Browse Category

China Economy 9 December 2025 - 28 December 2025

NIO Stock (NYSE: NIO) Holds Near $5 After Friday Bounce as CATL Supply Shift and China’s New EV Efficiency Cap Set the Tone for Monday

NIO Stock (NYSE: NIO) Holds Near $5 After Friday Bounce as CATL Supply Shift and China’s New EV Efficiency Cap Set the Tone for Monday

NIO shares closed Friday at $5.10, up 3.87%, with volume near 48 million, but remain well below the 52-week high of $8.02. Chinese media report NIO has ended battery supply cooperation with BYD’s FinDreams for the Onvo L60 SUV and is increasing reliance on CATL. Mirattery, tied to NIO’s battery services, raised nearly RMB 1 billion in new funding. U.S. markets reopen Monday.
Shanghai Stock Exchange Today: Shanghai Composite Holds Near 3,964 as China Data, Policy Signals, and 2026 Forecasts Take Center Stage

Shanghai Stock Exchange Today: Shanghai Composite Holds Near 3,964 as China Data, Policy Signals, and 2026 Forecasts Take Center Stage

China’s industrial profits fell 13.1% year-on-year in November, the sharpest drop in over a year, official data showed Saturday. On Friday, the Shanghai Composite Index closed up 0.1% at 3,963.68, a one-month high. The profit slump has intensified debate over possible new stimulus from Beijing ahead of the next trading session.
27 December 2025
NIO Stock (NYSE: NIO) Weekend Update: Record Deliveries, Q4 Guidance Math, China’s New EV Efficiency Rule, and Analyst Targets for 2026

NIO Stock (NYSE: NIO) Weekend Update: Record Deliveries, Q4 Guidance Math, China’s New EV Efficiency Rule, and Analyst Targets for 2026

NIO’s U.S.-listed shares closed Friday at $5.10, up 3.87%, while the Nasdaq slipped 0.09%. After hours, NIO edged down to $5.08. The stock rose after China announced new EV energy-consumption standards starting in 2026. NIO reported November deliveries of 36,275 vehicles, up 76.3% from a year earlier.
KLA Corporation Stock (KLAC) News and Forecasts on Dec. 22, 2025: Analyst Upgrades, AI Capex Tailwinds, and China Risk

KLA Corporation Stock (KLAC) News and Forecasts on Dec. 22, 2025: Analyst Upgrades, AI Capex Tailwinds, and China Risk

KLA shares rose after Jefferies upgraded the stock to “Buy” and raised its price target to $1,500, citing strong AI-driven demand for semiconductor equipment. Multiple analysts highlighted KLA as a top pick for 2026, pointing to increased process-control needs in advanced chip manufacturing. Investors remain cautious about the company’s exposure to China and U.S. export controls.
Nike Stock (NKE) News Today, Dec. 22, 2025: China Slump, Tariffs, and Turnaround Costs Dominate Forecasts After Earnings

Nike Stock (NKE) News Today, Dec. 22, 2025: China Slump, Tariffs, and Turnaround Costs Dominate Forecasts After Earnings

Nike shares fell 11% to $58.71 on Dec. 19 after the company warned of continued margin pressure and a weak holiday-quarter outlook, despite beating revenue estimates. Fiscal Q2 revenue rose 1% to $12.4 billion, but net income dropped 32%. Sales in China fell 17%, while North America rose 9%. Nike expects further margin declines in the current quarter.
Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple traded near $273 early Monday as Italy’s antitrust regulator fined the company €98.6 million for alleged App Store abuses tied to privacy rules. Apple rejected the findings and plans to appeal. In China, Apple’s COO met with officials as Beijing encouraged deeper cooperation with foreign firms. Apple’s market cap remains around $4 trillion.
Rare Metals Stocks Week Ahead (Dec. 22–26, 2025): China’s Rare Earth Export Licenses, Lithium Crosscurrents, and the Catalysts Investors Are Watching

Rare Metals Stocks Week Ahead (Dec. 22–26, 2025): China’s Rare Earth Export Licenses, Lithium Crosscurrents, and the Catalysts Investors Are Watching

China has begun issuing “general” export licenses for rare earth-related items, aiming to speed up shipments while maintaining leverage. Battery-metals markets remain volatile, with EV demand rising but oversupply pressuring producers. U.S. markets face thin holiday-week liquidity, increasing price swings in rare metals stocks. Key economic data releases are expected despite the Christmas-shortened schedule.
21 December 2025
UOB’s Hong Kong and China Property Loan Exposure Faces Fresh Scrutiny as Real Estate Prices Sink and Vanke Races to Avert Default

UOB’s Hong Kong and China Property Loan Exposure Faces Fresh Scrutiny as Real Estate Prices Sink and Vanke Races to Avert Default

UOB set aside S$615 million in provisions for commercial real estate loans in November, raising its total credit allowances to S$1.9 billion for the first nine months of 2025. Over 40% of UOB’s Hong Kong loans were property-related as of June. Its Greater China non-performing loan ratio rose to 3.1% by September. UOB shares are down 4% year-to-date, while DBS and OCBC gained.
Nickel Price Today: Nickel Holds Near $14,300 as China Data, Oversupply Fears and Fresh Forecasts Hit Sentiment (Dec. 16, 2025)

Nickel Price Today: Nickel Holds Near $14,300 as China Data, Oversupply Fears and Fresh Forecasts Hit Sentiment (Dec. 16, 2025)

