iShares China Large-Cap ETF

FXI

Market cap $5.49B

Matthews Asia's Sean Taylor explains why he remains constructive on China despite the broader indexes lagging some high-performing sectors. He also outlines his South Korea strategy, including an overweight call on chipmakers balanced by exposure to industrials.

I reiterate my sell rating on Chinese equity ETFs FXI and MCHI, citing persistent macroeconomic and structural headwinds. Despite attractive 9x P/E valuations, Chinese stocks remain value traps due to falling profit margins, rising corporate leverage, and ongoing deflationary pressures. China's shift from real estate-driven growth to high-value exports is fraught with risk, as excess supply and weak domestic demand undermine recovery.

China is designing a futures market for AI tokens as the country explores new financial tools linked to the rapidly expanding artificial intelligence sector. The Shanghai Futures Exchange is in the early stages of designing futures contracts tied to so-called AI tokens, which are the smallest units of information processed by AI models, sources familiar with the matter told Reuters.

Hong Kong securities regulator has raided the local arms of two major Chinese brokerages as it investigates suspected misconduct tied to share offerings, sources ​said, the latest move by authorities to ramp up policing of an ‌IPO boom in the city.

Sam Vadas breaks down the latest selloff in Chinese stocks as new concerns emerge over China's new AI regulations. She says regulatory uncertainty is pressuring investor sentiment.

China has begun restricting overseas travel for top artificial intelligence professionals working at private firms, including Alibaba Group Holding and DeepSeek. The move signals an escalation in Beijing's efforts to safeguard critical technology and strengthen its position in the global AI race against the US.

Steven Sun of HSBC Qianhai breaks down why China's Star 50 and Chinext indices are outperforming Hong Kong's internet-heavy tech index. Dismissing bubble concerns, Sun points out that earnings growth fully justifies current valuations and that the shift toward "agentic AI" is still in its infancy, signaling massive future demand for AI infrastructure.

Buy orders routed from mainland China through Futu and Tiger just got blocked.

China's powerful state ‌planner said on Friday the government has never required Chinese technology companies to ​reject foreign investment, responding ​to a media question about whether ⁠Beijing plans to ask Chinese ​firms to refuse investment from U.S. ​capital.

Chinese ​state refiners have slashed oil throughput by more than one million barrels per day since the outbreak ‌of the Iran war, analysts and market sources said, as disruption to crude supplies and poor margins forced them to scale back operations.