Chinese investors withdrew a record $2.91 billion from domestic gold ETFs in June, driven by a stock market surge and a strong yuan, according to the World Gold Council. This led to the worst single month on record for Asian gold ETFs, despite strong inflows in the first half of the year.
China has enacted a new law, dubbed the 2026 regulation on outbound direct investment (ODI), to probe and retaliate against foreign trade barriers and sanctions targeting its industries. The law requires Chinese investors to cooperate with authorities during overseas investigations.
Mainland Chinese investors bought a record HK$1.19 trillion (US$151.8 billion) in Hong Kong shares via Southbound Stock Connect in the past year, reflecting strong market confidence driven by a robust IPO pipeline. Average daily turnover of these inflows surged 84% year-on-year.
Indonesia's envoy Purbaya visited Beijing to boost investor confidence ahead of a panda bond sale. Chinese companies expressed concerns over stringent regulations, over-enforcement, and corruption, while also worrying about Indonesia's fiscal situation. Purbaya assured them of sound economic fundamentals.
Hong Kong's Financial Secretary Paul Chan Mo-po is reviewing the Cross-boundary Wealth Management Connect scheme to allow mainland Chinese investors access to a wider range of products, potentially including higher-return, higher-risk options. This comes as the city marks the anniversary of its return to Chinese rule.
Chinese investors in Indonesia's nickel industry have formally protested new government policies, including proposed royalty increases and stricter foreign exchange rules. The China Chamber of Commerce in Indonesia cited increased operational costs and undermined investment certainty, potentially impacting the future of Chinese capital in the nation's industrialization program.
SpaceX's record-breaking IPO on Nasdaq excluded Chinese and Hong Kong investors. However, Chinese investors are reportedly using digital assets and offshore crypto platforms to gain synthetic exposure to popular US tech stocks like SpaceX, bypassing capital controls and regulatory bans.
SpaceX and OpenAI are reportedly excluding mainland Chinese and Hong Kong investors from their upcoming IPOs, reflecting escalating US-China tech tensions and national security concerns. This move highlights a broader trend of US tech firms limiting Chinese investment in sensitive sectors.
SpaceX's anticipated IPO is poised to accelerate and reshape the IPO plans of China's commercial space companies, as the US firm leads in reusable rocket technology, a key strategic battleground between the two nations.
SpaceX's historic IPO is impacting global investment, particularly in China and Hong Kong. The event also underscores the maturation of the space-insurance market, which provides crucial financial protection for the booming commercial space sector.
SpaceX's upcoming IPO, anticipated to raise a record US$75 billion, is set to reshape global capital markets, influencing Chinese investors and the Hong Kong market.
Mainland Chinese investors are experiencing FOMO over SpaceX's IPO, seeking exposure via offshore accounts and proxy stocks as direct participation is barred due to regulatory concerns. The company is targeting a $1.8 trillion valuation.
Chinese traders are exploring transcontinental freight links across Eurasia as a more reliable alternative to shipping routes through the Strait of Hormuz, which continue to face disruptions. Rail capacity is in high demand, with May slots fully booked.
Mainland Chinese investors reduced their holdings of US Treasury bills in March due to global market uncertainties, including the US-Israel war on Iran, which fueled inflation and energy price concerns, analysts said.
After an hour’s drive through the jungle of Borneo, you reach more jungle. Your rental van from the Balikpapan city airport shakes precariously, navigating a partial bridge washout. A roadside sign admonishes against poaching the endangered sun bears. By hour three you’ve arrived at Indonesia’s new capital, which is due to start taking over from gridlocked, polluted and seaward-sinking Jakarta in 2028. Welcome to Ibu Kota Nusantara, known locally as just Nusantara or IKN. Eventually, if all goes...
Mainland Chinese investors have reduced purchases of Hong Kong-listed shares this year to about US$30 billion in southbound inflows, down from US$180 billion in 2025, as more pure-play AI investment options emerge across mainland and Hong Kong exchanges. BNP Paribas strategists say investors remain positive on China's AI story but now have more options to express those views beyond Hong Kong-listed internet stocks, shifting from broad index exposure to selective bets on individual companies.