Nickel prices hovered near multi-month lows on December 16, with LME three-month contracts down 0.2% at $14,310 per tonne and Shanghai nickel hitting a 40-month low of 111,770 yuan. Markets reacted to weak Chinese economic data, thin year-end liquidity, and fresh oversupply warnings from major producers including Nornickel.
China Stock Market Today: Shanghai Composite and CSI 300 Slide as Weak Data and US Jobs Jitters Hit A‑Shares (Dec. 16, 2025)

China Stock Market Today: Shanghai Composite and CSI 300 Slide as Weak Data and US Jobs Jitters Hit A‑Shares (Dec. 16, 2025)

China stocks fell sharply Tuesday, with the Shanghai Composite down 1.11% and the Hang Seng Index off 1.54%, as weak retail sales and industrial output data fueled concerns over domestic demand. Turnover on mainland exchanges dropped to 1.72 trillion yuan. Growth and tech shares led losses in both Shanghai and Hong Kong. Investors also braced for delayed US labor data that could shift global rate expectations.
16 December 2025
Hang Seng Tech Index Hits Lowest Since Nov. 21 as Hong Kong Stocks Slide on China Growth Jitters and Global Tech Rotation

Hang Seng Tech Index Hits Lowest Since Nov. 21 as Hong Kong Stocks Slide on China Growth Jitters and Global Tech Rotation

Hong Kong’s Hang Seng Index fell 393 points, or 1.54%, to 25,235 on Tuesday, with the Hang Seng Tech Index dropping 1.74% to 5,402, its lowest since late November. Alibaba lost 3.6%, Tencent 1.4%, and SMIC 3.6%. Losses followed weak China economic data and a global retreat from tech ahead of key U.S. releases. Shanghai and CSI 300 indexes also declined.
DBS Group Holdings Ltd Stock (SGX: D05) Hits Fresh Record as RMB Clearing Bank Win Puts China-Linked Growth Back in Focus

DBS Group Holdings Ltd Stock (SGX: D05) Hits Fresh Record as RMB Clearing Bank Win Puts China-Linked Growth Back in Focus

DBS Group shares hit a record S$56 in early Singapore trading Tuesday after the bank was named the city’s newest renminbi clearing bank and gained approval to operate in China’s onshore OTC bond market. The stock is up about 28% year-to-date. OCBC also touched an all-time high. DBS said the new status will expand its RMB settlement and fixed income services for clients.
16 December 2025
Australia Economic Calendar for Monday, 15 December 2025: RBA Financial Stability Speech in Focus as China Data Tests the AUD

Australia Economic Calendar for Monday, 15 December 2025: RBA Financial Stability Speech in Focus as China Data Tests the AUD

The Reserve Bank of Australia’s Andrea Brischetto will speak on financial stability at 1:20pm AEDT Monday, following the RBA’s recent hawkish hold on rates. No major domestic data releases are scheduled. Key regional data include Japan’s Tankan survey at 10:50am and China’s November activity figures at 1:00pm, both closely watched by Australian markets.
14 December 2025
Hong Kong Stock Market Week Ahead: HKEX Hang Seng Outlook After Fed Cut, China Data and IPO Momentum (Updated Dec 14, 2025)

Hong Kong Stock Market Week Ahead: HKEX Hang Seng Outlook After Fed Cut, China Data and IPO Momentum (Updated Dec 14, 2025)

The Hang Seng Index jumped 1.8% Friday to close at 25,976.79, trimming its weekly loss to 0.4% as traders anticipated new pro-growth signals from Beijing. Earlier in the week, rate uncertainty and mixed China data drove volatile trading, with property and tech shares under pressure. Investors are watching for key China data and Hong Kong’s response to lower rates in the coming days.
Shanghai Stock Market Week Ahead: Shanghai Composite Braces for Key China Data After Policy-Heavy Dec 8–13, 2025

Shanghai Stock Market Week Ahead: Shanghai Composite Braces for Key China Data After Policy-Heavy Dec 8–13, 2025

The Shanghai Composite closed at 3,889.35 on Friday, down 0.34% for the week amid volatile trading driven by policy meetings and economic signals. Investors weighed Beijing’s pro-growth policy language for 2026 against weak domestic demand and fragile household borrowing. Key economic data, including industrial output and retail sales, is due Monday. Markets reacted daily to shifting signals from top-level meetings and inflation data.
13 December 2025
KE Holdings (BEKE) Stock Slides as Buybacks Accelerate: What Q3 2025 Earnings and China’s Housing Slump Mean for Investors

KE Holdings (BEKE) Stock Slides as Buybacks Accelerate: What Q3 2025 Earnings and China’s Housing Slump Mean for Investors

KE Holdings (NYSE: BEKE) shares fell about 4.8% Tuesday, opening near $16.35 after closing at $17.08, with over 1 million shares traded. The drop came despite ongoing share buybacks and Q3 revenue rising 2.1% year-on-year to RMB 23.1 billion. Net income fell to RMB 747 million from RMB 1.17 billion a year earlier. BEKE underperformed even as international ETF VXUS saw strong inflows.
IMAX Stock Soars on Analyst Upgrades and China Growth: What December 2025’s Rally Really Means

IMAX Stock Soars on Analyst Upgrades and China Growth: What December 2025’s Rally Really Means

IMAX shares closed at $38.50 on December 8, up 7.8% after new analyst upgrades and news of a deepened China partnership. The stock sits near a 52-week high, up over 30% in six months, outpacing the broader market. Consensus analyst price targets now range from $32 to $47, with most ratings at “Buy.” Management issued bullish three-year growth guidance at its recent Investor Day.
Go toTop