KONG, March 14 (Reuters) - As U.S. President Donald Trump's wide-ranging trade war rouses fears of recession, global investors have found an unlikely new sanctuary: Chinese equities.Hong Kong's benchmark Hang Seng Index .HSI - where many major Chinese companies are listed - is up...

HONG KONG, March 14 (Reuters Breakingviews) - BYD 002594.SZ, 1211.HK is getting too little credit from shareholders. Sure, the Chinese electric car maker’s stock has soared 70% over the past year. And last week buyers raced to snap up $5.6 billion of new shares the company sold in Hong Kong. Yet...

LONDON, March 13 (Reuters) - European asset managers are reconsidering their policies on investing in defence, under pressure from clients and some politicians to loosen restrictions and help fund the continent's race to re-arm.Under European Union rules, a number of funds badged as sustainable...

AI Opportunity and Risk: Salesforce’s decade-long AI investment and Agentforce leverage its clients, but AI could reduce seat demand and commoditize offerings.Moat vs. Agility: High switching costs secure its enterprise base, yet its size may slow adaptation to AI-native competitors.

LONDON, March 5 (Reuters) - Europe's major airlines are targeting smaller deals and tie-ups after facing regulatory push-back against full mergers, focusing on minority stakes to strengthen their position against rivals.Executives have called for further consolidation in European aviation market

Alibaba (NYSE: BABA) shares got a nice boost following the Chinese company's fiscal third-quarter results, which showed a nice rebound in its e-commerce business as well as strong artificial intelligence (AI) growth.The stock has had a tough past five years, losing about a third of its value...

Let's face it. A winning outcome for many long-term investors is probably to generate incredible returns from the stocks they own. Perhaps getting to a $1 million portfolio is part of the plan.Some of the world's most dominant enterprises have surely done this for their shareholders. But...

Global hedge funds keen to navigate U.S.-China trade tensions are amassing Chinese stock bets in the hopes of making huge profits if Beijing forms a pact with Donald Trump, or if the rest of the world and China unite against the U.S. president.

India’s dealmakers are celebrating their arrival on the global map. Last year, Kotak Mahindra Bank KTKM.NS not only topped LSEG's league table for initial public offerings in Asia by volume, edging out CITIC 0267.HK and JPMorgan JPM.N, but it also broke into the ranks of the top 10 underwriters of..

China's apparent breakthrough in AI and rapprochement with tech giants has sent Hong Kong stocks and internet giants soaring, but the buyers behind it are flighty and brokers say global investors are wary of big bets while markets swing wildly.

TradingKey - The European Commission has announced InvestAI, a €200 billion initiative aimed at accelerating AI development across the EU.  

DeepSeek's recent released models have rapidly become a focal point in the AI industry due to their outstanding performance across multiple standardized tests, garnering widespread attention from the sector.

SHANGHAI, Feb 6 (Reuters) - The Trump administration move to stop low-cost imports entering the U.S. tariff-free is likely to hit fast fashion retailer Shein harder than online dollar-store Temu, thanks to Temu's wider product range and moves to change its shipping strategy.

With Microsoft recently announcing its intentions to spend $80 billion on building data centers across the globe this year, there appears to be no let-up in spending on artificial intelligence (AI) infrastructure.

TradingKey - As we look ahead to 2025, the bullishness of major Wall Street institutions on U.S. stocks is only growing. And outside of U.S. stocks, Wall Street expects European stocks may be poised for even better performance.