Huawei doubles down on smartphones as EV sales slow
Huawei Mate 90 series smartphones on display in Hai’an City, Jiangsu Province, China on October 4, 2026. Cfoto…
AI portfolios may need China to grab the biggest gains
Investors looking to boost their exposure to artificial intelligence should target China, according to Matthews Asia portfolio manager…
Goldman picks China healthcare stocks for a post-AI trade
Chinese corporate earnings are on a tear, giving investors clues on which stock sectors offer untapped returns, according…
Xiaomi, Huawei take on Apple’s rumored foldable iPhone
Huawei and Xiaomi this week rolled out their latest foldable phones as the Chinese tech giants look to…
China bets on state capital for growth as credit demand stays weak
GUANGZHOU, CHINA – JULY 14: The exterior of an Agricultural Bank of China (ABC) branch building is seen…
This medical device stock looks like a gift for patient investors
Insulet is a high-quality compounder where a temporary execution issue is masking strong underlying fundamentals. Type 2 diabetes…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
China’s 618 shopping festival growth slows sharply as consumer spending malaise persists
Citizens gather to purchase and scratch instant lottery tickets at a lottery ticket booth on June 21, 2026…
Zhipu surges 33% as Wall Street raises bets on China AI after Anthropic curbs
Signage for artificial intelligence at the China Unicom Hong Kong Ltd. booth at the MWC Shanghai tech show…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…
UBS says to buy China tech stocks as AI ecosystem grows
China’s expanding AI ecosystem and easing U.S.-China tensions are reviving the case for Chinese equities, in particular the…