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China Economy 12 February 2026 - 23 March 2026

Hermès Shares Drop Nearly 10% as China Stalls and Growth Narrows
NIO Stock Jumps to $5.82 as Wall Street Rally Lifts China EV Shares

NIO Stock Jumps to $5.82 as Wall Street Rally Lifts China EV Shares

NIO Inc. climbed 38 cents to $5.82 in late U.S. trading Monday, moving on heavy volume—almost 48.9 million shares traded. Wall Street bounced after President Donald Trump postponed planned strikes on Iranian power plants and oil prices dropped. “Things with economic sensitivity” logged Monday’s top moves, according to Bob Doll, chief investment officer at Crossmark Global Investments.
Hong Kong’s 2,000-Tonne Gold Vault Plan Gets Fresh Incentives as China Eyes Bullion Pricing Power

Hong Kong’s 2,000-Tonne Gold Vault Plan Gets Fresh Incentives as China Eyes Bullion Pricing Power

Hong Kong plans to introduce specific incentives aimed at attracting gold refiners and other precious-metals companies, focusing on overseas certifications and cross-border trading, according to InvestHK’s Benjamin Wong Kwok-fan on Thursday. “The purpose is to assist those setting up refineries in Hong Kong that haven’t yet obtained LBMA certification,” Wong said, pointing to London Bullion Market Association standards as the benchmark for wholesale bullion transactions. The city is looking to team up with the Shanghai Gold Exchange and regulators in Shenzhen to facilitate trade between Hong Kong merchants and qualified mainland refiners, with ambitions covering everything from ETF-linked products to tokenised gold.
5 March 2026
Shenzhen Stock Exchange week ahead: PBOC’s yuan brake and “Two Sessions” policy signals in focus

Shenzhen Stock Exchange week ahead: PBOC’s yuan brake and “Two Sessions” policy signals in focus

China’s central bank will scrap its 20% risk-reserve requirement on FX forward contracts starting March 2, in a move designed to cool the yuan’s sharp gains as exporters warn of mounting pressure. “It means the PBOC is intervening as the yuan’s appreciation is too fast,” said Yuan Tao, analyst at Orient Futures. The currency has climbed over 7% since last April, with an increasing number of listed companies reporting exchange-rate related profit hits.
Shanghai Stock Exchange week ahead: Two Sessions and PMI loom after Shanghai Composite ends Friday higher

Shanghai Stock Exchange week ahead: Two Sessions and PMI loom after Shanghai Composite ends Friday higher

The Politburo in China is urging policymakers to get “more proactive and effective” with their approach, pushing for stronger coordination—an agenda that’s putting Shanghai stocks on alert this week as market participants try to parse what’s next on fiscal support and growth. This call followed official figures showing a 5.0% economic expansion for 2025, and lands just as Beijing gears up to draft documents for the next five-year plan along with the government work report.
Lithium price rises in China, but Albemarle stock sinks after Kemerton plant goes idle

Lithium price rises in China, but Albemarle stock sinks after Kemerton plant goes idle

Albemarle shares fell 6.8% to $163.50 on Thursday after the company said it would idle the remaining operating “train,” or processing unit, at its Kemerton lithium hydroxide plant in Western Australia, effective immediately. Chief executive Kent Masters said “recent lithium price improvements” were “not enough” to offset the strain on “Western hard-rock lithium conversion operations.”
Nvidia stock rises in premarket as Samsung ships HBM4 memory chips; China rules in focus

Nvidia stock rises in premarket as Samsung ships HBM4 memory chips; China rules in focus

Nvidia edged up nearly 1% ahead of the bell Thursday, with the stock priced at $191.87 after closing at $190.05 the day before. The move came on word from Samsung Electronics that it’s begun delivering its latest HBM4 memory chips—crucial for Nvidia’s AI accelerators. Samsung’s chip division head, Song Jai-hyuk, described customer feedback as “very satisfactory.”
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.