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07.04.26 - 15:36
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Chinese memory giants to gain market share via lower prices, expanded capacity: analysts (SCMP)
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As the global memory industry rides an unprecedented “super cycle” fuelled by AI demand, China's leading memory chipmakers are leveraging lower pricing and expanding production to capture a bigger market share, according to analysts.
“Chinese manufacturers often enjoy a price advantage of more than 15 per cent for products of the same specifications, which is highly attractive to the price-sensitive general-purpose server and consumer markets,” said Arisa Liu, chief director and research fellow......
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06.04.26 - 17:06
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China′s yuan may be going global faster than Western data suggests, analysts say (SCMP)
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Mainstream metrics may understate the role of China's currency in global payments, as a growing share of transactions is now routed through Beijing's own cross-border payment system and not fully reflected in conventional data sets, analysts say.
This could help explain the gap between Beijing's official narrative – which describes the yuan as the world's third-largest payment currency – and readings from tracking systems such as the Society for Worldwide Interbank Financial Telecommunication......
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01.04.26 - 05:01
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China′s Economy Better Insulated Than U.S. Against Oil Shock, Goldman Sachs Says (Caixin)
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As the Iran war enters its fifth week, the navigation crisis in the Strait of Hormuz remains unresolved. Although three Asian countries have announced agreements with Iran to allow their vessels to pass, traffic through the strait is still running far below normal levels. Meanwhile, international oil prices are approaching the $110 a barrel mark.... Read more...
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31.03.26 - 01:30
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Chinese coffee brands need more than low prices to compete with global players: analysts (SCMP)
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With Chinese coffee brands eyeing overseas expansion, analysts said those seeking to succeed as global players must move beyond low-price strategies and a narrow focus on operational efficiency.
“Overseas consumers have long associated Chinese brands mainly with cost performance,” said Fu Yifu, a special research fellow at Su Merchants Bank in Nanjing, in the eastern Jiangsu province. “To succeed globally, the core is to build a presence rooted in China's operational efficiency while blending......
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26.03.26 - 09:00
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′Demand shock′: China cannot escape the impact of a long Iran war, analyst warns (SCMP)
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While China appears better prepared than other countries to deal with the shocks brought by the US-Israel war on Iran, its economy would still come under pressure in the short term if its regional partners suffer, an executive with a global consultancy has said.
“China might be more resilient, but China is not resilient to a demand shock,” said Denis Depoux, a global managing director at consultancy Roland Berger.
“For example, if the economy is slowing down in Southeast Asia, if people stop......
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26.03.26 - 06:30
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China′s Kuaishou slumps as analysts flag growth pressure despite strong results (SCMP)
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Shares of Chinese short-video platform Kuaishou fell more than 13 per cent to HK$45.96 by midday in Hong Kong on Thursday, a day after reporting strong sales growth, as analysts warned that its core advertising and live-streaming businesses could face mounting pressure this year.
The sharp decline reflected investor concerns over a cautious growth outlook for the Beijing-based firm, compounded by its heavy spending on artificial intelligence, according to Zhang Xueru, an analyst at investment......
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26.03.26 - 03:36
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Euro, Chinese yuan to end US dollar dominance, top economist says (SCMP)
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Professor Kenneth Rogoff of Harvard University has repeatedly warned that the US dollar is approaching a crisis of legitimacy. Having written extensively on the global recession in the late 2000s, Rogoff has turned his focus to the US currency's increasingly unstable place at the top of the world's financial hierarchy. A former chief economist at the International Monetary Fund and a chess grandmaster, he published Our Dollar, Your Problem in May last year.
In this interview, Rogoff elaborates......
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25.03.26 - 02:42
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China consumer stocks jump on strong earnings, but analysts warn of limited recovery (SCMP)
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Major Chinese consumer stocks listed in Hong Kong rose sharply following strong full-year earnings, though analysts said the results did not point to a broad recovery in the consumer market but rather highlighted structural divergence and new growth drivers in mainland China consumption.
Bubble tea chain Mixue Group posted better-than-expected results for 2025, with sales reaching 33.56 billion yuan (US$4.87 billion), up 35.2 per cent year on year, while net profit rose 32.7 per cent to 5.88......
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24.03.26 - 14:30
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US move to ban Chinese routers as part of onshoring push could be uphill battle: analysts (SCMP)
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A US move to ban imports of new foreign-made consumer routers aims to pressure Chinese manufacturers to “onshore” parts of their production chain, although that will be a challenge given limited US manufacturing capacity, according to analysts.
The US Federal Communications Commission (FCC) said on Monday that it had updated its Covered List to include consumer-grade routers produced in foreign countries, citing concerns that the devices could “pose unacceptable risks to the national security of......
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24.03.26 - 00:36
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Three Chinese EV makers raise prices – but analysts warn weak demand could force reversal (SCMP)
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Three Chinese electric vehicle (EV) makers have raised prices for some models in response to rising supply chain costs, but analysts say the increases are unlikely to be sustained given weakening domestic demand.
Xiaomi became the latest manufacturer to adjust pricing on March 19, announcing that its new-generation SU7 standard version would start at 219,900 yuan (US$31,800) – a 4,000 yuan increase over the previous model. Founder and CEO Lei Jun had attributed the rise to aggressive surges in......
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20.03.26 - 08:36
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Russia Benefiting From US-Iran War While Impacts On China Are ′Complicated′: Analysts (ZeroHedge)
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Russia Benefiting From US-Iran War While Impacts On China Are 'Complicated': Analysts
Authored by John Haughey via The Epoch Times,
Operation Epic Fury presents Russia and China with a “mixed bag” of potential opportunities, but neither appear poised to take advantage of the United States' “distraction” with Iran, according to analysts with the Center for Strategic and International Studies (CSIS).
That, however, could change if the United States cannot quickly degrade the Iranian Revolutionary Guard Corps' (IRGC) stranglehold on the Strait of Hormuz to allow commercial shipping to resume, and secure with Israel a convincing victory in decimating Iran's capacity to develop nuclear weapons, they concurred.
“Ultimately, this comes back to ... the duration of the war being key,” CSIS Geopolitics and Foreign Policy Department Chief of Staff Will Todman said during a March 16 “State of Play” presentation in Washington, summarizing views from Russia expert Maria Snegovaya and Ch...
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19.03.26 - 10:15
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Im Fokus Welthandel: Auf Kurs in schwierigem Fahrwasser (Helaba)
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„De-Globalisierung“ ist als Schlagwort in der öffentlichen Debatte und in der Politik in aller
Munde. In der Realität ist in dieser Hinsicht aber wenig passiert. Außer eines Rückgangs im
direkten Handel USA-China geht es dem internationalen Warenaustausch erstaunlich gut...
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Analysen China 14830.9235 -0.57% (China A50 Kurs)
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