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China retail sales growth slows to 0.6% in July, Macquarie comments

Mon, 17 Aug 2026 13:38:29 -0400

Investing.com -- China's retail sales growth slowed to 0.6% year-over-year in July, down from 1.0% in June, according to a Macquarie report. Retail sales excluding automobiles also decelerated to 2.5% from 3.0% in the previous month.

Gold, silver and jewelry sales fell 10.1% year-over-year in July, worsening from a 3.4% decline in June. The drop reflected weakening demand amid volatile gold prices and high base comparisons.

Cosmetics retail sales increased 6.3% year-over-year in the first seven months of 2026, with July growth moderating to 6.8% from 12.6% in June as the boost from the 618 shopping festival normalized.

Food sales growth slowed to

Morgan Stanley cuts China property forecasts on deeper price drops

Mon, 17 Aug 2026 11:25:20 -0400

Investing.com -- Morgan Stanley lowered its forecasts for China's real estate sector after new home sales remained weak in July and property prices continued to decline across most markets.

National primary home sales fell 8.9% year-over-year by value and 11.8% by volume in July, according to the investment bank. For the first seven months of 2026, sales declined 13.1% by value and 11.8% by volume compared to the same period last year.

The NBS 70-city home price index dropped 0.2% month-over-month for primary homes and 0.3% for secondary homes in July. More cities recorded flat or lower prices during the month. Tier

Morgan Stanley reports China property sales rise in 50 cities

Mon, 17 Aug 2026 11:01:08 -0400

Investing.com -- Morgan Stanley reported that primary registered unit sales in 50 Chinese cities rose 29% year-over-year for the week ended August 16. The increase follows a 1% year-over-year decline in the prior week.

Year-to-date sales stand at a decline of 10% compared to the same period last year.

Tier 1 city sales grew 16% year-over-year, unchanged from the previous week's pace. Tier 2 city sales climbed 20% year-over-year, reversing a 17% decline recorded the week before. Tier 3 city sales jumped 74% year-over-year, up from a 36% increase in the prior week.

Secondary registered unit sales in 10 cities increased 9% year-over-year

Goldman sees China entering Go Global 3.0 export era

Tue, 11 Aug 2026 11:52:52 -0400

Investing.com -- Goldman Sachs has identified China's entry into what it calls the "Go Global 3.0" era, marking a new phase of exports focused on AI-enabled and technology-led industrial capabilities. These exports range from AI data center power infrastructure to physical AI applications including robotics and automation.

The investment bank analyzed 11 product-based export opportunities with global total addressable markets ranging from $12 billion to $212 billion by 2030. Goldman categorized these opportunities into four archetypes: Bottleneck Solvers, Technology Upgraders, Established Global, and Idiosyncratic Opportunities.

Goldman forecasts the largest market share gains and margin improvements for companies classified as Bottleneck Solvers during

Barclays says China exports surge on AI and green tech demand

Mon, 10 Aug 2026 04:45:11 -0400

Investing.com -- China's export growth exceeded expectations for the sixth time in seven months, with July exports rising 23.9% year-over-year, according to Barclays analysis of recent trade data. The figure topped the 23.0% Bloomberg consensus estimate.

The strong performance occurred despite typhoon-related disruptions at major ports and followed robust export numbers in June. China's trade surplus widened to $113 billion in July, with Barclays projecting the country's total trade surplus will exceed $1.2 trillion in 2026, setting a new record.

AI-related products, which represent approximately 25% of total exports, and green technology goods, accounting for about 15% of exports, drove the July

Morgan Stanley cuts China GDP forecast on weaker June activity

Fri, 31 Jul 2026 08:05:02 -0400

Investing.com -- Morgan Stanley lowered its full-year GDP forecast for China by 20 basis points to 4.6% after June activity growth came in at 4.3%, missing both consensus estimates and Beijing's target.

The investment bank identified slower infrastructure development following first-quarter front-loading, reduced refining and petrochemical production due to oil prices, and weaker consumption as the main factors behind the shortfall. The consumption weakness stemmed from fading trade-in program effects, a soft job market, and ongoing property sector challenges.

Morgan Stanley's China economics team said policy focus is expected to remain on artificial intelligence and energy infrastructure rather than consumption, as US-China

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Investing.com - China's aluminium and product exports rose 16% year-over-year in May to 632,000 metric tons, the highest level since November 2024, according to Morgan Stanley data released Tuesday. Steel exports declined 2% year-over-year during the same period.

Supply disruptions in the Middle East tightened markets outside China and lifted London Metal Exchange prices, widening the export arbitrage for aluminium. Chinese inventories have begun to decline, particularly as semi-finished product exports increase.

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Morgan Stanley sees China aluminium exports jump on Middle East supply issues

Tue, 09 Jun 2026 07:37:39 -0400

Steel exports in May totaled 10.3 million metric tons, improving 9% month-over-month despite the year-over-year decline, likely reflecting a low base in April. Exports for the first five months of

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.

The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.

Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Chinese ADRs decline amid regulatory concerns amid probes into brokers

Fri, 22 May 2026 09:46:18 -0400

Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.

The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.